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| schestowitz[TR2] | https://www.thelayoff.com/t/1kbh5mm2p | Dec 03 10:18 |
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| -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1kbh5mm2p ) | Dec 03 10:18 | |
| schestowitz[TR2] | "" | Dec 03 10:18 |
| schestowitz[TR2] | AK on AI | Dec 03 10:18 |
| schestowitz[TR2] | IBM CEO Arvind Krishna argues that at current infrastructure and energy costs there is effectively no way for the current wave of AI data center spending to earn an adequate return. Using back-of-the-envelope math, he estimates about 80 billion dollars to build and fill a 1 gigawatt data center, implying around 8 trillion dollars in total commitments if the world builds roughly 100 gigawatts of AI compute capacity. | Dec 03 10:18 |
| schestowitz[TR2] | • He says 8 trillion dollars of capex would require roughly 800 billion dollars of profit just to cover the cost of capital, and notes that AI chips depreciate over about five years, meaning they must be heavily utilized and then replaced, further straining economics. | Dec 03 10:18 |
| schestowitz[TR2] | • Krishna openly disagrees with Sam Altman’s belief that such spending will be paid back, framing it as a belief or bet rather than something he accepts. | Dec 03 10:18 |
| schestowitz[TR2] | • He is very skeptical that current large language model technology alone will reach AGI, putting the probability at only 0 to 1 percent without a new breakthrough. He thinks AGI will require additional technologies, such as combining LLMs with more structured or hard knowledge, and even then calls it only a “maybe.” | Dec 03 10:18 |
| schestowitz[TR2] | • Despite this, he is bullish on present-day AI, saying current tools can unlock trillions of dollars of productivity in enterprises, even if they fall short of true AGI. | Dec 03 10:18 |
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| schestowitz[TR2] | <li><h5><a href="http://ipkitten.blogspot.com/2025/11/the-breeders-exemption-as-route-to.html?showComment=1764676643944#c905777011289451551">I don't know this area very well, but case law...</a></h5><blockquote>I don't know this area very well, but case law from court cases on FRAND disputes shows that the it is possible to unentangle how to deal with overlapping patent monopoly rights. It's complicated and upsets the | Dec 03 12:36 |
| schestowitz[TR2] | big players, but ultimately legal rules do work and a global system is possible. Therefore the same efforts in the area of plant variety rights are welcome, and can I am sure result in a</blockquote></li> | Dec 03 12:36 |
| -TechBytesBot/#techbytes-ipkitten.blogspot.com | The breeder's exemption as the route to agreement in the EU debate on NGT plants - The IPKat | Dec 03 12:36 | |
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| schestowitz[TR2] | https://www.thelayoff.com/t/1kbj39ej9 | Dec 03 16:18 |
| -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1kbj39ej9 ) | Dec 03 16:18 | |
| schestowitz[TR2] | " | Dec 03 16:18 |
| schestowitz[TR2] | RA Day of tomorrow | Dec 03 16:18 |
| schestowitz[TR2] | Well tomorrow is my final day | Dec 03 16:18 |
| schestowitz[TR2] | If anyone went thru this or is a manager who carried it out | Dec 03 16:18 |
| schestowitz[TR2] | What exactly happens ? Do we have to sign an NDA ? | Dec 03 16:18 |
| schestowitz[TR2] | Is there any time for final comments ? Has anyone worked their final day ? | Dec 03 16:18 |
| schestowitz[TR2] | Any feedback is appreciated | Dec 03 16:18 |
| schestowitz[TR2] | " | Dec 03 16:18 |
| schestowitz[TR2] | https://www.thelayoff.com/t/1kbh5mm2p | Dec 03 16:19 |
| schestowitz[TR2] | " | Dec 03 16:19 |
| schestowitz[TR2] | When the entitled Indian gets into a position of power, the entitled Indian will exercise extreme prejudice against non-Indians, doing all they can to replace the non-Indian with the Indian, and the non-India with the India. | Dec 03 16:19 |
| schestowitz[TR2] | The entitled Indian believes the Indian is superior to all non-Indians, and is justified in lying, cheating, stealing, scamming all non-Indians, even Indians who do not share the entitled Indian's view, because the entitled Indian can have no opposer to their entitlement. | Dec 03 16:19 |
| schestowitz[TR2] | Is your company run by an entitled Indian? This is how you tell! | Dec 03 16:19 |
| schestowitz[TR2] | ' | Dec 03 16:19 |
| schestowitz[TR2] | " | Dec 03 16:20 |
