Iykyk
@lipstickscribbles.bsky.social
It's been a long, winding journey, cutting a path through uncharted territory.
Jensen also has zero reason to keep ordered parts in their warehousing any longer than necessary. You can legally do it, sure, but it's bad practice unless you're in the business of warehousing and they are not in that business.
It's far more of a pain than charging someone security.
It's far more of a pain than charging someone security.
December 8, 2025 at 2:09 AM
Jensen also has zero reason to keep ordered parts in their warehousing any longer than necessary. You can legally do it, sure, but it's bad practice unless you're in the business of warehousing and they are not in that business.
It's far more of a pain than charging someone security.
It's far more of a pain than charging someone security.
Also MSFT and these companies aren't idiots. They're not generally going to shovel money at a part vendor years in advance of actually needing the part. They might place an order (which frankly is enough for manufacturer bank financing), and even take delivery, but hold out on payment/invoicing.
December 8, 2025 at 1:36 AM
Also MSFT and these companies aren't idiots. They're not generally going to shovel money at a part vendor years in advance of actually needing the part. They might place an order (which frankly is enough for manufacturer bank financing), and even take delivery, but hold out on payment/invoicing.
If Jensen says they've shipped and invoiced for 6M, that's very different than saying just shipped. It would be very clear there's been a bill of sale and the accounts receivable in their finances would have to reflect that.
December 8, 2025 at 1:27 AM
If Jensen says they've shipped and invoiced for 6M, that's very different than saying just shipped. It would be very clear there's been a bill of sale and the accounts receivable in their finances would have to reflect that.
Nothing outside seeing the terms of sale can tell you whether a client has right of return for something you deliver years before they can use it (and sometimes they'll ask to return even without that).
December 8, 2025 at 1:23 AM
Nothing outside seeing the terms of sale can tell you whether a client has right of return for something you deliver years before they can use it (and sometimes they'll ask to return even without that).
Yeah, nothing is necessarily illegal about any of it, is just squishy from exec says things and they really don't mean anything, and everyone projects.
What could be meaningful is rights of return.
Meaning it is not actually final sale.
What happens if DC never gets built?
What could be meaningful is rights of return.
Meaning it is not actually final sale.
What happens if DC never gets built?
December 8, 2025 at 1:21 AM
Yeah, nothing is necessarily illegal about any of it, is just squishy from exec says things and they really don't mean anything, and everyone projects.
What could be meaningful is rights of return.
Meaning it is not actually final sale.
What happens if DC never gets built?
What could be meaningful is rights of return.
Meaning it is not actually final sale.
What happens if DC never gets built?
And if they truly have left Jensen's possession, aka ownership transfer, that should be evident on inventory accounting somewhere in the guts of their finances.
December 8, 2025 at 1:14 AM
And if they truly have left Jensen's possession, aka ownership transfer, that should be evident on inventory accounting somewhere in the guts of their finances.
If all 6M units were invoiced, then things are clearer. Meaning title should be transferred to the receiver and they really belong to whoever warehouse they are in.
Really would need to see a terms of sale to get whether it's all fully up and up. Final sale, invoiced, no return rights, etc.
Really would need to see a terms of sale to get whether it's all fully up and up. Final sale, invoiced, no return rights, etc.
December 8, 2025 at 1:13 AM
If all 6M units were invoiced, then things are clearer. Meaning title should be transferred to the receiver and they really belong to whoever warehouse they are in.
Really would need to see a terms of sale to get whether it's all fully up and up. Final sale, invoiced, no return rights, etc.
Really would need to see a terms of sale to get whether it's all fully up and up. Final sale, invoiced, no return rights, etc.
"shipped" is always a squishy term from cash flow pov. It can be accurate, and meaningless.
Has Jensen invoiced for all 6M units, they shipped? He quotes low "days in A/R", but if you don't invoice at delivery , then shipped doesn't mean beyond it being in their warehouse, not his.
Has Jensen invoiced for all 6M units, they shipped? He quotes low "days in A/R", but if you don't invoice at delivery , then shipped doesn't mean beyond it being in their warehouse, not his.
December 8, 2025 at 1:10 AM
"shipped" is always a squishy term from cash flow pov. It can be accurate, and meaningless.
Has Jensen invoiced for all 6M units, they shipped? He quotes low "days in A/R", but if you don't invoice at delivery , then shipped doesn't mean beyond it being in their warehouse, not his.
Has Jensen invoiced for all 6M units, they shipped? He quotes low "days in A/R", but if you don't invoice at delivery , then shipped doesn't mean beyond it being in their warehouse, not his.
The minute one human traded something of value to another human to intercede with the randomized universe of chance, the scam was born.
Only difference between any of them has always been branding and cross-branding of new flavors.
Only difference between any of them has always been branding and cross-branding of new flavors.
December 7, 2025 at 3:15 PM
The minute one human traded something of value to another human to intercede with the randomized universe of chance, the scam was born.
Only difference between any of them has always been branding and cross-branding of new flavors.
Only difference between any of them has always been branding and cross-branding of new flavors.
Smacks of them looking in the back room at the UN and finding a leftover sample cast and someone saying, "hey let's get this gold chromed."
December 7, 2025 at 1:21 AM
Smacks of them looking in the back room at the UN and finding a leftover sample cast and someone saying, "hey let's get this gold chromed."
