Kind of feel like this “announcement” is going to have a Ken Phelps, as opposed to Jay Buhner, like return for those eagerly awaiting the news.
Kind of feel like this “announcement” is going to have a Ken Phelps, as opposed to Jay Buhner, like return for those eagerly awaiting the news.
The cost structure required (or at least that were told is required) of AI doesn’t seem sustainable at all to me. But it certainly seems to me like something the tech industry at large and its investor base are full systems go on.
That’s a good point. Even as an online bookseller, you can argue Amazon would have been profitable. I think what they’ve become, outside of Bezos, his management team, and probably a select group of private equity investors, was completely outside the scope of what we could imagine.
Yep, appreciate the clarification. The investment was in acquiring massive amounts of real estate and building a distribution and server facility network.
An online bookstore. They didn’t envision an online mktplace for everything (& a massive cloud hosting service). That said, more recently they clearly use their market position to engage in anti-competitive behavior, which does stifle competition. I’m just saying they didn’t start that way.
I don’t follow your 1st paragraph. In the early stages of Amazon, they grew their revenue year over year, but still reported losses because they were building out the distribution and facility network that we see today. The majority of investors long on Amazon saw it for what others thought it was:
I think your point about being too far gone into the business model is right. But directors and investors should be asking the question, regardless. Point taken on Amazon, I was only pointing it out as a comp. whose business model called for massive capital investment for their larger aims.
I would assume there would be a similar model in the nearish-term to a search engine, and over the longer term the revenue streams would become even more nefarious, unfortunately. You’re absolutely right that the costs are huge for U.S. companies. That’s why Deepseek seemed like a game changer.
That’s why I made a comp to Amazon, which didn’t make a profit for 6 years after it went public. AFAIK, OpenAI’s financial statements aren’t public, but I’d love to see their SCFs. I assume the most sig. costs are related to server usage, which is why I referenced deepseek as a course correct.
Has he considered putting a pencil behind his ear? Worked for other Belichick DCs, to at least make them appear smart to the masses.
Don’t disagree that it’s a bubble, but do disagree that AI will go bust (despite my concerns about its impact on humanity). One of these AI companies will achieve market dominance, and I’d have to imagine that investors of companies that don’t gain that perch will be left with pretty huge losses.
Not sure why your comment got flagged as rude, it’s not, but Amazon’s early years were marked with exponential rev. growth, but no profitability because it was reinvesting its cash flow into capex and R&D. I’m not a fan of Amazon/Bezos, but early investors that stayed long were rewarded handsomely.
Still don’t really understand why deepseek’s launch wasn’t a more long-term market correction. It feels like investors don’t want to miss out on a second Amazon, where Bezos spent years going all in on R&D to build the infrastructure for what it is today.
SEPTEMBO!
Me to Laz Diaz (for this game only):
This analogy doesn’t really work, it’s more like if you were staring into the sun, refusing to put sunglasses on, while playing for the organization that arguably produces the most effective sunglasses for pitchers in the sport.
Cc: Jeff Hoffman. Bump some Nelly Furtado on the way to the dome today.
BRIGHTON!
Brewers fans waking up with a sweep on the brain
Carved up the Brewers lineup like it was a huge, delicious cinnamon bun.
Buffalo. Only team in NYS and loves to play a prevent defense to avoid the “big play.” (I say this as a Bills fan)
Never say never, it could still happen…if Mike Pence has the courage.
Jokes on you, NCAA, I won’t be distracted from the REAL STORY until the start of the NFL this week.
A stack that Hamilton, Madison, and Jay would be proud of.
“It was also totally out of touch with the reality of REAL New Yorkers, who have to work a min. of 6 jobs to afford to live in this city (which I’m doing an AMAZING job running) unless they are lucky enough to receive bags of cash from (a) foreign govts, or (b) my advisors. 4 more years!”-Eric Adams
Media outlets trying to hedge for potential case law in their editorial practices are inaccurately portraying current facts to their readership/listenership/viewership.
