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Today's Topics:
1. Re: Pluralistic: The real (economic) AI apocalypse is nigh
(27 Sep 2025) (Scott Howard)
2. Re: Planned nbn outage comms (Marghanita da Cruz)
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Message: 1
Date: Thu, 2 Oct 2025 09:33:13 +1000
From: Scott Howard <sc...@doc.net.au>
To: Kim Holburn <k...@holburn.net>
Cc: Link mailing list <link@anu.edu.au>
Subject: Re: [LINK] Pluralistic: The real (economic) AI apocalypse is
nigh (27 Sep 2025)
Message-ID:
<cacnpsnuow7ml1ga_jftj61tfkcpadgs5jrm+bqjfiu3buhs...@mail.gmail.com>
Content-Type: text/plain; charset="UTF-8"
On Wed, Oct 1, 2025 at 1:44?PM Kim Holburn <k...@holburn.net> wrote:
> One of those questions came from a young man who said something like "So,
> you're saying a third of the stock market is tied up in
> seven AI companies that have no way to become profitable and that this is
> a bubble that's going to burst and take the whole economy
> with it?"
>
> I said, "Yes, that's right.
No. No it isn't at all right.
Presumably the 7 companies being referred to here are Nvidia, Microsoft,
Apple, Alphabet/Google, Amazon, Meta/Facebook and Broadcom. These
companies do make up something like 1/3 (maybe closer to 1/4) of the US
stock market.
According to https://www.macrotrends.net/ :
NVIDIA gross profit for the twelve months ending July 31, 2025 was
$115.399B, a 57.71% increase year-over-year.
Microsoft gross profit for the twelve months ending June 30, 2025 was
$193.893B, a 13.38% increase year-over-year.
Apple gross profit for the twelve months ending June 30, 2025 was
$190.739B, a 7.62% increase year-over-year.
Alphabet gross profit for the twelve months ending June 30, 2025 was
$218.912B, a 16.28% increase year-over-year.
Amazon gross profit for the twelve months ending June 30, 2025 was
$332.383B, a 14.48% increase year-over-year.
Meta Platforms gross profit for the twelve months ending June 30, 2025 was
$146.529B, a 20.17% increase year-over-year.
Broadcom gross profit for the twelve months ending July 31, 2025 was
$40.047B, a 33.87% increase year-over-year.
But apparently these companies have no way to "become profitable"? I mean,
I guess technically that's true given that they are currently already very
profitable...
Scott
------------------------------
Message: 2
Date: Thu, 2 Oct 2025 10:06:49 +1000
From: Marghanita da Cruz <marghan...@ramin.com.au>
To: dloch...@aussiebb.com.au, link@anu.edu.au
Subject: Re: [LINK] Planned nbn outage comms
Message-ID: <58132797-1326-45aa-ae39-8f99b2f91...@ramin.com.au>
Content-Type: text/plain; charset=UTF-8; format=flowed
On 9/30/25 21:54, David wrote:
> If I remember correctly, buying back those poles & wires and tunnels & cables
> was an essential part of Tony Abbott's misconceived multi-technology-mix
> solution, and I'm sure the owners of the said hardware were only too pleased
> to unload it!!! That project must surely rank as a fine example of how such
> decisions should not be left to pollies and business.
NSW gov privatised electricity (original infrastructure trains and
electricity companies - consolidated into SCC)
I have now reviewed and updated my Annandale Post Office webpage adding
timeline, fixing links and adding links (URLs that have changed).
> 1896: Purpose Built Telegraph Pole circa 1896
> circa 1910: temporary telegraph wire, gate,electric light pole - wire
> to lamp in centre of road circa 1910
> 1950: Previous building west of Post Office on Booth Street,
> Tramlines, wires(Booth Street Tram between 1903 and 1961) and
> electricity pole and light
> 1974: Shed on Northern side (petrol station side after 1961 when cars
> replaced trams in Sydney), previous bank building (photo dated 1974)
> and Post Boxes in wall(north east corner)building.
> 1996: Phone Boxes looking west May-96, north May-96 and North West May-96.
> 2002: Feb 2002
> 2014: post office Annandale Post Office (Eastern Side) with AUSGRID
> green pillar (photo of installation of Parcel Lockers)
> 2018: Long Overdue Renovation
> 2017: Photo - transformed into cartoon (by gimp software)
> 2020: Advertising
> 2023: Bike Rack
https://ramin.com.au/annandale/story-annandale-post-office.shtml
Marghanita
--
Marghanita da Cruz
Telephone: 0414-869202
Email: marghan...@ramin.com.au
Website: http://ramin.com.au
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