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utyop22 commented on Meta suppressed research on child safety, employees say   washingtonpost.com/invest... · Posted by u/mdhb
intended · 5 months ago
Isn’t this simply moving your goal posts?

You are also creating a contorted argument to hold onto your blame, making a bonfire out of your credibility. Which is possibly why you are using a new account?

utyop22 · 5 months ago
1) nope 2) new acccount?
utyop22 commented on The AI bubble argument misunderstands both bubbles and AI   danielmiessler.com/blog/n... · Posted by u/polyphilz
tim333 · 5 months ago
The comment you replied to was about AI. Something like:

Comment: AI isn't so bad

You: But LLMs are no good

I see that again and again with AI arguments. It's not a good argument really. Like saying aviation will fail because biplanes weren't very good.

utyop22 · 5 months ago
I still have no idea what you are replying to, in response to my comment
utyop22 commented on Tesla market share in US drops to lowest since 2017   reuters.com/business/auto... · Posted by u/nabla9
dghlsakjg · 5 months ago
That's not how revenue is determined. Revenue is determined by, well, revenue.

You can lose market share and increase revenue if the market is growing fast enough.

If you measure market share by units moved (as many markets are measured), you can raise prices and increase revenue despite lower unit sales and lost market share.

utyop22 · 5 months ago
If the total sales of a market = 100 and Tesla has 20% share then it has 20 in revenue.

Basic math dude.

There’s such a thing as a top down vs bottom up approach.

utyop22 commented on Tesla market share in US drops to lowest since 2017   reuters.com/business/auto... · Posted by u/nabla9
FinnKuhn · 5 months ago
The Tesla stock evaluation has little to do with what Tesla is delivering today and a lot more with what investors imagine they will be able to do in the future.

Based on their history I'm pretty optimistic that those expectations will not be met, but Tesla somehow still rises in value.

utyop22 · 5 months ago
Because Elon pulls off certain manoeuvres that feeds right into his "just trust me bro" supporters.
utyop22 commented on Tesla market share in US drops to lowest since 2017   reuters.com/business/auto... · Posted by u/nabla9
andsoitis · 5 months ago
Company value is dependent on expected future profit/revenue/etc. not market share per se.

If the market grows in size and you’re able to grow revenue and profit, reduced market share in and of itself doesn’t matter.

While the U.S. market share has declined, Tesla's overall annual revenue has continued to grow from $11.75 billion in 2017 to over $97 billion in 2024, though it saw a slight decline in revenue for the 12 months ending June 30, 2025.

https://www.macrotrends.net/stocks/charts/TSLA/tesla/revenue

utyop22 · 5 months ago
Marketshare is how revenue is determined. If the market as whole grows but Tesla's share of it does not at least stay static, it means it is losing revenue.
utyop22 commented on Tesla market share in US drops to lowest since 2017   reuters.com/business/auto... · Posted by u/nabla9
nabla9 · 5 months ago
Tesla's revenue has been flat 3 years now. There are up and downs but it's stagnated over long term.

  2022-Q3 $21.5B revenue
  2025-Q2 $22.5b revenue

utyop22 · 5 months ago
And whats the real growth when controlled for inflation (price increases)?
utyop22 commented on Microsoft doubles down on small modular reactors and fusion energy   techradar.com/pro/microso... · Posted by u/mikece
JumpCrisscross · 5 months ago
> Remember when they told us in CS class that it's better to design more efficient algorithms than to buy a faster CPU?

No? The tradeoff is entirely one between the value of labour versus the value of industry. If dev hours are cheap and CPUs expensive. If it’s the other way, which it is in AI, you buy more CPUs and GPUs.

utyop22 · 5 months ago
"Which it is in AI, you buy more CPUs and GPUs."

Ermmm. what?

utyop22 commented on Microsoft doubles down on small modular reactors and fusion energy   techradar.com/pro/microso... · Posted by u/mikece
crinkly · 5 months ago
The one company I really want to see involved in dangerous things with clean up and serious environmental risks is the company that has serious production QA problems, an attention span of about 2 minutes, regular bouts of corporate schizophrenia and a policy of forcing half the planet to abandon working hardware.

Nothing good can come of this.

Microsoft needs to start asking if it should do something before it does it.

utyop22 · 5 months ago
"Microsoft needs to start asking if it should do something before it does it."

Do they? I hope they don't. I would enjoy seeing MSFT implode and losing trust of its shareholders with its cash - itll be forced to return it rather than reinvest.

utyop22 commented on Experimenting with Local LLMs on macOS   blog.6nok.org/experimenti... · Posted by u/frontsideair
elAhmo · 5 months ago
I think shareholders are fine with Tim Cook as a CEO.
utyop22 · 5 months ago
I sometimes read posts on here and just laugh.

Its easy to sit in the armchair and say "just be a visionary bro" when they forget Tim worked under Steve for awhile before his death - he has some sense and understanding of what it takes to get a great product out of the door.

Nvidia is generating a lot of revenue, sure - but what is the downstream impact on its customers with the hardware? All they have right now is negative returns to show for their spending. Could this change? Maybe. Is it likely? Not in my view.

As it stands, Apple has made the absolute right choice in not wasting its cash and is demonstrating discipline. Which when all this LLM mania quietens, shareholders will respect.

utyop22 commented on Tesla Wants Out of the Car Business   theatlantic.com/technolog... · Posted by u/fortran77
vlovich123 · 5 months ago
> at least humans will signal / try do something in a safe manner to continue going on

Your experience must be very different. I've been on the road long enough to know that humans will try all sorts of things to not avoid missing the turn & Tesla behaved very similarly.

FWIW, it was signalling all the right ways and no collision seemed imminent and I doubt it would have gotten into an accident. I just didn't want it acting like an asshole on the road and didn't trust it enough to let the situation play out by itself.

utyop22 · 5 months ago
As someone that has driven thousands of miles, and encountered some interesting roundabouts and junctions - I cannot relate to your experience whatsoever.

"I just didn't want it acting like an asshole on the road and didn't trust it enough to let the situation play out by itself."

So basically you had to intervene and it doesnt meet the standard of a fully autonomous vehicle. Do all the mental gymnastics all you want mate lmao.

u/utyop22

KarmaCake day107August 27, 2025View Original