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birb_cromble


				

				

				
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joined 2024 September 01 16:16:53 UTC

				

User ID: 3236

birb_cromble


				
				
				

				
0 followers   follows 0 users   joined 2024 September 01 16:16:53 UTC

					

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User ID: 3236

When you get a chance like that, you don't wait for PPE - you seize it.

The best description I've heard is that SpaceX is a datacenter REIT bolted onto an AI company bolted onto a social media company bolted onto a launch business bolted onto a niche ISP.

What I am interested in is that this is a company that is building real world things, and not fake internet shit.

Having looked over the S-1, I need to respectfully disagree here. Even SpaceX itself is justifying its valuation with fake Internet shit. They position themselves as a frontier AI center. Almost their entire TAM is predicated on Grok being a fully generalizable software technology.

I have a hard time squaring this dual narrative. Are they a space company, or an AI company? Right now it seems it's whichever one will convince an investor to give them money.

https://www.bloomberg.com/news/articles/2026-06-15/nvidia-kicks-off-first-high-grade-bond-offering-since-2021

Nvidia is issuing bonds, in a move not seen since 2021. Do any of you have theories on why? Ostensibly, they're swimming in revenue. To my amateur eyes, I can only think of two things that make sense:

  1. They're spending so much that they're actually constrained on cash flow for some expensive project that they'd like to start.
  2. They expect inflation to get a lot worse and want to lock in some debt before it happens.

Am I missing any other alternatives?

That's what I told myself, but believe me when I tell you that aerosolized baby oil in your eyes and lungs makes it hard to appreciate the rest of the job.

Would you believe that's not as enjoyable as you might think?

It's going to sound odd, but I don't like to play bluegrass so much as be playing it. The bass mostly functions as a rhythm instrument that occasionally leads chord transitions in case people get lost, so it's not complex. That said, the overall experience is wonderful.

I'm particularly partial to up tempo versions of ain't no grave, like this one.

Most of what I've read from him steers clear of anything sexual. I hadn't really noticed the lack until you mentioned it

You can do that, but most of my repertoire these days is bluegrass or rock, so it's not the right call for me particularly.

That's funny. "Pizza delivery" is close to the top of my list.

Bass isn't too bad if your technique is good, but it's definitely much more physically intensive than other stringed instruments. I think my DB's string tension is probably 2.5x my guitar for any given string. When you couple the tension, the high action, and the sheer physical size of it, it can feel more like a sport rather than an instrument.

Let's assume roughly as many hours as you're working now.

If you could maintain your current standard of living with any job, but you had to have a job, what would you choose to do for work?

Congratulations. Which piece?

I understand the joy. I play bass, and Bach pieces are not written for instruments that are tuned in fourths. Finally getting it feels good.

Would you say it's as much as 30% worse?

I'd look at the lockout periods for shareholders and see if you can get out right beforehand. Increasing the number of shares tends to drive the price down some.

I'll probably retire when I can manage a consistent inflation-adjusted constant annual withdrawal rate that's equal to 85% of my income.

As for leave it to my partner - she's probably going to outlive me, so I'm trying to make sure I have enough for her to be taken care of if something happens.

My plan is to aim for 85% of my income. In an "expensive" year, I usually spend about 50%, so it seems like a decent aim. If I don't use it all, I'll leave it to my partner.

So it's a bet between you and the insurance agency that you're going to live longer than they think you will?

Can someone more knowledgeable than I am explain what the purpose of an annuity is? They seem like a fixed income investment bound together with a life insurance policy. Is that the whole point? Am I missing something that makes them more attractive than that?

On the other hand you'll be inundated with a glut of courgettes that nobody likes eating that will quickly turn into a glut of giant marrows that nobody likes eating.

Zucchini bread is a godsend when this happens. It turns out people love zucchini if you bake it into a cake that's full of sugar, butter, and sour cream.

This is honestly hilarious in the context of Anthropic's own writing from a few weeks ago.

When a model poses risks of this kind, the government should have the legal authority to block or deter its deployment—beyond what exists in current law or in existing proposals in Congress.

It looks like they're getting what they asked for, and they're getting it good and hard. The admin simply took them at their word.

You should branch out, man. I've heard good things about a band called Lynyrd Skynyrd.

What are you listening to these days? I've been enjoying Kels.

Another unconventional right here.

I think that's shorthand for "doesn't particularly like rapidly metastasizing federal government but still has a soft spot for the unions who had the balls to shoot back at Pinkertons".