jpgvm

35 ms·

571.
by jpgvm 3y ago
Considering how much happier he seems since he decided to forgo defending the title yeah, good chance he just doesn't want it or care about it anymore. IMO good for him. He won it all and now he is doing new things with his life.
572.
by jpgvm 3y ago
Ironically engines made the game better IMO.
573.
by jpgvm 3y ago
Yeah precisely. Tesla only adopted LFP when they started production in China and instead of producing their own batteries like they had to in US they just bought from CATL instead. CATL was already supplying SAIC, JAG, BYD, etc in China wel
574.
by jpgvm 3y ago
Probably not until significantly more capacity is added. Right now all the big battery suppliers (CATL, CALB, EVE, LG Chem, Panasonic) are all at capacity meaning they have no incentive to lower prices. If new capacity comes online and it&#
575.
by jpgvm 3y ago
You don't need to use derivatives to gamble, they control the supply but that control is a lagging control. Any decision they make is essentially a bet about where the oil market is going to move in several months. They are usually big
576.
by jpgvm 3y ago
There is a finite supply of the underlying, each sold future equates to agreed upon future deliveries. So in reality the number of contracts sold (not traded) does equate 1:1 with demand for the underlying. When that doesn't hold true
577.
by jpgvm 4y ago
Additionally it's hard to blame the Fed for overreacting to the COVID crisis because they had to act quickly and previously they haven't been able to rely on sensible fiscal policy. Fed deployed the tools they had then and they ar
578.
by jpgvm 4y ago
Hmm $11B a lot of fabs does not buy. That is ball-park for a cutting edge production fab but likely they will want multiple smaller more R&D focussed fabs which could blow out the cost. The important gear doesn't really scale down
579.
by jpgvm 4y ago
So I went through this stage too but I stuck it out to pass through to the other side. Mostly because the options weren't any better. Gradle's main problem is that it doesn't have a learning curve, it has a learning cliff. Yo
580.
by jpgvm 4y ago
That should work out of the box with IDEA, just make sure you hit the script sync thing that pops up in the corner.
581.
by jpgvm 4y ago
Thanks for the great writeup! The root loading makes perfect sense when you think about it and in that context makes the equation much more expensive unless the warehouse could feasibly use all the power generated (which seems unlikely).
582.
by jpgvm 4y ago
Has anyone done more detailed numbers on costing of roof mounted installation vs just putting utility scale solar on the ground? I would have thought if the economics were super favourable this would already be happening by now. To me it -s
583.
by jpgvm 4y ago
I don't know what you are smoking but it's some good shit. NCM, NCMA, LFP, sure chemistries are cool to talk about but all that actually matters is batteries that are actually shipping. LG Chem is claiming they can catch up, claim
584.
by jpgvm 4y ago
Why? This is good for the world. Surely we can find a way to come together on things that improve the world for everyone?
585.
by jpgvm 4y ago
I think outsourcing is actually a symptom rather than a cause. The real problem is that many countries don't want to do innovation because it's expensive and/or they don't want to invest in the education necessary. China
586.
by jpgvm 4y ago
They were battery kings well before that. CATL is the OG of the LiFePO4 chemistry and developed most of the mass production techniques to make the chemistry feasible. Tesla came along later and just bought lots of their stuff.
587.
by jpgvm 4y ago
Uhh you may be living under a rock: https://www.statista.com/statistics/1249871/share-of-the-glo... Not only do they currently have the largest share of current technologies they are going to be first to market wi
588.
by jpgvm 4y ago
As pure designers yeah but Chinese government is about to do to chips what they did to solar and batteries so I wouldn't count them out yet. Might be 5-10 years before they catch up but they are by no means out of the fight.
589.
by jpgvm 4y ago
Japan got destroyed by the Plaza Accord. Also their industry still survived despite the massive bubble popping etc. Instead of making fabs they build most of the important tooling and chemicals in semi-conductor manufacturing. Namely the ph
590.
by jpgvm 4y ago
That is how they stop growing in the first place. Bean counters is how you get Intel instead of TSMC.
591.
by jpgvm 4y ago
Essentially yeah. R&D at Intel/AMD/NVidia is 9-5 work. TSMC and SMIC are different beasts entirely. They push way harder on the gas and never let up. A lot of ex-TSMC are at SMIC now. They aren't doing cutting edge nodes
592.
by jpgvm 4y ago
Yeah I grew up in rural Australia. I get why it would be useful. Just travelling opened my eyes to much bigger fire problems is all. The pollution caused by slash and burn is estimated to cause ~11k deaths a year in Thailand alone, I imagin
593.
by jpgvm 4y ago
First of all you seem to be confusing their designs with the more common LWR design which is commonly used in Europe/US. Instead most of their new fleet is planned based on HTG pebble bed designs. These have much different cooling requ
594.
by jpgvm 4y ago
Sure but -also- all the other things. The fact they are still building coal because they literally can't build everything else fast enough doesn't invalidate their leadership in all the more advanced technology.
595.
by jpgvm 4y ago
It is a failing of the West. We had a giant first mover advantage and didn't just squander it but fell behind the Chinese by a full generation. We should be living in a post-scarcity era for energy. Instead we are contending with $80 c
596.
by jpgvm 4y ago
It can be competitive, it's not politically tenable. Because it's not politically tenable it can't be allowed to be commercially competitive, the forces raising the prices will simply increase until it's priced out - suc
597.
by jpgvm 4y ago
Where else are you going to go though? Germany threw in the towel, nuclear has been stagnant in France and USA for decades. Maybe Sweden/Finland? They do it but slowly, expensively and are a whole generation behind. That leaves you wit
598.
by jpgvm 4y ago
Wildfires aren't really the problem on a global scale. They are a bit of a pain in Australia, and US West coast sure. The real problematic fires are currently man-made and entirely purposefully lit, i.e slash and burn agriculture. They
599.
by jpgvm 4y ago
Flash was ironically ahead of it's time. I don't think Flash is shit canned if it wasn't acquired by Adobe. While it was Macromedia it was no threat to established players, neutral ground if you will. Adobe was much more rele
600.
by jpgvm 4y ago
China is.going to have the largest fleet of nuclear reactors in the world, all within a decade or two. We can bitch and moan all we want about their governance system but when it counts they are always the ones doing the right thing while W

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