Stocks and Trading Thread - Channeling your inner Mono

Started by MadImmortalMan, December 21, 2009, 04:32:41 AM

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HVC

#4575
November 28, 2025, 09:02:12 PM
Good point.
Being lazy is bad; unless you still get what you want, then it's called "patience".
Hubris must be punished. Severely.

Admiral Yi

#4576
November 28, 2025, 09:28:05 PM
Quote from: The Minsky Moment on November 28, 2025, 08:59:33 PMWe 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.

Tamas

#4577
Today at 01:20:21 AM
Quote from: Admiral Yi on November 28, 2025, 09:28:05 PM
Quote from: The Minsky Moment on November 28, 2025, 08:59:33 PMWe 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?

Admiral Yi

#4578
Today at 03:41:20 AM
Quote from: Tamas on Today at 01:20:21 AMWhat are you basing the 20% on?

Meta's market share of online advertising deflated by the non-advertising AI players like ChatGPT reflated by some commentary I saw on CNBC about how dependent NVidia is on the hyperscalers for  chip sales.
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