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Cake day: June 16th, 2023

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  • Regarding adapting non-Western gauge track, it is worth making the transition. The item that I addressed and you dodged is timeline.

    Regarding Russia rebuilding its rail infrastructure, Russia has invested a significant amount of money in military engineering brigades to repair rail corridors. Also, Russia isn’t fighting off an invading force.

    You’re still leaving out Finland and the Baltics. It also depends on what Russia may attempt to take back. Putin’s current goals appears to be reestablishing control over Soviet territory. That puts the Baltics at risk. You could see Russia attempt to take the Baltics similar to how it took the Crimean Peninsula and make the EU choose if it is worth it to conduct a war to liberate the Baltics like Ukraine had to debate liberate the Crimean Peninsula.
















  • There is a question of timeline. Maybe in 10+ years, but not 2.

    The early wave of layoffs in the sector “due to AI” were at the same time as the interest rate went up, pushing all tech companies to start focusing on profit. A lot of unprofitable divisions were cut because it stopped making financial sense to invest in products that didn’t have day 1 revenue.

    You’re now seeing companies doing layoffs and claiming AI to either hide that development in their companies have stalled or they are taking advantage of their new shiny remote work platforms to push wages down by shifting workers to places with lower cost of living.

    AI labor isn’t worth its tokens, even when they are heavily discounted to gain market share. It might be in a decade, but not now.