I got a clarity-- it has "paddle shifters" to select how aggressive the regen is. At the most aggressive setting it feels pretty close to being in too high of a gear/getting a lot of engine braking. Really nice to be able to click the paddles three times when I see traffic stopped ahead to get maximum regen.
> Yes, welcome to the world of growth stocks. If you don't like growth stocks, stay out of the water. Growing a company from "nothing" to "one of the largest in the world" takes monstrous amounts of capex, which gets spent well ahead of the revenue that it returns.
Which is why we have amortization. Sure, there's still lag, but it's at least partially compensated for.
The big, big concern with TSLA-- if you look at gross profit, sure, they'll probably be able to reach the increased unit counts that will cover current SG&A and R&D and interest payments. But even though SG&A/R&D is supposed to be somewhat-scale-independent, in the real world it's anything but. We don't know how much SG&A is going to climb with increased unit counts and customer base. They need to do about 2.5x-3x current unit counts to cover current SG&A and interest and break even. But it seems unlikely they'll be able to do that in the current footprint.
That's just to break even, before you start accruing value for shareholders.
It's risen back up there, from below average. Model X is "Least Reliable". Model 3 is predicted "Average" so far, but who knows? Consumer reports puts TSLA at #21 of 27 car brands in reliability, and that doesn't really weight cost-to-repair which is expected to be pretty bad. https://www.consumerreports.or...
I expect high reliability from something at TSLA's selling point (unless it's a supercar or something). Of course, this isn't a dealbreaker for everyone-- Cadillac does OK.
The thing is, this particular criticism is kinda unfair. TSLA is increasing production rapidly, which is bad for quality, and has relatively few design cycles on things, so I expect them to kind of suck-- there's a lot of chance for improvement.
I don't believe Tesla deserves a $48B market cap-- worth more than Ford's $45B and close to Honda's $60B.
Tesla hopes to sell 500,000 vehicles this year, and 1,000,000 next year, both with a net outflow of cash. Tesla is also significantly encumbered by debt and will likely have to dilute existing stockholders more. Honda sells 5 million vehicles a year with an operating profit plus all kinds of other "stuff".
Yes, electric cars will be important, and ultimately TSLA may move as many vehicles and deliver as much profit as Honda. Maybe. But-- how much of that upside will current stockholders enjoy (vs. new stockholders and bondholders), and how long will it take to reach that point (time value of money)?
It's likely with subsequent transactions that he has no equity in Reddit, and probably made a low-side wage for his work during that era (reddit had approximately no people).
You ever have some work you did end up going in a direction you didn't like? You'll pay back your wages back from that time, right?
You don't think analysts watching Amazon are thinking about whether they're going to run out of cash (looking less likely these days;)? Same thing for Tesla-- if they can produce enough units per month, they can drastically improve their cash flow situation. If not, they will require increasingly harsh measures to borrow and raise capital and remain a going concern, which are harmful to existing shareholders.
Most body armor isn't very effective vs. a knife, and certainly doesn't cover most of your body, and you can cover a ridiculous distance with a knife before anyone has time to react. I support training cops to show a hell of a lot more restraint but I can't support asking people to fight back against a knife attack with a taser.
Look, human beings suck at vigilance tasks. "This is almost always OK, detect the one time in an hour that it's not"-- no one can muster the attention. X-ray screeners use something called the "Threat Image Protection System" which shows them pictures of bombs and guns and keeps them alert (it lets them know it's a test, but helps keep their mind in the "where's the gun in THIS one?" mode instead of "oh, look, another suitcase probably without a gun"). Even S&R dogs find trainers even in the middle of a search else they grow bored with the task.
Autopilots in transport aircraft come with a big master warning and caution system that lets you know about most of the classes of developing problems and are loud about it instead of relying on a flight crew to spot them, because even highly trained, professional flight crews are shitty at detecting changes in something that almost never ever changes. Having a system that avoids steering for the guardrail 99.99% of the time is a recipe for disaster, because it will build confidence and train people not to pay attention.
Just to say-- I've got a Nexus 5X phone. Lint in the USB-C port. Slowly stopped working. Connector tamped it down into a thick mat. Careful use of a toothpick got it all out and the detent still doesn't feel quite perfect (I really muscled the cable in there a few times when I should have checked it first)... but it works 100% and feels 90%.
