Panzer04

6 ms·

31.
by Panzer04 4mo ago
Starling is an entirely different beast. However, it's addressable market is not unlimited. More people live in urban and suburban areas with fixed line internet than ever - the only real customer base is rural, and it still needs to c
32.
by Panzer04 4mo ago
That's very cute. I wonder how much more complicated and effective statistical predictors are.
33.
by Panzer04 4mo ago
Because the rules are clearly going to result in lots of buying pressure from passive indexes on a large stock with little time for price discovery. Come on, let's be adults here. Is there a prior example of this on a comparable scale?
34.
by Panzer04 4mo ago
The real issue is that existing shareholders will all be eyeing each other wanting to exit at the highest price it'll ever be. That's a lot of selling pressure. I can't imagine many people seriously believe SpaceX is a busine
35.
by Panzer04 4mo ago
0.8% of drag is a lot when you can do basically the same thing by not strictly following the index. There are funds from Dimensional and Avantis that are basically just index funds but with a bit more leeway to avoid these obvious pitfalls,
36.
by Panzer04 4mo ago
Yep, this. A unit (multi-dwelling property, not necessarily an apartment) might cost 650k here, but only rent for 500$/w. 25kpa is a 4% return on that principle, before expenses (property management, maintenance, rates/taxes etc).
37.
by Panzer04 5mo ago
If you're upfront about the provenance and amount of effort that went into it, is there really a problem? I feel like the issue is people contributing code they don't understand and presenting it as if they do.
38.
by Panzer04 5mo ago
If he gets awarded a huge number of shares for hitting market cap goals, existing shareholders are diluted to his benefit. How is the framing wrong?
39.
by Panzer04 5mo ago
Basically a merger.
40.
by Panzer04 6mo ago
When the numerical differences are that big I'd always be a little suspicious of something not operating correctly. I haven't seen ARM outperform X86 by a margin that large anywhere else.
41.
by Panzer04 6mo ago
This is a wild take.
42.
by Panzer04 6mo ago
In theory, competition is what prevents this. If these small companies can sell products that provide more value then consumers buy the alternative. I think the problem today is that it's extremely difficult to tell when you're bu
43.
by Panzer04 6mo ago
LLMs really like the "it's not this, it's that" framing. The short punchy lists/sequences also feel off to me. I think it's also the reuse of the same strategy repeatedly throughout the article. I think most hu
44.
by Panzer04 6mo ago
I don't buy that there's a segment of customers willing to pay to get rid of some but not all ads. The entire point of premium as it already stands is ad removal. None of the other features are relevant (I don't even know wha
45.
by Panzer04 6mo ago
I imagine it's just be keeping the equipment warm and moving, especially for something like a steam turbine. Partial output sounds like a reasonable guess to me.
46.
by Panzer04 6mo ago
The other replying commenter made a good point that "need" is perhaps not the best description, but I'll stand by it as reasonably close to what I mean. Yes, there are plenty of people with high incomes who continue commandin
47.
by Panzer04 6mo ago
That's a fair point. In most cases these are congruent ideas, though. If I have no choice but to drive, but someone can drive or take public transport or work from home, high fuel prices incentivise them to not use it, saving some for
48.
by Panzer04 6mo ago
Sadly a lot of people look at our economic system through an ideological lens - how it allocates resources is, to them, driven by political, cultural and social motivations. The fact that by far its most important purpose is resource alloca
49.
by Panzer04 6mo ago
That's because home battery providers aren't competing on price yet. The market is still small, the risks are high and they need to figure things out. Once the early adopters run out they will have to start competing on price to m
50.
by Panzer04 6mo ago
I don't think there's any particular economy of scale to renewables beyond amortising installation costs. This is a really big component in most western countries, so big installations are always going to be more cost effective, b
51.
by Panzer04 6mo ago
Unless there's so much generating capacity available that they can power the entire connected grid, no. Consider 100 homes on a power line network and the breaker trips. They probably draw 50kW on average, more if it's hot or cold
52.
by Panzer04 6mo ago
You're basically me. I was mulling 48 vs 96, decided 200$ wasn't worth quibbling too much over and bought 96GB in August. Feeling pretty chuffed now XD (though still sad because building a new PC is dumb when RAM costs more than a
53.
by Panzer04 6mo ago
What game, if you don't mind my asking?
54.
by Panzer04 6mo ago
The kind of jobs an analyst are doing are probably the most amenable of everything to LLM assistance. Small, bounded, etc. The bigger the problem set and context the less helpful an LLM gets.
55.
by Panzer04 7mo ago
Why does everything have to be written by an AI?
56.
by Panzer04 7mo ago
Doctors are motivated, intelligent and sometimes self-interested. By no means are all of them against it but like any party there are plenty who unabashedly oppose increased accessibility to their profession in favor of increasing their own
57.
by Panzer04 7mo ago
The point is that if you can't do the thing the democratic way (because the system is so biased against change as to make it impossible) then people will look for workarounds. The workarounds are accepted since otherwise nothing would
58.
by Panzer04 7mo ago
Confusing? Seems pretty straightforward, more so than the USB-C system of no indication at all. If you're lucky, you'll get a label.
59.
by Panzer04 7mo ago
It's interesting, because while having that skill is helpful I think part of the issue a lot of people have is an overturned sense for it - they will be worried they are getting judged for wasting their counterparts time. It's goo
60.
by Panzer04 7mo ago
I suppose you're comfortable with it though. Many people aren't comfortable with even the basic step of starting a random conversation or asking strangers questions/for help. You don't need to do it, but everyone should

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