Yep, thanks for the fact check. Peter Theil is certainly a trump advisor helping shape policy but he doesn’t hold an government office. I’ve corrected my post.

Edit: Redacted a mistaken identity

I’m not sure you understand what this article is or how our markets work.

The simple fact that somebody was able even to bet a billion is insanity that should never be possible to begin with. Nobody should have a billion dollars, let alone have so much that you can just safely bet a billion dollars

He doesn’t have a billion dollars. He’s a hedge fund manager that manages (at least) a billion dollars collectively of other people’s investment money. Its that money he’s betting.

Them he’s betting.yhst the economy will crash, basically, and we’re okay with that shit.

No, he’s not. He’s betting against only two companies: Nvidia and Palantir. He has a relatively small bet against Nvidia ($187.6 million), and HUGE bet against Palantir ($912 million). I’m not sure I’d bet against Nvidia yet, but Palantir is co-founded by Peter Theil, trump’s deputy chief of staff which job has a large influence on White House policy. If you ever watched the TV show The West Wing, this would be the Josh Lyman character’s job.

We already know trump’s favor swings widely and if politics are going against trump (as recent news show) then its not unbelievable that Theil might get the boot or at least trump would punish Theil by killing lucrative government contracts to buy Palantir services.

All of this should be illegal as fuck, and this guy belongs in a jail cell

The point of shorting a stock exists so that the market can express a view that they believe a stock will fail. This is an important “canary in the coal mine” for the rest of the market. The other option is a policy that you can’t criticize a company with any meaning and investors continue to put money into failing/risky companies without this important indication of the risk.

Frankly I don’t like your idea of jailing someone that says “The emperor has no clothes”.

The fact that he was even able to make that bet is incredible. How deluded do you have to be to think the AI bubble won’t burst?

Nobody believes the AI investment/growth trajectory we have right now will continue for infinity. What nobody knows is: when the correction will occur.

• Do you pull your investments out now and sit on the sidelines waiting for the fallout while your principal loses value daily from inflation?
• What does the correction look like when it happens? Does all the value evaporate on day 1, the first week, a month? This is important to figure out for this strategy to know when to go back in.

This is the info/decisions you’d need as an average investor. What Burry is doing is the riskiest type of investments with shorting the market. If growth continue to occur he and his fund will have to pay for the growth to those whose shares he borrowed to short.

In summary, its not enough to know that a bubble exists, but to profit from it you have to figure out when it will burst and when the full burst is done.

oh man, you really should.

For the purposes of framing your question, are you meaning:

• commit to a single person in a monogamous relationship long term?

or

• commit to a legal construct of a relationship such as marriage?

There are different answers for each.

You’re a single player I see.

I’m unable to upvote this. I’m part of the control group.

In the USA I think a big driver is that even though natural disasters occurred in the past, the federal government would bring the resources of the nation to rebuild those cities. trump and his administration are regularly denying federal aid. Insurers are are also fleeing states with climate risks causing rates to increase or leaving expensive and state supported “insurance of last resource” becoming more of the norm than the exception. So those that need to rebuild are burned and don’t rebuild in those cities, and others see the writing on the wall and are selling their properties and also moving inland while their homes are still standing with value.

Full disclosure, I’m not an expert on this equipment, but some insight I can provide might be better than nothing if you get no other answer posts.

I don’t know this hardware, but interfaces very often have some kind of buffer circuitry right before the connector that leaves the unit that doesn’t change the logical signals but provides either circuit protection to the model or signal stabilization. If you’re not getting any variable signal (and just getting that standing 8v out) then this is where I’d look first.

If I deciphered you “2nd white plug port” then its this photo, and the circuitry I’m talking about I’ve circled in blue:

This looks like what I’d expect to see. The larger black cubes are inductors (coils). I can’t see the number to know what those 8 pin SMT ICs are next to each inductor, but there’s an orange capacitor and series of smaller inductors next to each. This feels like signal buffering stuff. If your surge came in through that connector, then this would be the part of the board damaged and where I’d start the search. The good news is, that buffering logic is pretty simple. It doesn’t “create” it likely just “stabilizes” or “cleans up” what the rest of the module creates.

As a technician, I’d get the pinouts of those 8 pin ICs, identified the input to each, and put my oscilloscope leads on those input pins. If you’re seeing good signals (not a standing 8v signal) then you know the rest of the upstream logic is good, and you just have to replace some cheap front end buffering components.

There’s a huge gulf between pub clowd and shitty on-prem.

We agree on this.

Redundant everything piped in. Redundant everything set up. We run VMs by terraform. Wheeeeee

For that customer of yours, is that a single datacenter or does is represent multiple datacenters separated by a large distance across a nation, or perhaps even across national borders?

Point is, posing shitty on-prem as the alternative to the clowd is moving the goalposts a bit.

I think ignoring that shitty on-prem represented a large part of IT infrastructure prior cloud providers is ignoring a critical point. Was it possible to have well-run enterprise IT data centers prior to cloud? Sure. Was everyone doing that? Absolutely not, I’d argue the majority had at least a certain level of jank in their infra and that that floor is raised with cloud providers. Just the basic facilities is enterprise grade irrespective of the server or app config.

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That work is still being done by someone in a data centre. But all these jobs went from in-house positions to the centres.

The difference is scale. When in-house, the person responsible for managing the glycol loop is also responsible for the other CRACs, possibly the power rails, and likely the fire suppression. In a giant provider, each one of those is its own team with dozens or hundreds of people that specialize in only their area. They can spend 100% on their one area of responsibilty instead of having to wear multiple hats. The small the company, the more hats people have to wear, and the worse to overall result is because of being spread to thin.

We need to ditch cloud entirety and go in house again.

For many many companies that would be returning to the bad-old-days.

I don’t miss getting an emergency page during the Thanksgiving meal because there’s excessive temperature being reported in the in-house datacenter. Going into the office and finding the CRAC failed and its now 105 degree F. And you knew the CRAC preventive maintenance was overdue and management wouldn’t approve the cost to get it serviced even though you’ve been asking for it for more than 6 months. You also know with this high temp event, you’re going to have an increased rate of hard drive failures over the next year.

No thank you.

I had no idea CPAP machines cost so much!

Well, I do feel younger when I’m listening to the Talking Heads or Bowie in the car.

That is, until the station break with something like “This is WXYZ! Great oldies from decades ago!”

When each letter is in a different number, I can understand, but what about “TIPS”, both P and S are on 7, so it’d be 8477?

You got it!

The left begins at socialism.

If you’re talking about the political spectrum I would think the extreme far left would begin at anarchism and eventually graduate to socialism as you move farther right.

The scary part of this one is that previously, we had administrations that, while still being right-of-center (yes ML, I know), had at least enough sense to prop things up well enough to recover.

I’ll admit I haven’t cataloged all financial crises in American history, but I can’t think of any right-of-center administrations that have cleaned up a things for a recovery. Perhaps only exception might be the Oil Crisis under Carter, and the recovery under Reagan. Great depression, Black Monday, Great Recession, COVID recession, all happened under right-of-center Presidents and recovered under left-of-center Presidents.

I started another point-by-point rebuttable about my individual disagreements with your arguments, but I think we’re just too far away from one another for more meaningful discussion on this. Thank you for your discussion up to this point though.