vladimirralev

13 ms·

91.
by vladimirralev 7y ago
Sure but then the savings reference breaks down. Bonds and corporate bonds in particular shouldn't be considered "savings" because the money is being circulated. I am sure everybody has a different definition but in the &quot
92.
by vladimirralev 7y ago
Sooner or later TSMC will build next-gen R&D facilities and fabs. Shareholders will be able to vote for the new locations.
93.
by vladimirralev 7y ago
> more imports fuel ever more demand for apparently good investments. This is part of the demand side of the "global savings glut" (it doesn't mean actual cash) Can you clarify what else other than cash it means?
94.
by vladimirralev 7y ago
Rocket developed many issues with missing notifications and messages for me over time. No push notifications on mobile when a desktop is connected. Overall things fail intermittently especially when multiple clients are connected for the sa
95.
by vladimirralev 7y ago
> The saving glut and the wave of debt are the exact same phenomenon. Savers can only save if someone else is borrowing. I've heard this before and it doesn't go far to explain any of this. The modern plumbing between savers an
96.
by vladimirralev 7y ago
At the same time the business media can't stop talking about both US and global savings glut being the issue. The Fed says the average American doesn't save enough. Every few hours talking heads turn around and say something compl
97.
by vladimirralev 7y ago
Well think about the supply side - they would rather take 1.5% return(IOER) than loan out at 1.6-8.0% to their peers. If it was low risk why do it? Paying taxes is not considered low risk, you don't really get any return on taxes as a
98.
by vladimirralev 7y ago
Well the numbers changed at the 2016 shareholder meeting https://www.visualcapitalist.com/9-slides-put-new-tesla-giga... to align with the model 3 projections. In 2018 the numbers changed to 100GWh, but it wasn't clear
99.
by vladimirralev 7y ago
The industry was right back in 2015-2016. The gigactory was supposed to have capacity 150Gwh/year by now. This is what they called a mistake and a waste. The current gigafactory operates at less than 40Gwh/year (as of August 2019)
100.
by vladimirralev 7y ago
> it's great investment long term even if it crashes temporarily. That's not really true outside the US. And in fact it's not even true for the smaller cap stocks in the US. The Japanese stock market being the most cited f
101.
by vladimirralev 7y ago
I've been wondering if neural nets will able able to find solutions to PDEs with sparse inputs such as this one. Intuitively it makes sense that fast solvers would exist for any PDE where the input data is either very sparse or highly
102.
by vladimirralev 7y ago
Meh, already done - the Softbank fund is pretty much owned by BoJ.
103.
by vladimirralev 7y ago
The risk is similar because the too-big-to-fail phenomenon applies to both. Back in 2009 the central banks stepped in and bought any MBS for sale at pre-crisis market price, still on their balance sheets to this day. They couldn't let
104.
by vladimirralev 7y ago
> Depending on the fund, there may in fact be another option: more risky assets. Everybody knows the ECB will take some "risky assets" either as collateral or by outright buying it as soon as markets begin to crack. This whole
105.
by vladimirralev 7y ago
The problem is everything you own can evaporate. 5 years ago we had "the bank of the year" go insolvent in the most ridiculous way, followed by the dumbest cover-up you've ever seen. Cheaper flats like 15k are almost certainl
106.
by vladimirralev 7y ago
It's a matter of fiscal policy if we will see higher rates. If someone like Yang is elected with his free $1000 per month, we will see quick inflation and less people looking for work. The Fed mandate is to maintain some price stabilit
107.
by vladimirralev 7y ago
The biggest opportunity I see here is if they can push a youtube alternative. It's the perfect moment with the ongoing controversies and the upcoming election. With a couple of billion they can pull most of the youtube stars on the con
108.
by vladimirralev 8y ago
It's not so simple. Wide-area active-passive-rotation jammer drone swarms will disable any advantages of smart missiles, drones and stealth. You'll resort to dogfighting again. Furthermore, people always forget that in order for s
109.
by vladimirralev 8y ago
Once it is established there is a safe way to roam around and do construction logistics the dark forest hypothesis doesn't make much sense. A real advanced civilisation would have detectable honeypot decoy dyson spheres all over the pl
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by vladimirralev 8y ago
> Who's to guarantee that your paper ballot was recorded correctly? Each reporting station must accept observers and counters authorised by each of the interested parties with local representation. It's a big deal when this pro
111.
by vladimirralev 8y ago
I think there is some debate about what the neural net did and what was hardcoded. So far all starcraft AIs consist of hardcoded intelligent micro ruled by a neural net that picks one out of less than 100 possible hardcoded choices. And thi
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by vladimirralev 8y ago
People should stop quoting this "Never attribute to malice that which is adequately explained by stupidity" . It's very outdated. Every malicious person is just playing dumb these days.
113.
by vladimirralev 8y ago
I am sorry but this is ridiculous, ignorant and condescending. Every single thing you said was addressed in the video already and all facts are agreed upon by both parties. You keep bringing up things that are well agreed upon by both scien
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by vladimirralev 8y ago
I think you need to watch it again, because your summary sounds just wrong. Both scientists agreed completely that humans caused CO2 raise and it caused warming. All the actual arguments are way way past those basic facts that are agreed up
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by vladimirralev 8y ago
Please watch the video before commenting. All of this is addressed and you are missing the big picture with policy and costs. As you can see from the video there is a lot of agreement in terms of science. You have to be very careful definin
116.
by vladimirralev 8y ago
Just watch the video. They talk about all of this. I don't understand why I am getting so many nasty comments especially when those points are addressed in this video. Both guys are serious scientists and respect each other while feeli
117.
by vladimirralev 8y ago
I invite everybody to watch this https://www.youtube.com/watch?v=vaiZ5BHaUMY A calm, collected, scientific representation of both sides.
118.
by vladimirralev 8y ago
Nvidia has geforce now http://www.nvidia.com/object/cloud-gaming.html and people with good internet connection have been able to play FPS games. Granted, the latency and the FPS are worse than a local game, but surpris
119.
by vladimirralev 8y ago
You have to know these guys have earned their right to stay 5.5h out of range with a safety record. A longer flight also means more expensive. There is a calculation showing once you increase the price too much people start taking other les
120.
by vladimirralev 8y ago
Con: Startups almost always screw the remote workers on stock and legal terms. I have yet to see a positive story. Illegal worldwide industry-wide non-competes, forward-dated options (if any), remote expensive jurisdictions, wrong financial

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