Source?

My use of V3/V4 daily and other anecdotes.

https://nypost.com/2025/12/31/tech/tesla-owner-completes-fir...

https://www.reddit.com/r/SelfDrivingCars/comments/1pmnilm/se...

Public ownership of public services hmm?

Smells like socialism. Around here we privatize the profits and only socialize the costs. Like the impending bailout of the most politically connected AI companies.

To my knowledge Amazon never debt financed their ops like this

Amazon did borrow money, for a long time.

Amazon paid no dividends, that's their big debt financing.

Where did their financing come from then?

They had a cash-cow called AWS to keep the retail business afloat

Somebody must not be old enough to remember Amazon before AWS. Maybe you also don’t remember that Amazon started selling books before becoming the world’s largest fencing for selling stolen merch. They used to be the butt of many jokes for losing so much money for so many years while they expanded warehouses.

not right away

It's more like you're installing the dishwasher and the dishwasher itself yells at you "I told you so" ;)

I think of it as you say "install dishwasher" and it plan looks like all the steps but as it builds it out it somehow you end up hiring a maid and buying a drying rack.

I'm surprised this hasn't been been automated yet but I'm pretty naive to the space - the problem of "when?"/"how often?" seems like a fun one to chew on

I think Gemini 3 pro (high) in Antigravity does something like that because I can keep asking for different changes in the same chat without needing to create a new session.

I always chuckle when tech writers take a stab at financial statements

Heard on the Street is the financial side of the WSJ.

Moreover, the author of this article is the reporter who first reported on Enron's sketchy accounting: https://en.wikipedia.org/wiki/Jonathan_Weil

This is a funny sentence bc I consider the WSJ to be a financial news source in general

It's from the financial side of a financially focused paper.

Anything else you can add to the conversation?

Its also plausible that the research field attracts people who want to explore the cutting edge and now that transformers are no longer "that"... he wants to find something novel.

It becomes more important with each repost

I have in my possession a chunk of one of those graphite bricks. Very neat piece of history.

How did you come by it?

I’m not defending Intel here, but those Intel MacBooks never had appropriate thermal design or headroom for the processor’s operating specs.

I think the theory is that they had an appropriate thermal design for cpus which were supposed to ship but never did.