Barely used Twitter this week, judging by engagement on substack, I would assume everyone already read this, but ICYMI:
https://www.semianalysis.com/p/google-we-have-no-moat-and-neither
Impression: Google throwing in a towel in an ultimate corporate realization: CAN'T BEAT OPENSOURCE.
"Paradoxically, the one clear winner in all of this is Meta. Because the leaked model was theirs, they have effectively garnered an entire planet's worth of free labor. Since most open source innovation is happening on top of their architecture, there is nothing stopping them from directly incorporating it into their products.
The value of owning the ecosystem cannot be overstated. Google itself has successfully used this paradigm in its open source offerings, like Chrome and Android. By owning the platform where innovation happens, Google cements itself as a thought leader and direction-setter, earning the ability to shape the narrative on ideas that are larger than itself.
The more tightly we control our models, the more attractive we make open alternatives."
US debt ceiling "drama" is so ridiculous...
Resisting to raise debt limit is akin to going to mcdonalds for salad.
For someone's eyes... But that someone has to be blind to believe it.
Quote note issue, for some reason. Shared a new #GLMusicDiscovery. For those uninitiated: religiously - every second weekend. Different eras, styles, single passion.
Have a great next week everyone!
Late night jazz to kick off a week. Local producer brought this one to radio, as one of favorites.
The Jazzual Suspects - This Beat. Definitely has some charm.
#GLMusicDiscovery
test. Cant make new notes snort / iris
$NET releasing Q1 revenue growth of +37% YoY
Will probably trade to ~10-12ish EV/NTM multiple.
#RareReaction
On youtube, while on desktop, press SHIFT + /
See if you can integrate something you have not used before, to seed up your navigation. #Tip
CSIS writes:
"China is expanding its Antarctic presence with new research stations that will support China’s polar scientific research satellites but can also be used for intelligence collection, write CSIS experts in the latest issue of Hidden Reach."
Watched docu on this today
-China wheezled its way into arctic council w/ observer status 2013 (US hoping for softer voice in UN)
-uses science as means of..
-desparate for alt trade routes w/ military shadow
-possible weak link -not counting pu(ppe)tin - Greenland's independence
Search Q1 segment revenue YoY:
$MSFT: +10% (+13% cc)
$GOOG: +1.9%
US10Y is 100bps off peak, yet $ZS is grinding lows not seen since 2020 summer.
Is this the time investors pay attention to innovation?
I assume this is in regard to trivia. I spoke with car dealer last month and, although being quite young, he was really struggling with English, hence a conversation on the topic developed, and he said to this day primary foreign language in east Germany is Russian. Did not researched into how wide this is.
SEMI data shows China is the highest spender on semiconductor equipment for past years.
Russia (unsurprisingly) attempts to build anti war coalition in German politics, Wash Post writes, based on intel.
Tangent trivia: in ex. DDR (Deutsche Demokratische Republik) the primary foreign language in school is still Russian.
Yesterday China realized yuan can't challenge dollar w/ present capital flow restrictions.
CHINA FX TRADE SYSTEM: TO ALLOW MORE FOREIGN INSTITUTIONAL AND CENTRAL BANK-TYPE INVESTORS TO PARTICIPATE IN INTERBANK FX MARKET
Quite a list of products #SQ recently released. Low stock price does wonders to productivity.
The clouds:
"Once again, I apologize for any confusion caused by my previous response, and I appreciate your feedback. Please let me know if you have any further questions or need additional clarification."
England 94' ambient-trance scene.
"I once said that real art is celebration of the impossible. [..] now it rings truer than ever as you come to realize this secret flame has endured all along. A lifetime burning doing the neutron dance"
https://on.soundcloud.com/dGKMB
#GLMusicDiscovery
#[0]
(I managed this on Twitter for a while. Quote note (tweet) for #GLMusicDiscovery. So if you decide to take a trip, you can just dive deeper, and deeper, and.. deeper. First quoted note of this sort. Will see how it looks.
:}
#[2]
There's an active Proof of Work pull request for Tor. 22'August was the worst DDOS attack Tor protocol has seen. Ddosed services would require client PoW.
I would even go as far as turning these attacks into mining to fund network/devs. Real finger for privacy haters @torproject
