Recent posts

#61

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

Last post by Admiral Yi - Today at 02:44:48 PM

I'm not able to watch the video right now, but two questions...

One) Who is this guy?

Two) Does he say what part of their AI business is generating that revenue? Like...if it's reclassified advertising revenue because they're now using AI, that's one thing; if it's new revenue with people paying for AI services that's another thing altogether.

$60 billion/ quarter seems non-trivial.

Barton Crockett of Rosenblatt Securities.

I'll quote the relevant portion and you make up your own mind.

The argument is they [Meta] have already gotten the return.  They said on their third quarter call sixty billion dollars of annualized recurring revenue from their end-to-end AI performance tools.  That revenue is largely margin, and that compares to sixty billion dollars of higher capX perhaps in 2026 versus 2024.

#62

Off the Record / Re: Russo-Ukrainian War 2014-2...

Last post by Crazy_Ivan80 - Today at 02:42:58 PM

if this happens: bye NATO. Russia won a strategic victory

#63

Off the Record / Re: The Off Topic Topic

Last post by HVC - Today at 02:35:16 PM

I like beets and I like walnuts, but that sounds disgusting

#64

Off the Record / Re: Russo-Ukrainian War 2014-2...

Last post by mongers - Today at 02:34:06 PM

Yep, general war in Europe within the next 1-3 years; Putin has a window of opportunity and the backing of trump.

Later than that and Europe will have gotten it's act together (well at least Germany will be spending considerable money on land forces)

#65

Off the Record / Re: The Off Topic Topic

Last post by mongers - Today at 02:28:58 PM

I may have come across the Most 'Waitrose' of Waitrose products:

No.1 Balsamic Beetroot & Walnut Vegan Tarts

at a bargin price too:
Over-priced Pretentious Confection.

#66

Off the Record / Re: The Anime Thread

Last post by viper37 - Today at 02:24:33 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.

#67

Gaming HQ / Re: The Miscellaneous PC & vid...

Last post by crazy canuck - Today at 02:16:42 PM

How does Imperator play?

I really like it.  A lot of hate was generated because of the initial game design. But all that was changed.  Unfortunately, too late to keep the player base.

#68

Off the Record / Re: Russo-Ukrainian War 2014-2...

Last post by crazy canuck - Today at 02:14:35 PM

Peace in our Time!!!!!!

#69

Gaming HQ / Re: The Miscellaneous PC & vid...

Last post by Sheilbh - Today at 02:14:14 PM

Imperator with invictus is enjoyable. Had fun roflstomping over Celtic Britain with my migrating saxons before having to defend against the Roman's.

Offensive and wrong

#70

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

Last post by crazy canuck - Today at 02:12:37 PM

For the record, I tend to believe the pipeline MOU is good politics and won't necessarily mean a pipeline being built, but my impression is that a good number of British Columbians - and perhaps more importantly a number of Coastal First Nations - are understanding the MOU as an attempt to force a pipeline to be built without their consent; and they're reacting rather strongly to that.

The law does not require consent, it requires meaningful consultation. See my post above explaining why that process normally encourages agreement.  Although, I grant you the term consent is used a lot by the BC Premier and First Nations so I don't blame you for thinking that is so.

A point that has been made that has a lot of merit is that the Feds cannot download the Crown's consultation duties to the Province of Alberta, but I don't understand the MOU as suggesting that.  Rather, AB has to satisfy initial criteria before the Feds start stepping into the process.

I also hear a lot of talk that the MOU is imposing something.  It is not, and to the extent sophisticated people who know better are saying these sorts of things, consider the political reasons they might be doing so.

As an aside, out of curiosity, what record?