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Bad new for you, their stock fell -29% today, the largest collapse since the 70s. It's nearly back to last years' level.

It did the temporary job. INTC is doing the work. Things take time.

I think you may be confusing the (temporary) improved stock price with improved/recovered profitability? I see the (temporary) stock price recovery, as driven PURELY by valuation, i.e. an increase in P/E (instead of EPS).

Intel’s revenue is currently worse than 10 years ago, and gross profits are 2/3 of what they were around 2012.

The temporary price hike was caused by a huge temporary jump in relative valuation (probably because the US Gov started subsidizing).

See the historical graphs:

- https://www.macrotrends.net/stocks/charts/INTC/intel/pe-rati...

- https://www.macrotrends.net/stocks/charts/INTC/intel/revenue

- https://www.macrotrends.net/stocks/charts/INTC/intel/gross-p...


Well yes, that's why they need the bailout. They are getting smoked.

Big companies are like big ships. Takes a LONG time to turn.

Game is not over yet.


I was commenting on this though

> They bailed out Intel and the stock recovered.

I don’t think the stock (or the company) has recovered at all. Neither profits nor revenue (see my links above).

But hey, who knows what the future brings.


The bailout was in Aug 25 when INTC was < $25.

It closed today above $60.

That's a stock recovery.

I was very specific. I said stock. That's a recovery.


Sure, the stock price is up.

Currently trading at 3-4x historical valuation (20y typical range of forward P/E).


Again. Very specifically said the stock recovered. That's a positie.

So the bailout was a complete waste of money? Why couldn't they have done the work before and we just waited?

The bailout was a year ago.

It takes forever to do anything new in hardware.

This is unfortunately a VERY long game.


I think you are presenting this as true, but all the evidence points to the bailout as having no effect. You aren't presenting any counter evidence other than just saying it worked and to wait.

What could someone say that would convince you the bailout is working as intended.

An article that was the exact opposite of this one https://www.cnbc.com/2026/10/30/amazon-intel-earnings-big-te...

So nothing specific. Gotcha.

An article that is the exact opposite of an announcement they've had their worst day on the market in over fifty years is far more specific than "Trust me it worked"

Bruh. You are not being specific. I was being specific.

The stock price recovered. This is a fact. From 20 to 60.

Cannot be argued.

The business will take time to recover. There is no other way. Either it takes time to recover, or it never does. One year is not remotely enough time to know.


You didn't read the article, this thread is pointless

I'm not reading an article to infer whatever point you're making. Either make your point, or admit that you are just being contrarian because you hate Drumpf

We've already established you do not read

So your entire argument is to be smarmy and condescending and refrain from being specific because you have no actual argument.

Why is this even connected to the internet. If you want to monitor it remotely, you can set that independently from the actual controls.


Alphabet isn't just an AI lab, they're an ad company, a search index, a media distribution company, an email provider, office tool provider, a OS developer, a browser developer, a smartphone brand (Pixel), cloud provider, DNS, amongst a plethora of other services and goods.

OpenAI and Anthropic are AI business, if the AI market burst tomorrow, they'd be the first to flounder.

Google just has to keep pace in the AI space, they don't have to lead. Especially since whom is leading changes like two or three times per month non-stop for four or so years now, including small (by US standards) Chinese AI labs with a fraction of the money who keep pushing the tech forward every month while being open for now.


> OpenAI and Anthropic are AI business

Technically, they arent even a business. One is a business when the revenue model works. People in IT tend to forget that.


This is my opinion. I think it's just the way it talks to you.

1. It doesn't get tired or frustrated during a discussion.

2. It'll engage every single one of your questions/statements (besides hitting guardrails).

3. It'll appeal to the person's own ego even when the person is wrong and work around it.

4. It's not seen as a person (very important), but some of us or most of us at least in certain dialogues, end up anthropomorphising it. Think about that one time you thanked it for something, or when you got angry at it. This weird combination where we know it's not a person but irrationally we're still treating it as such in a way leads to a sort of disarming effect imo.

5. Many people see it as an authority figure in what is being discussed without questioning the results in many cases, even though we know that a. it was trained on human data and/or also searches up human data real time (and more worryingly other AI's data from news pieces, blogs... aka synthetic data that is also wrong), b. it gets things wrong all the time.

6. It's the perfect fence sitter depending on which version (guardrails) we're talking about.

Most of these can be replicated by humans who are good at understanding psychology and are just good talkers. The part you can't replicate is the sense that you're not talking to a person which lowers many barriers in people.

Also keep in mind that these can also be crippling weaknesses. For one being able to change a person's mind (when it works), can be used nefariously by the entities controlling the AIs training.

I've also unfortunately witnessed a lot of people who think AIs are somehow omniscient and/or omnipotent. Was very common on X and other social platforms with AI where people ask the AI questions it couldn't possibly answer because it made no sense for it to in the context at the time.


This right here, or at least the thought of this, is why in the not so far future, businesses can't (won't?) be using these LLMs services.

You cannot risk companies like Anthropic, OpenAI or their business partners like Microsoft having unfettered access to proprietary data on your company/businesses.

It it likely that they or rogue employees will use the information to make a profit? It's pure speculation, but I'd say more than likely, and we will never hear about it or read it on the news unless there's whistleblowers in high enough positions to know about it.

Assuming you and your employees aren't careful with what data you share, they will have intimate knowledge about your company from files and conversations logs. Likely personal user data too which they'll gladly create databases to link to and create extensive profiles on you, your employees and your businesses.

It's not far-fetched to see them leveraging insider information shared with LLMs to play the stock market, leveraging data against competing businesses in other markets they might want to explore, and likely a bunch of other things that are escaping me right now as I write this.

