simpsond

308 karmajoined 15 lat temu

comments

5 dni temudiscuss

I could see the consumer use case working, but only if the layers upon layers of friction are removed. If I could pay 5 cents to view an article that captured my interest, by tapping a button, Face ID, fingerprint etc, then I might do it. Unclear how to make everything up to that point frictionless. Browsers would probably need to have native integration and hooks for payment and topping up the account.

14 dni temudiscuss

An integer for the value (scaled by number of decimals) and an integer value for the number of decimals. Different systems may use different values, even for the same currency or asset.

25 dni temudiscuss

PG&E is a profitable, publicly traded company... that issues a dividend. They tried to file for bankruptcy after the paradise fire, but they were too big to fail, so they issued new shares with gov protection. CA created a new insurance backstop for them as well. Corporations should not have government assisted (regulated) monopolies with socialized backstops. Yeah, CPUC is supposed to help, but decision makers probably have exposure. It is the same with Sempra and SDG&E and SCE. SMUD seems like a better organization, but what do I know.

w zeszłym miesiącudiscuss

Large block trades happen off exchange often. Secondaries like this are common enough.

w zeszłym miesiącudiscuss

Well, the significant growth comes from freemium usage. A whole lot of vibe slop triggering actions, with no supporting business. So revenue has not tracked all other growth and the billing system isn’t stressed.

2 miesiące temudiscuss

This is a wild experiment! I do think the incentives are heavily weighted to Anthropic for this to go well. I have mixed feelings about how it will go, but it will result in an important outcome…

2 miesiące temudiscuss

P/E ratios are usually based on last 12 months, so E = sum of EPS over last 4 quarters.

3 miesiące temudiscuss

Now you have to maintain the automation. There is nothing wrong with that. There is nothing wrong with building your own server. There is nothing wrong with colocation. There is nothing wrong with driving to the colo to investigate an outage. There is nothing wrong with licensing arm and having TSMC fab your chip. There is nothing wrong with choosing which level of abstraction you prefer!

4 miesiące temudiscuss

All fights between my children stem from resource contention.

4 miesiące temudiscuss

I think they are talking about x402 payments (HTTP 402 with payment instruction headers).

5 miesięcy temudiscuss

Market cap doesn’t equal liquidity. If everyone wants out of an asset, and no one wants it, supply exceeds demand and the price crashes.

6 miesięcy temudiscuss

Value creation phase vs extraction phase.

7 miesięcy temudiscuss

Hosting is a commodity. Runtimes are too. In this case, the strategy is to make a better runtime, attract developers, and eventually give them a super easy way to run their project in the cloud. Eg: bun deploy, which is a reserved no op command. I really like Buns DX.

7 miesięcy temudiscuss

Getting foundry services off the ground requires starting somewhere. Apple is hedging. I don’t see it as a bad thing for Intel.

8 miesięcy temudiscuss

Humans study for tests. They just tend to forget.

8 miesięcy temudiscuss

Sundar is talking about fleeing earth to secure photons and cooling in space.

9 miesięcy temudiscuss

Is that true though? Better coolants, inverters / variable speed / scroll /swing compressors, insulation and mfg, etc. maybe for residential it’s less impactful, but refrigeration in general has better efficiency than 30 years ago.

9 miesięcy temudiscuss

Utility scale fields tend to have single axis trackers which can optimize output. They are expensive though. I wonder if a manual rack that could lock at 30 or 90 could work and be cost effective.

10 miesięcy temudiscuss

W = Watt. h = hour. One kg supply one watt of power for 178.7 hours (without considering other factors). Power is how much energy can it supply at a moment. Up to 8.3 kW instantaneous.

10 miesięcy temudiscuss

PYUSD is a stable coin, not a blockchain. PYUSD will likely be available on Tempo, bridgeable to and from other chains.