Jackson Jambalaya

AI is a bubble.

Following in Boeing's footsteps, it pushed the engineers to the side in favor of finance and bean counters.

Intel did the same thing. They laid off whatever chip designers weren’t poached by Jenson Huang (Nvidia) and Lisa Su (AMD)
Soon they will all begging Trump for a bailout.

Meanwhile, China leapfrogged us with DeepSeek. They are building 3X as many nuclea power plants as us. And they dont have to force their AI to conform to DEI.

"Following in Boeing's footsteps, it pushed the engineers to the side in favor of finance and bean counters."

Apple pissed off a lot of people, including me, with their heavy-handed tactics: throttling the performance of older phones to force upgrades, monetizing user data, cramming unwanted updates and features down our throats, restricting access to repair parts, etc.

Apple hasn't made a laptop that can maintained/upgraded by replacing the storage/RAM in about 8 years. Basically, the laptops are disposable because the storage is integrated into the circuit board. Once that wears out, the device is junk, which also prevents it from being refurbished and resold.

I reckon this would be important to folks reading Magnolia Tribune.

Reminds me of the saying, "McDonnell-Douglas bought Boeing with Boeing's money."

@8:00 PM
You can argue that soldered memory and storage improves performance (because it does)
But then if you look closely at Apple’s pricing tier, you will see that they intentionally cripple memory and storage bandwidth at lower tiers.

Apple has always been the masters of segmentation marketing.

Want the ultimate performance? That will be $10,000 for your Mac Studio, sir

@7:45 I bet you are still waiting for that crypto bubble to pop. Maybe it will happen right after the blockchain turns 20 years old, right?

lol beancounters. you dont make “old chips” more efficient. If the current gen is on a 3nm process node and your 5 year old chips are on 14nm node, they will never compete on performance or efficiency. Not to mention the lack of updated on-chip instructions. You end up with even more processor overhead by emulating the SoC in software. Then add more overhead for jeet code because you know they are going to outsource the dev.

"Apple Explained" not "Apple Exlained"

Blockchain. The bitcoin folks are foolish if they think they will ever be able to truly barter with it. AI is full of tested ideas, but it cannot
actually do anything.

Technology seems great until it’s not.

"Want the ultimate performance? That will be $10,000 for your Mac Studio, sir"
I worked on a post production in a studio that had that $10,000 Mac system. My xeon dell notebook ran circles around it. They couldn't believe how much faster everything was on my notebook computer

@9:04 I will 1up you. I still own a 2012 Mac Pro 5,1 with DUAL Xeons! I even upgraded them with surplus Xeons pulled from server. Nice upgrade from the original 2.6ghz to a blazing fast 3.4ghz Xeons.

Weird flex @9:04
Xeon processors are not faster than desktop processors. The merely have more PCIe lanes and memory channels. You know, for enormous servers running virtualizations. How the fkcu do you run quad channel memory and 64 PCIe lanes on a laptop?

Sears, Woolworth's, Montgomery-Wards, Western Auto, K-Mart, Compaq, MCI Worldcom/CompuServe, Radio Shack, Shearson-Lehman-Hutton...when EF Hutton talks, no one knows who it is. Or gives a shit. Bear-Stearns is fine. Things change. Companies come, companies go. Often, it is poor management. Apple has toed the brink of the abyss several times over its nearly 50 years. The odds are it will eventually fall into it. Especially if its competition is standing behind it pushing it. But sometimes, the long-shot wins the Derby. Just not very often. And if it does fall, 50 years later it'll be just another nostalgic name that only the older folks even remember.

On the less philosophical side, Buffett and Cook have sold a whole lot of APPL in the last few years and taken a whole lot of profit doing it. That ought to tell folks something. These "tech" companies with 30-40-50-60-100 P/Es are priced for perfection. Nothing is ever perfect. And see above.

9:04 here
9:15: I remember dual cpus! Those motherboards were HUGE.. In fact I was just telling my daughter about the 386 math-coprocessor haha Apple thought they were ahead of the game with RISC computing until they adopted Intel chips. They came out with huge ads in computer shopper about how the 6800 chips were better.. Then one day they 'freed' the Intel chips to be what they could really be.. I thought that was so funny, what happened to the years of saying 6800 RISC was better?
9:18: my 6 core xeon dell notebook w/64G (that I still use today) was faster and smoother than their huge expensive mac studio running the same software.. In fact, they asked me to go to another office so the client wouldn't see haha. Maybe they didn't have it set up correctly? I don't know. I remember back in the Silicon Graphics days a rep would come out and set up the system for you and make sure it was properly running.

