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moose_man

2,323 karma · joined December 2, 2022

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moose_man··on FTC fines cybersecurity company Avast $16.5M for tracking and selling user data
The stalker capitalism of Silicon Valley (yes I know the company is Prague based but its copying the playbook) is the most predatory form of capitalism.
moose_man··on Chicago is uniting to assist H-1B visa holders impacted by layoffs in the tech
This is how liberal cosmopolitanism commits suicide. You ask why Trump is making a comeback, it's this ostentatiousness.
moose_man··on Amazon Scam Costs User $1000
Amazon actually emailed the customer thinking it was the seller.

https://www.reddit.com/media?url=https%3A%2F%2Fpreview.redd....

moose_man··on People don't want to tip their Uber and Lyft drivers
Because of the surcharges going to Uber and Lyft. It feels like you are already paying extra. It's not rocket science.
moose_man··on For Elon Musk Lately, It's All About Russia, Russia, Russia
Moscow Musk

https://archive.ph/fyUvo

moose_man··on AI Is Starting to Threaten White-Collar Jobs. Few Industries Are Immune
Can democracy survive this? I doubt it, not after free trade gutted all blue collar work.
moose_man··on Are emergency grants for startups merely postponing their inevitable end?
This is about Israel startup scene, but it could be easily applied to all the bridge rounds counting in the US that are banking on the Fed lowering rates.
moose_man··on Nvidia surges about $500B in 6 wks, nearly much as Tesla is worth
It is retail investors, but to create the momentum that drives the frenzy you need a lot of cash rushing in at the same time. Like with GameStop it was all over the news, there just isn't the same level of media hype to cause the run up. I bet what tips it into a feeding frenzy is a massive institutional investor inflow which creates enough of an outsized move to then attract guppy retail investors who end up driving the craziness and holding the bag. It's part natural behavior, part manipulation.
moose_man··on Nvidia surges about $500B in 6 wks, nearly much as Tesla is worth
I think it's not just the amount of inflow into a stock its the herding behavior and the speed that sets up these crazy unnatural movements. Most of these stocks are come back to Earth relatively quickly so they all leave at the same time too.
moose_man··on Nvidia surges about $500B in 6 wks, nearly much as Tesla is worth
There is an aspect of this where it is natural, but given this happens every few months and the companies that it happens to don't really cohere or make sense makes to have valuations anywhere near what they achieve it seems like there is an artificial aspect to it to say the least.
moose_man··on Nvidia surges about $500B in 6 wks, nearly much as Tesla is worth
Oh yes, Trumps SPAC DWAC was truly a market darling.
moose_man··on Nvidia surges about $500B in 6 wks, nearly much as Tesla is worth
I think you could probably create the same sort of hyperbolic moves if you rushed in a bunch of institutional money over a short period. Maybe the first time they discovered they could have this effect it was accident, not as a regular feature of the market.
moose_man··on Nvidia surges about $500B in 6 wks, nearly much as Tesla is worth
But what if you could achieve the same effect with a bunch of institutional money rushing in over a short period of time? The the first time it happened it might have been an accident, but as a regular occurrence its a sign of manipulation.
moose_man··on Nvidia surges about $500B in 6 wks, nearly much as Tesla is worth
This is just the latest example of what has been happening since GameStop. It's a sign that institutional investors took the concept and have been applying it to different stock every few months since then, DWAC, UPST ect. It's not real, it shows the market has been totally gamed.
moose_man··on Nvidia surges about $500B in 6 wks, nearly much as Tesla is worth
Why would I do that? I think the fact that this sort of insane manic runups happens every few months on an anointed stock since the GameStop spectacle shows that institutional investors have now harnessed that sort of movement into a regular market maneuver. This isn't a sign of a functional market, why would I do something rational in a broken market?
moose_man··on Nvidia surges about $500B in 6 wks, nearly much as Tesla is worth
Tell me we're not in a bubble. =| I mean Tesla itself is hideously overvalued.
moose_man··on Removed from r/blender because they thought it was real [video]
Wow
moose_man··on 'Sell Nvidia'
Gift link: https://on.ft.com/4br82uI
moose_man··on Dutch Airline Pilots Union Protest on Plans to Operate Single Pilot Flights
How do you prevent the pilot from crashing it like that GermanWings flight?
moose_man··on Amazon debuts 'Rufus,' an AI shopping assistant in its mobile app
Given all the ways Amazon has moved against the interests of consumers in recent years, why would you trust them with an AI bot?
moose_man··on Investors Have Sky-High Hopes for AI. Can the Tech Deliver?
I doubt it in the short term (like the next five years). All the use cases with low enough stakes for it to be adopted quickly it is too expensive to be practical, all the use cases where it is critical enough to warrant the costs, it is too dangerous / unreliable. The technology holds revolutionary promise but the costs for most businesses to implement it will be higher than is practical or efficient. We're not there yet. There are also fundamental issues like copyright, hallucinations, the ability to move toward generalizations, LLM poisoning that need to be solved. People talk about having automated fast food order systems but is it really cheaper than someone being paid minimum wage? The costs need to be scalable to be practical. There are venture back AI startups that are throwing in the towel over costs, what do you think most public companies that operate on quarterly earnings will do? There are some cool use cases and proof of concept products but to be as truly revolutionary in the next five years as the AI hype machine makes it out to be, costs will need to come down dramatically like tomorrow and it will have to solve all the hard open questions in the next year.
moose_man··on Boeing in 'last chance saloon', warns Emirates boss
Boeing and Wall Street quarterly thinking is a special kind of stupid.

