Recent content by Johand

  1. Johand

    From 35 million to zero: MTN’s first failed super app came as voice revenues plummeted

    Here again the operator invented term of "over-the-top". There is no such thing - only internet. They keep trying to sway the narrative into this "over-the-top" nonsense as if the world owes them more than what they are already being paid. They are paid to move data from point A to point B. They...
  2. Johand

    Checkers Sixty60 is generating more revenue per year than Takealot

    Eh? Seeing that a lot of people are suddenly not driving to PnP or Woolworths and using Sixty60 instead I would say that for Checkers it is new generated revenue...
  3. Johand

    Serious problem with new spam call rules in SA

    For calls that Truecaller don't block I press the answer button. I dont pick up the phone. I go make coffee or something and leave my phone so they can talk to the air. Gotta support the cellphone networks with their declining voice revenue.
  4. Johand

    Serious problem with new spam call rules in SA

    TLDR - Download Truecaller because the government ain't gonna help.
  5. Johand

    Serious problem with new spam call rules in SA

    How do you report somebody if you have very little valid information on them? Does anybody in their right mind think these spam callers give you the true and correct information? And the number they dial from is useless.
  6. Johand

    AA CEO says the expropriation of land, with compensation, for Gautrain expansions will negatively impact Gauteng residents

    Conflict of interest? Anyway eminent domain is a thing in pretty much all countries and it is the only way to get big infrastructure projects done.
  7. Johand

    South Africans could travel almost triple the distance in an electric car with R100 worth of electricity compared to petrol

    CoCT really punishes complexes. We have a complex - each house has to pay fixed connection charge. Then our complex need to pay for a commercial connection at like R4500 per month as well. So if you live in a complex you are essentially getting double charged - part of it just comes through the...
  8. Johand

    South Africans could travel almost triple the distance in an electric car with R100 worth of electricity compared to petrol

    Battery is going to last longer than that. Besides with the speed at which battery prices are dropping you will probably be able to replace the battery in 10 years time for less than you spent on oil, air filters, spark plugs, cam belts etc over 10 years on petrol car.
  9. Johand

    Penalty fees for users who cancel cellphone contracts prematurely

    Seeing that phones are not subsidized anymore I really think there is a case to be made that the service contract and the device financing must be seperated. Because it feels like a lot of the provisions of the NCA is circumvented by "service contracts" that is actually about device financing.
  10. Johand

    Shoprite doesn't own any of the solar panels on the roofs of its stores and distribution centres

    Aaarrggghhh. People saying "it is opex" as if that is always the right thing. Especially in cloud people will smile "opex" as if it is a universal advantange. No. Opex vs Capex depends on the business, their cost of capital, their IRR, their spending priorities etc etc. I always cringe when...
  11. Johand

    Shoprite doesn't own any of the solar panels on the roofs of its stores and distribution centres

    It doesn't feel like a lot of solar considering Checkers/Shoprite scale. Or am I smoking my socks.
  12. Johand

    Capitec is facing competition from three large South African companies targeting a similar market

    I wouldn't worry too much about Capitec :) It is amazing that more than 50% of their profit doesn't come from retail banking but from VAS/Insurance/Mobile. And they are expanding internationally. Keeping my shares. #NotInvestmentAdvice #DontMessWithStellenboschMafia
  13. Johand

    SpaceX at $100 would imply zero AI Value, Morgan Stanley says

    Haha ok - if you like the pain of small Llm models. Yes they have their niche but man - R3k kan buy you a lot of tokens on openrouter of more capable models. But I guess there is something cool about small Llms if you are willing to push through the pain :laugh: The hat is really cool though...
  14. Johand

    Cape Town tribunal approves Equinix data centres despite activist objections

    This is crazy. It is land already zoned for industrial use. It is surrounded by other industrial buildings. It is not as if it is farmland, or nature reserve or housing area being converted to industrial use. I understand that the AI data centers is getting out of hand in the US. But very...
  15. Johand

    SpaceX at $100 would imply zero AI Value, Morgan Stanley says

    For LLMs? Good luck with that 🙃 Brilliant for object detection etc. But for LLMs you want the cheapest high volume high bandwidth RAM money can buy. And Raspberry Pi's aint it.
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