It is a bubble, but ……

• a bubble is a great place to make huge gains …… as long as you get out in time
• usually a few companies survive the bubble pop. Their stock price baby also crashes but then recovers to “normal” valuation

I sit out bubbles because I recognize them but know I never know how to get out in time. But I do know some who succeed in riding the wave while still coming out the other side

Yeah we don’t spend money on road maintenance, only road creation

Assuming the phrasing is intentional, I love it. LoL

But taking it more seriously it has been really tempting. But if get one kid a car I need to get both kids a car to be fair. If each kid has a car I run out of excuses to not let them take it to college. It becomes a whole thing for a whole lot of money

A great use for the new sodium batteries, assuming they pan out as expected and can scale up quickly. While I still think the PHEV strategy is most appropriate for last decade before batteries were sufficiently developed, a cheaper, longer lasting battery can make them more compelling

Or too early. Part of the flood of bad driving since pandemic is everyone seems to cut corners now. Whether crossing lanes or the into opposing traffic on a curve, having trouble with a simple turn, or changing lanes while turning

Maybe, but if you insist on an oversized vehicle and don’t have the skill to keep it in lane, then maybe a little inconvenience is ok

They’re less ugly than a jersey barrier and do less damage to cars that can’t stay in their lane while still protecting cyclists.

But yeah, visibility is key. I wonder if they are still visible in ten years. That’s my only objection to things like raised crossings: once the paint wears off or in snow they become a lot less visible and no longer as effective. I hate that both as a driver and a cyclist

Still time to inflate more. This season is still building up to the biggest and baddest. At the start of this season we hear names like Mythos and Glasswing but they don’t mean anything. Now we’ve learned they’re a new and faster way to discover vulnerabilities in software. The foreshadowing is building. We have the date, we know the upcoming catastrophe. In July, they will make public thousands of new software vulnerabilities. The internet will panic, software companies will spend billions on ai service to handle the damage. Anthropic will have a record IPO, followed by other AI companies. It’ll be YUGE. Stay tuned for the cliff hanger

I think Tennessee took a small step in the right direction: datacenters must pay for electrical system improvements they need. In theory no impact to the existing customers. However o believe they forgot the part about adhering to energy and pollution regulations (in case red states have any). They shouldn’t be allowed to set up coal burners for example.

Just like anything else, datacenters don’t have to be a bad thing. The bad part is our economic system letting them externalize the costs onto everyone else

Not all datacenters focus on ai. Even before ai, the US had many, many datacenters

Exactly! I actually started with sci fy, alien motherships releasing clouds of fighter as my inspiration. Then quickly headed to those weird blimp concepts.

Not only can modern technology solve the problems but suicide drones can be folded to pack more in and you don’t have to worry about them coming back, unlike manned fighters. Treat them more like ammunition, smart and slow ammunition

Very informative, thanks!

But I wasnt thinking carrier like a ship, but a flying carrier, a mother ship . A drone that can loiter all day above a battlefield, then release dozens of cheap drones when needed could make a real impact. At the same time you could put money into the drone that gets there, recons, loiters, and returns, while using the advantages of cheap short range suicide drones as your expendable “ammunition”.

Why not both? A cheap disposable drone will never have much range, loitering, reconnaissance, so needs help getting to the battlefield (unless it’s your own town as in Ukraine). But even an expensive long range drone can only go so far. Think of the logistics hub as the military base only a couple hundred miles from Target, wherever there is an ocean. The loitering drone be battlefield over site and response, then cheap suicide drones as the ammunition

Like Denmark?

Apple Watch 11

I mostly use it for convenience, so I don’t need to pull my phone out

• Apple Pay
• Weather
• Music controls
• timers. Lots of timers
• Reminders/notifications/texts
• random search questions
• occasionally phone calls

In theory I track

• exercise
• sleep

Feature I’m most interested in

• any health sensor

I upgraded from an Apple Watch 3 because I could no longer update in place, only reset and reinstall.

I’ll upgrade again when a compelling health sensor is added. Probably blood pressure

No big deal, the huge momentum of that massive volume of water means it will take over a century to actually stop moving, after it has collapsed. It will not affect anyone alive today /s

Which came first, the chicken or the egg? Trick question: You need both.

It’s not realistic to build the infrastructure first, then transition: no one could afford that. It would be a huge waste and a boondoggle.

However I do think it was well planned: even the Chinese government would be surprised at our planning…… if we had actually followed through.

In addition to the decades long transition, there was

• subsidies for car manufacturers to retool and retrain
• incentives for EV buyers
• incentives for home charger installers, from consumer to landlord to business
• infrastructure money to start building out trip chargers along interstates

So yes, the infrastructure would have grown with the market, more smoothly than the market alone could have. Yes American companies would have solid business advantages in new technologies. Yes, American car companies would still be relevant at that point

Cuba has a strong advantage over other islands, starting with education levels and a rich history

Yeah, let’s keep sanctioning them until that nasty Fidel Castro who nationalized all those businesses and drive former business owners out to Florida , dies. Well keep supporting our immigrant former business owners as long as Fidel lives! We will not show any mercy to Fidel, for harming the profits of our now citizens

Just in case, /s

Maybe, but many things are increasingly efficient. Maybe energy need for most things is plateauing and flat id goud enough. You’ll just need fusion for datacenters

I wonder if a drone “carrier” would be a reasonable idea. It would certainly make a good movie.

Think of a big expensive reusable drone like a Reaper, able to fly in from hundreds of miles away, then loiter all day just out of range. When it sees a target, instead of launching an expensive missile, launch drones to targets. This lets you carry more and cheaper weapons, while also taking advantage of high quality reconnaissance and all day loitering