gimmeThaBeet

I got my honda partially because it has the closest thing to nissan's e-power (in many ways the same, but with a couple twists).

At low speeds (< 45 mph) it's either off the battery the whole time, or the motor runs and directs power to the traction motor or the battery. One wrinkle is that the motor assembly has a clutch that can engage the engine direct to the wheels, but like in city driving, the engine isn't going to be connected to the wheels. But I def would say that at least Honda's hybrid doesn't feel as simple as e-power.

Now this probably isn't really accurate, but architecturally I think I like it because the only thing keeping it from being a BEV is the battery size (only a couple kWh); the electric motor is strong enough to be usable on its own.

I think Toyota has increased the power on the normal prius, and definitely on the prime, but it used to be as part of the power split system, the electric drive motor wasn't sized to be enough on its own.

At this point it borders on cliche, but he broke at least like 4 of Matt Levine's (Not Legal Advice) Insider Trading Laws:

- Don't do it

- Don't do it by buying short-dated out-of-the-money call options on merger targets.

- Don't email or text about it.

- Don't do it in your [mother's] account.

In the average case it's a fair assumption the dividend is going to be qualified, and the owner is going to meet the 60/120 holding period, which effective means it will be taxed at cap gains rates. If not that's kinda their own deal.

I think people fixate too much on pricing dynamics. Kind of at a Gaussian surface level, the simple way to explain a price is eps * earnings multiple, where your inflated demand dynamics get lumped in with the multiple. The issue is an earnings multiple encompasses so much information as to be of little use, it's not trivial to quantify anything from it.

Let me be clear, buybacks can be a bad use of capital. The stock can go down to any number of factors, general market downturn etc. A buyback is an investment of the company in itself, and investments can be bad.

But if you have a number of earnings and a number of shares, if you reduce the number of shares, you have more earnings per share. At a constant multiple, an increase in eps should dictate an increase in price. That's as real as you and me.

It's not really weasel language, the potential taxable events are limited to the people who are selling their shares back to the company instead of every shareholder.

The potentially taxable dollars are the same (non-withstanding the buyback excise tax), it's just shaped differently.

I would argue in a global sense its more tax-efficient that tax-advantaged (which is admittedly pedantic).

The main idea people need to remember is that if a company buys back its stock, someone else is selling it.

For equality sake, assume that it's been held for a year (so both the cap gains and equivalent dividend would be taxed at the same rates).

For an X amount of dollars, dividends and buybacks are going to generate the roughly a similar kind of 'tax footprint' for lack of a better term. The potential taxable events are just filtered to 'the entities that wanted to sell their shares' vs 'every equity holder'.

It's always wild that Season 2 seems to be polarizing, it is very different but it's so compelling. Tragedy is really probably the most complete way to describe it.

But yeah the short scenes of "that's my f*ing town" and the "they used to make steel there, no?". I know the first one takes place right next to the bridge because they say they are at Fort Armistead. I assume the latter is in much the same place since I thought they are looking across the river at Sparrow's Point.

I kind of empathize where they are coming from, my electronics version of "this meeting could have been an email" is "this fpga could have been an arduino".

I feel like we're constantly spoiled by the clock speed of computers, they are good enough for so many things. FPGAs can make simple things a bear to implement, and you will just get there faster.

But there's a bunch of things where FPGAs are like discovering fire, all the discrete digital logic you ever wanted in the palm of your hand (until you have to meet timing).

For a given jazz standard, if the renditions exist, chances are my favorite one is either Bill Evans or Oscar Peterson on piano. He's like if Chopin learned jazz.

My potentially hot take is Blue in Green is Coltrane's best solo on the album. It's purely a taste thing, the best way I can describe it is Coltrane frequently breaks my sense of immersion in a song.

I don't know if it's because Adderly wasn't on that one or what, but it's pretty much the only track where I feel where he gave the track what it needed instead of what he wanted.

Yeah most of what I do is in SLS, I don't really know what the nuances to how the sintered metal powder ones behave vs polyamide etc.

