Magnets·mese scorso·discussThey probably started working with gooogle before claude started moving ahead or was on the radar
Magnets·mese scorso·discussIf £8m/year is a fraction of a mid-size company cloud budget, I don't think you can class them as "mid-size"
Magnets·3 mesi fa·discusshow does the wholesale price of gas explain how the UK is the most expensive in the world/europe?
Magnets·4 mesi fa·discussEveryone too busy arguing about the stars issue and not noting how claude really took off since Jan 2026
Magnets·5 mesi fa·discussThis is just marketing. Why would you sell at 50% of market rate? Chinese production of NAND and DRAM is not significant, it's single digit %
Magnets·6 mesi fa·discussyou didn't consider the 18+ years we have with almost no productivity and the extra resources required to sustain life
Magnets·7 mesi fa·discuss75% margin means they have around $79.2bn of potential revenue sitting in inventory. Next quarter revenue is projected to be $65bn, so 110 days of stock.