u/syzorr34

NVIDIA Earnings - Q1 2027

Been seeing so much breathless reporting on this across the spectrum of MSM sources from local (to me), to global sources, and all kinds of financial sector specialists. Not wanting to link to all of them because my real question is - while we're waiting for Ed Z to do his thing, does anyone here have some quick analysis to share from either themselves or people they also trust?

I see these record figures and that massive 81% growth... and all I can really think is "it's a long way down from up here"

investor.nvidia.com
u/syzorr34 — 1 day ago

Stuff - Government announces plans to overhaul social housing system

>She backtracked a bit when asked if she really believed social housing tenants feel like they’ve won the lotto: “I just think it's really unfair that families who have just as lower income, just as challenging a circumstance, are working hard every day, get far less social support from the government than people who are in a social home often for many, many years,” she said.

Real fucking SelfAwareWolves moment here​. Like it's just one more step from here to "maybe we're the baddies" and "we should extend social welfare".​

stuff.co.nz
u/syzorr34 — 1 day ago

Stuff - Despite ongoing ‘cuts’, the public service isn’t really smaller

I am so goddamned over the MSM in this country being the vandals stenographers. They bring no extra context to the table, no actual historical analysis. They're like babies, marched into press briefings, ready to blindly print whatever they are told and regurgitate the propaganda.

I have screenshot this below graph from Public Service website where the peak is in 1987 at a headcount of 72,467 and the minimum is in 2000 with a headcount of only 30,004. Over the past few years we have been hovering at approximately 62,000 workers in the public service.

Peak is a headcount of 72,467 in 1987, minimum is 30,004 in 2000

So now lets compare this to the population at the time. There is no estimated number from Stats NZ prior to March 1991 which they have as 3,488,000 people but our current estimated population as of March 2026 is 5,361,300.

Tech has obviously helped a lot to make the modern public service capable of better supporting a larger population, but the ratio of public service worker to private individual is incredibly low. The "increasing" number of public service workers has only ever been due to the slash and burn that happened in the 90s... but without that context we can continue to frame this vandalism as necessary because of "wasteful spending".

Sorry, I don't know how to end this. I'm just so fucking tired.

stuff.co.nz
u/syzorr34 — 4 days ago

We Should Not Negotiate with Terrorists

Our current government is engaged in economic terrorism, racist fearmongering, and social murder - and these examples are all taken from the last week alone. They are flooding the zone with endless horrors and destruction that will take generations to repair (like the MOAB)

This election cycle, if you want these vandals out of power, you must commit to not negotiating with them or supporting anyone who could potentially form a coalition with them.

u/syzorr34 — 4 days ago

Stuff - Thousands of public servants to lose jobs potentially saving government over a billion dollars

This government is going for maximum brutality and carnage. This destruction is going to devastate our economy beyond any means of repair. It's nothing but economic vandalism and terrorism by legislation. ​​

stuff.co.nz
u/syzorr34 — 4 days ago

Chris Hipkins is Interviewed by Jack Tame

I'm disappointed in you u/Mountain_Tui_Reload for not making the obvious headline about how the opposition is more willing to turn up to difficult interviews than our current CEO-In-Chief

reddit.com
u/syzorr34 — 6 days ago

AMA Recap - Part 1

Firstly, thank you to u/Mountain_Tui_Reload and u/Tankerspam for setting up this AMA, and thank you to u/Qiulae for coming along and answering so many of our questions.

I have been processing and writing this summary while watching the AMA because I had the rising feeling that I needed to expunge my emotional response to the answers given through writing.

Before I go on - a quick TL;DR on my opinion from tonight

>if your single issue this election is a change in government, don't vote Opportunities Party

Anyway, to get into the analysis of it, the questions answered fall into a few broad categories.

Coalition Partners

Many Redditors asked the question of

>why should I vote for you if you provide coalition support for NACT?

These questions came from both past TOP supporters worried that their vote this election would end up supporting a government they want out, and others who don't see a reason to vote TOP if their vote had any chance of supporting the right bloc at all.

The response to this was disappointing from claiming that both sides are guilty of 'repeal and replace' despite the current government using urgency at record-breaking rates to bypass select committee oversight repealing 3 Waters leading to higher water costs, and lets not forget the debacle over the replacement Cook Strait ferries.

The repeated response was that

>"people should vote for Opportunity if they believe in our vision and our policies"

but no amount of vision and policies can clear the gap between their principles and those that many of us clearly hold. This current government is one of the worst we have ever had, and the mere prospect of entering into coalition with them is a deal-breaker for many of us who might otherwise consider TOP.

Party Methods

The next most answered style of question I ended up labeling "party methods" because they were primarily TOP supporters asking questions about wider engagement.