reminds me if the story of winchester , remington and marlin firearms.
from the late 1800s to the late 1970s they made incredible fire arms.
among americans, no-one would ever buy a foreign made weapon.
the only foreign made shotgun that sold well during that period was the belgium made browning A5. and thats only because john browning owned the company after both remington and winchester refused to purchase his patent on the A5.
however, beginning in the late 1970s the marlin , winchester, and remington began to cut their quality to hold down manufacturing costs. in short they screwed their american customer base that it took them 100 years to create.
both remington and marlin went into bankruptcy, and winchester sales plummeted cause all 3 were selling a bad product at an even worse price.
this is typical corporate greed where everything they do is aimed at screwing their customers.
just like the NFL , where every decision that is made, is at the expense of the fans.
but , back to the guns. along came the imports and they are still here. bennelli and beretta have replaced the winchesters and remingtons in the duck blind.
thats what happens when corporations screw their customers , who are the very people who made them successful in the first place.

CZ probably would have done well if it was sold here back then. To add to the foreign list, the Turkish guns are growing. See more people buying Caniks.

the kingfish is spot on at 10:50.....my next shotgun will be the CZ bobwhite, side by side 20 gauge shotgun......made in turkey.

@10:05 Yep and remember that Nintendo was founded in 1889 as a trading card company. Most Americans only learned about them from video games in the 1980. But even today one of their biggest moneymakers is a little trading card game called Pokémon.

Weird boomer stuff. Apple switched the Mac from the Motorola 68K to PowerPc in 1991. They only kept the 68k in their low end Apple //GS line.
And they use ARM now which is more prolific than the X86 platform.
And the Mac Studio was first released with the M2 so I think you have your boomer brain wires crossed there, unc

Why do tech discussions always seem to devolve into a “who’s smartest” contest?

Then someone eventually throws down the “boomer” card, because youth trumps experience with this crowd.

@12:33 cuz some knuckehead started talking about how his “Xeon” Dell laptop outperformed a Mac Studio. When he didnt. Because the Mac Studi is running the brand new Apple Silicon architecture. Maybe he was remembering something he experience in 1999? Perhaps back when they were running those “Im a Mac and Im a PC” commercials? Because then he started talking about Motorola chips from the 70s (I assume he meant the 68k when he said 6800?)

When you deal with tech it is all about the specs. That’s all that matters. Marketing is for the dumb people. Raw tech specification is what is important.

Watching this nerd-off is quite entertaining

7:13, I know you hate to hear it but 8:44 is right. Crypto reminds me of emus. Breeders raised, bred, and sold them strictly as an investment, with the end goal being to one day reach a point where emus were raised for slaughter like chickens or cows. The whole scheme collapsed, and breeders turned them loose in the woods because it was no longer economical to even feed them. Crypto has an end goal of eventually being used as a common means of barter, but like emus, I doubt it will ever pass the investment phase. No one will ever again acquire crypto to buy pizza with it.

@8:44 @ 1:41 you are both painfully ignorant. Crypto currency is like modern version of using gold and diamonds to store and transfer money. Government regulations have made it unbearable to use crypto for daily transactions and cash. However, if you want to transfer $5,000,000 without using your Swiss accounts or your Hong Kong accounts, or if you want to purchase a expensive goods from another cryptochad (such as myself) we can still do commerce anonymously, within the blockchain. That has always been the point of Bitcoin. Not anything else. Anonymous, trusted, decentralized, digital currency. Your boomer brains just cant comprehend the value of this in an age of digital nomads and minimalist living. You want to sit on your sofa growing your beer bellies while we arenout here living and getting absolutely rich in ways you cant even comprehend without a youtube video explaining it to you like one od those old government film reels you watched in second grade.

Wow, I think someone touched a sensitive nerve with 2:16. That’s a lot of Boomer jealously showing there. Boomer Derangement Syndrome is easily treatable; just leave your parents’ basement occasionally and talk to other human beings face-to-face.

2:16, I have some bad news for you - you don't know what you are talking about. Here's the real situation: If I have gold and diamonds, along with cash, in my safe and you have all the crypto in the world in your "accounts," I don't need power, network connectivity, or anything else to have real assets right in my hand. But if you don't have those and a lot of things that rely upon a lot of other people and systems, you don't have any assets at all. Now, folks like you typically say, "That will never happen..." But that's not really true. It happens all the time all around the world. Ask anyone who went through Katrina's - and many other hurricanes' - aftermath, right here in Mississippi, and all over the US, from the tip of Texas around to NYC, and all over the Caribbean.

