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Recent content by Marees

  1. M

    Majority of CEOs Report Zero Payoff From AI Splurge

    The AI industry's profit problem is getting bigger, says Goldman Sachs' equity research chief It's still unclear whether AI can deliver returns that justify the enormous spending. "All of the economic value has continued to accrue to the semiconductor companies," Covello said. as companies...
  2. M

    Valve to Face Antitrust Lawsuit Over Steam Gaming Platform

    fyi, Amazon is popularly described as a monopsony & not a monopoly Amazon can be undercut by small traders in UK after OFT intervention This article is more than 12 years old Retailer agrees to drop clause banning third-party traders from selling products cheaper elsewhere Simon Neville Thu 29...
  3. M

    Majority of CEOs Report Zero Payoff From AI Splurge

    The AI investment chickens have come home to roost. Github Copilot customers report up to 100-fold price hikes — AI sticker shock bites as Microsoft switches to usage-based pricing News By Bruno Ferreira published 5 hours ago The move from subscription to usage-based billing has left many users...
  4. M

    Valve to Face Antitrust Lawsuit Over Steam Gaming Platform

    maybe Microsoft pays Valve only 25% rather than 30% ! is that possible !?
  5. M

    Valve to Face Antitrust Lawsuit Over Steam Gaming Platform

    does XBOX / microsoft have a secret deal with Valve / steam? if no, then wouldn't microsoft want to leverage its position as the biggest game publisher in the world and go for timed/full time exclusives on XBOX pc app ?
  6. M

    Valve to Face Antitrust Lawsuit Over Steam Gaming Platform

    the real world example is Amazon forces vendors on its platforms to match discounts they offer on other shopping platforms to give a physical example: if you want to buy a camera, normally you go hunting for deals across different shops. instead if you have a favorite retailer like walmart or...
  7. M

    Valve to Face Antitrust Lawsuit Over Steam Gaming Platform

    for a brief period last Jan, XBOX was the biggest game publisher in the world recently hired Chief Strategy Officer has publicy stated — in his previous position as an analyst — that if XBOX goes the Sega way then they have to give 30% to Valve, Apple, Sony, Amazon etc. that would rankle...
  8. M

    Valve to Face Antitrust Lawsuit Over Steam Gaming Platform

    Valve, the Anticorporate Hero of the Games Industry, Has Its Antitrust Moment Lawsuits in the US and the UK allege the company’s Steam store is abusing its market power. Valve disagrees...
  9. M

    Majority of CEOs Report Zero Payoff From AI Splurge

    all the equity will probably go to pension funds so the pension/retirement funds will end up taking a hit
  10. M

    Majority of CEOs Report Zero Payoff From AI Splurge

    google is now diluting its shareholding & divesting equity to public tesla/spaceX/XAI is also going for ipo openAI/Anthropic also probably eyeing IPOs oracle is the most leveraged. will definitely need bailout
  11. M

    [SemiAccurate] upcoming Nvidia chip has a problem that doesn't have a fix as of now

    NVIDIA CEO Jensen Huang promises new 'RTX Spark' Windows on Arm chips will run every Windows app ever made News By Zac Bowden published 4 hours ago In an attempt to quell people's concerns around app compatibility with Windows on Arm, NVIDIA's CEO says that its new RTX Spark chips won't have any...
  12. M

    [SemiAccurate] upcoming Nvidia chip has a problem that doesn't have a fix as of now

    Performance and power management To get the most out of Windows on RTX Spark’s powerful, heterogeneous architecture, we implemented workload profile scheduling (WPS) and optimized it for RTX Spark, enabling the Windows scheduler to more efficiently scale workloads across all 20 cores. We also...
  13. M

    [SemiAccurate] upcoming Nvidia chip has a problem that doesn't have a fix as of now

    nvidia roadmap https://x.com/VideoCardz/status/2061310652027724217?s=20
  14. M

    AMD’s new pitch: our old tech is so good you should just keep using it

    AMD is committing to AM5 through 2029 and relaunching old chips. Today, AMD is promising it will keep supporting its AM5 desktop motherboard socket with new Ryzen processors through 202 it’s relaunching a “10th Anniversary” edition of the Ryzen 7 5800X3D to celebrate the 10th anniversary of...
  15. M

    [SemiAccurate] upcoming Nvidia chip has a problem that doesn't have a fix as of now

    Nvidia’s new RTX Spark laptops and PCs will include anti-cheat support for games like Fortnite, VALORANT, League of Legends, and PUBG. Nvidia is also working with Easy Anti‑Cheat, BattlEye, Denuvo, and others. Good step forward for Windows on ARM gaming...
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