gimmeThaBeet

5 ms·

1.
by gimmeThaBeet 4d ago
that was definitely one of those "wait, what?" moments. i still love it when software feels like a magic trick
2.
by gimmeThaBeet 10d ago
yeah i was like huh? you wanna bandy about on valuation etc. whatever. but part of why the whole circular financing is a thing is nvidia has so much cash flow, it is not trivial to allocate
3.
by gimmeThaBeet 3mo ago
It's sort a "broken clock right twice a day" thing, but I agree with not doing offshore wind in the US. The divergence immediately follows in that I wish they would just push onshore wind. It's sort of a circular issue
4.
by gimmeThaBeet 4mo ago
I said accused mainly because the big 3 won their last antitrust suit in the US, sort of "what have you caught me for, lately?" approach. For all I know, maybe they are dumb enough to try and actually coordinate again, my hunch wo
5.
by gimmeThaBeet 4mo ago
I struggle to think of a line of business as cyclical as DRAM, maybe like certain kinds of mining would be my only thought. The DRAM fabs have been on a roundabout for 40 years going from getting accused of price fixing and cartel behavior,
6.
by gimmeThaBeet 7mo ago
yeah this seems to be the catch 22 to me. the laws are out there to limit the e-bikes to speeds and power. i want an irresponsibly powered one because i have an endorsement and want a non-sketch electric motorcycle that isn't mad
7.
by gimmeThaBeet 7mo ago
I agree, or at least I would stress that people should be allowed to consent to that. I don't know what the prevailing medical ethics of doing that kind of thing in consenting patients in that state, but my uninformed intuition is
8.
by gimmeThaBeet 8mo ago
the aphorism that comes to mind with that prospect these days is: "populism is like cigarettes, it's not the first one that kills you, it's the last"
9.
by gimmeThaBeet 8mo ago
jeez 8-18 years, is that a record or is it one of those things they don't know enough about them to narrow down? that's another thing to think about when my ignorant self is eating my sushi. i used to assume that farmed salmon
10.
by gimmeThaBeet 10mo ago
Jeopardy style, Who is Lee Child?
11.
by gimmeThaBeet 10mo ago
Dang that 6k is pretty prohibitive not for the overall level, but because it's 4 hobs or nothing. Hardly a "give it a swag" kind of level. I assume they are probably somewhat comparable to the Breville Control Freak, so at
12.
by gimmeThaBeet 11mo ago
Not sure if any of my anecdata when I was a contractor are relevant anymore given current circumstances, but among all the NASA facilities I worked with, JPL really seemed to be doing its own thing, mostly for better. They were a bit quir
13.
by gimmeThaBeet 11mo ago
I can add a minimal anecdote. I got some support from a couple engineers on a telecom project, and it wasn't even that big of a thing, but they were more than decent to work with. I did say to one guy, "you guys are a lot cooler
14.
by gimmeThaBeet 1y ago
This is what sticks with me the deepest. With immigration are unquestionably tough decisions, tradeoffs, philosophies on the issue, and demographics in general. It gets heated, fast. I know I'm biased, but I wish trust had not degrad
15.
by gimmeThaBeet 1y ago
I always wondered how to gauge how effective Apple's Dialog carveout was, in terms of was it just instant PMIC department or even effective at building a foundation for them? Given their long relationship, I would think it might be pre
16.
by gimmeThaBeet 1y ago
That's really at this point that's back to where I am with crypto. Through all the speculation and cruft, there is still a shot at owning our own payments, or rather no one owning them. The payment networks have power, and if you
17.
by gimmeThaBeet 1y ago
I remember running the class with the giant radar dish on top to keep the comms up, running skirmishes till the wee hours of the morning. Definitely biased but I agree it was such a cool game. The three-sided conflicts and aesthetics of the
18.
by gimmeThaBeet 1y ago
Yeah really, Truss really is the most salient yardstick, with the complication that any analogous action in the mechanisms of american politics feels slightly unfathomable. And I was shocked enough at Truss' ouster. It's all so di
19.
by gimmeThaBeet 2y ago
One thing I am mostly against is nationalized property/casualty insurance. California seems to have taken every opportunity to not properly price risk. My worry is that while extreme, their logic and priorities do not feel unique for
20.
by gimmeThaBeet 2y ago
Matt Levine always has the good stuff, but he had commentary on a profile of Jim Chanos (the lesson not necessarily being specific to Chanos) that always sticks with me. The profile that discussed the idea that the real sort of 'secr
21.
by gimmeThaBeet 2y ago
I don't want to generalize it but as soon as you said "if the culture here is different than the U.S" I thought "Okay yep that's why." I don't even know if it counts as culture, but the US inevitably seems
22.
by gimmeThaBeet 2y ago
Yeah I mean there's a couple things to speculate. It could be he thinks this is as good as it's going to get for a while, don't know. At this point I usually look at the cash as being as much directly insurance related as it
23.
by gimmeThaBeet 2y ago
I'm at least a little glad to see that, for me there's the weird kind of indexy thing where you want Berkshire to sort of be differentiated from the market. So much is indexed, you want the 'other stuff' to be not quite
24.
by gimmeThaBeet 2y ago
This has no weight to it but is just sort of my anecdotal perception, my feeling from googlers I know directly or indirectly feels like, I guess I would say a lot are really vigilant of career risk? The vibe I always get is that they won&#x
25.
by gimmeThaBeet 2y ago
No it's actually 2-3k+ usd. I had done some cursory considering of it over the past few months because it seems like a potentially reasonable solution to a real problem I struggle with. But yeah part of it is like, it's really wei
26.
by gimmeThaBeet 2y ago
From the propublica about this last time, there was a lot of statements like this that stuck with me: > “Initially, it was very hard for executives to accept that they could operate at 94% or 96% and achieve a higher NOI by increasing re
27.
by gimmeThaBeet 2y ago
I’m gonna be blunt, that’s a strange position. I mean, even just math wise/FFT, you can break down a lot of stuff into a dc component plus your variable component. But the other part is you can absolutely adjust the output of a nucle
28.
by gimmeThaBeet 2y ago
Yeah, that part kind of grinds my gears a little bit. Aside from the politics getting involved, the biggest agitator is the rival bidder. But part of their revised bid before Nippon included a breakup fee in case their bid got blocked on an
29.
by gimmeThaBeet 2y ago
Exactly, the tl;dr is energy storage, but I feel like it's sort of the Amazon approach. There was an interview where they asked Bezos why books as Amazon's first product, and his answer was basically: "I read internet usage w
30.
by gimmeThaBeet 2y ago
I think this is really cool, I think the economics of it are really tough, but there's a lot of ways natural gas is just a much easier thing to deal with, or at least a more approachable with our current infrastructure. I think taking

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