At the end of the day it's on those people for sharing such sensitive data, but it's not like these AI companies are innocent and won't gladly exploit every little byte of data without telling you, we know it happens.


Its not "in the future", its already here, right now. Sensitive IP gets processed on rented or local GPUs running open weight models. Sometimes its required due to data privacy laws, sometimes its because the people running those shops are not trusting OpenAI/Anthropic ZDR policies being observed. Normal, boring, US and EU-domiciled enterprises do this on a regular basis, and there is an industry of companies helping said boring companies set things up.


It is even worse. Just them knowing or having an inkling that someone is close to achieving a solution might be enough for them to spawn a team of thousands of agents and outrun you.


> This right here, or at least the thought of this, is why in the not so far future, businesses can't (won't?) be using these LLMs services.

Or they can simply turn off the setting that allows OpenAI to use their chats to improve the model. Or they can use the API where it is off by default.. If the advantage of using OpenAI models will be significant enough for the business in question, these are the options.


>You cannot risk companies like Anthropic, OpenAI or their business partners like Microsoft having unfettered access to proprietary data on your company/businesses.

You do realize that businesses that have contracts with them can specify if they want their data used for training or not right?


Don't they share a bunch of ai datacenters and other critical infrastructure?


Unironically true. The average person could care less about following politics, but Europeans live football.


> could care less

Surely you mean couldn't care less.


I just saw David Mitchell fall to his knees at a Waitrose


Well, I could care less, personally. I wish I did care less!


Weird Al - Word Crimes


Countries have different idioms.


Please explain?


One example to illustrate: when talking about dying, Americans would kick the bucket, Poles would kick the calendar, French would break the pipe, Germans would drop the spoon, and the Spanish would pull the leather. But they all would be referring to the US's trust among its allies.


In the US "Could care less" is the equivalent to the British expression "Couldn't care less". The intention and meaning is the same. So the original comment did mean to say what they said.

My point was that what may look like a mistake or a contradiction is just cultural development of natural language.

Another example is the British expression "It would be cheap at half the price"


> In the US "Could care less" is the equivalent to the British expression "Couldn't care less"

No, it's not.


It is. The American version just does not say what it means.


maybe it's regional? I always thought "Could care less" was in the same class as "irregardless" or "daylight saving time" -- in common use yet technically incorrect


Yes, it is.



> The average person could care less about following politics

Could they?


If they isolated themselves from all news, social media, and lived as a hermit, yes. They could care less, but it'd be difficult.


I think you misunderstood the emphasis there - yes Europeans love football.

The point is that it's so blatant for such little gain, it's still a game. I.e. if he is willing to do that so openly for such low stakes, imagine what he does behind closed doors when it matters.


Most have been horrible or horribly mediocre. Financial success doesn't necessarily mean something is good either. Also, some of these are more like: "very loosely based on the video game, so much so that you have to squint very hard to see it." Stuff like Detective Pikachu, or Minecraft are just aesthetics and have little to do with the actual games.

Jun. 10, 2016 Warcraft Film

Dec. 21, 2016 Assassin's Creed Film

Jan. 27, 2017 Resident Evil: The Final Chapter Film

Mar. 16, 2018 Tomb Raider Film

Apr. 13, 2018 Rampage Film

May 10, 2019 Pokémon Detective Pikachu Film

Feb. 14, 2020 Sonic the Hedgehog Film

Dec. 4, 2020 Monster Hunter Film

Apr. 23, 2021 Mortal Kombat Film

Jun. 25, 2021 Werewolves Within Film

Feb. 18, 2022 Uncharted Film

Feb. 24, 2022 Halo TV series

Apr. 5, 2023 The Super Mario Bros. Movie Film

Apr. 8, 2022 Sonic the Hedgehog 2 Film

Jul. 14, 2022 Resident Evil TV series

Jan. 15, 2023 The Last of Us TV series

Jul. 27, 2023 Twisted Metal TV series

Aug. 25, 2023 Gran Turismo Film

Oct. 27, 2023 Five Nights at Freddy's Film

Apr. 5, 2024 Knuckles TV series

Apr. 10, 2024 Fallout TV series

Aug. 9, 2024 Borderlands Film

Dec. 20, 2024 Sonic the Hedgehog 3 Film

Apr. 4, 2025 A Minecraft Movie Film

Apr. 25, 2025 Until Dawn Film

Dec. 5, 2025 Five Nights at Freddy's 2 Film

Jan. 23, 2026 Return to Silent Hill Film

Jan. 30, 2026 Iron Lung Film

May 8, 2026 Mortal Kombat II Film

PS: Note the question being asked is "Will it be any good?" Not "Will it be profitable?"


Yeah, most of the list is pretty dismal, but there are some bright spots. Sonic movies. Fallout, Last of Us (and don’t forget Cyberpunk: Edgerunners) for TV.


Castlevania deserves a spot on the list.


The original Castlevania animated show was good, shame about the Warren Ellis situation. Would have loved to see him write Nocturne as well (which was fun but just had a much weaker script).


No, and neither will be the anime Hollywood adaptions which are ramping up.

For every one good movie or show you get ten bad ones.


> For every one good movie or show you get ten bad ones.

Executive: So what you're telling me is I only need to make 11 movies to per hit.


If only. Accepting failure likely wouldn't have resulted in so many mediocre movies.

Huge losses on movies are rare I think, but being risk averse comes at a cost.


That's just sturgeon's law. You can argue that for anything whatsoever, regardless of source material.


Someone has to fund Israel's universal healthcare.


[flagged]

Please switch off Fox News and fetch real world updates. Europe's dependence and weapon system fragmentation is by USA design; Europe has allowed the US to have this advantage as part of the security architecture, alongside other goodwill handed to the US. Europe is rapidly rearming while the American mil. complex is throwing tantrums, but you can't have your cake and eat it too.


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