I love how tennis and golf sponsors sell you fancy watches, luxury cars. Cyclocross sponsors are like SHEET METAL.
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Andrew Schmitt
@aschmitt
Engineer, Cyclist, Political Optimist
Andrew Schmitt’s Tweets
Way to go team!
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$10 in server/network hardware assets for each user at $meta.
These are depreciated numbers, around 20% a year now.
Hardware intensity for Meta is increasing.
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Server and network asset per MAP is approaching $10 now, whopping ~26% increase YoY.
"Social" networking isn't capital light.
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Webinar - February 23rd
The latest 120+ GBaud coherent optics are arriving at . Get up to speed on this new technology’s cost and performance benefits.
Join and
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Aka stop thinking we are blowing tons of cash on the metaverse.
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$META CFO: "We expect capex to be in the range of $30-33B, lowered from our prior estimate of $34-37B. The reduced outlook reflects our updated plans for lower data center construction spend in 2023... Substantially all of our capex continues to support the Family of Apps"
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Few know that Beast is actually Zuck’s nickname for Facebook opex/capex
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Amazed they are doing this without touching the dividend.
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Intel is implementing broad employee pay cuts -
reuters.com/technology/int
The most important thing to note is AMD is no longer supply constrained in Datacenter.
Yes they grew somewhat but far less than they could have.
Even with massive market share gains versus Intel, it's noteworthy that AMD didn't sell every server ship they could make.
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Theseus! That’s Claude Shannon’s mouse! It all started somewhere. 🐁 cc. libertyrpf.com/p/claude-shann
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Going to in Atlanta Feb 13th? will provide network operators there with an update on the 400ZR market. nanog.org/events/nanog-8
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Presenters: Don't say "I'm standing between you and drinks." I've said it too. It's not that funny, and doesn't establish you as valuable.
Say nothing, just do your thing.
If you must, say something like "it's an honor to be asked to close this day."
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1/ A Google colleague recently observed to me that computer science tends to reinvent the wheel every 20 years: “a new generation just reimplements old ideas, but with more compute”
What’s fascinating is this 20 year cycle seems to coincide with the timing of tech stock bubbles
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Holy moly Intel...
Gross margins are now 39.2%!
Even worse is outlook of 34.1% for the next quarter!
Reminder, Intel use to get ~60% gross margins.
They are saying revenue Q1 is ~$11B vs $18.4B the prior year.....
-$4B cashflow in 2022, 2023 will be worse
CUT THE DIVIDEND!
$INTC
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Free preview of what we think will be one of the hot topics at OFC 2023 - the technology behind 1.6T datacenter optics.
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Microsoft $MSFT capex up 7% YoY in fiscal 2Q23. Flat QoQ with 1Q23. 1Q23 was up 8% YoY. So capex definitely deaccelerating but not collapsing.
Hopefully we get a guide going into 2H23.
Please come and join us if you are in the area!
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Boston peeps!
A reminder that I’ll be interviewing the legendary @HardcoreHistory at the @TheChevalierMA this Thursday night at 7:30pm.
Come say hi and learn a ton!
Tickets and info at chevaliertheatre.com
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Microsoft $MSFT earnings out. CNBC has summary with a nifty table. I'm interested in capex commentary.
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Prisoners Dilemma, except for channel stuffing.
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Bernstein: "[Intel knows] the channel is full, but seem to have decided that if there are parts on the shelf it might as well be their parts...Naturally this will hurt Intel as well, but as their economics are already in free fall perhaps they don't care as much anymore." Ouch.
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It takes 8-12 volunteers to evac someone injured. These people work without recognition.
When asked what the most important skill is for a person going out on a rescue, Preisendorfer has a simple answer: “Don’t create more patients.”
Millennial wine boom appears to be over
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2000 years from now they wont be looking at our datacenters
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The Roman Aqueduct, Segovia, Spain. An ancient feat of civil engineering, built without mortar almost 2,000 years ago, and used until the early 20th century. 
: my own.
#RomanSiteSaturday
#Archaeology
: my own.
#RomanSiteSaturday
#Archaeology
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Fantastic obituary on the man who made an American icon
Eight months ago. This is a weird cycle.
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If you're going to do something this stupid, at least pick someone more fun than Sting.
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Microsoft, which announced layoffs on Wednesday, hosted a Sting concert in Davos the night before, said people familiar with the 50-person event for executives. Follow our live updates from Davos: on.wsj.com/3XLekxL
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After 25 years of DRAM cost dropping 90% every 3 years, we stayed at the same price for 9 YEARS. DRAM should have gotten 1,000x cheaper. But it stayed the same price. Lack of competition or laws of physics?
h/t
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Our Live Presentation of the latest quarter's Optical Component results is live right now - sign up and listen in.
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Check out our deep dive into a small but major player in open networking and Enterprise DCI.
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400GbE module shipments also spiked, but we cut the 4Q forecast as inventory needs to be absorbed.
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Using only a restaurant, tell us where you went to college.
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Micron says data center component inventory is high at a time where demand is also softening.
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Micron CBO on inventory correction in data centers:
"there has been a reduction in the growth in data center for 2023..whereas segments like PCs & smartphones have entered the inventory correction earlier in calendar '22, data center has been relatively late in entering..." $MU twitter.com/TheTranscript_…
2022 returns in context:
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Caffeine merely blocks the adenosine receptor, but doesn’t clear adenosine. Allow the first hour or two of your day to clear adenosine with light and movement. Then drink caffeine. An exception is if you exercise right after you get up. In that case drink caffeine on waking.
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Space lasers!
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Tomorrow, SpaceX will launch the first Starlink Gen 2 mission. While the satellites on board are likely identical to those launched previously, the destination orbit is used only by the Gen 2 constellation.
Full details from @Alexphysics13: nasaspaceflight.com/2022/12/spacex
Cash cow 🐮 goes mooooo
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It is moments like this when we gape in collective horror that IBM’s mainframe hardware business still generated revenues in 2022 that were *flat* with their revenues in 2000 twitter.com/JustAnother_Be…
