incendy
@incendy.bsky.social
I like to create things, especially with code. And watch all the things, especially Dramas. Follow my silly hobbies at https://pishah.com
I think one of the major things keeping AI somewhat in check is that outside of Google a lot of the major players are not publicly traded. And Google's valuation is very reasonable due to the worry it might affect their search business. Some smaller players like Meta also don't have crazy valuations
October 27, 2025 at 6:35 PM
I think one of the major things keeping AI somewhat in check is that outside of Google a lot of the major players are not publicly traded. And Google's valuation is very reasonable due to the worry it might affect their search business. Some smaller players like Meta also don't have crazy valuations
I do think the tariff data is coming. Will hit a lot of companies pretty hard. One of the more interesting things about the dot com bubble was that the valuations for a lot of the good companies were right on. But people loaded into every industry expecting a bump. With AI, it isn't so broad, yet.
October 27, 2025 at 6:28 PM
I do think the tariff data is coming. Will hit a lot of companies pretty hard. One of the more interesting things about the dot com bubble was that the valuations for a lot of the good companies were right on. But people loaded into every industry expecting a bump. With AI, it isn't so broad, yet.
Maybe handpicked data, SP500 PE is high around 28 but nowhere close to the 40's we saw in the dot com bubble
October 27, 2025 at 6:18 PM
Maybe handpicked data, SP500 PE is high around 28 but nowhere close to the 40's we saw in the dot com bubble
Hope you enjoy it, really fun premise
October 27, 2025 at 3:44 PM
Hope you enjoy it, really fun premise
really wonderful anime!
October 23, 2025 at 6:35 PM
really wonderful anime!
I like the writing of the series overall, captures a time and feeling so perfectly. Also many characters, even smaller side character I love. Some of the kid actors aren't the best, but I feel it does what it is trying to do extremely well. But if they mess up the ending that could change haha
October 18, 2025 at 6:54 PM
I like the writing of the series overall, captures a time and feeling so perfectly. Also many characters, even smaller side character I love. Some of the kid actors aren't the best, but I feel it does what it is trying to do extremely well. But if they mess up the ending that could change haha
I would have to think about that, off the top of my head Mad Men, Breaking Bad, Dark, 2521, Love Like The Galaxy, Story of Yanxi Palace come to mind but I am sure I missed a ton haha
October 17, 2025 at 8:45 PM
I would have to think about that, off the top of my head Mad Men, Breaking Bad, Dark, 2521, Love Like The Galaxy, Story of Yanxi Palace come to mind but I am sure I missed a ton haha
Oh, this looks like my kind of show
October 16, 2025 at 4:00 PM
Oh, this looks like my kind of show
I really hope they land this. One of the greatest series ever created thus far
October 15, 2025 at 4:32 PM
I really hope they land this. One of the greatest series ever created thus far
