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IHeartBadCode @ IHeartBadCode @fedia.io Posts 0Comments 224Joined 11 mo. ago

Hur, hur, folks will speak about "DeepSeek won't let me talk about June 3rd, 1989"
That's not really the point nor why investors are bailing.
Investors are popping bubbles mostly because they already knew nVidia and the AI craze was overvalued. There just wasn't a hard case for making the short sell.
That's where DeepSeek comes in, not because of what they offer, but because of how they did it. nVidia has posed the market that the ONLY means towards the "bright AI future™" is via their advanced chips. Chips mind you, that China does not have access to.
Well guess who has a pretty advanced model for a country that's not supposed to have the chips to do that? So one of two things is going on AND it plays well to our AI short sellers.
- China is indeed somehow getting those chips even though they aren't supposed to, which means vendors like Apple, Microsoft, Oracle, etc have Chinese competition and that went so well for American companies last time they had to compete with China.
- nVidia is a big fibber, and we don't actually need their super deluxe chips to get advanced models, meaning team green is overpricing their hardware.
It's one of these two situations and it's THAT, that had investors finally getting that sweet, sweet orgasm of calling bullshit on a market leader. Now the science is still out here. DeepSeek put out a lot of information and open sourced their code on how they went about building their LLM. So, science doing what science does best, there should be some repeatability to what DeepSeek did. And there's plenty of folks around who have the setup to attempt it. So eventually we should see SeepDeek soon enough or whatever.
So if we start seeing SeepDeek, Zuckerbot 5000, and so on. Then it's number two that's likely true, which means nVidia is going to be hurting. Now if we don't see any of that coming out, well then arrows start to point to number one. nVidia isn't hurting too much, but boy oh boy will the vendors not like seeing some of that inventory going to people it shouldn't be going to. If there's one thing American Companies hate, it's competition when there shouldn't be any.
That's the thing with FeepPeaks here. It isn't that your social credit score will hit the hunny pot for dear leader Xi Jinpoobear. It's that someone has successfully given the required red meat to the autist that have been chomping at the bit to short the fuck out of team greenbacks. That's the bigger story here. It's that sly pandering to the retards of WSB to do what they do best in spite of the recent "US superiority for meme coins and Presidential rug pulls."
Now in the end if number two does pull true, it's a game changer for how nVidia was planing to do this "AI will suck your fucking dick if you buy the top shelf silicon". What DeepSeek does isn't a golden goose here, it's still a bit slower than <
<those other LLMs>
>, what it does do is get the job done for about the same number of kilowatts coming into your setup.Put another way, nVidia's top tier card gives you the full service, cups the balls, gentle humming, no teeth, all the way to the base. The "Shit we Sell to the Chinese™", is like the person who spits in their hand once and tries to get the job for the friend done as fast as possible like they were trying to break up asphalt on the Interstate with a jackhammer on cocaine. DeepSeek just showed that you can get the Chinese Bullshit to lick the balls a bit, get some actual stroking in, and use actual lubricant. Still not the full service, but vastly better that the hawk tauh that nVidia was telling folks the bottom tier would get them, which nobody was really liking the idea of.
That's what DeeperPeaks here is putting forward. It isn't a final product, it's a method, a method for others to build on to take on all those vendors out there telling you that their fancy five star Swedish call girl from nVidia powers their advanced fancy you cannot live without AI model. DeepReeks is telling you that the bottom tier is that nerdy girl from all those 90s movies that if you just let her hair down and take off her glasses, well suddenly you've got a hottie. Yeah, she's still awkward as fuck, but not awkward in that way where she gives you a "Roman salute", so you might get your lemonade stand LLM model to actually make you some cash.
That's the thing here, not the lack of squishy Chinese people from the late 1980s. If you want you too can build one using MeekPeeks that tells you everything about tanks and the human body's inability to carry one.
Oh look, the folks who said they weren't going to create a theocracy are doing just that. I'm totally surprised.
But it isn’t those idiots dying, so for them, nothing important was lost.
Everyone going to need to make room for these thoughts and prayers.
Meta mad about DeepSeeks. Decided only terrorist use Linux.
We all going to be deported to Linus’ house for not using Microsoft spyware. All because some Chinese AI shook Zuck’s AI investors.
Shit we already seeing it real time. Facebook recently banned anything related to Linux.
