Tech Still Has An Oracle Problem

14 thoughts on “Tech Still Has An Oracle Problem”

1. Musk moving to merge SpaceX and XAi is an interesting development too. Seems like he is trying to go public before the mid-terms and any additional political risk, since he’s the ultimate government welfare Queen. I’d bet he plans to use part of the funds to pull Tesla into the new company, after the robot initiative tanks it.

2. I don’t think Oracle belongs, but I used to think that about msft, and they just started buying high quality companies and now they belong

3. Or 30 ounces of silver for the Goyard Coursier.
   With a Timbuc2 from Amazon you’d have your bag and 28 ounces of silver to carry it in.

4. This is missing from the beginning of my previous reply:
   $7,300-$8,100 for a Herme’s Allback? You can buy an ounce and a half of gold for that much.

   1. In 1984, I bought my first new car for $4,600, and the dealer threw in a free pair of Raiders season tickets. The Raiders had just won the Super Bowl and moved to Los Angeles, and gold was selling for about $300 an ounce. Now a decent new car runs $27,000, gold is well north of $4K, and the a single Raiders season ticket runs about $3K (and the Raiders stink!) Man, times have really changed.

      1. Season tickets on top of a new car? Now that’s a sale. Also, ya, that Allback is sexy.

         1. I like the looks of the Coursier a lot more, but I suppose when it comes to such accessories, it’s not the look that matter most.

            1. Yeah, it’s hard to beat the cool factor on a Goyard. It’s its own little club and the admission price is basically Louis + 10%, which isn’t bad considering you’re getting something that’s kinda neat / quirky. Hermès says something entirely different about you, or at least it does once you get beyond the trinkets and wallets and up into the real bags and clothes. That’s where you find the Audemars folks. If you don’t know what you’re getting into, it’s easy to embarrass yourself at Hermès. I strolled into the Hermès in lower Manhattan in 2014 not really understanding the difference between it and Louis / Dior / etc. and it was a humbling experience. You can screw up and embarrass yourself in Chrome Hearts too, but it’s a little easier to get out of there without buying anything, because you can always say “Well, it’s just not my aesthetic.” That won’t work at Hermès, because they look at you like, “Oh, so your aesthetic isn’t hand-crafted, understated beauty? Got it.”

            2. I hate when you mention watches, because I’m guaranteed to spend the next hour online window shopping.

               The Audemars catalogue always blows me away. There’s not a single one I don’t like. Any other watchmaker, there’s inevitably some pieces you can dismiss as gaudy or tacky or just a plain “old man watch” (a Rolex specialty). But not Audemars. Take this for example: https://www.audemarspiguet.com/com/en/watch-collection/code-1159/77410OR.OO.A344CR.01.html
               Powder blue alligator band with pink gold case just should not work, but somehow it does.

               I see you in a DeWitt, something in their Academia line. I like the Twenty-8-eight line myself. It’s a watch, Michael, what can it cost? Ten dollars?

5. You have an evident fondness for apparel so I gotta ask, favorite running shoes?

6. be extremely cautious longing paypal.

   1. Oh, I didn’t actually buy it. Ha. I was just making a point about how skeptical I am of Oracle.

      1. LOL. And before someone comments that I “don’t get it”, as in the difference between an Hermes/Goyard and my choice – I absolutely, 100%, do get it.
         My backpack of choice is Osprey. I own 3: a 22L, a 26L (my most recent purchase, which I plan to carry for 10 days on the TMB this summer), and a 32L (I barely use this anymore because when I need a backpack for day to day hiking trips, I stay in hotels).
         🙂

7. The Goyard looks great, for what it’s worth. I like the Navy one the best I think. Hope you customized it…