Just remember that a person's eyes have a superior angular resolution to that video, even in the dark, and a far greater dynamic range.
Ever take a picture at night with a mixture of light levels, and stuff you can clearly see is washed out to all black? The eye can deal with a much wider range of things from the brightest thing "in frame" to the darkest thing captured than basically all imagers.
The data on the phone is encrypted with much longer keys than your PIN.
Your credential is presented to the secure enclave, which ratelimits attempts and locks out on too many failures. If it is correct then it releases appropriate keys.
Of course they can make money on it. It increases the loyalty of all the grownups who are connected to kids to the network (one more reason for grandpa to have an account-- he couldn't message little Timmy without!) and it makes it more likely that little Timmy will decide he needs a real facebook account once he's old enough. The cost of providing free messaging is trivial compared to these advantages.
NetBSD is great, still, but... is not progressing much. SMP is relatively low performance compared to Linux. Drivers for newer hardware are lacking. Etc. It doesn't have enough critical mass for significant forward progress.
Then you've not looked very hard. Things that are very syscall intensive, like du across a filesystem, have been shown to pay a 50% tax. Tun/tap stuff in userspace pays a ~35% tax. Or if you want something higher level:
Trivial PostgreSQL txns (where you don't end up IO or scanning bound, but instead are measuring system call path) pay a 17% tax. On Skylake. Where the penalty is comparatively less.
> And if you don't buy an Intel CPU, you still need a very similar fix to mitigate Spectre.
Fixing meltdown requires kernel unmap/KPTI. This comes with a 20-30% tax for many workloads. I know people at hosting firms with shit melting down because they've installed the patch and now they have degenerate end-user workloads.
Spectre requires a million little fixes that are generally cheap in performance.
> They do not know the corrosiveness of the contents. The hell mix inside those tanks is a self-heating ongoing chemical reaction in a pressure cooker that involves unstable radioactive isotopes that are changing from one element to another.
A nuclear reaction. It's radioactive decay that makes them hot. The reasons why they're corrosive can be broadly understood pretty easily, too-- warm. liquid-phase stuff with a lot of salts in it eats metals; you can do things for corrosion resistance but given decades the warm salty mixture will win.
There's some good news, in that radioactive decay that's capable of warming something means relatively short half lives, and so it's getting less warm all the time, and the hazard from radioactivity is similarly decreasing with time.
It should probably be further diluted (more dilute == less heat/volume and less salty) and spread over a few more tanks.
It's a huge penalty on the system call path. If your code does few system calls and is cpu bound, it's no penalty. Typical code takes a 5% hit. Networking/IPC/filesystem heavy code can pay 35%+ tax.
The product isn't bad. I've enjoyed the movies, and I was never a Star Wars dork growing up.
And believe me, for my 8 and 6 year old, and the kids in their class, they are anything but "that funny little movie dad liked." Ditto for their older cousins.
Through a credit card I have mid-tier status in a lot of loyalty programs. I've been upgraded to nicer rooms on basically every stay, late departure is never a problem, etc. That was not the case with base status before-- sure I got upgraded sometimes, but not to the same extent.
FCC deals with plenty of "trade and business practices." They've traditionally been the primary agency regulating telecom business at a federal level as far as tariffs and interconnection agreements and universal access. Yes, the DOJ and FTC are involved too.
Net neutrality is fundamentally both. It's a set of technical standards posed against business practices. ("OK, what kinds of things are OK for network management, and what kinds of things cross the line into favoring some kinds of traffic to leverage monopoly powers in the last mile?" "OK, peering. What's the tradeoff between legitimately complaining another carrier is being push-heavy vs. trying to make it hard for netflix to get into your network?")
A specific claim like "it was a sonic weapon used by the Russians" might require extraordinary evidence.
But if there's a bunch of people in one place, and then there is credible evidence that they've all got an unusual injury-- isn't it a bit natural to draw the inference that the unusual injury may have been caused by a factor related to that place-- whether deliberate harm, accidental consequences of espionage, or some unknown pathogen, etc.
Honda Clarity has "paddle shifters" to pick the amount of regen.
I got a clarity-- it has "paddle shifters" to select how aggressive the regen is. At the most aggressive setting it feels pretty close to being in too high of a gear/getting a lot of engine braking. Really nice to be able to click the paddles three times when I see traffic stopped ahead to get maximum regen.
