Carlos Ferreira
@claymore.bsky.social
Software developer with a taste for C++, Python. Rust Learner. Accidental Spring programmer. Always asking questions. Always complaining about the answers.
Tipical Turnip Portuguese soup with pumpkin, zuchinni, carrots and white beans
November 30, 2025 at 2:24 PM
Tipical Turnip Portuguese soup with pumpkin, zuchinni, carrots and white beans
Lá está a Maria das Mentiras a abrir a boca outra vez...
November 28, 2025 at 11:40 AM
Lá está a Maria das Mentiras a abrir a boca outra vez...
Also, the speculation of the chips true value here, also allow NVidia to claim that there chips are worth (for ex.) $5000 USD a piece and then sell them at a discount to OpenAI for $4000 USD and getting some OpenAI stocks in return, while still making a profit from the sold chips. It's investment.
November 23, 2025 at 4:55 PM
Also, the speculation of the chips true value here, also allow NVidia to claim that there chips are worth (for ex.) $5000 USD a piece and then sell them at a discount to OpenAI for $4000 USD and getting some OpenAI stocks in return, while still making a profit from the sold chips. It's investment.
The biggest concern should be, how big is the debt in the AI world, who is the company that has the most and how profit can that company generate to pay up the debt in the future..
Because if OpenAI fails, it's not just their debt, it's also the debt of their customers, created to buy the service.
Because if OpenAI fails, it's not just their debt, it's also the debt of their customers, created to buy the service.
November 23, 2025 at 4:52 PM
The biggest concern should be, how big is the debt in the AI world, who is the company that has the most and how profit can that company generate to pay up the debt in the future..
Because if OpenAI fails, it's not just their debt, it's also the debt of their customers, created to buy the service.
Because if OpenAI fails, it's not just their debt, it's also the debt of their customers, created to buy the service.
A good analogy would be saying that NVidia is a pickaxe company that sells the best pickaxe to gold miners who just discovered a new gold mine. Goldminers are going crazy speculating about the amount of gold they can extract from the mine and for that, they need the best pickaxes they can get.
November 23, 2025 at 4:49 PM
A good analogy would be saying that NVidia is a pickaxe company that sells the best pickaxe to gold miners who just discovered a new gold mine. Goldminers are going crazy speculating about the amount of gold they can extract from the mine and for that, they need the best pickaxes they can get.
Anyway, NVidia will do well. They do get the money to make the chips. No real money, no chips. Simple as that. Having said that, NVidia also has an interest in keeping demand high because it gives them room to speculate the value of their chips, and that allows tem to sell at a premium.
November 23, 2025 at 4:47 PM
Anyway, NVidia will do well. They do get the money to make the chips. No real money, no chips. Simple as that. Having said that, NVidia also has an interest in keeping demand high because it gives them room to speculate the value of their chips, and that allows tem to sell at a premium.
The promised "breakthrough" that I'm referring to is, the 10x or 100x in returns that AI promised. But we sure have seen a lot of layoffs...
November 23, 2025 at 4:43 PM
The promised "breakthrough" that I'm referring to is, the 10x or 100x in returns that AI promised. But we sure have seen a lot of layoffs...
Inventory here is most likely chips waiting to be deployed. Data Centers need to be built first. While that is done, chips get made, computing nodes get built. When data centers are ready, chips get deployed. There's a huge risk around this and we have yet seen the promised "breakthrough".
November 23, 2025 at 4:42 PM
Inventory here is most likely chips waiting to be deployed. Data Centers need to be built first. While that is done, chips get made, computing nodes get built. When data centers are ready, chips get deployed. There's a huge risk around this and we have yet seen the promised "breakthrough".
My response to this is pretty obvious. Debt. And there's where the bubble is.
There's a massive private debt around AI, distributed through the different AI companies.
There's a massive private debt around AI, distributed through the different AI companies.
November 23, 2025 at 4:40 PM
My response to this is pretty obvious. Debt. And there's where the bubble is.
There's a massive private debt around AI, distributed through the different AI companies.
There's a massive private debt around AI, distributed through the different AI companies.
Someone is getting paid for sure, otherwise, the factories and offices wouldn't run, engineers wouldn't work, cleaning clerks wouldn't keep everything clean and no chips would be manufactured. I think the question you should be asking is, from where the money is coming from.
November 23, 2025 at 4:40 PM
Someone is getting paid for sure, otherwise, the factories and offices wouldn't run, engineers wouldn't work, cleaning clerks wouldn't keep everything clean and no chips would be manufactured. I think the question you should be asking is, from where the money is coming from.
Isto é o que acontece à informação científica quando financiada por privados e quando os resultados não estão em linha com os interesses de quem a financia.
Já vimos isto com a indústria petrolífera, tabaqueira e agora com redes sociais.
Já vimos isto com a indústria petrolífera, tabaqueira e agora com redes sociais.
November 23, 2025 at 4:33 PM
Isto é o que acontece à informação científica quando financiada por privados e quando os resultados não estão em linha com os interesses de quem a financia.
