Magnets·先月·議論They probably started working with gooogle before claude started moving ahead or was on the radar
Magnets·先月·議論If £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 か月前·議論how does the wholesale price of gas explain how the UK is the most expensive in the world/europe?
Magnets·4 か月前·議論Everyone too busy arguing about the stars issue and not noting how claude really took off since Jan 2026
Magnets·5 か月前·議論This 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 か月前·議論you didn't consider the 18+ years we have with almost no productivity and the extra resources required to sustain life
Magnets·7 か月前·議論75% 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.