> Yes, welcome to the world of growth stocks. If you don't like growth stocks, stay out of the water. Growing a company from "nothing" to "one of the largest in the world" takes monstrous amounts of capex, which gets spent well ahead of the revenue that it returns.
Which is why we have amortization. Sure, there's still lag, but it's at least partially compensated for.
The big, big concern with TSLA-- if you look at gross profit, sure, they'll probably be able to reach the increased unit counts that will cover current SG&A and R&D and interest payments. But even though SG&A/R&D is supposed to be somewhat-scale-independent, in the real world it's anything but. We don't know how much SG&A is going to climb with increased unit counts and customer base. They need to do about 2.5x-3x current unit counts to cover current SG&A and interest and break even. But it seems unlikely they'll be able to do that in the current footprint.
That's just to break even, before you start accruing value for shareholders.
It's risen back up there, from below average. Model X is "Least Reliable". Model 3 is predicted "Average" so far, but who knows? Consumer reports puts TSLA at #21 of 27 car brands in reliability, and that doesn't really weight cost-to-repair which is expected to be pretty bad. https://www.consumerreports.or...
I expect high reliability from something at TSLA's selling point (unless it's a supercar or something). Of course, this isn't a dealbreaker for everyone-- Cadillac does OK.
The thing is, this particular criticism is kinda unfair. TSLA is increasing production rapidly, which is bad for quality, and has relatively few design cycles on things, so I expect them to kind of suck-- there's a lot of chance for improvement.
I don't believe Tesla deserves a $48B market cap-- worth more than Ford's $45B and close to Honda's $60B.
Tesla hopes to sell 500,000 vehicles this year, and 1,000,000 next year, both with a net outflow of cash. Tesla is also significantly encumbered by debt and will likely have to dilute existing stockholders more. Honda sells 5 million vehicles a year with an operating profit plus all kinds of other "stuff".
Yes, electric cars will be important, and ultimately TSLA may move as many vehicles and deliver as much profit as Honda. Maybe. But-- how much of that upside will current stockholders enjoy (vs. new stockholders and bondholders), and how long will it take to reach that point (time value of money)?
It's likely with subsequent transactions that he has no equity in Reddit, and probably made a low-side wage for his work during that era (reddit had approximately no people).
You ever have some work you did end up going in a direction you didn't like? You'll pay back your wages back from that time, right?
You don't think analysts watching Amazon are thinking about whether they're going to run out of cash (looking less likely these days ;)? Same thing for Tesla-- if they can produce enough units per month, they can drastically improve their cash flow situation. If not, they will require increasingly harsh measures to borrow and raise capital and remain a going concern, which are harmful to existing shareholders.
The whole reason of the "X per week" argument is because it's the thing upon which all the capital requirements hinge.
Most body armor isn't very effective vs. a knife, and certainly doesn't cover most of your body, and you can cover a ridiculous distance with a knife before anyone has time to react. I support training cops to show a hell of a lot more restraint but I can't support asking people to fight back against a knife attack with a taser.
Look, human beings suck at vigilance tasks. "This is almost always OK, detect the one time in an hour that it's not"-- no one can muster the attention. X-ray screeners use something called the "Threat Image Protection System" which shows them pictures of bombs and guns and keeps them alert (it lets them know it's a test, but helps keep their mind in the "where's the gun in THIS one?" mode instead of "oh, look, another suitcase probably without a gun"). Even S&R dogs find trainers even in the middle of a search else they grow bored with the task.
Autopilots in transport aircraft come with a big master warning and caution system that lets you know about most of the classes of developing problems and are loud about it instead of relying on a flight crew to spot them, because even highly trained, professional flight crews are shitty at detecting changes in something that almost never ever changes. Having a system that avoids steering for the guardrail 99.99% of the time is a recipe for disaster, because it will build confidence and train people not to pay attention.
Just to say-- I've got a Nexus 5X phone. Lint in the USB-C port. Slowly stopped working. Connector tamped it down into a thick mat. Careful use of a toothpick got it all out and the detent still doesn't feel quite perfect (I really muscled the cable in there a few times when I should have checked it first)... but it works 100% and feels 90%.
