Recent posts

#1

Off the Record / Re: Stocks and Trading Thread ...

Last post by Tamas - Today at 01:20:21 AM

We don't know the value added and we don't know the cost.

We can estimate, no? Total LLM buildout is like 500B so far, I figure Meta is like 20% of that.

What are you basing the 20% on?

#2

Off the Record / Re: [Canada] Canadian Politics...

Last post by crazy canuck - Today at 12:15:30 AM

That only muddies the water tho. What are the real intentions of the federal government? It will get it's way but we don't know what it really wants.

My read is that Carney's objective is two-fold:

• If someone comes forward and is willing to provide the capital to invest in Canadian infrastructure (in this case a pipeline), then Carney is likely to get on board. He wants to make it at least incrementally more attractive to do so.
  
  
• He's using this to differentiate himself from the Trudeau era Liberals and emphasize his message of "I'm all in on the economy and am making practical sensible growth oriented decisions, even if it means going against some of the idealistic feel-good principles of my predecessor." He may score a few points in Alberta, but those are probably useless. What matters more is that this is high profile enough to get play elsewhere across the country.

I think that is an accurate take

#3

Off the Record / Re: What does a TRUMP presiden...

Last post by Valmy - Today at 12:03:13 AM

I wouldn't rule out the possibility that they are just evil hypocrites.

Inconceivable!

I'm hearing that in a very specific voice....

"I tell you Wally, they are all evil hypocrites."

#4

Off the Record / Re: The Anime Thread

Last post by viper37 - November 28, 2025, 10:38:10 PM

My cousin insisted I watched Berserk.  I tried, I really tried.

This one is always ranting against wokes destroying Star Wars and Hollywood, and he sees non binaries.  He sees non binaries everywhere.  Ok, he's in downtown Montreal, so maybe he as a point about the last part.  Although he gets out of his place only to work in a manufacturing plant, then rush back home to play games, so I don't really know where he sees so many non binary people.  Go figure.  Montreal is such a weird place. 

So, Berserk.

The story about a butch lesbian trying to fit in a men's world, falling for a gay dude who spends his days training hard, who has a crush on an effeminate gay dude who was once the lover or minion to a pedophile lord.  This is more the story of a love triangle, where demons are inserted for good measure than anything else.  The gay subplot is kinda hard to miss.

Anyway.  Lots of violence, lots of gore, but poor story overall.  There's really nothing except some gay inuendo, some sex/nudity and lots of violence.  Military strategy is totally absent, they don't even pretend to try anything.  Armies clash together even worst than Braveheart and that's supposed to be good.

Which adaption did you watch? The terrible 2016 one or the classic 1997 one?

I haven't watched either, but I have read the manga and it's definitely one of the greatest manga of all time. Art and story are both incredible. Might be the greatest Dark Fantasy ever written.

Guts was sold as kid to men, but he's definitely not gay and neither is Casca.

Looking at the story, it seems to be 1997, but the images look a lot more recent than that.

Looking at Wikipedia, it seems the Blu rays were re-released in 2017-2018, so this is what he gave me. A 3 disc set.

It's apparently praised by critics, by I can't get into it.  I'm in the middle of the last disc, and I'm struggling to finish the story.

#5

Off the Record / Re: The Anime Thread

Last post by viper37 - November 28, 2025, 10:32:00 PM

This one is always ranting against wokes destroying Star Wars and Hollywood, and he sees non binaries.  He sees non binaries everywhere.  Ok, he's in downtown Montreal, so maybe he as a point about the last part.  Although he gets out of his place only to work in a manufacturing plant, then rush back home to play games, so I don't really know where he sees so many non binary people.  Go figure.  Montreal is such a weird place. 

Maybe he's interpreting modern (Montreal) fashion as being non-binary when really it's just people dressing in styles he thinks are weird?

It's possible.  I think it's more due to his online crowd, but it's possible.  He spends most of his time in gaming communities when not at work.  Gf is a foreigner and has no social network of her own, so it's not like he's seeing a lot of people.

I haven't been in Montreal a lot lately.  Just a quick drop one night and one morning last month.  Not enough to quantify the local fauna, so I wouldn't know if it changed that much.

#6

Off the Record / Re: Stocks and Trading Thread ...

Last post by Admiral Yi - November 28, 2025, 09:28:05 PM

We don't know the value added and we don't know the cost.

We can estimate, no? Total LLM buildout is like 500B so far, I figure Meta is like 20% of that.

#7

Off the Record / Re: TV/Movies Megathread

Last post by Admiral Yi - November 28, 2025, 09:25:26 PM

AHA!!! I caught Kubrick in a continuity fuckup.  Around 58 min of FMJ, they're riding a Sea King or some large copter,  but the shadow they cast is a small copter, like a Kiowa Scout.

 

#8

Off the Record / Re: Stocks and Trading Thread ...

Last post by HVC - November 28, 2025, 09:02:12 PM

Good point.

#9

Off the Record / Re: Stocks and Trading Thread ...

Last post by The Minsky Moment - November 28, 2025, 09:01:32 PM

So we don't know what the value added is.

At the simplistic level it's the incremental change between quarters, right?

There are four different reasons given for improvements in ads alone and the AI one was the fourth of the four. It may be some combination of those, or other reasons entirely like a general increase in online ad spend.

#10

Off the Record / Re: Stocks and Trading Thread ...

Last post by The Minsky Moment - November 28, 2025, 08:59:33 PM

So we don't know what the value added is.

We don't know the value added and we don't know the cost.