与「Ero」相关的搜索结果

Après toutes ces vagues d’immigration en Espagne, je vais vous expliquer par A + B pourquoi une partie de la gauche a structurellement besoin de flux continus d’arrivées irrégulières pour rester au pouvoir. A. Un immigrant qui vient d’arriver via le Maroc, interviewé dans la rue par Nate Friedman, répond sans détour : une fois papiers obtenus, il votera socialiste toute sa vie. Pas par idéologie profonde. Par rationalité simple : le parti qui régularise, qui donne accès aux aides, qui parle « droits », devient le clientèle naturelle. B. Les électeurs natifs, eux, commencent à voir le coût (logement, écoles, sécurité, cohésion). L’IA accélère brutalement cette prise de conscience. Les narratifs émotionnels qui ont fonctionné pendant 40-50 ans (division, victimisation permanente, « si tu critiques tu es méchant ») perdent de leur puissance quand tout le monde peut croiser les données en deux clics. Résultat mécanique : plus les gens comprennent le deal, plus il faut importer de nouveaux électeurs fidèles pour compenser ceux qui partent. C’est de l’arithmétique électorale pure. On l’a vu aux États-Unis malgré la victoire de Trump. On le voit en train de se rejouer en Europe. Ce n’est pas une question de « haine des étrangers ». La plupart des gens qui arrivent réagissent rationnellement aux incentives qu’on leur met sous le nez. Le vrai problème, c’est l’idée politique qui transforme l’immigration en machine à clientèle permanente plutôt qu’en processus d’intégration exigeant et sélectif. Les mauvaises idées ne détruisent pas seulement les sociétés. Elles finissent par détruire d’abord ceux qui les portent : la confiance s’érode, la polarisation explose, les crises s’enchaînent. Si les peuples européens ne reprennent pas le contrôle de cette dynamique très vite, on se dirige vers des sociétés de plus en plus fragmentées, à basse confiance, où la seule collure qui reste est la redistribution clientéliste. L’histoire montre que ce genre de trajectoire ne se termine rarement bien. Mais on n’est pas condamnés. L’IA retire les piliers de l’opacité. X retire le monopole narratif. La reconversion est toujours possible. Le 21e siècle appartiendra à ceux qui construisent des sociétés à haute confiance, pas à ceux qui diluent sans cesse le capital social pour sauver un pouvoir. À nous de choisir.

Former $CRWV employee on why neoclouds are far more exposed to GPU generation cycles than hyperscalers ( $MSFT, $AMZN, $GOOGL ): - The expert describes GPU utilization tracking at hyperscale as a continuous and disciplined process built around two lenses. The first is infrastructure utilization, covering GPU occupancy, idle time, and memory utilization, noting that 95% booked usage can still mask inefficiency if jobs stall or batches have idle gaps. The second is outcome utilization, asking whether the compute is actually generating business value, measured by metrics such as tokens trained per dollar, time to reach target accuracy, and tokens per second per GPU. - The expert sees a meaningful difference between hyperscalers and neoclouds on GPU investment economics. Hyperscalers like $MSFT, $GOOGL, and $AMZN can tolerate a 3-5 year payback period given their ability to monetize the same infrastructure across multiple revenue streams. Neoclouds like $CRWV operate on a tighter 2-3 year window. - With higher financing costs and direct dependence on infrastructure cash yield, neoclouds are far more sensitive to utilization and GPU residual risk. The biggest risk is GPU generation cycles, where a slow payback means newer chips could erode pricing power before the asset has paid itself off. - The expert explains that for hyperscalers, roughly 60% of GPU capacity is allocated to external monetization, including GPU rentals, managed AI services, enterprise inference workloads, and startup model training. The remaining 40% is used internally, and of that internal portion, the majority is still indirectly monetized through products like M365 Copilot or GitHub. Around 40% is dedicated to pure R&D. - The GPU pricing mix has shifted meaningfully over the past few years. In 2023, around 70-80% of revenue was hourly as customers paid a premium just to get access to scarce GPUs. By 2025 that had moved to roughly 50% hourly and 30-50% committed, and the expert expects 2026 to tip further toward committed at around 65% for hyperscalers as AI matures and inference becomes more predictable. Neoclouds are moving in the same direction but more slowly. - By 2027-2030, the expert sees committed contracts settling at 55-65% as the norm, with hourly pricing remaining but losing its scarcity premium as more supply comes online.

