dragontamer

7 ms·

31.
by dragontamer 2mo ago
We still have the venerable 8051 for anyone who likes old architectures!!
32.
by dragontamer 2mo ago
Bring it up in a bar or otherwise off work. There's a reason 3rd places exists. There's a social construct that off-work discussion (even when on-work) stays off work. If your coworker is professional and cares about keeping chann
33.
by dragontamer 2mo ago
The Keely Engine continued to get investors until Keely died. Sometimes, a conman outruns the con. They just die of old age before it falls apart. It's the 1880s all over again. Conmen can outrun the press and overall information space
34.
by dragontamer 2mo ago
Video games remain underserved. Video gamers do want movies, even if it's just slop. In a few years probably not. Pokemon Pikachu and the Sonic movies were way better than Mario. And I think Zelda needs to be WAY better than Mario to g
35.
by dragontamer 2mo ago
The precious powerful empire (before Britain) was undoubtedly the Spanish Empire. The Spanish-American war was closer to the USA opportunistically feasting upon the remains of the fallen empire (The British already overtook the Spanish in t
36.
by dragontamer 2mo ago
Rich _people_ yes. But corporations were an act of Congress in 1776. Early America was decidedly anti-corporate (the Boston Tea Party was about a tax break to a corporation). Early Americans (and early thinkers who influenced Americans) wer
37.
by dragontamer 2mo ago
Maybe when played at a high level. But too many games are too casual without much mental effort. I mean, they should be. Games are for fun, not for work.
38.
by dragontamer 2mo ago
Cash/dollars with respect to 10Y Bonds, Stocks, or other instruments. When Cash becomes king, for whatever reason, it behooves the economy to sell of all other assets and buy Cash. The closer to cash you get (1Y high grade commercial p
39.
by dragontamer 2mo ago
A recession is a cash/dollar bubble. First cash/dollars are considered bad so they collapse in price. When the psychology shifts, suddenly the dollar climbs in value and itself bubbles over, causing a recession.
40.
by dragontamer 3mo ago
Matt Levine doesn't talk about what's good in finance. Matt Levine talks about what's bad in finance. Very consistently. If you think that Matt Levine is making something sound sensible, you probably are falling for his dry s
41.
by dragontamer 3mo ago
> someone else. > Cite better skeptics! You are welcome to share any that you know.
42.
by dragontamer 3mo ago
For all of Zitrons faults, he has workable numbers that a can be used and cited in arguments.
43.
by dragontamer 3mo ago
And I'm sure Galileo didn't like the idea of geocentrinism either for irrational reasons. Seriously, good enough telescopes havent been made yet and he's all confident etc. etc. But Galileo was still had a useful framework fo
44.
by dragontamer 3mo ago
It all comes down to the fact that Zitron thinks these AI companies are over levered and have significant chances of collapsing industry wide. Yeah he uses more words to say it and bad arguments as part of it. But so did Galileo's &quo
45.
by dragontamer 3mo ago
I thought Ed Zitrons argument was just corroborated by Nikkei last Friday with the new report that 1.6 Trillion in SPVs accounts for off-books debt, on top of the $1.4 Trillion of on-books debt that's in these AI companies? The main ar
46.
by dragontamer 3mo ago
In practice? To Elon Musk and Mark Zuckerberg. Who have crafted companies who have virtually no voting rights but get purchased up by the masses through passive index funds.
47.
by dragontamer 3mo ago
Reread what I wrote. More money is in passive now than active. On a dollar basis, there are fewer votes purchased dollar for dollar. Even then, active funds don't always offer proxy vote services so I'm not sure wtf active has to
48.
by dragontamer 3mo ago
You do realize that passive funds have more money than active funds today, right? https://finance.yahoo.com/news/passive-etfs-hit-tipping-poin... Sometime last year, passive funds overtook active funds.
49.
by dragontamer 3mo ago
What 401k program do you or your peers have that allows you to buy funds outside of the few, selected by the 401k manager? I certainly can't buy individual shares in my 401k program. And very, very few programs I'm aware of ever o
50.
by dragontamer 3mo ago
I'm not saying I like this turn of events. I'm saying it's how the world works. The majority of pension funds (public or private) and 401k plans are simply passive index funds with nearly no direct voting rights (and at best
51.
by dragontamer 3mo ago
Could you explain to me how an investor owning SPY shares gets to control the proxy vote? Oh, don't worry. I already know the answer. I'm asking if YOU can tell me the answer.
52.
by dragontamer 3mo ago
The typical "investor" is an ETF these days. Your standard SPY or VTI investor doesn't know jack diddly squat about shareholder rights, nor do they ever plan to invoke them.
53.
by dragontamer 3mo ago
I'll admit that my only understanding of Gnostics are the random anime references to the Demiurge or other Gnostic concepts (and nearby Wikipedia pages). It is an utterly fascinating viewpoint of the early church and the different idea
54.
by dragontamer 3mo ago
Catholic here. We don't actually place that much emphasis on Genesis or the Bible in general. A lot of Catholic traditions are outside of the books: the sacraments, the assumption of Mary, the Apostles and their connection to the Bisho
55.
by dragontamer 3mo ago
Because they used a pirating website to get the material and stored them on their servers for personal use. The AI training part of the court case was deemed fair use.
56.
by dragontamer 3mo ago
Counter point: the opening song of Beauty and the Beast starts with "Bonjour". Basil of Baker Street (Great Mouse Detective) literally saves the Queen of England. Robin Hood and The Sword in the Stone are also similarly very, very
57.
by dragontamer 3mo ago
Those Teslas were controller-less SSDs IIRC, common in the cheap embedded world. Modern proper SSDs for computers do their best to spread out the writes (TRIM, and other features). They still wear out of course, nothing can beat physics. Bu
58.
by dragontamer 3mo ago
What work of Disney (company, not the man per se...) is more influential on the modern American Psyche (today, in 2026) than Ironman, X-Men or Spiderman? Moana? Sleeping Beauty? Mickey Mouse? The only major "American identity" fil
59.
by dragontamer 3mo ago
Its not like Walt Disney personally wrote or drew all his stuff either. Stan Lee was closer to actually making the story than Walt Disney. But yeah, Jack Kirby would be closer than the other two.
60.
by dragontamer 3mo ago
Stan Lee probably had more influence than Walt Disney in terms of how Americans see themselves and how people around the world sees us. Walt Disney is overwhelmingly about older stories (Cinderella, Snow White, Sleeping Beauty), and not any

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