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#91

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.

#92

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.

#93

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.

 

#94

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

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

Good point.

#95

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.

#96

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.

#97

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

Last post by HVC - November 28, 2025, 08:37:31 PM

Deloitte caught producing another AI generated government report full of inaccurate information and false citations. This time in Canada. If they're this careless for government agencies imagine the shit they're passing onto their regular customers.


https://fortune.com/2025/11/25/deloitte-caught-fabricated-ai-generated-research-million-dollar-report-canada-government/

#98

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

Last post by HVC - November 28, 2025, 08:28:45 PM

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

At the simplistic level it's the incremental change between quarters, right? I guess you can get fancier and make the that the change over projected increase if they budgeted for an increase regardless.

#99

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

Last post by Admiral Yi - November 28, 2025, 08:08:30 PM

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

#100

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

Last post by The Minsky Moment - November 28, 2025, 08:01:47 PM

FB is around $200 billion rev annualized, but $60 billion of that are advertising customers who are using one or more of the automation tools to run their campaigns.