Just remember that a person's eyes have a superior angular resolution to that video, even in the dark, and a far greater dynamic range.
Ever take a picture at night with a mixture of light levels, and stuff you can clearly see is washed out to all black? The eye can deal with a much wider range of things from the brightest thing "in frame" to the darkest thing captured than basically all imagers.
The data on the phone is encrypted with much longer keys than your PIN.
Your credential is presented to the secure enclave, which ratelimits attempts and locks out on too many failures. If it is correct then it releases appropriate keys.
Of course they can make money on it. It increases the loyalty of all the grownups who are connected to kids to the network (one more reason for grandpa to have an account-- he couldn't message little Timmy without!) and it makes it more likely that little Timmy will decide he needs a real facebook account once he's old enough. The cost of providing free messaging is trivial compared to these advantages.
NetBSD is great, still, but... is not progressing much. SMP is relatively low performance compared to Linux. Drivers for newer hardware are lacking. Etc. It doesn't have enough critical mass for significant forward progress.
Then you've not looked very hard. Things that are very syscall intensive, like du across a filesystem, have been shown to pay a 50% tax. Tun/tap stuff in userspace pays a ~35% tax. Or if you want something higher level:
https://www.postgresql.org/mes...
Trivial PostgreSQL txns (where you don't end up IO or scanning bound, but instead are measuring system call path) pay a 17% tax. On Skylake. Where the penalty is comparatively less.
> And if you don't buy an Intel CPU, you still need a very similar fix to mitigate Spectre.
Fixing meltdown requires kernel unmap/KPTI. This comes with a 20-30% tax for many workloads. I know people at hosting firms with shit melting down because they've installed the patch and now they have degenerate end-user workloads.
Spectre requires a million little fixes that are generally cheap in performance.
> They do not know the corrosiveness of the contents. The hell mix inside those tanks is a self-heating ongoing chemical reaction in a pressure cooker that involves unstable radioactive isotopes that are changing from one element to another.
A nuclear reaction. It's radioactive decay that makes them hot. The reasons why they're corrosive can be broadly understood pretty easily, too-- warm. liquid-phase stuff with a lot of salts in it eats metals; you can do things for corrosion resistance but given decades the warm salty mixture will win.
There's some good news, in that radioactive decay that's capable of warming something means relatively short half lives, and so it's getting less warm all the time, and the hazard from radioactivity is similarly decreasing with time.
It should probably be further diluted (more dilute == less heat/volume and less salty) and spread over a few more tanks.
It's a huge penalty on the system call path. If your code does few system calls and is cpu bound, it's no penalty. Typical code takes a 5% hit. Networking/IPC/filesystem heavy code can pay 35%+ tax.
The product isn't bad. I've enjoyed the movies, and I was never a Star Wars dork growing up.
And believe me, for my 8 and 6 year old, and the kids in their class, they are anything but "that funny little movie dad liked." Ditto for their older cousins.
Through a credit card I have mid-tier status in a lot of loyalty programs. I've been upgraded to nicer rooms on basically every stay, late departure is never a problem, etc. That was not the case with base status before-- sure I got upgraded sometimes, but not to the same extent.
Yah, because the proprietary NV drivers on linux is such a great experience free of oddness. /s
AMD is doing the right things, which is nice. And beyond that, the experience is good for modern AMD hardware on Linux.
FCC deals with plenty of "trade and business practices." They've traditionally been the primary agency regulating telecom business at a federal level as far as tariffs and interconnection agreements and universal access. Yes, the DOJ and FTC are involved too.
Net neutrality is fundamentally both. It's a set of technical standards posed against business practices. ("OK, what kinds of things are OK for network management, and what kinds of things cross the line into favoring some kinds of traffic to leverage monopoly powers in the last mile?" "OK, peering. What's the tradeoff between legitimately complaining another carrier is being push-heavy vs. trying to make it hard for netflix to get into your network?")
Gmail usually preemptively loads remote content. e.g. it's not tied to whether you look at the message.
A specific claim like "it was a sonic weapon used by the Russians" might require extraordinary evidence.
But if there's a bunch of people in one place, and then there is credible evidence that they've all got an unusual injury-- isn't it a bit natural to draw the inference that the unusual injury may have been caused by a factor related to that place-- whether deliberate harm, accidental consequences of espionage, or some unknown pathogen, etc.