Spekulatius

I don’ t think AI slob marketing will work for luxury, that one needs creativity and human touch. l think the part that is the most affected are customer service or support roles. For competitive industries like airlines or consumer goods l think any cost savings will be quickly competed away. I think in niche industries we could see marking improvement. Think specialized components or services. Software cos are already laying off customer facing positions which usually were the last one to be cut. that has now changed with AI chatbots etc.

Again another other good one from David Giroux:

I think people are getting very concerned about issues like loosing seats but is this actually a big deal? aid the software is useful, they will find other ways to get paid, presumable per usage. Seat based subscription is just a shortcut for usage anyways. Someone on X showed exploding depository’s using Claude in GitHub - how is this bearish for Gitlab for example ? If software will be cheaper and quicker to write there will be way more software. I think the market for IT budgets will increase not decline to get all those AI tools and agents into the hand of people. The we have increased cybersecurity threats and budgets due to exponential increases in threat vectors sand the easy to create malicious agents. AImis an advanced tool and it’s a bit like we went from coding on a machine level (hardware specific Assembler ) to higher level programming languages like COBOL, Fortran, later C, then higher object oriented languages like Java. We all knew that TAM for software increased not declined because it was cheaper to produce. I sued d most SaaS vendors that deal with systems of records and tie together business processes will do fine by adding AI agents as a layer to their software either developed by the vendor or the customer in some cases. Some will fail to adopt and die but probably slower than most think.

Mechanical or electrical engineering may be better than computer science, especially those that know the nuts and bolts on a practical level. Analog stuff > digital.

I follow Kainos, mostly because a recruiter contacted me once and it sounded interesting but not sure it’s the work I want to do. They are still have to solve many problems on the material science side as well as with equipment. My guess is they are 5 years away from even a prototype . The advantage of small nuclear reactors is less large catastrophe risk and you can iterate faster. However, from a safety POV, they still have to be protected enough that you can drive a large truck, fly a small airplane into a unit and break the containment. Assume a molten metal reactor like Kainos and this would create quite a radioactive mess.

It tells you all you need to know about whoever posted or approved it.

Read Bonhoeffer essay on stupidity being the most dangerous trait of all. I linked it above in this thread and you can find several interpretations of it on YouTube. Just my guess, but you can get at least 30% of the people in any country to behave in inexplicable stupid ways and now with social media probably more than that.

Thats not many and Uni’s have their own security staff. These research reactors are also mostly not used to generate power and hence have low power density. Again, not an unsolvable problem but I don’t think any little town will have their own nuclear reactor in the future.

If every company will be using it, there should be no profit margin improvement . I suspect that will be true for Pharma. However, I think there will be some companies who use AI well and others don’t . I am not sure how we know which ones are going to be winners or not since I have a hard time believing they will disclose enough details. AI could advantage large Pharma over smaller biotech startups but even that isn’t a given. my suspicion is that AI native startups will probably do a better job to harness AI than big clumsy organizations.

The small reactors are many years (perhaps a decade) away from production. The startups working on them will tell you otherwise, but when you look at what they’d are working on, it’s clear they have ways to go. One thing about the small modular reactors is security? How do you make sure l that mo malicious actors will take control of one and uses it to make a dirty bomb. Could be quite a mess. Large central units are early to protect but if you have many small ones then it could become an issue. I guess that’s something to worry about later down the road,

Stable coins are indeed of much more practical value than crypto currencies like BTC for cross border payments. If you are located in the Philippines or Argentina, where the currency transfer fees are high and inflation is an issue (in Argentina), they could save a a lot of money and the holder could just keep the money in their wallet as USD stand pints until needed for consumption and then convert, Digital currencies depending on how they are designed and regulated could do the similar things. Less friction would create more competition for currencies as holders could easily swap one for another until needed for consumption.

Sinners has some absolutely magical moments: https://www.rottentomatoes.com/m/sinners_2025 Fun thing that Buddy Guy has a cameo. I watched him than 20 years ago and he still got it now. I highly recommend catching him if you have a chance

That’s what I use. Its great value for what you get. If you sign up, take someone’s referral link.

CPNG, NTDOY and BZU (Buzzi). Also a starter in ZS.

What else other than TA can you do if you want to trade bitcoin? It’s not like there is an intrinsic value floor here.

OpenAI is painfully slow compared to Gemini and Gemini‘s output is about as good. I want my AI slob fast . Maybe OpenAi is toast. Claude is slow too but has their strong suit in coding etc.

We might benefit from adding a cybersecurity thread. The company I work for is very concerned about cybersecurity (due in needing to be ITAR complaints and being on China‘s black list ) and IT is clamping down on all sorts things like remote access. They also seems to make an effort to get rid of most if not all open source software after vulnerability were detected with some of them. I think cyber security become bigger deal as AI opens up entirely new attack vectors.

Google to OpenAI after announcing $175B in Capex for 2026:

Country / Folk doesn’t get any better than this. Only one of the Highwaymen musicians is still alive (barely)

Ry Cooder is awesome. Many of his records are gems.

I suspect homeownership will trend down from 65% if current lack of affordability persists. People will rent or live in condos. It seems that many prefer urban living with access to amenities within walking distance (if possible) over suburban single family homes.

Pretty good results from Elan. Seems like they should make the forecast of 53 yen in earnings growing ~15%. The stock may have been underreacted to the earnings release https://ssl4.eir-parts.net/doc/6099/ir_material3/272857/00.pdf 4091 Nippon Sanso (industrial gas) also did OK. My two software co’s 9928 and 3836 had mediocre earnings. Same with Tacmina pump 6322.

LOL. Made my day.

Got a decent that out of that one. QLYS isn’t expensive and that sort of software (system of record, cybersecurity ) won’t be replaced that easily, I think I would go for something faster growing like ZS here. Cybersecurity is going to be a big issue with AI because it is much easier to create malicious agents to do all sorts of things with AI.

TEAMS, WDAY, CRM and another are systems of record. Messing with them means potentially corrupting stored data and disrupting workflows with a lot‘s of users touchpoint. It‘s not going to happen that easily. There are also data and cyber security concerns with replacing them. I think it might actually be easier to go heavy on AI with chip design given that all the chip designer cos have large libraries to train on.