Western Digital chief Tiang Yew Tan told analysts “We’re pretty much sold out for calendar '26. We have firm purchase orders with our top seven customers.”
the dow is 50k and 37% of the market is made up of those seven
that crash and burn will be the onus of the consumer not being able to consume.
we will lose access to free range computing and have to live with asking AI for permission to use the computing power and network resources to play a game or pay our bills online. And paytoll for that permission.
It needs to crash. If it doesn’t crash soon, things will only get worse and worse for consumers. We’re already over the edge of the cliff (imo), it’s just a matter of how far we have to fall now. If it crashes hard enough, we won’t have to live with “asking AI for permission to use the computing platform”. By the way, an LLM isn’t really capable of that at the moment, and the sooner it crashes, the less likely anything like that will happen.
the dow is 50k and 37% of the market is made up of those seven
freaking financial human centipede
I can’t wait for it to crash and burn, this bubble is getting so ridiculous.
🎈📌
that crash and burn will be the onus of the consumer not being able to consume.
we will lose access to free range computing and have to live with asking AI for permission to use the computing power and network resources to play a game or pay our bills online. And paytoll for that permission.
that will be the crash and burn victims here.
It needs to crash. If it doesn’t crash soon, things will only get worse and worse for consumers. We’re already over the edge of the cliff (imo), it’s just a matter of how far we have to fall now. If it crashes hard enough, we won’t have to live with “asking AI for permission to use the computing platform”. By the way, an LLM isn’t really capable of that at the moment, and the sooner it crashes, the less likely anything like that will happen.