“I’m sorry to differ with you sir, but you are the frat bro. You’ve always been the frat bro. I should know, sir, I’ve always been here.”
Clemson vs LSU
Yeah, I guess you could say I’m a bit of a “Disney adult” (foster child with a deadbeat dad that enjoys watching baseball games with an angel only I can see).
Also, Jeff Lurie with Jerry Jones.
In business school, you learn about how J&J recalled Tylenol because there was a risk of poisoning from the product. It’s taught as an example of corporate management responding correctly to a crisis, and being rewarding with consumer brand loyalty. Not sure those rules apply anymore.
Not to be confused with the award-winning documentary: “Baptized with Gatorade: The Tim Tebow Story”
Need more sports conversation here, imo.
Need a brew jays trophy for the winner of the season series between these two teams every year.
Also wrote a children’s book. Respect the grind!
Dead bodies, shootouts, pushups until he cried, an intrinsic “need” to make it, life on the verge of stardom. I chatted with Christian Benford this summer. He’s still taking the AFCCG loss hard. “I could’ve been out there. I want the Super Bowl.” -> www.golongtd.com/p/i-need-thi...
Jerry Jones saw Travis and Taylor stealing some attention this week and said
Great shot!
🥴
McConnell used the term “Biden Rule” to give an unprecedented action an air of legitimacy. It wasn’t to “credit” Biden. Schumer’s being accused of doing something “unprecedented” in this oped. He can easily say that’s bullshit.
Considering this is just a rhetorical flourish. Then you said he’s “doing McConnell’s tactics” when my only point was “just rhetorically call it the Biden Rule.” I have no idea what the argument is here, but this whole thing really tracks.
Just to recap: you said “you don’t know what you’re talking about” when I said “Schumer should call what he’s doing the McConnell Rule” as an homage to McConnell’s “Biden Rule.” When I tried to emphasize that, you said “well, McConnell was the Majority Leader,” a totally unrelated point…
All I’m saying is “call it the McConnell Rule” as a play on the “Biden Rule” that McConnell used. That’s it.
“Biden Rule” didn’t really “make sense” then either considering it was an off-the-cuff remark, and not some established precedent. But that didn’t stop McConnell from using it to justify mothballing the Garland nomination. This isn’t a civics test. Schumer should employ McConnell’s tactics.
I don’t even understand the point you’re trying to make. My point is that Schumer should call what he’s doing “the McConnell Rule” since holding up nominations is apparently “unprecedented” according to the WSJ.
By unwritten rule, the Bills in the McDermott era must: (a) have either Micah Hyde or Jordan Poyer in the organization at some point during the season; (b) pick up a former Carolina Panther in the offseason. Mission Accomplished for 2025.
ROC Red Wing talent, ROC Amerk attitude.
Call it “the McConnell Rule.” Has a long precedent of being used by MAGA.
“Rustic” - Lionel Hutz
#staffgood
Wondering if Schefty had this one or the Rodgers draft night story on the back burner for longer?
Would take Casey Janssen in ‘12 or ‘13 and his 0.99 and 0.51 HR/9, respectively, right about now.
76ERS!
Why yes, that is “din time.”
Also, I won’t lie, if White’s the starter on SNF, I’m nervous to see him in coverage against BAL’s WRs.
Wouldn’t be surprised if they signed him to the PS, tbh. McDermott likes players who have experience in his system.
You’d be better off consulting historians given this SCOTUS’s track record, tbh.
Going for a three hour tour of HHs after work.
JB Pritzker delving into his inner Liam Neeson in Taken with this warning.
I’m pretty sure Sal Fasano negotiated a peace deal between the two organizations.
Gotta read the legal docs, but 1st Qs IMO: (1) as an sig. shareholder in Intel, will the USG push for a BOD seat? (2) where does this leave the SEC (I know, cue 🤣) with respect to being an enforcement arm re: Intel? Say an investigation is commenced, will USG seek to quash to preserve its position?
