Provolone is better here than cheddar

It’s so weird - looking back on so many weekends, thinking “huh, I didn’t have a beer or anything “.

Degrade and underinvest in rail networks

Fuck that, freight rail has been doing that for over half a century. Coal doesn’t care how slow it moves or how off schedule it is, but when that’s all freight ts cares about, they ruin rail for everyone.

Time to seize that track by eminent domain, force them to obey the law giving g passenger rail priority, and forcing maintenance if they want to use the track

I was wondering about that. That’s amazing progress, but let’s also get those wind numbers up

My Tesla has full functionality whether I subscribe to anything or not. Subscribing gets me cell service so it can update as we go, and is similar in price to cell service for other gadgets

With cell service

• maps have live traffic
• I can listen to streaming music

Without cell service

• maps can’t update live traffic data
• I can listen to streaming music on my driveway, but otherwise use Bluetooth to stream from my phone

Ok, fine, full self driving is now a subscription

every rich person about working from sun up to sunset is a lie

I worked at a startup once where one of the guys was honest about that. He had helped a prior startup succeed and made his money, so was not interested in working.

We paid for the name so investors would think we could succeed. He just screwed around when he actually made it in to work, but occasionally talked to investors about the great things he was doing

Don’t want to put in the effort of that many lies to that many people, that many broken contracts, that many violated morals

As an X’er not too far behind them:

On paper I look like one of those hoarders: nice income and a lot of house equity. I also have above average 401k balance

However

• excessive home inflation
• interest rates lock-in
• medical emergency costs ridiculous
• kid college costs ridiculous
• car costs ridiculous
• divorce lost half of everything
• retirement age 65–>67
• ageism means i can’t expect to work as long as I need to
• boomer parents not going to leave anything

We’re hit by all the same excessive inflation as everyone else but we can’t downsize because mortgage rates are too high. All the missing safety nets affect us as much as everyone, except we’re out of time to recover from any catastrophe.

Given a family medical emergency, I missed 15 years of 401k contributions, and never upgraded from A “starter home”, despite what the valuation looks like, and I have a lot of major maintenance coming up

I have to say that despite a lot of things that look really good on paper, I was much better off financially in my 30’s

I wonder the opposite: when the ai bubble pops, will it take spacex with it?

Whatever life alert-like system my Mom has …. She wears it as a pendant and it has fall sensors. When it triggers, the monitoring company calls her on the base. No buttons required.

The only limitation is there can be only one base, so the volume has to be turned way up to cover her condo

I wish they’d put them in front of my local elementary school, despite my kids grew past that and despite people not speeding. The problem is the fence is mangled, in a bunch of spots all along the front of the school. Somehow cars are repeatedly jumping the curb, crossing the sidewalk where kids walk to school, then colliding with the fence. wtf

It is a bubble, but ……

• a bubble is a great place to make huge gains …… as long as you get out in time
• usually a few companies survive the bubble pop. Their stock price baby also crashes but then recovers to “normal” valuation

I sit out bubbles because I recognize them but know I never know how to get out in time. But I do know some who succeed in riding the wave while still coming out the other side

Assuming the phrasing is intentional, I love it. LoL

But taking it more seriously it has been really tempting. But if get one kid a car I need to get both kids a car to be fair. If each kid has a car I run out of excuses to not let them take it to college. It becomes a whole thing for a whole lot of money

A great use for the new sodium batteries, assuming they pan out as expected and can scale up quickly. While I still think the PHEV strategy is most appropriate for last decade before batteries were sufficiently developed, a cheaper, longer lasting battery can make them more compelling

Still time to inflate more. This season is still building up to the biggest and baddest. At the start of this season we hear names like Mythos and Glasswing but they don’t mean anything. Now we’ve learned they’re a new and faster way to discover vulnerabilities in software. The foreshadowing is building. We have the date, we know the upcoming catastrophe. In July, they will make public thousands of new software vulnerabilities. The internet will panic, software companies will spend billions on ai service to handle the damage. Anthropic will have a record IPO, followed by other AI companies. It’ll be YUGE. Stay tuned for the cliff hanger

I think Tennessee took a small step in the right direction: datacenters must pay for electrical system improvements they need. In theory no impact to the existing customers. However o believe they forgot the part about adhering to energy and pollution regulations (in case red states have any). They shouldn’t be allowed to set up coal burners for example.

Just like anything else, datacenters don’t have to be a bad thing. The bad part is our economic system letting them externalize the costs onto everyone else

Not all datacenters focus on ai. Even before ai, the US had many, many datacenters

Exactly! I actually started with sci fy, alien motherships releasing clouds of fighter as my inspiration. Then quickly headed to those weird blimp concepts.

Not only can modern technology solve the problems but suicide drones can be folded to pack more in and you don’t have to worry about them coming back, unlike manned fighters. Treat them more like ammunition, smart and slow ammunition

Very informative, thanks!

But I wasnt thinking carrier like a ship, but a flying carrier, a mother ship . A drone that can loiter all day above a battlefield, then release dozens of cheap drones when needed could make a real impact. At the same time you could put money into the drone that gets there, recons, loiters, and returns, while using the advantages of cheap short range suicide drones as your expendable “ammunition”.

Why not both? A cheap disposable drone will never have much range, loitering, reconnaissance, so needs help getting to the battlefield (unless it’s your own town as in Ukraine). But even an expensive long range drone can only go so far. Think of the logistics hub as the military base only a couple hundred miles from Target, wherever there is an ocean. The loitering drone be battlefield over site and response, then cheap suicide drones as the ammunition

Like Denmark?