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SCM-Enthusiast

104 karma · joined October 18, 2019

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SCM-Enthusiast··on Language is primarily a tool for communication rather than thought [pdf]
These were my exact thoughts when i read the headline. But when i read the article, their strongest evidence in their defense is the fact that people with severe disabilities can still perform higher level thought.

tldr; Language is not required for thought, but on page 3 of the link, "Instead, these tasks engage other brain areas that are non-overlapping with the language network (Fig. 1b), although they sometimes lie in close proximity to the language areas"

I used to do rubber duck debugging, but instead i turned into listing exact step-by-step instructions in inline comments. It seems to work like rubber duck debugging, and all it took was for me to "Externalize the steps" so i can think about what needs to happen at each level of the thought heirarchy.

and section 2. you describe memory and thought as similiar in nature but those are handled in two entirely different regions of the brain.

SCM-Enthusiast··on Language is primarily a tool for communication rather than thought [pdf]
> I sometimes feel like i am standing on the piazza, waiting for this beautiful thought to walk past me. Too scared to talk to it, because she would realize i am too dumb to understand her and a con-artist anyway... but then, every once in a while this beautiful thought turns around and takes over my brain. But maybe, i am truly just mad.

I have a huge quote "Notes" from all the books i've read. This is the first time a quote has made it into the notes that has come from a random comment on the internet. I think i'll carry this quote in the back of my minds eye for the rest of my life.

SCM-Enthusiast··on Priced out of home ownership
A single peice of land may or may not appreciate. but a diversified portfoilio of land will always appreciate if the last 10,000 years has anything to say about it.

The rockefellers and other "Old Money Family's" have the three rules to building multi-generational wealth. Land, Art and Gold.

Even for detroit, land prices have only increased since the 80's[0] and over long time horizons, i'm sure will be back in line with other "Single peice land bets".

[0] https://fred.stlouisfed.org/series/ATNHPIUS19804Q

SCM-Enthusiast··on Priced out of home ownership
someone buying a condo is absolutely buying land. That land just is split up across x number of condos. The appreciation that you get on the Condo, is the fact that the land is usually in a very ideal location. That's when the economics of "Going up" even makes sense.
SCM-Enthusiast··on Priced out of home ownership
but the land it's built on is an appreciating asset.
SCM-Enthusiast··on Financial Statement Analysis with Large Language Models
Phase changes and grokking make me nervious... It seems once you reach a certain threshold of training, you can continually "phase-change" and generate these emergent capabilities. This does not bode well for alignment.
SCM-Enthusiast··on The Lunacy of Artemis
I get the direction that the video was going on... but all it did in my mind was prove that it was completely possible. 5k solarpanels, two full football fields or 17 small nuclear reactors is all that is required for the process? I would have thought it'd be more.

I get what you're saying... it will be hard... for sure... Is it possible in the timeframes being discussed? probably not. Is it an endevor for our generation to embark on? yes. It's the greatest adventure ever written, and yeah... it's gunna suck for all people involved. It's a hostile wasteland.

With that out of the way... I think the video you linked tells the story dishonestly. The deltav required to get from mars, nor to the moon back to the ISS, is no where near refilling a full tank. Without a retro burn, it would require around 1/8th of the deltaV.

Secondly, you can send 10, 20 starships before, or each cycle and spin up. No one is saying that the very first time you send people they will use Insitu 100%. Maybe they bring the hydrogen, or the carbon dioxide and try and get a plant going. Or they can send all the fuel required beforehand. Once they have some kind of more permanant presence, they can slowly ramp up and take a more and more of the process on.

Not all these projects need to be solved at once. With 100T carrying capacity of each starship, all the youtube video convinced me of that it will take around 30-40 starships... which isn't that wild.

I would be more interested in what you think about the more advanced manufacturing, despite all the problems and infrastructure required?

SCM-Enthusiast··on The Lunacy of Artemis
>fuel

Hydrogen and oxygen can be made from water, and methane can be made from regolith and water.

>where would this "cislunar orbit economy" find a market?

The uniform distribution of microgravity lends itself to advanced manufacturing methods that cost hundreds if not billions of dollars to replicate here on earth. soooo many of earths manufacturing methods use very expensive means of creating the vacuum that is required, that is provided free in space.

Semiconductors. Turns out here on earth the machines costs hundreds of millions of dollars to etch a wafer because of the use of various technologies to create vacums, control for foreign material, and ensure the micro etches "Stay" and the material "goes". There is a wide discussion, and multiple tests conducted on the ISS that has confirmed this. So, space may be the only way to build next-gen semi conductor tech to get us below 2nm, and a much higher yield, with much cheaper equipment. With the cost of a launch at ~100m on a falcon, the launch would be cheaper than the equipment they are sending up.

ZBLAN fiber optics, growing protein crystals, Electron Beam Physical Vapor Deposition, Regolith refining,

are all done better in space. And they will be cheaper in space, and on the moon and mars. They will be more expensive on earth due to the large gravity well.

SCM-Enthusiast··on Number 16 (spider)
the children of time series explores this concept in spiders. What happens if you were able pass down all of your knowledge into your children through genetics and how would that change society.
SCM-Enthusiast··on The Lunacy of Artemis
you should read the book delta v. The only time lunar mining makes sense is when there is a cislunar orbit economy. The delta v required to put things in orbit from the moon is a fraction of that of earth. So, if you have a vibrant manufacturing enviroment in space (Semi conductors, and other deposition methods) which space is more suited for, then the moon becomes a better place to source your materials from.
SCM-Enthusiast··on Jim Simons has died
their success is limited by how much money they can move. When you are moving that kind of money through quant strats you start to move the market. It's easy to capture a triangle arb with 20k, almost impossible to do it with 10B, because by the time you enter and exit the trade the arb no longer exists or you were moving the market against yourself with your own trades.