"Just over a year and a half later, after the pandemic reduced demand for the long-range Dreamliner due to the drop in international travel, Calhoun and Boeing decided it needed to preserve cash and could no longer justify two 787 plants. It had a choice between consolidating production to a veteran plant in Washington state staffed by unionized employees and a non-union South Carolina plant. It decided to close the unionized line in Washington and keep the South Carolina plant.

But it soon had quality problems with the 787 Dreamliners being produced there, leading to two costly halts in deliveries, one lasting over a year."

https://www.cnn.com/2024/01/30/business/boeing-history-of-pr...

moose_man··on Boeing to Pay Price for McNerney's Mistake Treating Aviation as Other Industries
This guy called out Boeings root problem back in 2015

https://archive.ph/Q2YlF

"To encourage the process improvements that happen in a factory, a workforce should be incentivized with profit sharing or other compensation. At a minimum, machinists and engineers need to feel that their work is valued. Taking away pensions at a time of record sales is a terrible way to motivate workers to go the extra mile."

moose_man··on Ask HN: Was most of the AI Cloud growth from Microsoft fake?
Gotcha, fair enough.
moose_man··on Why Boeing's Problems with the 737 MAX Began More Than 25 Years Ago
Shareholder capitalism needs to die out as a business practice. Share buybacks should be outlawed.
moose_man··on Does Diversity and Inclusion have a place in Aviation
Look whatever beef you have with DEI, that's not what is wrong with Boeing. What is wrong with Boeing, is the same capitalism that allowed all drone production to be outsourced to China in the 2010s. Suicidal, globalist, sell them the rope they will hang you with capitalism.
moose_man··on Is Kim Jong Un Preparing for War?
From the article it seems to be analysis due to change in Pyongyang's behavior, coupled with intimate knowledge of the history of relations and personal experience with North Korea along with the current spate of aggressive attacks that seemed unthinkable by national actors. They're pointing to military preparations along with the fact that instead of waging an aggressive media campaign that usually accompanies their blackmail, they're being much more low key. Their language is much more vicious but less bombastic and attention seeking.

Some analysis of the troubling behavior from the NYTimes:

It has been evident for some time that something is afoot in North Korea. Kim invested his hopes in a 2019 summit with President Donald Trump in Hanoi — and that fell apart, leaving Kim humiliated. For decades under three leaders, North Korea sought a deal with the United States involving trade, prestige and economic benefits, but now it seems to have given up on that. Instead, it has bolstered ties with Russia, improved its nuclear weapon capabilities and escalated its rhetoric.

This week North Korea announced that it would take a much harsher approach to South Korea, changing its constitution and its longstanding policy on reunification, and would not respect traditional boundary lines. Kim said his army was making preparations for “a great revolutionary event,” which Carlin said is a phrasing that previously has been used to describe war with South Korea. Kim said North Korea did not want war but suggested it may be coming: “The war will terribly destroy the entity called the Republic of Korea” — the official name for South Korea — “and put an end to its existence. And it will inflict an unimaginably crushing defeat upon the U.S.”

I reached out to other experts to gauge their views. Joel Wit, a longtime North Korea expert at the State Department, now at the Stimson Center, said he takes Carlin and Hecker “extremely seriously.” Wit said that a recent incident in which North Korea fired artillery shells near waters disputed with South Korea “sent chills down my spine” because it seemed a possible rehearsal for a major provocation.

The Biden administration has not focused on North Korea for understandable reasons: It is wrestling with many other urgent crises. It may be too late to engage the North diplomatically if it has decisively given up on the United States, Wit said, but he added that China is now so deeply alarmed about North Korea that Beijing might be of help.

Deborah Fikes, a member of the National Committee on North Korea, a coalition of people with deep experience with the country, said that many nonprofits that normally have working relations with North Korea have been unable even to get responses to their inquiries. She, too, is worried about the risk of conflict.

moose_man··on Is Kim Jong Un Preparing for War?
I feel like this assumes the old world order is still in place when it clearly isn't. Even in the last two years it's undergone a radical shift, let alone from the time since the Trump / Kim meeting. Since Russia's invasion of Ukraine, wars and conflicts are cascading across the globe at an ever increasing clip. Hamas' attack on Israel, the attacks in the Red Sea, Iran hitting Iraq, Pakistan and Syria with ballistic missiles, Venezuela threatening to annex territory all happened over the last few months. Destabilization of the order is evident everywhere.
moose_man··on Is Kim Jong Un Preparing for War?
That's glib, these are some of the most experienced hands on North Korea in the world. One of them was even invited by the North Koreans to personally inspect their nuclear facilities. They're warning of a profoundly dangerous event. The consequences are so intense, we shouldn't just dismiss it like all the ignored warnings regarding Russia's invasion

---

Robert L. Carlin is a nonresident scholar at the Middlebury Institute of International Studies at Monterey and a former chief of the Northeast Asia Division in the Bureau of Intelligence and Research at the US State Department, where he took part in US-North Korean negotiations.

Siegfried S. Hecker is a professor of practice at the Middlebury Institute of International Studies at Monterey, a professor of practice at Texas A&M University, and a former director of the Los Alamos National Laboratory and professor emeritus of Stanford University.

moose_man··on North Korea is acting highly unusual, some veteran analysts fear surprise attack
https://www.38north.org/2024/01/is-kim-jong-un-preparing-for...

38North is pretty legit so this is an interesting take.

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