I get that you all don’t have much authority here, but would prefer not to have to walk my kid passed people in uniform carrying weapons as they go into school.
Today’s the 1st day of school in DC. Yesterday, NG members posted here were ordered to be armed. @eleanornorton.bsky.social, @mayorbowser.bsky.social, @chmnmendelson.bsky.social , @cmzparker5.bsky.social I’m curious if there are any rules in place for armed guard members patrolling near schools?
Has he been that bad? Adding insult to injury that the Chiefs were able pick an above average safety (in limited snaps) with the 4th rounder they got in the Coleman-Worthy deal.
Throwing off schedule. A true pro’s pro.
Veteran 🎁; plus nostalgia sells
Oh for sure, I’d attach draft compensation to get off the contract, tbh. I think he can be useful, health is a concern though.
Would you be ok with the Vikings trading for Curtis Samuel?
Out of the 57 qualified SPs in baseball, Gausman is 28th, Bassitt is 39th, and Berrios is 44th by fWAR. They comprise 65% of the 671.2 SP IP this year. Francis’s IP (64) is less than 10% of that. As a comp, BOS is 12th by SP fWAR, & they’re carrying Buehler’s -0.6 fWAR at almost twice Francis’s IP.
Their SP is 20th in MLB by ERA, 26th by FIP, and 26th by fWAR. They’re 16th by IP, 14th by K per 9 and 11th by BB per 9. Some of that is Francis at the end of his run this season, but some of this is Berrios and Bassitt being up and down to some degree.
Imagine watching the creativity in this and being like “ehhh, we don’t really think he’ll appeal to the heartland; so we better try to mothball his career.”
This is the right call. I know athletes are creatures of habit, but given the collective age of the staff, along with their somewhat below average performance over the course of the season, a 6 man rotation makes the most sense.
“Tapped, not swiped.”
*Robinson Jeez, I zoolandered that up.
Investors can be long on AI, but I don’t understand how deepseek’s launch didn’t drive investors to question the significant capex “requirements” domestic companies say are necessary, when such an alternative at, presumably, a fraction of the cost exists.
Getting the call about the Robertson trade during your beach vacation.
*Wendy’s takes Dave Thomas’s daughter off the logo* Rufo: “we MUST wither the Wendy’s”
My guess is the crowd screaming “woke” likes pictures with everything they read.
Black Lives Matter catching strays too. Like there was an online inquisition questioning everyone that didn’t put a black square on IG one day. “Oh shit, was busy with work, didn’t even check insta that day.” There you go, crisis averted.
“Local convict and suspected pedophile accompanies armed forces and law enforcement as a liaison to the criminal underbelly of our nation’s capital.”
Big Mac Index going to replace anything BLS is producing pretty soon.
RIP to the X2
That’s the argument? They didn’t vote, so don’t blame them? People are busy. I get it. But they don’t get to say “I sat it out, but I don’t support what’s happening.” At best, they don’t give a shit what happens. And guess what: that can be a two-way street.
Hope they like rats and swamp ass.
If you’re the Steelers, are you not moving heaven and earth to try to trade for Anthony Richardson?
DC resident here: who voted for these governors? We’ve been infantilizing MAGA voters for years. IMO, people should stop coddling people or pretending like this issue is isolated to leadership. They want this and they support this.
I wish DC were a state.
We’re going to get a “players tribune” for ICE agents soon, aren’t we?
“You threw a bat at vito, that’s gotta be resolved.”
“We need to highlight all the success in our history, that’s why we’re re-erecting statues of failures: Confederate generals.”
As a Bills fan that wasn’t high on Allen, have never been happier to say I was wrong. That said, making the playoffs in 2019, largely on the back of their defense, for a team that had very recently been through a 17 year playoff drought absolutely bought him time with the fanbase and organization.