One of the genious thing that rentech did was long out of the money bonds, and short newly issued bonds. Seems like such a simple strat, but when you crank up the leverage you can make alot of money.

SCM-Enthusiast··on “Meta spent almost as much as the Manhattan Project on GPUs in today's dollars”
The book the sovereign individual talks alot about this. Since multi-national corporations can "tax" the world, and the goverments of the world can only tax their citizens, corporarations will only increasingly outspend governments.
SCM-Enthusiast··on Stirling PDF: Self-hosted, web-based PDF manipulation tool
There does exist a marketplace for documentation to be cryptographically encoded. E.G. Spec sheets. You must have a verified PGP key to open this document, that is generated for a company after they sign a NDA.
SCM-Enthusiast··on Building a rocket engine from scratch
They can be boxed infrastructure that only require a generator for launch. They can be owned and operated by US gov, allowing them to be launched by land, sea or expeditionary. They can theoretically drop cargo anywhere on the planet in 5 minutes. Which is every military tacticians wet dream.
SCM-Enthusiast··on Tesla recalls all cybertrucks for faulty accelerator pedals
This is problably some contract manufacturer that delivers the assembly.
SCM-Enthusiast··on $300B Crypto Price Crash Accelerates as Traders Brace for a Fed Shock
Tron has whitelisted tether to mint USDT.
SCM-Enthusiast··on It's official: Europe turns to the Falcon 9 to launch its navigation satellites
Guessing here but i bet this is one of the line items in the starshield project with the feds, but not a very big commercial concern as GPS is "Good enough" for most applications.

However, this would require different hardware on both the sats and the ground stations.

You'd prolly need much better coordination algo's too.

SCM-Enthusiast··on It's official: Europe turns to the Falcon 9 to launch its navigation satellites
only after the board sued.
SCM-Enthusiast··on Alexei Navalny has died
>I would have never believed all this just a few years ago, how it will go down.

They have been following the same playbook since 2014. I'll tell you how it will go; Salami tactics.

Invasion of crimea, Annexation of parts of georgia, Annex Belarus, Annex Kiev, expand military and mining presence in the artic, Incite war in serbia with other baltic states, annex a modern yugoslavia.

At this point they will be the only major power who has been on a war footing for 10+ years. (US Skirmishes do not really count). They will have the inhouse manufacturing capabilities and knowledge to execute a ground war with the EU and will start by taking Lithuania, Latvia, and Estonia. I believe once they accomplish the above, they will be happy... for a generation or so.

SCM-Enthusiast··on Alexei Navalny has died
instability in the middle east was and still is the plan. As long as we keep the middle east from united under some new ottoman empire, the US is happy.

If we wanted to 'win', it would require taking over afghan which no one wanted to do.

SCM-Enthusiast··on Hi everyone yes, I left OpenAI yesterday
If you made video a week and the average is 115k views, you replace your median salary[0]. But the logic on ppc ends up being alot more complicated than you assume.

to get 6m views you need to make one video a week that gets 114k views 6000000/52 = 115,384.61.

SCM-Enthusiast··on TSMC to build second Japan chip factory
> https://i.imgur.com/Bydq6Hb.png

Looks like an inflation graph to me.

SCM-Enthusiast··on Flying kites deliver container-sized power generation
for some reason, this always happens with the google moonshots; They come at it from the wrong angle. Someone comes along with a slightly simplier solution after google scrapes the whole thing as uneconomical or beats them to the punch on using a far more technical solution. Don't seem to have a big "Cost per KWH" KPI's internally nor a sense of urgency.
SCM-Enthusiast··on US developers can offer non-app store purchasing, Apple still collect commission
Your whole second section seems like a startup pitch to solve those issues.

"Web apps for mobile".

SCM-Enthusiast··on Engineer Used Water Pump to Get $1B Stuxnet Malware into Iranian Nuclear Plant
This is Iran priority #1. I'm surprised it took Iran two weeks. They benefited by sending a message.
SCM-Enthusiast··on A battery has replaced Hawaii's last coal plant
The real crux behind geothermal is hot water. Hawaii is arid and the areas where geothermal does occur is on the "Big Island" and are often considered sacred by Native Hawaiians.
SCM-Enthusiast··on SEC has not approved Bitcoin ETFs [fixed]
but until space we have a finite amount of gold. Current known gold mines will be mined out at around 2030 and there is about 30 - 100k tons of gold left in unexploited gold.

Current gold reserves by country: United States: 8,133 tons Germany: 3,359 tons Italy: 2,452 tons France: 2,436 tons Russia: 2,299 tons China: 1,948 tons Switzerland: 1,040 tons Japan: 846 tons India: 754 tons Netherlands: 612 tons

Around 30% of known gold in the earths crust is accounted for. Nations included in the "BRICS Meme" have been purchasing large amount of gold and would like to see us return to a gold standard for monetary and policy reasons.

SCM-Enthusiast··on A rocket a day keeps the high costs away (1993)
or if you can reduce the total cost of the payload.

That's what blue orgin is doing with the blue ring concept. Take avionics, data telemetry, battery's, and solar panels out of the design and let the customer focus on what end goal they are trying to achieve. I think blue ring is a very good business innovation as well.

SCM-Enthusiast··on Clicks – Physical keyboard for iPhone
sounds like you got a free battery ;)
SCM-Enthusiast··on Carta doing unsolicited tender offer outreach to their customers' investors
forward contracts and long dated push options differ in their obligations. Put options gives the buyer the right exercise, but in forward contracts they both are by a specific date.

I assume they would only trigger shareholder approve prior to them being exercised not collateralized in the form of the option.

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