One of the bits SLS can struggle with is long plane or ribbon-like objects. And then as you get thin enough, the surface finish starts being a non-trivial % of the overall thickness in that area. Just was curious how sensitive the strength is to uncertainty, and as a second part of the overall structure aids it by making ribs to mitigate any weirdness in the flat bit.

At first with the kerning on my screen I was wondering why MIT had an Australian TLD.

They seem most interested in the thin band running through the lattice, my curiosity is how well can the 3D printer make that consistently? I would assume it's contribution to strength might be pretty significant, and might be quite non-linear with any variance.

A common frustration I've had with 3d printing is even keeping within specs on thin planes and walls can turn out suboptimally, but maybe thats some bike shedding, I'm ceratinly not doing anything in metal.

I mean is it just like, interest rates? Even if they have cash on hand, I'm assuming any big moves they would make are still really capital intensive because it's the auto industry.

By stuff Tesla and Musk have said, they are expecting slowing sales growth, but part of that is also because they said they are developing a new car. But other comments have just been standard demand and competition.

So is it just they don't think it's a good idea to keep expanding at past pace into uncertainty while hurdle rates got much higher?

I'll admit I live under a rock so I've honestly never heard the term stroad. Looked at images and was like "ah, okay, right. Where I live..."

Oh, okay, I see, in that alternative system, the tiles still move, but your shoe with transducers is used to adjust the friction.

That's pretty gnarly. So the discs are basically doing little inchworming steps back and forth but never has to break contact by modulating the friction? Very much a bit of cleverness turned magic.

The one thing that I notice is item 726/Fig 7./PDF pg 10, it has "with the soles and attached/embedded ultrasonic transducers". Is that maybe a different or older envisioning of this system? His shoes seemed totally normal.

Just trying to wrap my head around how much the friction can be changed by vibration, like a solid-ish state fluidized bed. Don't know it both contact surfaces need to be vibrating.

Yeah the 'force' movement was really cool. Maybe this is the other way you could do the Jamiroquai video for Virtual Insanuty?

I've never really used VR stuff but I wonder what does it feel like in your head when your legs move and your view moves but your body doesn't?

And then the edge case is extreme but topologically, can something like this work for running where you can lose contact with the ground and your body is sort of compensating for momentum?

I guess treadmills work without people flying off them, so is it just a matter of getting the impulse right?

Also as was seen in France this summer for instance, one of the interesting edge cases of water cooled reactors (really any generation that needs a lot of water) is that they can get basically thermally throttled e.g. the inlet water is too warm, you might be limited on how much water you can discharge to curtail affecting local ecology.

I guess it makes sense to me that the conditions that spike electric demand also stress generation and transmission, but I do find it astonishing how universal it is, solar/wind/hydro/nuclear included.

My question is always how much are the real effective costs monthly/annually? The numbers always seem wild and are frequently quoted in thousands annually, so when you read things like: > “The amount of profit that they might be giving up [by capping costs] is relatively limited,”...

I am honest, I don't know what to believe, and I don't directly know anyone who uses insulin to even have any anecdota.

Tangent and I don't know how productive it is to discuss, does this have anything with the GLP-1s (Ozempic/Mounjaro et al.)?

The pressure is coming from legislation, and while there is no doubt lobbying going on, am I wrong that it doesn't feel like the same relentless pushback from the triumvirate? Is it just that there is critical mass to drive change, or is the bitter fight not worth it when they have potential weight management products applicable to a much wider audience?

I recall seeing stuff about this in California, but I think that was more about people polishing the big slabs, this seems more about masons installing them?

But really terrible stuff, I know that's who the article focuses on, but it's just intrinsically, like mostly guys in their late 20s and 30s. If they have families, the kids are gonna be young, and then their lungs are just shot.

I don't remember if there was a water conservation angle to it, but there was discussion of using water for some measure of dust suppression, and they just didn't have it.

So is this basically what we would call quartz countertops in the states? I can't say that I've heard the term engineered stone. Preaching to the choir but feels like this stuff should be phased out yesterday. The PPE is almost beside the point, though it feels lower h hyprocrite to me maybe because its closer to home. There's so many resources that inflict a toll e.g. metals coffee palm oil, but you don't think about them since the people are halfway around the world.

I agree, it's kind of a different class of threat for everyday people.

