Dr. Dabbles

I told you how to find them so you wouldn’t have to bitch about my cherry picking. I can’t help if you’d rather bury your head in the sand, and it makes no difference to me what you believe.

It’s the Pravda of the VC-centric tech scene and has been for a very very long time.

At least someone else gets it.

I’d suggest they’re just as wrong about programming languages and maths as any other topic.

You can google for cloudflare issues ranging from providing hosting for actual nazi sites to extorting customers by threatening the exact scenario se saw in this blog post. Feel free to google “cloudflare account suspended” to see many posts about people having not just DDoS mitigation disabled, but everything related to an account deleted and disabled. Many of those people had the audacity to, get this, rely on DDoS protection! The nerve, right?

Not just “this case”, there’s been countless cases like this with CF.

Pro tip: Don’t waste your time over there.

Not a huge surprise, they’ve got a long history of doing all kinds of scumbag shit. Nobody should be surprised when the leopard eats their face.

Tesla isn’t valued like a car company.

The market being stupid doesn’t change the fact that they are a manufacturing company. The fact that they can convince people to repeat this nonsense is how they keep the market stupid. Keeping the market stupid is how they continue pumping cash to stay afloat.

iPhone actually works. Also, which generation iPhone weighs two tons?

The difference is that “tech” companies can produce more of their software with minimal or no additional cost. This is why their values tend to be higher than traditional companies manufacturing things. Tesla can’t do that. Their revenue is their shitty cars, without them there’s nothing to run their shitty non-working software on.

Except that the manufacture shitty products. Manufacturing something makes them not operate like a tech company, which is why Elon is desperate for people to repeat that they’re a tech company. You’re doing his work for him.

Tesla isn’t a tech company.

They identify people in public that should probably be robbed. So they’re useful for that I suppose.

All scams come to an end when they run out of marks to steal from.

Customers are fairly inflexible. If you need storage or ram for 10k new servers, that’s it. You have to have it. And since all manufacturers raised prices, you’re going to spend more. Making matters worse, if you have to onboard another vendor to safe a few tens of thousands of dollars, you can easily spend hundreds of thousands on time and resources to go through a qualification cycle alone.

Home computers make up a significantly smaller portion of the computer component space. So while this might prevent a person from upgrading their SSD or building a DDR 5 equipped gaming computer, that’s small percentages of sales. A single corporate relationship account will buy thousands of devices at a time, larger accounts will buy tens of hundreds of thousands. A cloud operator building 10k servers with 12 channels of RAM will buy 24 dimms per server. It’s a totally different game.

I have information directly from the three main manufacturers. Demand is down, production is down, so in order to not show losses on the balance sheet prices went up.

TSMC did the same thing last year- raised prices by around 27% for all customers. Because demand is way, WAY down. Sadly their increase wasn’t enough to stave off a drop in revenue.

When you have the whole market cornered, normal supply and demand economics don’t apply.

I’m not the one complaining

Ok. Well, people are buying all the production. But production is down. And they control the price so they raised that too.

Welcome to free market capitalism.

What?

Yup. They control the entire market and there’s a decreasing number of fabs. They raise prices to ensure revenue doesn’t drop and they can keep showing investors lines going up.

It’s idiotic, and it’s how the industry has worked for decades at this point. Just wait till people figure out the games played by fabs, substrate manufacturers, and component suppliers…