loandbehold

"No moat" are you serious? It took SpaceX 20 years to develop reusable rocket launch tech they have and everyone else who is working on it is decade behind. Falcon Heavy per kg cost to LEO is 25 times lower than what SLS can provide. Freaking 25 times!

Government contract is not a subsidy. It's a payment for a product or service provided to the government. Examples of subsidies are section 8 housing or USDA PLC. SpaceX providing launch services to the government is nothing like that.

You don't need to retrain model from scratch to add small of additional knowledge like recent events.

He implies $400 billion in revenue by the end of 2029 is unrealistic when in fact it's very doable if you look at the trajectory of this technology since ChatGPT 4.0 launch. Google and Meta bring in around $500 billion in ad revenue between two of them annually. ChatGPT will easily bring 100s of billions in ad revenue if fully monetized given 1. it has billion weekly active users 2. ChatGPT conversation provides even better context for ad targeting vs search or social media. Enterprise AI revenue is going through the roof already, and with computer use companies will literally be able to fire large percentage of white collar workers and replace them with AI agent without updating their software infra.

the only "eclipse" in sun-synchronous orbit is when moon is between the satellite and the sun, which is very rare and lasts less than a minute.

> It still needs power, you’re most likely going to do it with solar if you’re on earth orbit but that isn’t free and you will have periods of no sunlight so a significant amount of batteries will be needed.

SpaceX will be putting them in sun-synchronous orbit, meaning always sunlight.

Anthropic is paying xAI, not other way around.

This is pretty much what underlies AI doomer argument of people like EY. Humans will gradually hand over civilization to black box AI they can't understand. As AI becomes more complex and powerful it will be harder and harder to control.

Researches at top AI labs don't consider EY to be a kook even though they may not necessarily agree. EY concepts/terminology appear in Anthropic safety papers. Geoffrey Hinton takes him quite seriously and mentions him in his interviews.

Watch WhistlinDiesel cybertruck video.

You need to separate training and inference usage of GPUs for this analysis.

You can ask same question about any decision that outlasts you. E.g. why write a will for your children?

Knowledge is a distilled experience.

Yes I do in fact use FSD with my children in the car.

Mercedes system was pretty useless because you could only use it in very limited conditions (specific freeways, only following another car). Nobody wants to pay $200/month to use it for 5% of their driving. Tesla FSD drives for you end-to-end.

They are behind Waymo but they are getting there. They started giving fully autonomous drives since last month without safety driver in Austin. Tesla chose a harder camera-only approach but it's more scalable once it works.

I'm using FSD for 100% of my driving and only need to intervene maybe once a week. It's usually because the car is not confident of too slow, not because it's doing something dangerous. Two years ago it was very different where almost every trip I needed to intervene to avoid crash. The progress they have made is truly amazing.

The guy has a long history of building popular products, long before vibe coding became possible. He is certainly good at writing code manually as well.

I read somewhere about people using 3D printers to make vinyl records.

I have many friends who own houses built in the last 10 to 30 years ago. None of them have any issues with mold.

In places like Boston there are many 100+ years old stick frame houses. They hold up just fine. Properly built wooden houses don't get any mold.

There absolutely was. "reading addiction" was a medical diagnosis in 18th/19th century Europe. And if you read some of the essays about negative effects of reading from this time, it's pretty striking how similar it is to modern views on TV. There was even a German term of that time "Leseseuche" which literally translates as "reading plague".

There was a time people used think the same about books.

Coding agents as of Jan 2026 are great at what 95% of software engineers do. For remaining 5% that do really novel stuff -- the agents will get there in a few years.

>> Chicago auctioning away its parking revenue for 75 years for a mere $1.6B was a far bigger mistake and curse upon the public. At least the chromebooks have a far shorter lifetime

Given that upcoming self-driving revolution likely means those parking spaces will have very little use, it may end up to be an unintentionally wise decision.

If you like I can try to help you getting Claude Code to handle your incredibly poorly written program. loandbehold0 at proton.me

Email me loandbehold0 at proton.me with details of what you are trying to do. I don't have quantitative finance experience but I can give it a shot.

You can opt-out of having your code being trained on. When Claude Code first came out Anthropic wasn't using CC sessions for training. They started training on it starting from Claude Code 2 that came out with Sonnet 4.5. User is asked on first use whether to opt-in or out of training.

The reason is because we are a Microsoft shop and our company doesn't have Claude account. I'm using my personal Claude Max account. My manager does know that I use Claude Code and I requested the person responsible for AI tooling in our company to use Claude Code but he just said that management already decided to go with GitHub copilot. He thinks that using Claude model in Copilot is same as using Claude Code. Another issue is that we are a Microsoft shop and I use Claude Code through WSL but I'm the only person on our team with Linux skills.

Senior Software Engineer. The system is a niche business software software for a specific industry. It doesn't do any fancy math, all straightforward business logic.

> Trying to get clean code erases all/most of my productivity gains, and doesn't spark joy. I find having a back-end-forth with an agent exhausting, probably because I have to build and discard multiple mental models of the proposed solution, since the approach can vary wildly between prompts

You probably work on something that requires very unique and creative solutions. I work on dumb business software. Claude Code is generally good at following existing code patterns. As far as back-and-forth with Claude Code being exhausting, I have few tips how how to minimize number or shots required to get good solution from CC: 1. Start by exploring relevant code by asking CC questions. 2. Then use Plan Mode for anything more than trivial change. Using Plan Mode is essential. You need to make sure you and CC are on the same page BEFORE it starts writing code 3. If you see CC making same mistake over and over, add instructions to your CLAUDE.md to avoid it in the future. This way your CC setup improves over time, like a coworker who learns over time.