marvin

81 ms·

811.
by marvin 6y ago
Then, suddenly, the day arrives when battery tech has advanced to the point where it's obvious even to casual observers that battery tech is the future. Hell, it's the present by then. We're almost there. Battery tech is st
812.
by marvin 6y ago
I think we're beyond TSLAQ by now. Are you saying there is a high likelihood that Tesla will go out of business? (The 'Q' means de-listed from the stock exchange). Maybe the valuation is a bit steep, sure. But there aren&#x27
813.
by marvin 6y ago
Before that 8X rise, though, stock price was basically unchanged since 2014. While revenue in that period has grown 10X. So you could make a reasonable argument that the huge stock price appreciation in the last 12 months was in fact a re-p
814.
by marvin 6y ago
Or maybe they'll choose not to. It's a market economy. Maybe $30k per year isn't worth risking the life of one's family.
815.
by marvin 6y ago
If that's the worst criticism you find in my rather speculative wall-of-text, I actually find that pretty promising :P But yes: Autopilot/autonomous driving, data collection & curating for this, OS controlling all actuators &a
816.
by marvin 6y ago
I can give it a shot. Maybe you've heard some of these before, it's just a list of claims. Tl;dr is there's a probability Tesla will become a tech behemoth with a tech moat that's Google/Apple/Amazon oligopoly-
817.
by marvin 6y ago
>(It was probably a mistake to come out with the Model 3, a sedan, before the Model Y, a crossover) Maybe. But it seems Tesla has realized very significant production efficiencies on the Model Y contra the Model 3, and given the expected
818.
by marvin 6y ago
There is also the significant risk that you are wrong. I haven't seen this mentioned; maybe it's obvious and you've considered that aspect too. A short bet means unlimited downside, and if you arrive at 1/5 of the curren
819.
by marvin 6y ago
Tesla is poised to become one of few greatest tech behemoths of the world, taking a position were Apple is the closest comparison. Comparisons to existing automakers ignore a host of strategic advantages that are very hard for them to repli
820.
by marvin 6y ago
Property also seems pretty inflated from where I sit. Direct return on investment a paltry half percentage point or so above the interest rate. Maybe if you want to bet on the interest getting negative and staying there forever, but then yo
821.
by marvin 6y ago
Maybe it's relevant to point out that white Americans perpetrating slavery against Africans is by far not the only instance of slavery in world history. So in the light of this, it's a little silly to be terribly afraid of the ter
822.
by marvin 6y ago
There is nothing strange about the current valuations of the stock markets. Yields of just about every fixed-income security not exposed to stock-like risk is zero. Global stock market indexes are at a P/E of ~20 - that means a yield&#
823.
by marvin 6y ago
Where are you getting out to? A 40% inflated money supply of US dollars?
824.
by marvin 6y ago
Or have faith in the guy that's been the most successful investor in modern history, up until now.
825.
by marvin 6y ago
You wouldn't know them; the funds themselves are Norwegian. IIRC, the reference indexes amount to 50% MSCI World, 16% MSCI Emerging Markets, 16% MSCI Small Cap and 16% VINX Benchmark (Nordics). Philosophy is diversification, broad cove
826.
by marvin 6y ago
Well, they're in the Russell 1000 and others, not to mention a bunch of ETFs that are basically indexes of their own. If you want a properly diversified global index fund portfolio, you wouldn't want to limit yourself to 500 of th
827.
by marvin 6y ago
It's false that no fund manager is consistently beating the market; you can easily find actively managed funds that have beaten the market for the last 5 years. The big debate is whether this is due to luck or skill, whether it'
828.
by marvin 6y ago
Huh. That's a novel use of stupid index fund money. Just get your shitty investments listed on the stock exchange and cash out. Index fund buyers don't care, they'll swallow it right up and it's free to crash and burn at
829.
by marvin 6y ago
Your reasoning is incorrect, and frankly quite insulting. I never pirate music anymore, because there is a service available that provides everything I want with no need to do a wild goose chase half the time I want to listen to something n
830.
by marvin 6y ago
My proposal is that everyone pirate the crap out of whatever they wish to watch, as the civil disobedience threat behind the happy facade. Hopefully this will once again force content producers to consider the risks of prioritizing profits
831.
by marvin 6y ago
Conversion of debt to equity. The alternative was bankruptcy, triggered by the coronavirus crisis. Norwegian is privately founded and owned. No government involvement. No bailout.
832.
by marvin 6y ago
Well, it isn't always. As in the latest big mystery I was a part of solving -- the build failed because there were files left over after the "clean" step of msbuild. This obviously shouldn't happen. The culprit was an ex
833.
by marvin 6y ago
Also, the amount of calories that are not for some reason not picked up through the intestine, and instead consumed by bacteria in the large intestine. And probably much more. I think this is a field of knowledge where the holes, certainly
834.
by marvin 6y ago
I think they’re saying that cubicle is less restrictive than open-plan for accomodating different personalities.
835.
by marvin 6y ago
Also noisy and failure-prone.
836.
by marvin 6y ago
The point is obviously as an exercise to pick apart a piece of older technology, figure out how it was built and interacts with the original assets, and create a machine that works for doing that. If you've got a passion for software a
837.
by marvin 6y ago
If everyone gets vaccinated a year from now, the total area under the curve will be lower if it's spread out over a long time than if everyone got sick before the vaccine became available.
838.
by marvin 6y ago
Also: Culture barriers, language barriers. Even if the cheaper market speaks decent English, there will be a greater communications overhead. Also, skill compatibility. Maybe your labor pool is bigger, but so is the employer pool of everyon
839.
by marvin 6y ago
An offline dump of Wikipedia would be a valuable addition to such a library. I've been thinking of storing something like this on a durable laptop stored in a Faraday cage, along with solar chargers and so on.
840.
by marvin 6y ago
There's so much of this from armchair experts. Unfortunately, very few of them will ever get out there and try their hand at making deliberate decisions under limited information. Try cross-country sailplane flying. Try investing in th

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