Zigurd

20 ms·

451.
by Zigurd 5mo ago
Indeed. Backlogs can evaporate. Can you imagine anyone taking delivery of a newly built 737 in 10 years? 7 years? Theoretically, that's part of the backlog.
452.
by Zigurd 5mo ago
Even without the really complicated things like human rating a rocket that has no provision for an escape system, none of the schedules presented in the past or that are likely to be presented in the future are plausible. There's no wa
453.
by Zigurd 5mo ago
It could have something to do with the really bad evil and stupid ideas that people like Peter Thiel propagate with the immense wealth they've accumulated. If the Venn diagram of billionaire nerds and fascists were less of a circle you
454.
by Zigurd 5mo ago
There is a house and the house takes a rake just like a poker room. And a poker room is clearly not a securities exchange.
455.
by Zigurd 5mo ago
This is a big part of the reason we have judges, and why we should not replace them with LLMs.
456.
by Zigurd 5mo ago
If the battery is under the passenger compartment, you're pretty much stuck with a sedan-derived coupe look. The performance better be super ultra special, otherwise Ferrari had no need to make a car that looks like that.
457.
by Zigurd 5mo ago
AltaVista was excellent. On a different timeline we'd be searching on AltaVista running on Alpha chips.
458.
by Zigurd 5mo ago
I'm sure there is a book length explanation of everything that went wrong, but at some point added detail only provides a toehold for legitimizing a monumental obvious blunder as some kind of complicated task that needed to be done. It
459.
by Zigurd 5mo ago
Have you tried editing a speaker group in Google Home? That vibe is handcrafted and certified organic.
460.
by Zigurd 5mo ago
Is there enough agreement regarding what is a quantum chip, and what process technology is necessary to make one?
461.
by Zigurd 5mo ago
This vision is impractical, bordering on ridiculous, but there it is in the S-1.
462.
by Zigurd 5mo ago
Some of the examples given in the article make more business sense than others. For example, mass manufacturers of ceramic home articles probably have science and technology expertise that cuts across product categories and markets. Sometim
463.
by Zigurd 5mo ago
The two surplus stars are going to Alberta and Greenland.
464.
by Zigurd 5mo ago
In the way Boring Co. disrupted subways?
465.
by Zigurd 5mo ago
That's an interesting use of the word material. The problem with the IPO is that it's vibes based. There's already a lot to doubt about starship. If there is some large failure on this flight, it won't change the actual
466.
by Zigurd 5mo ago
Where I'm from, TAM has to be real enough that somebody else is making money off of it. But if EBITDA doesn't count the cost of replacing your short lived satellites, who is to say what TAM means anymore.
467.
by Zigurd 5mo ago
This time it is different. All the best commencement speeches say so.
468.
by Zigurd 5mo ago
Opex and debt service will eat that cash flow.
469.
by Zigurd 5mo ago
I find the TAM numbers inspiring. I think we need a new name for it, like speculative TAM, or "STAM" as in "once we capture 5% of STAM for orbital data centers, our EBITDA will be $10 quadrillion."
470.
by Zigurd 5mo ago
The entire space business, never mind SpaceX, is mostly a prestige product for nation states with some science and engineering spinoff benefits. It's not going to create trillions of dollars of value. And yet, somehow, the idea that &q
471.
by Zigurd 5mo ago
Desperate waiting is predicated on believing in orbital data centers and million satellite constellations.
472.
by Zigurd 5mo ago
Accumulation makes the... what rhymes here?
473.
by Zigurd 5mo ago
Trump is like a button-mashing unskilled gamer. Calling his results a strategic shift is like calling jerks and spasms a shift in style of ballet. Some of it will get washed away as soon as one or both houses of Congress shifts, and the res
474.
by Zigurd 5mo ago
Based on the recent NYT poll, a lot of rank-and-file Democrats think Democratic politicians aren't anti-fascist enough. One can sort of see the logic of the politicians who are focusing, correctly, on keeping independents on board. But
475.
by Zigurd 5mo ago
True, but "better than slavery or feudalism" isn't a winning tagline. Nor should it be an excuse for letting capitalism tear down civil society as it has been doing in the US recently.
476.
by Zigurd 5mo ago
I'm sure there's a niche for a product for search nerds. Something that leans into inverted indexes like the classic Lexis/Nexis search. But it's got to have Google-like coverage.
477.
by Zigurd 5mo ago
This must be some kind of clever trick by the Europeans and Chinese to hobble AI in the US.
478.
by Zigurd 5mo ago
This is sanewashing an irrational and incompetent policy on the part of the US. New amount of "holistic thinking" can paper over what Trump has done.
479.
by Zigurd 5mo ago
What color is the sky in the world where starship actually works?
480.
by Zigurd 5mo ago
Not that it will help for long distance travel, but if I was running strategy for the big E-bike cartel, I couldn't think of a better meme to promote than the surveillance state getting a chubby about ALPRs. Seriously, though, I think

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