maxglute

36 ms·

601.
by maxglute 11mo ago
Upperstage stage 1/6 weight with simple merlin engine. SpaceX might need to build 80 first stages if PRC reusable ends up building 80 first stages that's also reusable 30 times. Whether SpaceX can actually build and operate 80 fir
602.
by maxglute 11mo ago
His team built great models, can't say the same for structures get built IRL, especially California buildings in Winter climates. TBH starchitects whose buildings performance fail as much as Gehry's should have their Pritzker revo
603.
by maxglute 11mo ago
SpaceX is ultimately still an American company operating at American scale vs PRC. Last year spaceX had fleet of 18 F9s doing more than 50% of global launches, 80% including starlink. SpaceX stans fixate over 50% and 80%, but ignore that 18
604.
by maxglute 11mo ago
>EU regulators are paid out of EU taxpayers As stepping stone to well paid jobs (i.e. think thanks) funded by atlanticist influenced lobbyist. Blame captured regulators all you want, they know where their bread is actually going to be bu
605.
by maxglute 11mo ago
E: last comment Real world data bares out that local competition theory holds. You've demonstrated questionable ability to intrepret data in real world context. Of course it's relevant when Samsung sales collapse happens if it hap
606.
by maxglute 11mo ago
Both. Semi vs concrete, depreciating vs durable assets. Durable linear assets you upgrade switches to improve fiber/rail which is where most of the investment was in. GPUs you replace the racks which is where most of the investment is
607.
by maxglute 11mo ago
Skeletons of data centers and some components (i.e. cooling) have long shelf life, but they're also ~10% of investment. Plurality of fiber and rail went towards building out linear infrastructure where improvements can be milked at nod
608.
by maxglute 11mo ago
Kdrama on this when?
609.
by maxglute 11mo ago
That black star really makes me miss red circles.
610.
by maxglute 11mo ago
Rail and fiber deprecates on multiple decade timescales. AI data centers close to tulips. Even assuming we manage to make data center stretch to 10 years, these assets won't be around long enough to support ecosystem of new companies i
611.
by maxglute 11mo ago
Your theory doesn't work in real world timeline where we have to factor in actual execution time. Also it simply doesn't match actual policy history. Xi doesn't get to flip switch and conjure a bunch of domestic phone brands
612.
by maxglute 11mo ago
For labour that can't be automated, probably.
613.
by maxglute 11mo ago
Looking at sales in 2010s mobile growth market is flawed. look at market share. 2010-2015 was mass smart phone proliferation, the demand denominator was expanding so companies can sell more phones while lose relative marketshare. Samsung PR
614.
by maxglute 11mo ago
Samsung share was dropping in PRC before Xi, i.e. when cheap domestic brands started eating the bottom. Samsung flagship was still popular, i.e. the low single digit highend, then the Note battery recall drama happend and basically THAAD ri
615.
by maxglute 11mo ago
Not confirmation, that's continued salami slicing sheninagans i.e. cartographic normalization and stapled visas instead of stamped visas to delegitmize AP citizenship. PRC will always rhetorically state AP is south Tibet because that&#
616.
by maxglute 11mo ago
E: last reply TW is not a territory dispute, it's a unsolved civil war, i.e. PRC is not intending to split territory with TW, like other disputes, TW is winner takes all. What PRC claims from India is not what PRC actually wants. PRCs
617.
by maxglute 11mo ago
Demand/suppy economics is not so hypothetical. Illustration numbers: AI demand premium = $150 hardware with $50 electricity. Normal demand = $50 hardware with $50 electricity. This is Nvidia margins @75% instead of 40%. CAPEX/OPEX
618.
by maxglute 11mo ago
No I'm saying nations party to SCS maritime drama always protest when PRC regularly asserts their territory, just like they do to each other, because that's customary geopolitical response. And it's 5, not a dozen, like you d
619.
by maxglute 11mo ago
Again... what expansion? These 2023 map did not introduce ANY new claims. Old PRC maps has always claimed AP and AC, and if anything 9dash is down grade from 10/11dash from decades ago (when PRC ceded Tonkin to North Vietnam, because a
620.
by maxglute 11mo ago
Well huawei ban bought samsung sometime, scared PRC brands from expanding into north american market. TBH Samsung was still pretty dominant until PRC brands really turned dial on hardware while Samsung stagnated until they couldn't. Th
621.
by maxglute 11mo ago
https://i.imgur.com/207ewHW.png https://i.imgur.com/K9JRarz.png 12/14 PRC ratified landborder is like... the easiest thing to cross reference since they're internationally ratified treatsies and y
622.
by maxglute 11mo ago
I think real issue is current costs / demand = Nvidia gouging GPU price that costs for hardware:power consumption is 70:20 instead of 50:40 (10 for rest of datacenter). Reality is gpus are serendipidous path dependent locked from gamin
623.
by maxglute 11mo ago
How long can ai gpus stretch? Optmistic 10 years and we're still looking at 400b+ profit to cover interests. The factor in silicon is closer to tulips than rail or fiber in terms of depreciated assets.
624.
by maxglute 11mo ago
The basic problem is PRC resolved 12/14 land borders (majority with concessions) and flipping Bhutan would make india the last holdout and the optics of that doesn't work in Indian favour. But Bhutan can't settle bilaterally
625.
by maxglute 11mo ago
[flagged]
626.
by maxglute 11mo ago
I get the flexible screen technology isn't there but having entire extra front screen is profoundly inelegant.
627.
by maxglute 11mo ago
Not exactly a sales pitch but TFW north korea has more of a soveign software ecosystem than EU.
628.
by maxglute 11mo ago
Compare against the typical OCED nation, US spending ~18% gdp on health, about ~8% higher than OECD average, i.e. 2T+ rent extraction per year for net lifespan that is statistically worse than OECD average. 6 months of US excess health spen
629.
by maxglute 11mo ago
It's not about stopping, it's about delaying. There's a reason Huang's quote is in context of PRC talent. PRC generates plurality of global AI talent and is projected to generate disproportionate more short/medium t
630.
by maxglute 11mo ago
> in terms of raw productivity In terms of dubious financialized metrics of productivity, i.e. debt + fx driven growth. Which is valid indicator, but also the same inflated indicator that suggests 2025 tertiary that cost 200% 1980 tertia

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