Sledge Gritstone 🪨💪🔨🪨

snarlahazard.bsky.social

30 outubro 2026 17:43

Yeah well, Bill Gates appears to being living in prior centuries if he thinks the modern human brain will tolerate 20 years strife when it can't tolerate even 5 minutes in its current state.

Rudolf de Leeuw

rudolfdeleeuw.bsky.social

29 outubro 2026 15:47

I'd separate need from choice here. A company with Microsoft's balance sheet can borrow cheaply instead of running down cash, so the bond sale says as much about capital efficiency as about cash flow strain. The more telling signal will be whether capex guidance keeps climbing next quarter.

The Jimmy

jimmyholdsgrudges.bsky.social

29 outubro 2026 15:04

2 absurd price gouging businesses i will never use - ever!

Hoon

hoon.bsky.social

26 outubro 2026 16:11

$tsla is up 6% and $spcx is up, so it’s still a massive wealth bump day for Elon. Congratulations, everyone. What a shit world

Mike

mtannenbaum.bsky.social

26 outubro 2026 16:10

Based on @metronorthcapital.bsky.social comments in the Anthropic thread by @peark.es, I conclude Musk is trying to cover his ass since XAI is selling compute to Anthropic at a massive premium and he is going to lose that business to neoclouds when their capacity comes online next year.