Já vimos isto com a indústria petrolífera, tabaqueira e agora com redes sociais.
Já vimos isto com a indústria petrolífera, tabaqueira e agora com redes sociais.
Btw, this has little to do with bitcoin itself. Bitcoin usually trails the behavior of tech stocks and what's happening is a lack of liquidity in the private market. So what happens when there's lack o money going around? Sellouts to get cash whenever it is.
November 21, 2025 at 9:42 AM
Btw, this has little to do with bitcoin itself. Bitcoin usually trails the behavior of tech stocks and what's happening is a lack of liquidity in the private market. So what happens when there's lack o money going around? Sellouts to get cash whenever it is.
Given that it once went to 20k, the down to 3k, then up to 60k, then down again, then up again to 120k and now down again....
I would say they feel themselves at a rollercoaster park.
I would say they feel themselves at a rollercoaster park.
November 21, 2025 at 9:38 AM
Given that it once went to 20k, the down to 3k, then up to 60k, then down again, then up again to 120k and now down again....
I would say they feel themselves at a rollercoaster park.
I would say they feel themselves at a rollercoaster park.
You know that shit is about to hit the fan when Target is unable to profit.
November 19, 2025 at 4:07 PM
You know that shit is about to hit the fan when Target is unable to profit.
As Claudias sempre foram lixadas...
November 13, 2025 at 8:27 AM
As Claudias sempre foram lixadas...
Hope it blows up and takes the investment with it.
November 9, 2025 at 5:18 PM
Hope it blows up and takes the investment with it.
Quem me dera poder jogar durante 30 minutos... talvez quando o puto tiver 8 anos e a mãe deixar.
November 9, 2025 at 2:13 PM
Quem me dera poder jogar durante 30 minutos... talvez quando o puto tiver 8 anos e a mãe deixar.
Milei ganhou porque houve uma injeção de emergência de 20 mil milhões de USDs na economia agrícola da Argentina. Milei estava à beira de um desastre e vendeu a ideia ao Trump que se ele caísse, tb cairia toda a possibilidade dos EUA acederem ao minério argentino, especialmente o lítio.
November 9, 2025 at 2:12 PM
Milei ganhou porque houve uma injeção de emergência de 20 mil milhões de USDs na economia agrícola da Argentina. Milei estava à beira de um desastre e vendeu a ideia ao Trump que se ele caísse, tb cairia toda a possibilidade dos EUA acederem ao minério argentino, especialmente o lítio.
E ainda temos de enfrentar o facto de que empresas como a OpenAI continuam sem conseguir lucrar. O que vai acontecer se estas empresas tiverem de fechar e deixar de providenciar o serviço porque mais ninguém está disposto a pagar pelo seu preço real?
November 9, 2025 at 2:00 PM
E ainda temos de enfrentar o facto de que empresas como a OpenAI continuam sem conseguir lucrar. O que vai acontecer se estas empresas tiverem de fechar e deixar de providenciar o serviço porque mais ninguém está disposto a pagar pelo seu preço real?
Na minha opinião de quem trabalha na área, isto vai ser temporário. Continua a haver falta de engenheiros nesta área e a utilização de AI apenas vai acelerar os avanços e desenvolvimentos. Daqui a poucos anos, vão ser precisos mais engenheiros, devidamente formados.
November 9, 2025 at 1:59 PM
Na minha opinião de quem trabalha na área, isto vai ser temporário. Continua a haver falta de engenheiros nesta área e a utilização de AI apenas vai acelerar os avanços e desenvolvimentos. Daqui a poucos anos, vão ser precisos mais engenheiros, devidamente formados.
Sim, emprego jovem reduziu, mas não por serem jovens ou juniors, mas sim porque há receio de se ter formado uma nova bolha .com
As empresas tb estão a tentar usar AI para preencher esses cargos, ao melhorarem a eficiência daqueles que já estão na empresa.
As empresas tb estão a tentar usar AI para preencher esses cargos, ao melhorarem a eficiência daqueles que já estão na empresa.
November 9, 2025 at 1:58 PM
Sim, emprego jovem reduziu, mas não por serem jovens ou juniors, mas sim porque há receio de se ter formado uma nova bolha .com
As empresas tb estão a tentar usar AI para preencher esses cargos, ao melhorarem a eficiência daqueles que já estão na empresa.
As empresas tb estão a tentar usar AI para preencher esses cargos, ao melhorarem a eficiência daqueles que já estão na empresa.
Há uma coisa interessante no meio disto tudo. Estamos a chegar a uma época onde já se começa a ver algo novo. Seniors a serem despedidos na área de desenvolvimento de software por recusa ou incapacidade de se adaptarem. Isto é novo.
November 9, 2025 at 1:56 PM
Há uma coisa interessante no meio disto tudo. Estamos a chegar a uma época onde já se começa a ver algo novo. Seniors a serem despedidos na área de desenvolvimento de software por recusa ou incapacidade de se adaptarem. Isto é novo.