I would have left this section relatively short because most of the answers given are relatively inconsequential to anyone still on the fence. However this question by u/denialcow about the rise of right-wing populism led to an answer that feels very much in conflict with the statements previously about potential coalition partners. How can you, on one hand, acknowledge that

>"right wing populism has become rife around the world and we are also starting to see it take hold right here in NZ"

and still be prepared to go into coalition with our right-wing populists? The mention of the "silent majority" here also gives me significant pause as its origins and continued usage come from the conservative right.

Economy

There were more questions answered under this working heading than the others, but they have been combined from multiple sub-headings that I had developed and cover a much broader range of policy positions.

On regulation, there were questions around the BSA, energy markets, banks, and supermarkets. To my interpretation, the answers given indicate a respect for the place of regulation in a healthy economy but otherwise in-line with a relatively free market approach with some small acknowledgement of natural monopolies as they relate to power transmission despite the fact that I would argue that power generation is also.

Yet again we come back to the issue that regardless of the stated positions, they are still willing to support the government that is disestablishing the BSA and abolishing ministries.

I repeat - if these stated policies and visions are truly your intent, how can you support the current government?

I want to write more, but I am too tired to continue tonight. Just remember folks:

>You can't stay neutral on a moving train

https://youtu.be/3yD16Jb_BY8

u/syzorr34 — 8 days ago

Stuff Carrying Water for the Right Again - Latest Poll Numbers

Nothing particularly interesting in this poll beyond the way that Stuff has chosen to report on it. Their article was published at 3.15pm today (80 mins ago while I am writing this) and it is buried halfway down the page and not even on the scrollable news ticker of stories at the top.

On top of that, their first paragraph states

>The latest political poll shows the coalition Government has a small lead over the Opposition bloc, but neither side has particularly strong support.

However, based upon the poll numbers, even if it isn't enough for a left bloc government to form - there doesn't appear to be any way (other than lucking out on how the seats get divided after accounting for parties under the threshold) that the current coalition could return to power.

After the story earlier today about the "former Labour staffer" that was a nothing-burger... clearly some "good reporting" happening at Stuff

stuff.co.nz
u/syzorr34 — 11 days ago

Green Party calls for action on winter power bills

This is the kind of action we need from the Greens.

Nothing more to really add here, good on them for front footing this and making a press briefing spectacle out of it to make sure it's on people's minds.

stuff.co.nz
u/syzorr34 — 12 days ago

I normally have a lot of time for Toby Manhire's takes but it really feels like this piece is at odds with itself.

For example how can you have in at number 2 "blame the media" and then at number 5 "don't moan to the media"? Also Luxon isn't doing less media better, he's just doing less media.

Then the move into the points around the "wins" to do with the India FTA and being late to the party in getting an agreement with Singapore for fuel supply... and to then characterize the news around their undemocratic ultimatums as

>A new, grumpy-parent-style ultimatum has been issued to local councils: sort out your amalgamation or we’ll do it for you.

I guess I shouldn't expect anything less from someone willing to work with Ben Thomas...

u/syzorr34 — 17 days ago

I had a bigger write-up in the tank yesterday, but it has been a long week and a longer life... and just don't have the energy.

I look at reports like this, and the reporting yesterday on the economic outlook showing that we are looking down the barrel of a very serious recession worse than peak-COVID that is entirely self-inflicted by the current government.

I have thankfully found work, and am stable in my career for the first time in a while but my children and other friends ask me for advice and... I just have nothing. If you are living in Auckland, female, and between the ages of 20 and 24.... why would you even search for work?

I find reporting on the "unemployment crisis" to be so underinformed because they never really address the elephant in the room of not only are you dealing with financial hardship, but the emotional toll of constant rejection is serious and unrelenting in an economy like this.

If this government gets back in, I fear for the lost generation.

u/syzorr34 — 17 days ago

Guessing this is going to go much like the Maori Wards referendum bullshit they pushed where unless the council plans agree with their plans, they are just going to ram everything they want through and screw the consequences.

u/syzorr34 — 18 days ago

Is there another poll due this week? Like maybe the Roy Morgan?

I've been enjoying the current state of the sitting government, but I feel we need more chum in the water...​​​

reddit.com
u/syzorr34 — 19 days ago

Came across this link on a Linux subreddit. Included below are the very quick critiques I had for the comment section there, but overall it's a very disappointing read and I think they'll be reversing this in due time. ​

​​They continually conflate "AI" with LLMs in a way which seems deliberately engineered to either obfuscate their point from direct criticism or confuse the reader like the statement:

>There are certain tasks for which AI tools are a no-brainer.

Which is immediately followed by no examples. Ditto this

>Implicit AI is about enhancing existing operating system features with the use of AI, without introducing new mental models for users.

Then on to this trash take

>users are becoming increasingly accustomed to working with agents

And finally shit like this

>Delegating elements of Site Reliability Engineering to an agent does not necessarily introduce an entirely new class of risk; it should inherit the constraints of existing production systems

The entire post is a list of assertions with zero justification other than "I think LLMs are good", and I really don't think this pivot is good.

discourse.ubuntu.com
u/syzorr34 — 25 days ago