HWR_14

8 ms·

151.
by HWR_14 5mo ago
NASDAQ will be weighted by 3xfloat upto 100% when SpaceX goes public.
152.
by HWR_14 5mo ago
6. Pension funds tend not to exclusively hold index funds. Individual retail investors do in their 401ks or personally. Pension funds tend to be fairly sophisticated and can easily insulate themselves from SpaceX/OpenAI/Anthropic
153.
by HWR_14 5mo ago
I don't think he'll sell a large portion of his shares. My point was that when his shares become sellable will be the only time there is a giant leap in available shares. Because everyone else will be able to sell some of their sh
154.
by HWR_14 5mo ago
They seems to have decent revenue leasing compute to Anthropic.
155.
by HWR_14 5mo ago
SpaceX is slowly and steadily increasing the float over the first 6 months by having a rolling end to the lockup. The only major cliff will be Elons shares
156.
by HWR_14 5mo ago
These are all private companies's decisions.
157.
by HWR_14 5mo ago
SpaceX has been buying back employees stock and issuing new stock to investors. So have a lot of private companies.
158.
by HWR_14 5mo ago
Postcards are the least secure form of mail. I would hope it uses a security envelope at least.
159.
by HWR_14 5mo ago
This does not answer the question that was asked (and which I also wonder): why would you want to signal that you are rich?
160.
by HWR_14 5mo ago
I mean, people who say "why would I want status symbols" tend to not purchase designer clothes and $500 hair cuts. Because those are status symbols. But bags as shoes is impractical. You want a sole to protect your feet.
161.
by HWR_14 5mo ago
There are about 18.446 quintillion more 64-bit integers than 32-bit integers.
162.
by HWR_14 5mo ago
China failed? They seem to be doing well to me.
163.
by HWR_14 5mo ago
Assuming that the bots aren't repackaging your content and preventing users from seeing your blog by serving that content to them first.
164.
by HWR_14 5mo ago
How does scanning a QR code prove any kind of captcha?
165.
by HWR_14 5mo ago
A better question is "why would AI vendors sell AI access when they can hire four of those associates to start a law firm, give them 5% so they have some compensation, and then cut off all the big name firms from AI".
166.
by HWR_14 5mo ago
It will overweight SpaceX less than the old rule which was binary and weighed at 100% as soon as the float passed 10%. Which based on rolling lockout periods will probably be in the fall.
167.
by HWR_14 5mo ago
SpaceX is responded to the float issues by having a continuous increase in the unlocked stock available on the market. And NASDAQ was the first index to promise a quick inclusion of spacex.
168.
by HWR_14 5mo ago
According to SpaceX's own documentation more than 80% of their value comes from xAI and their data centers. Starlink is where they are making the money, but they are pouring it into AI.
169.
by HWR_14 5mo ago
Who doesn't think they are susceptible to marketing? That seems like a strawman.
170.
by HWR_14 5mo ago
Probably, but the nice thing about polynomials is the secret is the value when x is 0. What is the point on the hyper geometry where I look up the secret?
171.
by HWR_14 5mo ago
It went the other way, you can't use other harnesses to connect to the cheaper versions of Claude. So clearly they think their current moat is Claude Code use, not the LLM itself.
172.
by HWR_14 5mo ago
I can check a box. How much do you trust OpenAi or Anthropic to not use it as training data anyway? What if you are building a startup and they can just use their visibility into it to copy your IP instead of buying your company?
173.
by HWR_14 5mo ago
There's not an easy source for that information, especially not inflation adjusted. Who do you think the answer is?
174.
by HWR_14 5mo ago
The other advantage of the local GPU is that you are not feeding your data into cloud providers. I'm not sure how much you can really trust Anthropic and OpenAI not be improving their models based on your input.
175.
by HWR_14 5mo ago
Diversification is good, but you probably don't need 100s of stocks.
176.
by HWR_14 5mo ago
I believe that Elon is in fact selling inference data center time under SpaceX (which does own Twitter), some of which may be used to buy cybertrucks.
177.
by HWR_14 5mo ago
How do you know we've survived worse? I agree that we almost certainly have, but isn't one of the features of a bubble that you don't know how big it is?
178.
by HWR_14 5mo ago
Is the waste higher in the unpowered machine than the powered machine? Because saving electricity at the cost of water isn't necessarily a good thing .
179.
by HWR_14 5mo ago
So you expect the movie to pause for a disclaimer?
180.
by HWR_14 5mo ago
Isn't it common practice and required to disclose a conflict of interest? Just not to explicitly say there are none.

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