ericd

9 ms·

181.
by ericd 4mo ago
Yeah, definitely would’ve preferred a revenue neutral carbon tax and dividend, but that wasn’t happening anytime soon.
182.
by ericd 4mo ago
Yep, Trump enacted a de facto global carbon tax.
183.
by ericd 4mo ago
Yeah, that's why it's included.
184.
by ericd 4mo ago
Anyone know why everyone focuses on the radiators, when the solar panels are significantly larger?
185.
by ericd 4mo ago
Seems like we should build at least 11, if it’s 11 for the price of 2. There’s a lot of cosmos to look at.
186.
by ericd 4mo ago
Apparently we also put polydimethylsiloxane in deep frying oil. Wonder what that does to our innards.
187.
by ericd 4mo ago
I guess we'll see soon :-)
188.
by ericd 4mo ago
I'm running open models on my own hardware, on linux. So, I don't think so?
189.
by ericd 4mo ago
I absolutely want AI in my OS. I just want it to be one I can trust to serve my interests, and not the company's. I'm literally in the middle of baking one in as I type this.
190.
by ericd 4mo ago
Yeah, for sure, but it's also usually something that's a bit easier to trim when needed, unless they got way ahead of themselves and went deep into debt to do it. Most public companies have much worse debt:equity ratios.
191.
by ericd 4mo ago
I think that's capex driving that, not opex, since they got those two (fragile) leases in place? They can stop building out their capacity there, if they want.
192.
by ericd 4mo ago
It looks like they're taking on $20B in debt to clean up xAI's debt, and then paying it off with the equity raise? Do you feel that's very significant for them? 1% dilution takes care of it.
193.
by ericd 4mo ago
No premium, it's just a question of whether people can and are willing to build enough in those other places. Space is a bet that they can't. Also, I don't think bitflips are a huge deal in space for neural nets, we already b
194.
by ericd 4mo ago
Which claims? I’ve been a SpaceX investor for about 8 years now, I’m completely satisfied with their progress, even despite the Starship setbacks, they’ve done astounding work on all fronts. I’m not holding my breath for humans on Mars or u
195.
by ericd 4mo ago
>Why not build off-grid? He sort of is. I believe people aren't very happy with his gas turbines powering Colossus near Memphis. There's also currently a >5 year backlog for nat gas turbines for combined cycle plants. Solar
196.
by ericd 4mo ago
Sure, I think everyone knows he's not batting 1000. I've used Waymos and FSD, and they were both great, so I don't think we're too far off now.
197.
by ericd 4mo ago
The US power grid is not able to keep up with demand, it's mired in red tape. There's also a populist revolt against DCs and the infra upgrade costs being dumped on ratepayers. That's the main benefit I see of their plan, fro
198.
by ericd 4mo ago
They claim they want to get to a gigawatt per year by the end of next year, so we won't have to wait long to see.
199.
by ericd 4mo ago
Market to address, to pay for going to Mars.
200.
by ericd 4mo ago
Well yeah, if it can do most of the household chores and lasts a decade, it’s totally worth as much as a car to many people.
201.
by ericd 4mo ago
Also, there’s a long history of companies that people yell about being overvalued being the drivers of index returns, because one of the major drivers is growth rate, whereas retail investors tend to look mostly at current state.
202.
by ericd 4mo ago
Yeah, no argument. I think many in the US want the bar to be higher, though - many want expensive single family housing to be the minimum in their area, apartments would be too affordable, even unsubsidized.
203.
by ericd 4mo ago
Yeah for sure, we've been mostly focused on couch co-op as we've started adding a few Steam games to the rotation - Brotato and Castle Crashers are big favorites, along with the more modern Minecraft Dungeons, a really simple couc
204.
by ericd 4mo ago
I think it’s largely just that people just don’t want to live near poor people, because they think they have bad culture/values/behavior, and will be risky to live near. Based on comments I’ve seen at city council meetings about t
205.
by ericd 4mo ago
Yep, with video games, we started with SNES and have been slowly moving higher fidelity. We've got a VOIP landline for the kids, as well as a CD player. It's been working pretty well. For computing, they have a desktop Raspberry P
206.
by ericd 4mo ago
I'm not making this up to make excuses for the US' behavior. Pax Britannica and Pax Romana weren't entirely peaceful either. Pax Romana had an unusual absence of civil war, but near-constant conflict at the edges of the empir
207.
by ericd 4mo ago
My understanding is that “Pax Americana” isn’t the absence of all war, it’s the absence of major war. So they haven’t just ended it.
208.
by ericd 4mo ago
I think it’s less about loyalty to the US and more about the fact that loved ones in adversarial countries are pressure points those countries can push on.
209.
by ericd 4mo ago
Or governance of large organizations... There are a huge number of factors to consider, counterfactuals, studies, lots of non-obvious second and third order effects, etc. We're barely able to get basic governance without creating huge
210.
by ericd 4mo ago
Yeah, I get that it's a useful threat to back up the nonviolent options. I just don't think Americans have tried the nonviolent options wrt economics with any amount of real effort yet, and it's worrying/annoying to see

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