After Katrina, an Amex Black was useless, as would have been millions or even billions in crypto. Yet 24 hours previous it would have purchased anything for sale at nearly any store or provider within 100+ miles, from cars, boats, and even airplanes, and the fuel for them, to a generator that would power 2 or 3 homes, and the fuel for them, to any meal, with any drinks and any wine, at nearly every restaurant in the region. Yet, 24 hours later, it was useless and cash wasn't just king, it was the only thing.

Here's the thing about getting older. There is a lot of information out there. Always has been, always will be. It takes time and experience to learn a lot of it. Sure, some people, even many people, just get older and no wiser. But as you may eventually find out, if you are 25, there is at least one 26 year old out there who knows more than you. If you are 65, there is at least one 66 year old out there that knows more than you. And if you are 25, there are A LOT of 65 year-olds out there who know A LOT more about A LOT of things, including life, than you do.

Well said, 4:04. When I was 26 I thought I had the world figured out, and marveled at the naïveté of the older generations. After all, back then you weren’t supposed to trust anyone over 30. 50 years later, I shake my head at how stupid the 26-year old me was and laugh at how much I didn’t know about how much I didn’t know. It will be a while, but 2:16 will also come to that realization one day. We all do it, it’s a part of life.

"That has always been the point of Bitcoin."

I thought the point was to buy drugs off the dark web, before it turned into gambling.

I think it is more than obvious that 4:04 is today's winner in a landslide.

lets see you put $500,000 worth of gold in your pockets and travel abroad with it.

Also, crypto stays in the globally distributed blockchain. Not in some account. You clearly have no clue what you are talking about.

6:10, when crypto crashes, just like tulips and emus before it, we will still have our $500,000 in gold. But to answer your question, I’ll go abroad with a credit card. Duh…

Oh, dearly, 6:10. I can put $500K on my wrist and travel wherever I wish. I can put a lot more than $500K in stones on my wife and we can travel anywhere we wish. I can put certain negotiable instruments in my briefcase, and I can walk into any number of banks across the world - that everyone who matters trusts - and get dollars, Euros, pounds, local currency, etc. And I'm not all that special - lots of people can do those same things. Plus, there are places all over this great big ol' world that'll just me a bill. But if the shit hits the fan, I know where my hard assets are and all it would take for crypto to get wiped out is a couple of minor but "well-placed" disruptions and the crypto goes crapto before the cryptochads, and even those at the top of this pyramid, know what hit 'em. Some of us were protecting serious and real assets before the best part of "cryptochads" were running down mama's legs.

Here's the thing about real money and assets vs crypto: the former is worth what basically the whole world agrees upon, trusts, and will happily and readily accept as its value, but the latter is only worth what a relative small handful of greater fools tell themselves it's worth at any given time. It would be so difficult as to be basically impossible, as an example, for the Chinese to create a "false panic," much less a real total devaluation, on the dollar, Euro, rupee, or even the pound (and equally so for the US to do it to the yuan, India to do it to Euro, etc.). Plus, there is a very strong and worldwide disincentive against doing anything of the sort. But crypto? If it ever did look like it was getting anywhere close to "real," every major power - and more importantly the business world - would be incentivized to hit the off switch. And while I know cryptochads are bad about fooling themselves, do not think for a second it couldn't be done, again, before the cryptochads and the rest of the bros knew what the hell had happened.

You don't have "assets," you've got Monopoly money which is only good in that one game. And if you don't know who the sucker is in any game, you're the sucker.

If you are old enough and rode dirt bikes you remember when CZ was extremely competitive motorcross and enduro racing. Late 1960's through mid 1970's.

Then came the Honda CRs.

CZ FRIDAY! Pair of 1974 CZ250 MX'ers https://www.youtube.com/watch?v=7oPQ9XwusEg

My dad bought a used A5 and gave it to me for my 12th birthday. He searched and searched until he found a Belgian A5. Nothing else would do. 58 years later, it still brings down a sack of doves every season. That pertains to this thread a little bit, anyway, in that Belgian Brownings had a reputation for quality long after manufacturing moved to Japan and the company surfed on that for many succeeding years. Tim Cook has been surfing on Jobs' performance his whole time as CEO. Business history proved that won't last forever. Cook is afraid of his shadow. His reckoning is on its way.

For me personally, I gave up trying to keep up with and decipher the iPhone model numbers/letters when it was time for a new phone. I switched to Android and haven't looked back.

Point Two: I read last week that Kodak itself is warning that the company probably won't last much longer. Can you believe that? Kodak invented the digital camera in 1975, but was too Cook-like timid to move forward with it because the executive suite wanted to protect the company's film assets at all costs. The rest, as they say...

Tom Cook, are you paying attention to what's going on all around you?