lefstathiou

So many billions of hours and dollars lost to this nonsense.

I have a +100 cel backlog that I need to catalog and photograph. Was planning to do it this holiday season so check back in.

I purchased a valuable premium domain to host a personal art collection (of anime cels). For some bizarre reason, the site was inaccessible from my work computer and it was de-listed from Google even if I typed the url itself into search.

I hired a square space specialist to figure out why, to no avail. I then begged our company’s CISO to investigate and it turns out we had some firewall setting on UniFi that blocked the domain because it appeared on a list. Once I checked way back, it turns out that it was as an anime porn aggregator years back. I personally reached out to all the web filters out there (Google, Symantec, bing) and one by one filed tickets for them to mark it as art instead of pornography and it worked. I am now properly crawled on Google but still MIA on Bing, search console is giving me some BS error that’s incomprehensible, typical of MSFT.

We are building out a small team to lead the rewrite and development of an equity capital markets portal with tens of thousands of active users (CapEdge.com).

Link to LinkedIn Application and Job Description here:

https://www.linkedin.com/jobs/view/4009278535

So it seems reasonable to me that once the circumstances change (or we have more data), so would the law. It was a nice experiment, I'm glad we tried it, now we know people are people, and thankfully it's mostly done.

https://www.goodreads.com/book/show/34184069

On regulation, I believe regulators are prone to bending to the will of local constituents. Uber was very effective at galvanizing voters when local markets were threatening legislation via the app. I imagine the many millions of people that will own a Tesla in 2 years will have no problem clicking a “message your local congressman” button on the screen to get this approved in most markets. It won’t matter if NYC, Portland, San Fran and LA ban it.

Of course, the data will have to fully support the safety of Tesla FSD. I’m curious to watch it play out.

At that point I realized that the time it takes for a kid to drown is one breath. That may be 3 seconds, may be 10 seconds. It’s considerably shorter than the time it takes to run to the restroom, answer a call, pick up the pizza at the front door etc. They won’t fight for their life and splash, they’ll simply freeze stiff and die in silence.

I literally shared that story with every close friend I have with kids to warn them about how fast it can happen, now I’m happy to share it with you. I won’t bore you with another story concerning my brothers daughter who almost died while in swim class at the MIT pool but suffice it to say, if you haven’t taught your kids how to swim, I advise you not to trust them with anyone but yourself and your partner.

This device is magical. Yes it's too heavy, yes there are not enough apps, yes sharing it with other people is a hassle. Every one of those issues will be solved in the next 2 generations.

When the screen is 50% better and it weighs 50% less, 20% of knowledge workers will be tuned in daily. Technology isnt a zero sum game, but I genuinely believe the impact will be bigger than AI. AI changes the way you work, Apple Vision will change the way you live, which will change the things you consume, which will impact the work that needs to be done to serve you. Empires will rise and fall. Travel to beaches will go up, travel to tier 3 towns and cities with minor attractions could get obliterated. Most TVs will disappear. My grand children will be able to experience memories with me long after I'm dead. After this, looking at my smartphone seems so analog. Anyway, I could go on for hours

Lastly, on the topic of pricing, there is a great book titled Positioning by Al Reiss that highlights the rational behind Apple's strategy on pricing. They are a second mover in this space, they needed to come out of the gate as the absolute gold standard of this technology and position it as the best money can buy. They delivered on both the tech and pricing. Long after the price comes down, they'll still own that position of being the best money can buy. When you own the position, it takes a lot to lose it. It will be almost impossible for Meta to take that from them now. Big mistake on Meta's part.

https://en.m.wikipedia.org/wiki/File:Microsoft_logo_%282012%...

The Swedish National Pension Fund had about 500k of TSLA shares as of their latest 13f.

Source: https://capedge.com/company/1318605/TSLA/institutional-owner...

DISCLAIMER: our company owns CapEdge.

For us, it comes down to the belief that we can provide better moral education, values education, and intellectual rigor than the majority of public and private schools we've seen. I also don't see the social element being something that can't easily be solved for. Our kids are involved in so many activities and they are effectively home schooled, whereas countless friends and clients are bemoaning how toxic their children's high schools have become. The bar seems low to both of us and it's getting unapologetically lower. That's the plan anyway, we'll see how it plays out.