Shit. Where you getting the money for so many cigarettes? Best I can do is drag a two pack of Swisher Sweets out over the week.
From “I’m sure he’s learned his lesson” to this. Republican Senators really give off that “I actually don’t give a shit, I’m here for the paycheck” vibe.
I didn’t comment on the action. I indicated the linked article’s title is horrible.
Must be all those sending my heart gestures and roman salutes I do on a daily basis because I'm autistic and awkward.
Yes, but the concentration of CO₂ is about 420 ppm from 2023 measurements. Whereas your average carbonated soda is around 10,000 to 15,000 ppm. And most people call anything below 2,000 ppm flat.
Something to consider.
This is just Trump rescinding Executive Order 13989. Highlights from that EO.
- No accepting gifts from registered lobbyists or lobbying organizations
- Revolving door ban, outgoing. (That's leaving the White House and going directly to work for a job you previously were over in the White House)
- Revolving door ban, incoming. (That's being a lobbyist and then getting hired into a department you lobbied.)
- Revolving door ban, holding the door. (You can't help others get in or out of a department into or hired from a lobby directly related to the department in question)
- Golden Parachute Ban. (No hiring you if you had a golden parachute)
- Vampire clause, everything agreed to here, everyone who reports to the person who agreed must agree to it.
So the first item is lobbying as usual, but the rest dealt with who could and couldn't be hired/considered for nominations.
Power cited in the EO was 3 USC § 301, 5 USC § 3301,7301.
IMHO: I think the title is horrible.
Exactly. What the banks are doing are selling "loans". Musk has to pay those loans back quote/unquote someday. If the loan is good, you hold on to it as a bank because the interest makes you money. If the loan is bad, you sell it so that you can get some of your money back and make the collection of the loan someone else's problem.
Banks will do this for a number of reasons:
- To manage their balance sheet. Every loan not paid in full is bad and you need to balance good (income/good loans/etc) and bad.
- Generate immediate liquidity. Banks need to have some hard cash on hand, sometimes they sell to do just that, have hard cash.
- Free up credit lines to lend to new borrowers. Banks only have so much resources, sometime you cut losses to get new gains.
- Diversify the risk pool. You want a nice balance between "loans that might default" and "loans likely to not default".
Now for everyone else, what the parent to this comment is indicating is the second option in that list. Having to create some cold hard cash suddenly. Usually, there's a cyclical nature to needing greenbacks by the fistful, but like everything that's not always true. Something can "happen" and you have a sudden need to have cash in hand pronto. Good way to get that cash is to start selling low hanging fruit if you have it.
Something like the Twitter loan is a good pitch for low hanging fruit. Musk is terrible at paying the loan back, Twitter is likely to default one day, but Musk suddenly has direct access to some pretty corrupt as fuck ways to actually pay that loan back. From what I've read in the article, the sell price is something like 90 to 95 cents on the dollar. So not a huge discount, this ain't a fire sale.
But banks might want to offload Musk from their sheets just in case that money is something someone might later investigate. Like that 95 cents on the dollar price is "We think Musk is good for it, but we likely don't actually want his money." So you can make that federal investigation in 2033 someone else's problem, by selling the loan today. The big bank makes about 95% of the original amount back and when Musk goes to pay his loan in Russian Blood Rubles, it'll be to a bank that get investigated that isn't <<insert some large bank that would "NEVER" think to take conflicted money>>.
That's one theory. But there could be something on the horizon. Something that isn't right around the corner, but coming up in the distance that the banks want to have cash on hand for. Usually you see a much larger discount, like 60 cents on the dollar, for "holy shit, this stuff is toxic but we need to offload it discreetly before everyone else wises up."
I don't think point one and three apply to Musk's particular set of loans. But who knows?! Only the bankers do.
It’s very bureaucratic. And it’s very slow.
Oh well he'd like to know about the Homeland Security Act of 2002. That's when we took FEMA and merged it with Department of Homeland Security and mixed all these neat book keeping tricks. Like this one where border patrol has to get money from FEMA for particular payments related to housing capture illegal border crossings.
Now you may ask, "Why on Earth would we do something like that?" Well, because 9/11! That's why!