Beaucoup disent en off que le système globaliste est vraiment à deux doigts de tomber. Même eux savent que c'est bientôt la fin. Ils ont tout le monde contre eux : – les peuples ; – les vrais entrepreneurs, ceux qui créent de la valeur nette ; – les chiffres l’Argentine les dérange profondément ; – la perte du contrôle du discours et du narratif, qui érode encore davantage leur emprise. Bref, je n’ai jamais été aussi optimiste pour l’avenir de l’Europe et de l’Occident. Nous allons vivre une renaissance exceptionnelle de la civilisation occidentale.

“bro so busy trying to not die he forgot how to live” I’m told hundreds of times a day that I need to live a little. That I’m so busy trying to not die that I’ve forgotten to live. The psychology powering this sentiment is the most interesting phenomenon happening on earth right now. Every individual constructs a persona, a character to present to the world. It’s a compromise between what they are and what society demands of them. In current culture, its characteristics are the appearance of living fully, productivity, busyness, enjoying life, pleasure, spontaneity, and being unafraid. It’s carefully constructed to shield the wearer from the terror of their inevitable death. To make this irreconcilable pain invisible to themselves, they dissolve themselves into the group and enact its rituals. Sleep under your desk, have a drink, pull the vape, grab a fast food meal, gamble a little, stay up late to watch your favorite show, splurge some, chill out…live a little. They are living. At the cellular level, metabolic debt accumulates and repair mechanisms are traded for short term dopamine spikes. But it’s done together, so it’s normal, and even desirable. No one will die alone if everyone is dying together and all agree to call it living. The group moves in unison, comforted by the rhythmic movement. When someone declines to participate in their shared rituals, they experience it as an insult and a threat that must be attacked, discredited and mocked. Subconsciously, they know their rituals are performative and masking something that must be suppressed. But it’s been buried so deep that it’s only a faint whisper, easily silenced by a swipe at the offender. But then the whisper becomes a quiet voice and asks if they’re afraid. They attack the mirror because they cannot bear the reflection. In pre-modern societies, death rituals were explicit and honest. They held a funeral, kept a mourning period, washed the body, prayed for the dead and observed burial customs. They faced death and created community rituals to metabolize the grief, fear and loss. We no longer have death rituals. As explicit customs eroded, consumer culture monetized the void, driving our existential anxieties underground. Thanksgiving debauchery, New Year drunkenness, Halloween indulgence, the wedding open bar, the treat, splurge and cheat day. They are commercialized, camouflaged celebrations staged as group rituals to dull the shared death anxiety. We previously faced the fear and now we gluttonize on it. Group rituals that name and face death can metabolize it. Rituals that hide from it accumulate the debt and are owned by their creditors. When I abstain from societal death rituals, I break the spell. The anesthesia only works if everyone does it together. One abstainer reveals to the room that they are drunk. This is the source of the anger. It’s not my decisions. It’s their reflection in the mirror. Predictably, the collective seeks to pathologize my non-conformity. They will claim that systematic discipline is just another defense mechanism; a frantic obsession with control to escape the same existential dread. They will argue that preserving the biological vessel is a sterile exercise, a perpetual preparation for a game I refuse to play. They misunderstand the objective. Control is maintaining the status quo. I seek an evolutionary jailbreak. Natural selection stops maintaining us once reproduction is done. Accepting that automated slide into decrepitude isn't ‘living’, it’s passive submission to a blind algorithmic process. I am not opposed to pleasure. I am opposed to the counterfeit. I say no to the dying ritual so that I can say yes to the full offering of consciousness: a vibrant physiological state, cognitive clarity, and deep emotional coloring. Vitality is mastery, not abuse dressed up as freedom. The reward is a clearer lens, the ability to see what is currently invisible. High resolution consciousness allows for depths of thought, creativity, and experiential variance that are far harder to reach when the brain and body are chronically inflamed, degraded, and sedated. I want to expand the boundaries of the human experience. On offer in this new future are things that no human has ever tasted before. I’m not deprived by the lack of participating in the rituals, I’m pointing to a joy that the human mind has not yet imagined. I don’t intend to live a little. I intend to live more than any human who has yet lived and invite you to join me.

Asian airlines that gained passengers and charged higher fares on European routes after the start of the Iran conflict are seeing those advantages erode as Gulf carriers restore flights and offer lower ticket prices, industry data shows

Asian airlines that gained passengers and charged higher fares on European routes after the start of the Iran conflict are seeing those advantages erode as Gulf carriers restore flights and offer lower ticket prices, industry data shows. More here: