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Vegas64

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Everything posted by Vegas64

  1. Actually in real terms you can argue that the tariff to China and getting rid of the de minimus is actually an awesome thing for sustainability and climate and recycling— China was abusing the loophole and horrible products from horrible firms like SHEIN and Temu were exploiting the system. This would help to at least speed bump the modern slave labor in China and all the cheap trash that comes into our ports. I’ve heard it’s literally doubled to like a billion shipments the past few years and the cheap China stuff (skirting duty and taxes through loopholes) is the main driver. edit to add to be clear: 25% tariff threats for our allies CAN and MEX = stupid. 10% tariff on China: if not outright “good”, not exactly bad either.
  2. I think the military is actually a big part of the insurance as well (e.g. MAD, Show of force to maintain peace, etc.). I get the desire to cut federal spending and deficits but cutting into the military and military capabilities I think should be the last place to cut-- especially as we are entering into a season of potentially more hot conflicts and countries are re-entrenching around domestic and international partnerships both economically and militarily. That said I do wonder if there is a way to cut the fat from the old way and processes of legacy DoD, considering warfare is becoming a lot more digital and autonomous and technical (and cheaply dispensable). Been reading some interesting interviews from founders of Palantir and Anduril and other strategy setters and makers of lethal warfare and it sounds like the new era of war could be upon us in earnest in a paradigm shift not seen since the jump from trench warfare.
  3. Vegas64

    Dallas | BBQ

    Was in Fort Worth for work this week and I'm never in Fort Worth so was going to head to Goldee's, but a friend said the line would be discouraging to me and I had a tight timeline-- so it was either Ribbie's (from the people of Goldee's) but I didn't want wings/burgers so I ended up going to Panther City and it was fantastic. I've told a friend it is like the Derek Lively III of Ft. Worth BBQ. Overshadowed and not as popular or trendy as the generational talent that is Wembanyana (Goldee's) but an MVP in it's own right. The ribs were the crowd favorite and the brisket was amazing. The sausage was good, not special, and the pork belly was fantastic. And as for lines. There was like 6 people in front of me (11:30-11:45a) and it was super fast, but then around 12:15-12:30 there was a line out the door, but it disispated as fast as it happened and by 12:45 the line was back to 6 or 7 again. They are very efficient and fast with ordering.
  4. dude, awesome. like bucketlist awesome.
  5. One of my all time faves and had no idea he was an alcoholic. But I guess, "Selfish, dreadful crime" should have told me.
  6. I don't eat ice cream that often but HEB ice cream shits all over Blue Bell. I guess this is why one doesnt argue tastes-- but I could not be more in disagreement.
  7. I wonder if we do anything because there was a lot of fear about sanctions or actions (before this news) bcause it opens them up to be friendly to China/Russia who would help. Plus Rwanda’s leader "(Paul Kagame) is part hero for the way he’s restored order and prosperity after the genocide, but he’s also part villain for his autocratic methods. Plus while everyone knows he backs M23, which started out pursuing fleeing genocidaires into DRC, he has lots of friends in the West because of the way he’s opposed Russia’s Wagner mercenaries"
  8. https://www.livemint.com/ai/artificial-intelligence/scale-ai-ceo-alexandr-wang-claims-deepseek-hides-50-000-nvidia-h100-chips-stockpile-elon-musk-reacts-11738062626511.html Wang explained that, “The Chinese labs have more H100s than people think. DeepSeek has more than 50,000 H100s, which they can’t talk about because of the export controls that the United States has in place.” This comes as the US continues to tighten regulations around semiconductor sales, particularly to China, to maintain a technological edge.
  9. Went have on NVDA-- I think it pops when news comes out that China was up to something lol
  10. Have you bet Silicon Valley and the Venture Capital machine? Full bore sociopathy.
  11. IMO, it won't matter. Just breaking eggs to make that omelet. The cost takeout for digital labor vs human labor toothpaste is out of that aluminum tube. Just some necessary bumps and bruises, trials and errors and all part of the Gartner hypecycle and iterative process before the gold of 10x'ing the stock price is found, is how I think executives are thinking about it. But you tell me (and it sounds like your experience in board rooms is consistent with what I'm saying as youre positioning yourself as the lone soberminded executive in the room)?
  12. A bit of an aside, but the market seems to love Salesforce's AI story as they are at $366 (up 5.5%) and looking to break their all-time high PR. Stassney, are you mega rich from accumulating the stock for a decade or what?
  13. I kinda get it. It's "move fast; break things" mantra when talking about truly disruptive and transformative technology (e.g. Internet, PC's, Mobile...and now AI?). It's okay to not be perfect (and it's even okay to fail, if your corporate culture is strong enough) but it's not okay to not take the risks IMO.
  14. Which is why you should buy the dip. Mark my words, this time next month they will have regained every last penny.
  15. I am 100% in agreement with you. I'm 0% for sending squads of goons to raid grocery stores and elementary schools. I'm 100% for the busting up gangs and taking their cash and drugs like the raid in the unofficial nightclub, though. https://www.scrippsnews.com/us-news/crime/dea-raid-in-colorado-ends-in-49-arrests-including-some-venezuelan-gang-members
  16. My read is because AI was a bubble and now that the bubble is bursting (or slowly inflating) it's taking all the other fake gains across the other sectors with it? Smells a little dotcommy?
  17. Egg Arbitrage. Go to a diner/breakfast restuarant and order your egg plates before they jack up the prices.
  18. My brother, this has been the entire issue for the last 3 years. American's will NOT stop spending even when exacerbating inflation. We have zero impulse control and access to way too many and too much line of credit.
  19. BTW, just read on aljeezera.com the row and what was inhuamne treatment was the pictures the Colombian president saw of them with their hands and feet restrained. It would be better to not treat them like narcos and known criminals and just let them board the plane like you or me on a business trip. Maybe they will do that moving forward to avoid issues, I think that would be smart. https://www.aljazeera.com/economy/2025/1/27/how-trump-coerced-colombia-to-accept-deportees-by-threatening-us-tariff-war
  20. This is dumb. I'm not a republican and I didn't vote for the orange cheetoh. I am an independent and do think immigration reform is a big deal. I hadn't read that those on the plane were treated inhumanely, that's horrific. I'm also all about taking care of the little ones who are here illegally with compassion because they are innocent!
  21. This is the missing piece here. As with anything else in America, tie it back to a monetary value and ROI number and make a business case to get your point of view across and implemented. e.g. "if you idiots deport all these illegals, your monthly lawn, pest control, and pool bill is going to jump $300+, your grocery bill will go up $300+, and any sort of home building, remodel, home project you have in mind for 2025 is going to double." That will get the suburban folks at least talking about a compromise.
  22. Why did Colombia refuse it's people back, though? Did we try to stick Colombia with the bill for the costs of returning their people (I can see that being disrespectful and antaganostic)? Otherwise, I mean, they are your people and your issue and it's not a great look to be like "nope, they got through the border illegally so they are yours to deal with now!"
  23. Mac Miller was in an era that is complete blindspot to me because I was working 70 hour weeks, traveling internationally for work and gained 30 lbs because I never had time to do anything enjoyable like go to the gym, sleep more than 5 hours a night, listen to music or watch movies. I haven't even tried to listen to his music because I have this notion that if you weren't a part of it in real time, it's just enjoying a documentary and it's not a living, breathing moment anymore. But maybe I'll go listen now that I'm in a more relaxed place in life.
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