bhouston (u/bhouston)

bhouston commented on Ask HN: What are you working on? (February 2026) · Posted by u/david927

bhouston · 2 hours ago

A place for open assets for developers. If you have assets you are using you can use this for distribution, either free for open or paid for closed. Based on my experience creating 3D experiences for LV, Ralph Lauren, Steelcase, and Logitech.

bhouston commented on Google staff call for firm to cut ties with ICE bbc.com/news/articles/cvg... · Posted by u/tartoran

blibble · a day ago

on monday they'll have to update the article

> 900 former Google employees

bhouston · a day ago

That is what they did to those protesting Google’s complicity in Israel actions in Gaza. But it is unclear if they hold Palestinian sympathy in the same contempt as sympathy for fellow Americans but we will see.

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bhouston commented on Amazon plunge continues $1T wipeout as AI bubble fears ignite sell-off cnbc.com/2026/02/06/ai-se... · Posted by u/truegoric

mullingitover · 3 days ago

The collapse of the yen carry trade.

bhouston · 3 days ago

I have read that numerous places and it seems plausible but it is beyond my investing experience.

I think the new nominated Fed Chair is also a hard money advocate and is spooking USD alternatives (gold, silver, BTC, etc.) But hard money can be quite hard on the economy, so that could limit growth.

bhouston commented on Amazon plunge continues $1T wipeout as AI bubble fears ignite sell-off cnbc.com/2026/02/06/ai-se... · Posted by u/truegoric

DaedalusII · 3 days ago

wall street analysts are starting to realise that software companies shouldnt trade on a P/E of 300.

DocuSign is currently valued at 30 times its annual earnings. Adobe is currently 16. Amazon is 28 -- has been as high as 50 recently. NVDA is 44.

Investors are basically starting to realise that enterprise are not going to subscribe to software like DocuSign for 50 years. They'll probably just move to odoo or zohosign or something and save a lot of money. So its probably a better bet to put that capital into something like Nvidia or Tesla or whatever. it also looks like the US Fed isn't going to cut rates, so capital is getting more expensive.

Of course, if you are a CEO its great to blame all this on AI and then tell your investors you are increasing AI in your business (see: salesforce whose stock price is down 42% in a year and is now trading at 25x earnings)

bhouston · 3 days ago

> software companies shouldnt trade on a P/E of 300

You are playing pretty fast and loose with your definition of a "software company" when you include Amazon and NVIDIA in your list. Amazon is many things but it is not a "software company" and neither is "NVIDIA".

bhouston commented on Intel will start making GPUs techcrunch.com/2026/02/03... · Posted by u/SunshineTheCat

chrsw · 4 days ago

The silicon is just one piece of the puzzle. CUDA and the rest of the software stack is huge advantage for NVIDIA.

bhouston · 4 days ago

yup, which is why AMD struggles so much even though its hardware is usually within 30% of the performance (give or take) of NVIDIA.

(Replaced "with 30%" with "within 30%")

bhouston commented on Intel will start making GPUs techcrunch.com/2026/02/03... · Posted by u/SunshineTheCat

bhouston · 4 days ago

I am a little confused, I thought Intel had a big push the last couple of years to create its own GPU:

https://www.intel.com/content/www/us/en/products/docs/discre...

bhouston commented on French streamer unbanked by Qonto after criticizing Palantir and Peter Thiel twitter.com/Ced_haurus/st... · Posted by u/hocuspocus

bhouston · 4 days ago

That can not be actually what happened is it? That would be insane.

It should be against the law to privately retaliate like this.