vessenes

24 ms·

451.
by vessenes 7mo ago
Yes
452.
by vessenes 7mo ago
The exabox is interesting. I wonder who the customer is; after watching the Vera Rubin launch, I cannot imagine deciding I wanted to compete with NVIDIA for hyperscale business right now. Maybe it’s aiming at a value-conscious buyer? Maybe
453.
by vessenes 7mo ago
The point of the essay is good. You called out exactly my reaction; we value those things because of the marketing dollars that went in to them. As a wealthy friend from Geneva said to me once, “Look around this dinner party - the Swiss her
454.
by vessenes 7mo ago
Good handle. Keep up the fight against clankers. my agents like chatting with each other tho
455.
by vessenes 7mo ago
Dang it, I wrote the wrong link. https://github.com/corpollc/qntm I wrote it originally because I wanted my openclaw install to talk to my assistant's openclaw, and my openclaws that were local at different houses
456.
by vessenes 7mo ago
Gosh darn it: github.com/corpollc/qntm. NOT corpo/qntm.
457.
by vessenes 7mo ago
This looks super super useful.. I'm making an agent to agent chat tool (that I think is actually ready for testing, so please check it out) -- https://chat.corpo.llc/ or https://github.com/corpo/qn
458.
by vessenes 7mo ago
I've been wondering this since they started it, mostly as a concern they stay afloat. Since Daniel does the work of ten, it seems like their value:cost ratio is world-class at the very least. With the studio release, it seems to like t
459.
by vessenes 7mo ago
Some good advice in here! You're in the hardest phase - 15 until about 60 people. Right now, you are transitioning from needing generalists to needing to hire specialists, but you don't have the infrastructure for specialists. You
460.
by vessenes 7mo ago
My worst: I had some work to do upside down below decks on a 22' sailboat under way at one point. Luckily I had someone on board with me, it took a number of hours to sleep it off. Blechhh.
461.
by vessenes 7mo ago
Interesting to compare this to Gastown. I also have been starting with a design mode, but I have been doing the ceo side myself. I also rely almost solely on codex for audit - Claude is just too eager and optimistic to make a good auditor.
462.
by vessenes 7mo ago
They claim simulations estimate ability to stay aloft at 30 knots in 3 meter waves. WOWWWW. My stomach churns for multiple reasons imagining that, and the pitchpole flip at the end. Urgh.
463.
by vessenes 7mo ago
I wouldn't say so - the ones I mentioned seem to be focused on long term value -- big difference.
464.
by vessenes 7mo ago
Musk wants liquidity. And SpaceX wants more cash right now than can be raised privately. Which is a pretty shocking amount of cash.
465.
by vessenes 7mo ago
And yet, some very, very good public company CEOs like Buffet have carved out worlds where they report thinly and publicly claim they do not manage to quarterly earnings.
466.
by vessenes 7mo ago
Not just - Welch pioneered using GE Capital to “smooth” earnings - lots of judgment calls in those finance companies in the early 90s.
467.
by vessenes 7mo ago
It’s a common complaint of value investors that boards (especially in this post-Sarbox world) are solely focused on quarterly earnings reports, to the detriment of long term strategy. One way to talk about the added and persistent value of
468.
by vessenes 7mo ago
I had the same reaction to the originals. They just hurt! One of my kids swiped them and I never used them again: I wanted to like them but they were almost as uncomfortable as my Vision Pro
469.
by vessenes 8mo ago
All questions/comments that I don't know enough to opine on. But, power density in terrestrial I think we can do some math and reasoning: First, oceans are WAYYY more hostile than space. Oxidation + salt water + .. I don't th
470.
by vessenes 8mo ago
For reference, I've been asked in the last month for a $500mm chunk of stock to a single buyer at or (slightly) above the combination price. At that price, there is no liquidity - it's below ask.
471.
by vessenes 8mo ago
Nice. Yeah I have them connect through beads, which combined with a git log is a lot of information - it feels smoother to me than this looks. But I agree with the sentiment. Codex isn't my favorite for understanding and implementing.
472.
by vessenes 8mo ago
I’ll put out a suggestion you pair with codex or deepthink for audit and review - opus is still prone to … enthusiastic architectural decisions. I promise you will be at least thankful and at most like ‘wtf?’ at some audit outputs. Also sho
473.
by vessenes 8mo ago
Opus 4.6 is wayy better than sonnet 4.5 for sure.
474.
by vessenes 8mo ago
This is super exciting. I've been poking at it today, and it definitely changes my workflow -- I feel like a full three or four hour parallel coding session with subagents is now generally fitting into a single master session. The stat
475.
by vessenes 8mo ago
I think we are saying the same thing. He builds trillion dollar companies that are labor efficient; nobody said they are good places to work.
476.
by vessenes 8mo ago
Yeah I wonder the same thing - I keep getting told heat management in space is hard, but nobody discusses this inre the data centers. My understanding is one cooling mechanism is to just shoot lasers out into space (is this sci fi?) - I gue
477.
by vessenes 8mo ago
Zoning is one area that’s better in space. And power density for solar is another. I don’t get your mining analogy though - a non upgradable data center pod is either going to pay off its capital costs or it won’t. Once it has, any revenue
478.
by vessenes 8mo ago
Undoubtedly. With 2.5T in value between tsla and sx that’s a lot of value for survivors.
479.
by vessenes 8mo ago
SX investor here: the combined value of SX is well up on the private secondary market post-acquisition. It was value accretive, in very real dollar terms.
480.
by vessenes 8mo ago
Elon makes a relatively good case in the Dwarkesh podcast. I recall it like this: 1) Energy infra is going to be seriously limited on the production side well, well below demand 2) energy engineering solar for space requires less materials

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