Sadly, music journalism has decayed dramatically since the halcyon years Outburn and Interface mags covered outre genres with reviewers who knew those areas inside and out.
December 7, 2025 at 12:55 AM
Sadly, music journalism has decayed dramatically since the halcyon years Outburn and Interface mags covered outre genres with reviewers who knew those areas inside and out.
Their reaction to an uglier Scrooge McDuck's useless kid not being able to buy and ruin an entertainment giant is choice.
December 6, 2025 at 6:16 PM
Their reaction to an uglier Scrooge McDuck's useless kid not being able to buy and ruin an entertainment giant is choice.
Warner did a large bridge when they bought Discovery in '21. Really isn't that uncommon on these large deals.
"Biggest ever" has more to do with inflation bumping the number up.
Bankers gonna banker after all.
"Biggest ever" has more to do with inflation bumping the number up.
Bankers gonna banker after all.
December 6, 2025 at 12:34 AM
Warner did a large bridge when they bought Discovery in '21. Really isn't that uncommon on these large deals.
"Biggest ever" has more to do with inflation bumping the number up.
Bankers gonna banker after all.
"Biggest ever" has more to do with inflation bumping the number up.
Bankers gonna banker after all.
Zuck's one of many billionaires who rode in on one 🐎 and killed a whole lot of other 🐎 🐎 🐎 thinking they were special geniuses somehow.
Really shows how savvy Buffet/Munger were vs the rest of these one hit clowns.
Really shows how savvy Buffet/Munger were vs the rest of these one hit clowns.
December 5, 2025 at 6:26 PM
Zuck's one of many billionaires who rode in on one 🐎 and killed a whole lot of other 🐎 🐎 🐎 thinking they were special geniuses somehow.
Really shows how savvy Buffet/Munger were vs the rest of these one hit clowns.
Really shows how savvy Buffet/Munger were vs the rest of these one hit clowns.
Should note that numerous expert systems grew out of the first failures of AI and for the last 4 decades were extremely performant from a resource and profit perspective for companies who built them.
LLM models have largely busted on both those scores, which are the ones businesses care about.
LLM models have largely busted on both those scores, which are the ones businesses care about.
December 5, 2025 at 6:08 PM
Should note that numerous expert systems grew out of the first failures of AI and for the last 4 decades were extremely performant from a resource and profit perspective for companies who built them.
LLM models have largely busted on both those scores, which are the ones businesses care about.
LLM models have largely busted on both those scores, which are the ones businesses care about.
Funny how Warner doesn't want to be owned by an already proven Hollywood-failure nepo baby whose daddy's cash can't buy enough fans to offset his lack of creative taste.
December 5, 2025 at 2:41 AM
Funny how Warner doesn't want to be owned by an already proven Hollywood-failure nepo baby whose daddy's cash can't buy enough fans to offset his lack of creative taste.
This saga is exactly some ex in-laws who decided to start cutting walls in their kitchen on a Sunday evening just because they had a reciprocating saw and nothing else better to do.
December 5, 2025 at 2:02 AM
This saga is exactly some ex in-laws who decided to start cutting walls in their kitchen on a Sunday evening just because they had a reciprocating saw and nothing else better to do.
Reads more Floridian mode, than Mad Max.
But, if Elon is going for Mad Max villainy (since he's no lawman), he's gotta have a proper name like, Bullshit Farmer or Lord Tweetus.
But, if Elon is going for Mad Max villainy (since he's no lawman), he's gotta have a proper name like, Bullshit Farmer or Lord Tweetus.
December 5, 2025 at 1:12 AM
Reads more Floridian mode, than Mad Max.
But, if Elon is going for Mad Max villainy (since he's no lawman), he's gotta have a proper name like, Bullshit Farmer or Lord Tweetus.
But, if Elon is going for Mad Max villainy (since he's no lawman), he's gotta have a proper name like, Bullshit Farmer or Lord Tweetus.
Efficiency would have to be evident in their burn rate relative to a unit of service, if there was any.
At this point its watching two dumpster fires burning by side and arguing the odds of which runs out of fuel first.
At this point its watching two dumpster fires burning by side and arguing the odds of which runs out of fuel first.
December 4, 2025 at 11:20 PM
Efficiency would have to be evident in their burn rate relative to a unit of service, if there was any.
At this point its watching two dumpster fires burning by side and arguing the odds of which runs out of fuel first.
At this point its watching two dumpster fires burning by side and arguing the odds of which runs out of fuel first.
AI is accidental immolation?
As long as they're all in the rocket when it happens I say give them the matches and the rocket fuel.
As long as they're all in the rocket when it happens I say give them the matches and the rocket fuel.
December 4, 2025 at 3:20 AM
AI is accidental immolation?
As long as they're all in the rocket when it happens I say give them the matches and the rocket fuel.
As long as they're all in the rocket when it happens I say give them the matches and the rocket fuel.
Sleeping through Kennedy's dish disposal drone is a feat of the truly exhausted.
December 3, 2025 at 8:11 PM
Sleeping through Kennedy's dish disposal drone is a feat of the truly exhausted.
The kind of IP infringement worth suing over.
December 2, 2025 at 2:01 PM
The kind of IP infringement worth suing over.
Smart enough to wait until the first case wound through, and now just piggy back on the jurisprudence to the bank.
December 2, 2025 at 1:53 PM
Smart enough to wait until the first case wound through, and now just piggy back on the jurisprudence to the bank.