el_nahual

6 ms·

1.
by el_nahual 2mo ago
I mean, that's what the yield is . The spread between what the bond pays and the Risk-Free Rate (Treasury) tells you what the market thinks the risk of default is. For a spread of 300 basis points that's still a very low probabil
2.
by el_nahual 6mo ago
(For those who don't get it, "My kingdom for ___" is from Richard III: "my horse, my horse, my kingdom for a horse")
3.
by el_nahual 6mo ago
15B in revenue is less than what AirPods sell in 6 months. It's less revenue than Spotify. It's nowhere near what should be necessary for a company to be "one one the most valuable companies in the world." Elon knows thi
4.
by el_nahual 6mo ago
Yes, they have. The BLS actually tracks a number of different "unemployment" numbers, whose definition you see here [0]. The "official" unemployment number, the one now reported as 4.4%, basically only counts the "p
5.
by el_nahual 7mo ago
For people that don't watch the video (I don't even know if this is in the video): road wear is a function of axle weight to the fourth power . [0] That means a 6,000lb escalade creates 3x the road wear than a 4,500 wagoneer from
6.
by el_nahual 7mo ago
SpaceX makes 16B in revenue per year, with 7B in ebitda (which doesn't account for the cost of rockets)... so assume what, 3B in free cash flow per year? And that's being generous. That's about what Google creates in free cas
7.
by el_nahual 7mo ago
And yet if you place a detector at the slits to know which slit the single photon goes through, you get no interference pattern at the end.
8.
by el_nahual 8mo ago
> I wonder why SpaceX investors aren’t revolting. Because if SpaceX were valued like a normal company, they would lose their money. SpaceX, as technologically awesome as it is, simply cannot be that big of a company because the market fo
9.
by el_nahual 8mo ago
Radiator size scales linearly with power but, crucially, coolant power, pumps, etc do not. Imagine the capillary/friction losses, the force required, and the energy use(!) required to pump ammonia through a football-field sized radiato
10.
by el_nahual 8mo ago
That's revenue. Earnings (profit) is what's relevant, because as you can imagine putting stuff in space is pretty expensive!
11.
by el_nahual 8mo ago
There is in fact one person who has won both the Nobel Peace prize and a hard-science one: Linus Pauling. Chemistry 1954, peace 1962.
12.
by el_nahual 8mo ago
Amazon stock is flat over the past year. The rest of the "magnificent seven": - Google: +70% - Nvidia: +49% - Apple: +7% - Meta: Flat - SHOP (closest comp): +19.41% - Mercado Libre (international comp): +20.73% So basically, the &
13.
by el_nahual 8mo ago
Inconsistent jingoistic nationalism. On one hand, he claims that he "fixed problems that had been sitting untouched because no one else could untangle them." And on the other hand he claims his layoff on "a global labor marke
14.
by el_nahual 8mo ago
Lesson it took me far too long to learn about what "the best" is. Bona fides: I'm no titan of industry but I've worked with many, across many industries. I've seen "the best." I've had what could be c
15.
by el_nahual 8mo ago
Could not have illustrated the point better if I tried.
16.
by el_nahual 8mo ago
I hate being negative but it sounds like par for the course for fly. Incredible (truly, incredible, world-class) engineers that somehow lack that final 10% of polish/naming/documentation that makes things...well, seriously usable.
17.
Self-driving cars aren't nearly a solved problem(strangecosmos.substack.com)
14 points by el_nahual 9mo ago|1 comments
18.
by el_nahual 10mo ago
I was thinking something like Dekmantel in NL, Horst in Belgium, or Bahidorá in Mexico.
19.
by el_nahual 10mo ago
When it comes to electronic music, there are basically two types of clubs. One type is the mega club. These are see-and-be-seen places. Ibiza. Vegas. Miami. The DJs are very famous, but often because they have a few EDM "hits"--no
20.
by el_nahual 1y ago
We have a name: Large Language Models, or "Generative" AI. It doesn't think, it doesn't reason, and it doesn't listen to instructions, but it does generate pretty good text!
21.
by el_nahual 1y ago
The IPO "pop" is not captured by banks: it's captured by the banks customers that pre-buy at the IPO price. Basically, before an IPO, the underwriters take the company on a "roadshow" in which they pitch the IPO to
22.
by el_nahual 1y ago
I was like you--tried to be the last guy on the plane--until I started to fly very frequently (every other week). I started getting upgraded to first, which means really boarding before everyone and not having to wait in line/in the
23.
by el_nahual 1y ago
This is trivially proven false, at least as a generalization. Looking at recent-ish IPOs: Spotify: up 380% since IPO Service Now: 4,000% Shopify: 685% Meta: 1,600%
24.
by el_nahual 1y ago
Not OP but Andor is definitely "up there" for me. My two favorite shows ever are Tinker Tailor Soldier Spy (w/ Alec Guinness), The Wire, The Simpsons seasons 1-8.
25.
by el_nahual 1y ago
What is the best resource for "safer" MDMA consumption? (Like, which SSRI to take and at what dosage). Also, isn't mixing SSRIs and MDMA a huge no-no, given the potential for a serotonin storm/serotonin syndrome?
26.
by el_nahual 1y ago
Thanks. Fixed it. Meant "my wife."
27.
by el_nahual 1y ago
We exist! I took MDMA for the first time in my late 30s. What a fun, and joyful substance. I took it as an adult: while partying, with my wife, at festivals. Responsibly (test it first!). Not too much. Just a couple times a year. I love it
28.
by el_nahual 2y ago
Datura is an interesting example that proves that what makes drugs criminalized is not their potential for damage, but rather their potential for fun . Datura can (and I'm sure does) fuck you up permanently. It's perfectly legal.
29.
by el_nahual 2y ago
Will add a personal anecdote on my mental-health journey and the impact psylocibin has had on my life. Bio: - Late 30s. - Long history of depression my entire life. "Melancholic" child. Bad drunk teenager. Suicidal in college (f
30.
Best fan placement to move air through the house [video](youtube.com)
2 points by el_nahual 2y ago|0 comments

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