On the contrary. Btrfs had a long standing issue where you could make the filesystem checksums not match with non-stable O_DIRECT writes (so even with a single disk).

This has only recently been fixed by disabling O_DIRECT for files with checksums (so the default): https://lore.kernel.org/linux-btrfs/54c7002136a047b7140c3647...

ZFS has O_DIRECT do nothing as well, as far as I know.

We cannot even guess what the timeline would be. This is why it is insane to invest in it and expect a positive return in usual investing horizons.

ORCL seems to be the one who'll be left without a chair when the music stops.

And it imitates all the unimportant bits perfectly (like spelling, grammar, word choice) while failing at the hard to verify important bits (truth, consistency, novelty)

I'm afraid you are falling for a psychopath (see e.g. https://www.youtube.com/watch?v=01LK1hxpwcY for analysis). They are sometimes good at lying.

The autonomous drones fighting in the next war (let's hope not...).

the only hope is that there will be not enough electricity, and that population will not be deprived of electricity too brutally

IMHO, it will be autonomous robotics - one way or another.

On one of the latest Odd lots episodes finally an analyst had an investment thesis that made sense to me:

They think they are building an AI god.

If you think of it in religious terms it suddenly makes sense. Expected rate of return? One scenario has has infinite expected return (some kind of pascals wager/mugging)!

Of course there will be no AGI. Just a planet we'll have to live on where those deluded idiots wasted our resources on some boondoggle. Maybe this kind of concentration of power is a bad thing? I think we are going to get to those kind of questions once the party is over.

AI god is probably a bit of an exaggeration. You can explain it that they think they are building AI humans/robots. Which is an easier target.

Yeah, but they are also financing the gold miners.

Also, what to do with the shovels that are not sold if there are no buyers?

Yeah, the latest thing is the the 20 billion $ Argentina bailout (or Bessents hedge fund buddies exit liquidity).

20 billion ... gone.

Another 15 billion will go to soybean farmers to bail them out. And so on.

This went through the court system and it found that the "raid" was not appropriate and unlawful.

Mistakes happen and get corrected. Doesn't mean there is a systemic issue.

So it is regulatory arbitrage. I think many of the critics never contested that crypto is good for doing crime. The critics just also think that either those crimes should continue to be prevented via the financial system or the financial system should be deregulated for all without a crypto backdoor.

A Money Market Fund gives you interest if you are able to access it.

This is kind of a pattern:

1. There is some regulation that is inefficient ( e.g. taxi medallions, KYC, copyright protection ...)

2. New technology comes about which allows startups to claim that they have invented a new area that should be regulated differently

3. Turns out (2) is not true and new technology can easily be mapped to existing regulation but it would look bad for the regulator to take away the punchbowl

4. There is some down-turn (bubble pops) and the regulator takes away the punchbowl OR investors have accumulated so much money/power that they corrupt the government to have new rules for their businesses