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Marlow Finally Responded To The False Allegations #marlow #trending #shorts
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Dhruv Rathee is doing what he does best, flipping faster than headlines.In Bihar SIR, he was whining about why the Election Commission wasn’t using software.Now in Bengal, the same software is being used, and suddenly it’s a problem.At this point, it’s not analysis, it’s just content farming with zero spine. Say whatever fits the outrage of the day and hope people don’t notice the hypocrisy.
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x.comBALA
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prediction from @chamath : 95% of enterprise software running in production today will be rewritten in the next 3 years.AI made rewriting cheaper than maintaining.for 30 years the ROI on rebuilding software was brutal. a 7-figure build. a 2-year timeline. 60% chance of failure. executives chose maintenance every time, even as costs compounded.AI just flipped that equation.the moats that mattered for 30 years in enterprise software are about to collapse. first movers will own the new infrastructu
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x.comSoftware Factory
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GameStop’s $GME pending “big acquisition” should focus on businesses that are effectively software‑driven services companies in disguise: firms that sell outcomes as a service rather than just tools.Think highly scalable gaming ecosystems, hybrid entertainment subscriptions, fintech platforms, insurance companies or even hardware enabled AI product companies that benefit from AI tailwinds instead of getting flattened by them or burning cash trying to build AI infrastructure.As Sequoia’s Julien B
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x.combad robot
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Steve Eisman on private equity's software problem:"Private Equity investments in these software companies…they’ll never get out.”“…The public multiples have been cut by more than half. There's nothing you can do about that."Eisman doesn’t think mergers solve this either given the multiples will still remain compressed.
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We Are Headed Toward a Financialized System with No Integrity, No Law, and No Culture to Support It"1st Quarter 2026 Wrap Up: News Trends & Stories, Part I with Dr. Joseph P. Farrell" Every quarter, I look forward to my News Trends & Stories discussions with Dr. Joseph Farrell as an opportunity to compare notes and refine our map of current events. With so many fast-moving developments currently rocking the world, both domestically and in the Middle East, this week’s Part I interview for the 1st
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x.comThe Solari Report | Catherine Austin Fitts
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Elon Musk just put a number on the flaw at the center of Nvidia’s empire.Wall Street has not done the math yet.Nvidia’s Blackwell is the most sought-after silicon on Earth.Every AI lab wants it. Every sovereign nation is bidding for it.Blackwell runs every model, for every company, in every data center on the planet.That universality built the empire.It is also the fracture point.Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable perfo
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x.comDustin
q3) There are 10 dynodes in a photomultiplier tube. Assume that... | Filo
2024年4月28日
askfilo.com
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