Not assuming it would be the same, but picturing a spill at a gas station. Spilling gas is a problem, but at least it's just sort of there. If you get an ammonia leak and it forms a vapor cloud, I don't think most people would know how to deal with that. I'll bet your spilled gas likely won't migrate into the intersection.

But on the plus side, we already see what handling/transportation of large amounts looks like for agriculture, even if rail carriers etc. dislike dealing with it.

Nah, I know, the iron is in WA, iirc the main coal mines are in Queensland and some in NSW. The main point was the comment that coal isn't BHP's business, when they've gotta be the largest coal miner in Australia.

Uhhh, BHP is like one of the largest coal miners on the planet. Though, it's just one of their operating units (mainly iron and copper).

I don't have any intrinsic issue with the energy export comment, just curious on the "how?" of it since Texas is a little over 40% of U.S. crude oil production.

Is it just that the spread of production minus consumption of oil is smaller that that of natural gas?

I agree, like you can stow whatever commentary of envy and capitalism, I can tell you the precise reason I don't like MrBeast is the thumbnails.

Absolutely sets off the uncanny valley alarms in my dumb lizard brain. And then like you mention, people have latched onto the aesthetic because it works, so it's all over the place. But it's just instant unease and feeling of "Absolutely not." that I don't get from something like e.g. this person does not exist. Very anti-asmr like.

Now I don't speak dutch, but in a context like that that seems fairly reasonable I guess as long as everyone's cool with it? With a caveat of 'if they don't hire anyone in those roles over 15, to me, that would kind of in bad faith.'

They mention it in the article, the case that sticks in my mind is the one with Packer Sanitation, where they had at least 100+ teenagers working overnight shifts cleaning equipment and floors in abattoirs/meatpacking plants.

They interviewed one of these kids, and he was working like 10pm-6am, then going to high school afterward. They obscured the kid's identity because he didn't want to get fired, as he was supporting his family in Guatemala.

It's one of those things where it just strikes me like, how do you even fix that? Like even with the best intentions, are you going to inadvertently derail someone's life, or their family?

They probably didn't snd still don't. If JPM buying Bear Sterns is any metric, I would be worried that the government would 'ask' me to rescue another bank, and then take me to court over it for the next decade.

It's understandable people are mad at the banks and don't want taxpayer money propping up for-profit institutions. But what is the rationale for coaxing companies into taking risks at their behest that they basically know is going to be worse than you think going in?

I was seeing that, I was a bit surprised that it seemed like the actual branded product. My habit is to figure out who makes that kind of stuff, when I saw Osem, I was thinking "how haven't they been acquired by some behemoth?" And then quickly found "ah nevermind, nestle"

Peanut butter cheetos sounds like an incredible proposition, I'm going to be looking around for them this weekend!

My understanding was that long-term fixed rate mortgages were not common at all outside of the US and like France.

This is from 2010 but has some good charts. https://business.sdsu.edu/_resources/files/real-estate/resea...

Anecdotally it meshes with some things I've heard elsewhere but don't hold me to it:

- Canadian mortgages are typically something like 5 years.

- UK is similar, it's either variable, or fixed for something super short, like 2-3 years.

- Australia same kind of boat, most are variable, I've heard the interest rates during covid temporarily reversed the trend, but same deal, they're only fixed for a few years.

I dunno, it's a bit fuzzy, I don't recall general layout issues when it came to rad stuff. If you are in an environment where you are that worried about an upset, you're likely using a rad tolerant fpga. Parent comment mentions 3-core voting which is a good callout. Ime a lot (most?) rad hard fpgas have a sort of voting logic baked into the flip-flops, its sort of transparent to the synthesizer. They usually have an upset immunity to a certain energy particle. Transients are a different story, and RAM or clock resources you can find require some consideration.

I remember Linus videos with the pocket operators, somehow didn't internalize that he worked for teenage engineering, and in retrospect it feels like the most plainly obvious thing in the world. Of course he does.

I read it to be a syringe or an iv drip. It definitely feels like disparate levels of administering, but going around this studio with an iv seems really inconvenient. > Later, just before taping, Joe goes over and gets his own jab of NAD+.