| schestowitz[TR2] | Krabanaugh is a total and complete fraud | Dec 03 16:20 |
| schestowitz[TR2] | This is the big f@t b0z0 who thinks carrying 66 billion in debt is good accounting | Dec 03 16:20 |
| schestowitz[TR2] | I understand that buying a company like RH would have a premium | Dec 03 16:20 |
| schestowitz[TR2] | But 34 billion dollars ? What a waste | Dec 03 16:20 |
| schestowitz[TR2] | And Alvind negotiated that deal. They played him like a f00l | Dec 03 16:20 |
| schestowitz[TR2] | Gin and Tonic Rommetty should have fired both on the spot | Dec 03 16:20 |
| schestowitz[TR2] | But she’s another failed DEI Experiment | Dec 03 16:20 |
| schestowitz[TR2] | 22 quarters of declining revenue | Dec 03 16:20 |
| schestowitz[TR2] | " | Dec 03 16:20 |
| schestowitz[TR2] | https://www.thelayoff.com/t/1kbh5mm2p | Dec 03 18:09 |
| -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1kbh5mm2p ) | Dec 03 18:09 | |
| schestowitz[TR2] | "You are witnessing IBM partner out everything except mainframe essentials. Expect even more partnering out of non mainframe entities as time moves on as IBM’s overhead can’t support non-mainframe development anymore. It’s IBM going back to what it knows best (eg mainframe) Why? Because it holds a monopoly in mainframe and continues to invest heavily in it due to its excellent margins. Everything else will eventually be partn | Dec 03 18:09 |
| schestowitz[TR2] | ered off with IBM taking an IP and an established customer fee. | Dec 03 18:09 |
| schestowitz[TR2] | 59 minutes ago by Anonymous | Dec 03 18:09 |
| schestowitz[TR2] | | 3 reactions (+3/-0) | Reply | Dec 03 18:09 |
| schestowitz[TR2] | Post ID: @cg+1kbh5mm2p | Dec 03 18:09 |
| schestowitz[TR2] | +4 | Dec 03 18:09 |
| schestowitz[TR2] | Arvind and IBM stopped making great things 4-1-93 when the G Man Gerstner came in and raided IBM for $400,000,000. Arvind is whining and looks very dull trying to suggest investing with the Big Boys for AI leadership is not smart. How many WRONG things has IBM done and not done for the last 30+ years? A little teeny weeny online book store in Seattle is now massively larger and better than IBM. A teeny weeny graphics card maker who | Dec 03 18:09 |
| schestowitz[TR2] | se CEO worked at Dennys for 6 years as a dishwasher is now massively larger and better than IBM. MSFT. Google. Etc etc. Arvind is complaining because HE and all the CEO's from Gerstner onward have raided IBM and now IBM is like a terminally ill patient with both dementia and cancer. It cannot and will not survive. IBM can no longer play with the big boys and make the massive AI investments needed to MAKE THINGS and BE A LEADER beca | Dec 03 18:09 |
| schestowitz[TR2] | use our financials are engineered and propped up with huge dept and the next external acquisition of another dying company. | Dec 03 18:09 |
| schestowitz[TR2] | 1 hour ago by Anonymous | Dec 03 18:09 |
| schestowitz[TR2] | | 4 reactions (+4/-0) | Reply | Dec 03 18:09 |
| schestowitz[TR2] | Post ID: @cf+1kbh5mm2p | Dec 03 18:09 |
| schestowitz[TR2] | +5 | Dec 03 18:09 |
| schestowitz[TR2] | @OP IBM no longer owns or manages Data Centers, so why is Alvind ranting about the costs ? IBM is not even a major player in AI. Everything in the former IBM Data Centers was moved to Equinix, who are making loads of $$$ by hosting IBM workloads, while IBM is moving slowly and steadily towards insolvency. Alvind and his Indian crooks are taking everything down, sooner not later. IBM Management incompetency wins out always. | Dec 03 18:09 |
| schestowitz[TR2] | 1 hour ago by Anonymous | Dec 03 18:09 |
| schestowitz[TR2] | | 5 reactions (+5/-0) | Reply | Dec 03 18:09 |
| schestowitz[TR2] | Post ID: @cd+1kbh5mm2p | Dec 03 18:09 |
| schestowitz[TR2] | +5 | Dec 03 18:09 |
| schestowitz[TR2] | @ca absolutely true in the case of IBM. When you have South Indians (from Tamil Nadu, Kerala, Andhra, Mysore) collectively running and managing the company, you can be sure they make a complete mess of any respectable US organization. Compare IBM now to what it was 20 years ago before the Indian hordes invasion. They turned it into a complete sh-tshow in a matter of years, and then moved jobs to their home states. They call it a br | Dec 03 18:09 |
| schestowitz[TR2] | ain drain from the US. Nothing can be further from the truth. Even Attila the Hun did better than these losers called Alvind, Mohammed and Dinesh. | Dec 03 18:09 |
| schestowitz[TR2] | " | Dec 03 18:09 |
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