This isn’t seeing into the future. This is just taking a look at the present.

Present #1: AI datacenters cost a fuck ton

Present #2: No customer is willing to pay the costs of AI unless they sell at a loss

So… An extra $0?

He already got out! Should have stayed

Actually the Starlink division itself is profitable.

The unprofitable part is Twitter and xAI which got merged in right before the IPO.

SpaceX was actually on the path to being quite profitable, but then Musk tried to hide his two biggest money sinks inside it.

AI startups are all so desperate for memory and GPUs that I wouldn’t be surprised if a few of them were willing to buy shit that, uh, fell off the back of a truck.

Prior to the IPO, I was absolutely interested in SpaceX stock. Regardless of Musk’s antics, they are far and away the most advanced and most successful space launch company in the world.

Where traditional space launch companies like Boeing and ULA are floundering and failing, SpaceX was getting it done, to the point where NASA and the US Military had to move flights originally booked with ULA and hand them to SpaceX because they were the only ones able to get things done on schedule AND is more profitable than any other rocket company thanks to landing and reuse technology.

Then, of course Musk merged Twitter into xAI, merged xAI into SpaceX, then basically called SpaceX an AI company to attract more AI investment hype, and 99% of the stock value is AI hype.

And I have zero interest in SpaceX stock any more.

The funny thing is that even with this massive overspending, AI companies aren’t profitable. They need these companies to spend 10x the amount per token, and 10x the number of tokens. Probably 10x the number of customers too.

Burning energy, draining water, spending massive cash so they can lose money on a product that doesn’t even do its job. How the hell has the bubble not popped yet…

AI is so great, it must have generated a billion dollars in useful, quality, productive output

Yeah, even with my disposable income, I don’t dispose of it indiscriminately. I try to get maximum value out of my fun.

My 1080ti’s retirement has been indefinitely postponed.

Well first AI tech corporations need to do advertising that AIs can keep doing all this.

I think in terms of workers rights, China is rapidly coming up to the West in the 50s. There’s a massive growth in middle class as well as white collar jobs, especially in tech and engineering.

This has put pressure on society as a whole for much higher standards of living, and thus better wages and better rights. They are no longer the cheap ass labor country, that’s being exported to Africa and such.

Although the 996 culture is still insane, but I think that partly comes from the extreme competitive environment in the tech sector. There were similar stories years ago in the video game industry, and that probably hasn’t changed much.

I honestly might switch to Linux. I know people say that a lot, but gaming has been the only thing keeping me on Windows.

But I’ve also come to realize I just don’t have that much free time to game any more. Most of my computer use is putting YouTube on in the background or web browsing. I still occasionally game, but Linux support keeps improving and even if I only pick Linux supported games… I still won’t have enough time to play them all.

Many portable batteries (i.e. campsite batteries) have a UPS mode and can be used that way. Much more expensive though.

Aren’t people basically already doing this? There are lots of people who only have their phone and maybe a tablet, and for basically everything that might actually require computing power (i.e. photo editing) they end up using a web app or something.

Nvidia definitely isn’t Enron. It’s all of Nvidia’s customers that are mini-Enrons.

Enron crashed because they were cooking their books and faking income, declaring potential profit where none existed.

That’s not Nvidia. Nvidia is selling actual product as fast as they can make it at whatever price they want to charge.

Nvidia’s customers, on the other hand, are the ones who have to justify buying billions of dollars of product from Nvidia and explaining how they plan to make a profit from that.

Or the Taiwanese one, arrive all these companies are based in Taiwan

The stock can stay irrational longer than you can stay solvent.

I do love the idea of having a 10" tablet that fits into my pocket.

I’m still waiting for the tech to mature more, come down in price, and increase in durability though.

Also, with mandatory AI Gamer Buddy™ so everyone will buy one themselves instead of going over to your friend’s house to play