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floatrock
searching Neon…
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31.
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floatrock
5mo ago
Revenue transactions and taxable income are two very different topics. Your accountant can clarify the difference.
32.
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floatrock
5mo ago
Nvidia and Oracle are already public companies, they're just aiming for their next quarterly statements. SpaceX is getting dressed for their debutante ball and is putting on the makeup to make a grand entrance on the auction floor. Is
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floatrock
5mo ago
We all remember 2 weeks ago when SpaceX bought $10B of Cursor services. https://news.ycombinator.com/item?id=47855293 Since Cursor often relies on Claude models, some of those services will flow back to their own datacenter
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floatrock
5mo ago
Right. You're not a real medical group unless you go through an 18-month RFP procurement cycle including being wined and dined by the Epic rep who already knows they're gonna get your $50MM wallet because they're golf buddies
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floatrock
5mo ago
They're adapting fracking techniques to use for geothermal, which opens up many more sites. Historically geothermal has had limited potential, and the best sites have already been developed. So geothermal + fracking creates a lot more
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floatrock
5mo ago
Honestly, just shorten it to Xor. That's actually not half-bad dev branding.
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floatrock
5mo ago
iPhone 17 Pro launch specs: > Video Playback: Up to 27* hours > *: 25 hours in the EU
38.
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floatrock
5mo ago
You misunderstand me... I'm not saying the privatization is a bad thing, handwaving it away, or saying lets throw government at it. I'm merely pointing out that in a 4,000 word essay trying to explain all the factors that let Japa
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floatrock
5mo ago
This article is dishonest about the level of privatization in the JR's. Yes, they're private companies, and they do diversification like investing in real estate around their rail cooridors to grow towns and grab people looking to
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floatrock
5mo ago
Basically. They sold the Allbirds brand and IP for $39M: > The company, valued at around $4 billion at its peak, sold its intellectual property and other assets two weeks ago for $39 million. ...used the ticker to build stock hype that w
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floatrock
5mo ago
Calling Japan Rail privatized is a "ehhh, kinda, in some places, if you squint" kinda thing. Technically, yes, the JR's are private companies. But track construction is generally done by a government construction company fina
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floatrock
6mo ago
I like the story, I struggle to see how to outplay PE. Yes, PE enshittifies the experience. You can be a better human and win customers that way. The headwinds are the usual david-v-goliath going up against scale/consolidation stories:
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floatrock
6mo ago
Utterly unqualified to suggest any causes (wait for the NTSB report on that), but couple compounding factors I've read elsewhere to begin to understand the situation and context: - Another plane was out of position, grabbing some atten
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floatrock
6mo ago
I did make a snarky derivatives comment elsewhere in the thread, but I do see you're not wrong about oil prices peaking at $138 in June 2008 (Lehman collapsed in September 2008): https://fred.stlouisfed.org/series/
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floatrock
6mo ago
I thought it was by the layers upon layers of interconnected unregulated derivatives valued at a few orders of magnitude above the underlying subprime mortgages given to anyone with a pulse.
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floatrock
6mo ago
Bots will absolutely infiltrate them eventually, but I think it's the only solution. Internet promised ability to connect with anyone anywhere around the world. It felt limitless and infinite. Turns out in an infinite world, the loudes
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floatrock
6mo ago
Protection of one's attention is our generation's luxury product. Whether it's the TV hardware or the streaming service in your house, your standard of living is now judged by whether you pay extra for the ad-free tier. Apple
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floatrock
7mo ago
That just sounds like "controlling the means of production" with more clever wordplay.
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floatrock
7mo ago
> This boils down to the fact that chip fabs have massive fixed costs and near-zero marginal costs, and these chips power all of tech. But what powers the chips? You're talking about chip economics. Inference economics requires el
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floatrock
7mo ago
Remember when the Oppenheimer movie taught us how we got The Bomb even though the nazis had a significant head start because ze germans got rid of the smart people studying "jew physics" and what was left of their science took the
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floatrock
7mo ago
Chinese also have battery manufacturing, whose rapidly falling cost-curve is what is missing to enable 24/7 solar. American empire ruled with the petrodollar. Chinese will rule with the solaryuan if we don't get our shit together.
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floatrock
7mo ago
It's a cute ideal, but you can't disentangle government from the energy sector. It's too big. How do markets build infrastructure as large as an LNG terminal without the government tipping the scales with various guarantees?
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floatrock
7mo ago
It's not whataboutism, it's suggesting the premise is theatrics and there's ulterior shitty-person motives behind the curtain. But sure, let's go back to just the first half of my argument... still waiting for a real ci
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floatrock
7mo ago
Sorry, let me give a specific citation of Elon injecting his personal bias into the output of his tools: https://www.theguardian.com/technology/2025/jul/14/elon-musk... As for the "Elon fingering yo
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floatrock
7mo ago
Was there actually a case of a model saying "America's founding father were black women", or is that just Elon fingering your amygdala with a ridiculous hypothetical that exists nowhere other than Elon's mind in order to
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floatrock
7mo ago
Sounds easier to just buy a few congressmen and a circuit judge or two.
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floatrock
7mo ago
> The funniest part: Perplexity's Sonar and Sonar Pro got the right answer for completely wrong reasons. They cited EPA studies and argued that walking burns calories which requires food production energy, making walking more pollut
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floatrock
7mo ago
Yeah, project needs a time-lapse video of their analogue DST transition event.
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floatrock
8mo ago
The Yen Carry Trade isn't some big secret... it's caused enough turmoil that it hit the front pages of the WSJ a few times in last few years (Aug 2024 was a big one iirc) Finance bros will make their way in here soon to give a bet
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floatrock
8mo ago
wait so is > history is littered with self-obsessed autocrats ruining a good thing. referring to China or the US?
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