Yeah, for the folks who were trying to beg for reason and a level head in the aftermath of the worse terrorist attack on the United States, they would be right up there with Trump about how FEMA since 9/11 has slowly converted into a red tape mess. I don't think anyone in FEMA will debate that the red tape is a good thing.
But that's about as far as Trump goes in being right before he gets to:
I’d like to see the states take care of disasters
States WOULD NOT take care of them. They would just create various insurances that they would require citizens to pay into. And then those funds would be at the whim of the State Government not being corrupt, which for the southeastern states (I'm in one of them, Tennessee) that would be like asking a cocaine addict to be in charge of the cocaine evidence.
sniff sniff I have no idea why all these criminals keep going free! sniff snifffffffff
I mean I don't know, maybe we ought to bring back tar and feathering our local politicians. I thought we could move past that point, but you know, shit sometimes the old ways work best.
FEMA just hasn’t done the job
FEMA has done exactly the job that Congress has legislated them to do. If FEMA is failing in someone's opinion, we needn't look any further than Congress.
He also said individual states should be in charge of directing response to natural disasters rather than FEMA, and that the federal government should only step in subsequently to provide funding.
sigh
This is overly simplified. States know best where things are hit hardest and what the priority for rebuilding should be. FEMA will absolutely use their decades of experience in disasters to help state governments get the most out of their funds. If I was to try to make a metaphor here. States are in the driver's seat, FEMA will act as the GPS, and Congress is the gas tank. FEMA will try to get the most mileage out of your gas tank as possible, but States can totally change course and FEMA will try it's best to plot a good destination based on the new course given the limited amount of fuel the State has.
As always, it's a subject that is complex that Trump feels that the complexity doesn't deserve to be address but instead done away with and make the complexity someone else's problem.
Me as a Tennessean: "I bet it's Andy Ogles"
Checks
Goddamn can I read that man like a fucking book. I'm sorry we're all trying to vote the bastard out but the State gerrymandered the district because... AND I SHIT YOU NOT... "California does it, so it's okay if we do it too". Honest to God what our State Assembly said about breaking Nashville up into a hellscape of gerrymandering.
Do know, he's an idiot IRL as well. He's the kind that's really full of himself and he's got a super high self-worth in head.
Digital circuits. Went to college for Electromechanical engineering. Got really into digital circuits.
Got out of college and pretty much fell into computer programming. Fast forward several decades and I finally land a job with same hours and good pay with life in a semi stable state.
Decide to hobby my enjoyment for digital circuits. Fucking chip shortage happens and getting MCUs and GALs (among others) become harder to get.
It’s slowly gotten better, but it had me asking if the universe didn’t want me doing digital circuits.
Good job getting a shot of it before Musk orders more free speech and that result is free speeched into oblivion.
One, the filing can be found here. Because this story basically links over to the WSJ's copy of the PDF file. A PDF file that's on their CDN which is paywalled.
Two, yeah I was absolutely expecting this to happen and it's likely we are going to see a ton of this. The law requires a bit of transparency. I fully expect Trump to counter with "national security" and tell the courts to fuck off because Congress is spineless as fuck. And Trump calling everything an emergency or nation security to prevent any kind of judicial oversight was like his whole MO last go round.
Three, we've got to reform emergency powers in the United States. It's got to be a one and done for 90-days. Post that, Congress has to step in. As the law is now, every 90-days the President can renew the emergency and basically the other two branches can suck his dick which is quite possibly the dumbest function we've got in our laws.
All that said, I fully expect Trump to tell all the courts to go to hell and the case to be dismissed for lack of everything because it's "top secret" shit they're doing in DOGE. Filing in the Courts ain't going to do shit to stop the guy. Only Congress can check the guy at this point and they are all too busy sucking his dick. So for at least the next two years, Trump will get away with literally everything.
Yeah, this is exactly the point here everyone. The pardons work because nobody has asked anyone if these blanket pardons are indeed legit.
So we can all sit here and try to mince the logic of such, but the real answer is that it exists in a superposition of legal and not legal until the various courts rule upon it.
This is so silly.
Trump: I'm going to put a 100% tariff on your goods if you don't start building them here.
TSMC: Yeah, we're doing just that next year. We're already fabbing them there in the US.
2026 rolls around and the final part of TSMZ in AZ is complete
Trump: I'm such a fucking genius.
And Republicans will eat this shit up.