CTO @ Felloh 🧮 ✈️ | Co-founder @ We Are Serverlesss 💾 🔥 | Dad of Two 👨👨👧👧 🍺 | All thoughts my own unless 📸🖨 from far smarter people
London, England
Joined July 2017
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Am I just being dumb or are there no good / cheap Serverless Observability tools around anymore.?
Serverless Framework pricing is a nightmare.... IOPipe, Epsagon, Baselime all bought and killed.
WTF happened!
Doesn't sound like the modern Stasi one bit, no, not one bit
A special team created by Director of National Intelligence Tulsi Gabbard has expressed a desire to gain access to emails and chat logs of the largest U.S. spy agencies — with the aim of using AI tools to ferret out what the admin deems as efforts to undermine its agenda. washingtonpost.com/national-…
Adam Clark retweeted
Scientists have been publishing climate models since ~1970.
A good way to evaluate their skill is to compare what they expected to happen in the years after the model was published to observed climate changes.
It turns out most models were pretty spot-on:
"There are decades where nothing happens, and there are weeks where decades happen."
Pakistan has credible intelligence that India intends to launch a military strike within the next 24 to 36 hours using the Pahalgam incident as a false pretext. Any act of aggression will be met with a decisive response. India will be fully responsible for any serious consequences in the region !!
پاکستان کے پاس مصدقہ انٹیلی جنس اطلاعات ہیں کہ بھارت پہلگام واقعہ کو جواز بنا کر اگلے 24 سے 36 گھنٹوں میں فوجی کارروائی کا ارادہ رکھتا ہے۔ کسی بھی قسم کی جارحیت کا فیصلہ کن جواب دیا جائے گا۔ خطے میں ممکنہ تباہ کن نتائج کی تمام تر ذمہ داری بھارت پر عائد ہو گی۔
There's a new version of this post
Adam Clark retweeted
The White House has put itself and the country in a bad situation but doesn’t realize it yet.
Around April 10th China to USA trade shut down.
It takes ~30 days for containers to go from China to LA.
45 to Houston by sea, 45 to Chicago by train.
55 to New York by sea.
That means that there are no economic effects of what was done on April 10th until about May 10th.
Around that time (it’s already started to happen) trucking work is going to dry up. Warehouses will start doing layoffs because no labor is needed to unload containers and some products will be out of stock, reducing the need for shipping labor.
All this will start in the Los Angeles area.
After about 2 weeks, it’ll start hitting Chicago and Houston.
Let’s say the White House, after 3 weeks, changes its mind, on May 31st.
“This isn’t working out like we thought it would. Tariffs back to 0.”
Let’s say China says “bygones be bygones, we’ll go back to how things were”.
Let’s say every factory in China that got screwed by their orders being cancelled says the same thing “no problem, we’ll make and ship”.
The problem is, even under the most favorable conditions of China and the factories restarting economic ties as though nothing happened, it will be at least another 30 days before economic activity is revived.
And that’s just in LA.
In Chicago/Houston, you’ll need to wait another 45 days.
New York, at that point, will still be getting containers from before April 10th, they will then have 50 days (May 31 minus April 10) of zero economic activity at the ports, in trucking of Chinese goods, in warehousing.
The whole situation is a bit like lockdowns. Once you shut down, it takes a long time to get economic activity back to where it was, if you ever can.
And again, this assumes, that China and its factories, which make things you can’t buy elsewhere, will start right back up again as though nothing happened, which is unlikely.
It’s almost like we’re speeding towards a brick wall but the driver of the car doesn’t see it yet.
By the time he does, it’ll be too late to hit the brakes.
ALT Sino shipping route map
So, tariffs will be lower on China in future.... Which means consumers will delay purchases due to knowing they will be cheaper then, than they are now.
I literally have no clue whether this is Deflationary or Inflationary (alongside tariffs)
Adam Clark retweeted
$TSLA Earnings
REVENUE: $19.3B vs. $21.4B est. ❌
EPS: $0.27 vs. $0.42 est. ❌
Green 🤣
Adam Clark retweeted
French President Emmanuel Macron has expressed his belief that the Euro has the potential to replace the U.S. Dollar as the world’s primary reserve currency, per YF.
*JPMORGAN LIMITS INFORMATION SHARING WITH OCC AFTER HACK
If it wasn’t for all the tariffs, this would be the biggest story in finance right now.
The biggest bank in our country literally does not want to share information with the Treasury Department anymore because of how bad the Treasury has gotten at stopping information theft.
Maybe indiscriminately firing government workers wasn’t the best idea?
If you need a reason to sell off your Longs, this is it right here!
There is no more to make right now.f
JPMorgan CEO Jamie Dimon just filed for his sale of 133,639 shares of $JPM at an average cost of $235.7 per share
Adam Clark retweeted
So to be clear, the current Trump administration plan is now to let China do advanced electronics manufacturing while we “reshore”…textiles and coffee production?
