Spekulatius

A gas station masquerading as a county runs out of gas:

Agreed. It is not inconceivable that the AI bubble will be deflated by overzealous government regulation. Anthrophic has been blacklisted by the government and their best product is export contoured which being quite a bit of bureaucracy with it an limits sales into man markets. Now OpenAI looks like it’s in the same doghouse. I don’t see how this business can be IPO‘d with these risk factors.

They are putting the squeeze on Crimea as the supply lines are haunted by drones. If they lose Crimea (still far from it but the noose is closing ) then it will be obvious to even the dumbest Russian that this war is lost. FWIW, bombing the capital is exactly what the Allies did in 1942 to overstretch German air defenses.

It’s not MU deciding this, it’s their customers and I think we are getting indications that they are getting antsy. I think shares prices will peak way before the memory business and the earnings do as Mr Market is good at smelling a rat in these high visibility situations,

LOL: I don’t think the IPO of Anthrophic and OpenAI will happen anytime soon.

What prevents traditional exchanges to get into the betting market business. It’s legally a different domain This is exactly the definition of a bucket shop.

Fairly easy to do with beauty products/ cosmetic because SG&A is huge (marketing expenses). Check out COTY how to go broke with ~65% gross margins.

If they do it like that, they need to increase the subscription rate to $40 or so (basically a cable bundle Netflix branded) and a lot of people will cancel. They can do this as an add on for additional cost but will get way fewer takers doing so.

The issue is that the sports content provider hold the cards and charge per viewer basically. So the Netflix advantage of having more scale really doesn’t work here.

I think it’s the wrong take. Next step in the war would have been invsarion of t/r Mainland and the casualties on both side would have been terrible. The battle of Okinawa, which was Japanese homeland showed how bloody this might have been. 240 thousand casualties (1/3 of the population), roughly 70 thousand Japanese edema and 14 thousand allied (mostly US) soldiers. Imagine an invasion of the mainland and you could multiples this by at last 20c and likely higher. Truman was the president after Roosevelt died and the bomb sort of fell in his lap. He was well aware of a monumental consequence but how could he not try to end the war early by using it? Put yourself in his shoes and think about it and tell me how he would not have used this weapon on his arsenal? Everyone of us in his shoes would have made the same decision.

CME, PAX, SPGI, MSFT (adds or starter positions).

+ tip. I bought one for $19 in Atlanta. Those stories are true. To be fair, it was a German Maß.

Wealthier yes, but better I am not sure. Europe has a much better work life balance (work hours, vacation) and more livable cities. US has lower taxes , is much more entrepreneurial. I think the bottom 50% is probably better off in Europe, the top 25% better off in the USA and for the the rest depends. I think I can judge this better than most having lived and h sing friends on both sides of the pond and going back frequently. I think the combo of working in the US and retiring in Europe is hard to beat. FWIW, most people going to the Worldcup have travelled to the USA before, so I think some of the stories are a bit staged. Europeans know Amerika much better than vice versa.

Free refills is the killer app in restaurants. Here in the south they even give you a cup and a lid and refill to go.

Lots of countries will develop nuclear weapons - Saudi Arabia (through Pakistan), South Africa (they have nuclear power already), South Korea (counter North Korea), Iran, Ukraine (longer term) and likely Europe down the road. This a clear result of the wars on Ukraine and Iran, imo. This is a result of the Neo imperialism that is going to be the next chapter in a global politics.