NoLinkToMe

5 ms·

31.
by NoLinkToMe 5mo ago
This is by the way how the defense was treated for decades as well. US resisted the EU from building a formidable army, instead they preferred a vassal state defense, enough to deter others from messing with Europe, not enough for Europe to
32.
by NoLinkToMe 5mo ago
Yes at the pay page there's a 'pay by X' list of options, you choose it. You then typically have two choices: scan QR with your phone or login to your bank. I normally open my bank app on my phone which signs in via my face (
33.
by NoLinkToMe 5mo ago
Not implausible he hit those numbers, electric car ranges depend on a lot of factors, and he likely had a very small and favorable sample to get him to 258 wh/mile. Some factors to consider: 1. Winter gets 20-25% less range 2. Poorly i
34.
by NoLinkToMe 5mo ago
No but every region has their own pros and cons. The idea Belgium has no other option than coal gas or nuclear is refuted, and biomass is just one of the reasons.
35.
by NoLinkToMe 5mo ago
I don’t think its a long term issue. The cost of battery storage is below 10c per kWh, whereas a peaker plant costs above 20c per kWh and runs 10% of the time. So if you get paid double the value of your battery the incentives are there for
36.
by NoLinkToMe 5mo ago
Or solar / wind (which mostly anticorrelate) + biomass + storage + interconnectors + smart demand. The amount of baseload we technically need can be pretty slim. Take Denmark: fossil powers just 9% of their electricity generation, the
37.
by NoLinkToMe 5mo ago
What a waste of energy (money/resources)... Scraping and AI-scanning 2 million photos to identify animals in the advertisement pictures? What's the point. As an exercise a sample of 1000 photos would've been enough. As a data
38.
by NoLinkToMe 5mo ago
For context Doge saved 2-3 billion by independent estimates. And cut some of the most important international aid around the world.
39.
by NoLinkToMe 6mo ago
Right, but Trump has stated he can accept working with the regime without consequence, like in Venezuela, as long as they cooperate on key issues e.g. oil and Israeli security concerns. He couldn’t care less that the regime is killing its o
40.
by NoLinkToMe 6mo ago
> Drones have a limited range and limited capacity to inflict damage. Yes, they are effective at hunting infantry, but you can't reach across an ocean and strike the US with "millions of drones". I wonder when drone carrie
41.
by NoLinkToMe 6mo ago
I've had various arguments online and got literal responses from an LLM after the second or third message. It's extremely disrespectful, instead of engaging with a human acting in good faith, I'm now conversing with a bot wit
42.
by NoLinkToMe 6mo ago
Nah about 5% of electricity is from biomass, not 33%. The 33% figure is regarding gross energy production, not electricity. Otherwise agreed.
43.
by NoLinkToMe 6mo ago
It's not just 'a random website' and it aligns with CBS numbers.
44.
by NoLinkToMe 6mo ago
Are you just drawing from today's figures? Or annual figures? I just checked for NL and in the past 12 months it's 50/50 for electricity (fossil/renewable), with about 10% of the renewables being biomass which isn't
45.
by NoLinkToMe 6mo ago
Even if ship displacement wasn't an observable thing, there's no real reason that empty oil ships enter the strait, and then again leave empty, after having obviously docked at an oil terminal, on any regular basis. Public and obs
46.
by NoLinkToMe 6mo ago
Indeed. For others who may wonder why this is the case, a simple example will explain it: Suppose Saudi can produce 100 barrels at $10 (cost+profit) each, and Brazil can produce 100 barrels at a price of $50 (cost+profit) each, and John wan
47.
by NoLinkToMe 6mo ago
Even 20 years is much below what most studies show. Panels tend to keep functioning well beyond 30 years, with degradation at 86%. It might be true that economically in 30 years they're so much cheaper that it's worth replacing th
48.
by NoLinkToMe 6mo ago
Germany is interconnected with other markets. Essentially it's not an isolated market, but part of a bigger whole. As an example imagine a village that constituted 1% of the population of a country. The village was 100% renewable, and
49.
by NoLinkToMe 6mo ago
Same as in Germany actually. It's true that even 2% of usage being gas, means 100% of the demand pays the gas price. But (!) that's only true for the spot market at that particular point in the day. And that changes all the time.
50.
by NoLinkToMe 6mo ago
It's not overpriced. If it was, the grid operator would be raking in massive profits because they're selling way above cost. In reality grid operators have small margins, this indicates there is no overpricing. Do you get paid les
51.
by NoLinkToMe 6mo ago
And winning athletes and sports teams don't go to the white house due to 'scheduling conflicts'. And Amazon paid $75m for a Melania documentary because they saw real profit and need there. And Qatar bought Trump an airplane b
52.
by NoLinkToMe 6mo ago
Also anecdotal evidence, I haven't been sick this whole past 12 months. Any change I made in the past 12 I could've contributed to this. Nothing particular comes to mind but there were lots of changes (e.g. work, home, diet). That
53.
by NoLinkToMe 6mo ago
I think Musk definitely financed many of his ventures on his personal brand. The amount of capital he could raise because of his public persona as some kind of Tony Stark, made all the difference. Same for Andreessen, a VC's success is
54.
by NoLinkToMe 6mo ago
The question is what you think now of their old opinions. If you think the same, they have changed. If you think differently, you have changed. If I look at Elon and Marc's interviews from 10-15 years ago I am still roughly 80% in agre
55.
by NoLinkToMe 6mo ago
But it's actual revenue was $10b in 2025 on 9m customers, so he's pretty much correct. The point I have more issue with is that a 60 or 100 PE ratio only makes sense in a high-growth scenario. Telecoms are valued at 9x by comparis
56.
by NoLinkToMe 6mo ago
A few facts: 1. Tesla was priced at $2.5b end of 2010. 2. Tesla started production that year of the model S, with nearly 500km range and 0-100 in 4.4 seconds, still competitive 16 years later. It was an obvious disruption of a proven market
57.
by NoLinkToMe 6mo ago
Sure but this is a shrinking market population, right? We're not talking about 1 billion Chinese, as far as I know there's about 5000 people on Antartica at any point in time. Most of those are concentrated in the same areas meani
58.
by NoLinkToMe 6mo ago
We should differentiate two matters here. 1. are your finances going to be screwed from overpaying for SpaceX IPO shares through your index fund? No because as you say, it's a small fraction of typical index funds. 2. Is this a form of
59.
by NoLinkToMe 6mo ago
I'm also curious as to what the moat really is? It's 24 years old with 16 billion revenue. Suppose you had a warchest and had the option to buy SpaceX at 1750 billion, or to spend a fraction of that to replicate its technology. Co
60.
by NoLinkToMe 7mo ago
I'd say don't let perfect be the enemy of good/better. Moving from US to EU is a move for the better. But EU isn't perfect, and there might be even better options available, but unless you have them, I'd recommend s

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