HN user
Yeah, there is lot talking out of both sides of their mouth here.
If nothing else, at least these should be choice of users to let them choose based on their values and requirements.
Matt Levine has discussed similar theme for sub surface gold on earth[1]. NatGold is the company mentioned which tokenizes that.
Obviously pre-mined should trade lower than earth mined gold. Price should be something like Earth gold pricing- mining cost - cost to transport back to earth (or location based prcing, we are some time away from space based economics). Basically you will be trading rights for mining for a particular space mine.
[1] https://www.bloomberg.com/opinion/newsletters/2025-11-24/lea... (paywalled)
Just curious.
If there is iffy interest coverage for the debt and assets might be a stretch to cover (principal + interest), why will someone sponsor the debt here ?
Also, rates seems to be high, at least compared to recent history, to be favorable for this kind of LBO.
Are there any proxy for population count? Like may be mobile users, I understand people use more than one.
Yeah, thinking about the same while back. If I remember they sale of Boston Dynamics was kind of chump change for Google.
I assume google made the choice of selling the "brain" for any "body" whoever develops it. Something like android.
Really sorry, if the question came as snarky or if otherwise. Those were not my intent.
Related to AI given all around noise, really wanted to understand kind of contrarian view of monetary aspects.
Once again, apologies if the question seems frivolous.
"While I continue to believe that many people are going to collectively lose trillions of dollars ultimately pursuing "AI" at this stage"
Can you please explain more why you think so ?
Thank you.
I assume least desirable place in this context.
Can a argument be made that by not supporting other software on their platform, essentially platform is inhibiting competition, which hinders true price discovery and customer loses ? Like if cars don't allow other FSD on their platform, what choice does the customer has.
Econmics noob here.
Leaving aside the Ad Hominem that Spitznagel is hedge fund manager who might benefit from the said event.
I can only gather two main points in the argument.
1. Level of debt is at unprecedented levels ( private, public, global)
2. Kind of follows from 1, Government(FED) has very high annual debt servicing.
How we go from 1&2 to popping the credit bubble ?
High school educated talking here.
Does Quantum Entanglement have any promise for instantaneous communication (theoretically) ?
Also even if it is beneficial to some or all organism, generally eco system are based on equilibrium. Disturbing that would have consequence which we generally don't understand and can't predict.
Noob here. What is 2x4 means ?
Nice.
Life comes in full circle as it seems. We are trying to undo mongodb timeline in some sense.
Yes. Everything is a securities fraud. Expect sooner or later(mostly after a bad quarter) may be investors would sue.
Semi and industrials where hydrogen fuel cell makes sense.
Except foreign holding of US debt is coming down[1].
[1] https://twitter.com/LynAldenContact/status/13618187491044475...
Agree. Generally it kind of stabiles around lower than that. For example for cloudflare[1] it is around 110%, while this[2] points to 109 being kind of standard.
1. https://www.sec.gov/Archives/edgar/data/1477333/000119312519... ( see dollar based retention rate)
2. https://medium.com/@sammyabdullah/109-net-dollar-retention-i...
Always reminds me this buffet letter. Written almost in similar times. I think oft repeated argument has still some merit. The debt yields are non existent at this point and have not reach dot.com euphoria level but it doesn't give too much of a comfort.
"The line separating investment and speculation, which is never bright and clear, becomes blurred still further when most market participants have recently enjoyed triumphs. Nothing sedates rationality like large doses of effortless money. After a heady experience of that kind, normally sensible people drift into behavior akin to that of Cinderella at the ball. They know that overstaying the festivities ¾ that is, continuing to speculate in companies that have gigantic valuations relative to the cash they are likely to generate in the future ¾ will eventually bring on pumpkins and mice. But they nevertheless hate to miss a single minute of what is one helluva party. Therefore, the giddy participants all plan to leave just seconds before midnight. There’s a problem, though: They are dancing in a room in which the clocks have no hands."
Will specializing in production and optimized global supply chains would have any effect of neutering the above concern(or may be net win altogether ) ?
True that. It is like cat and mouse. You present a theory and validation and usefulness will come from experimental verification. And some theory comes from unexplainable observations. Michelson–Morley experiment and special theory of relativity will be taking the second path.
Interesting, is there a blog around discussing this in detail ? If not would be kind enough to go more into detail.
Sound similar to autojump. https://github.com/wting/autojump
Yeah, people in SK and Taiwan seems to be more sensible than the people who are partying like there is no tomorrow.
On the other note I am kind of bit understanding how climate change can be tough sell. Here the effect of COVID is almost visible and people are/were in denial. Think about the effects of climate change which is into future.
I think most of the world lives pretty close except the US. But problem in rest of the world is not that you can't have schools, clinics, entertainment, shopping in a 15 minutes radius but the problem is finding the desired combination when you throw in you and your spouse workplace and the school to which you want to send to your children to.
Echo that. I somehow feels this reflects the op's post.
We went from blogs to twitter because you know for whatever reasons. Now we are tweeting out blogs as series of threads and using something like ThreaderApp[https://threader.app/] to recreate the blog.
Indeed.
One particular argument in Authors Guild, Inc. v. Google, Inc. is about search functionality, which may be little similar. If I understand correctly google books lets search the book. But not sure, if they improved or modeled their search engine on copyrighted books.
On the same line, if I remember correctly google used classic and out of copyright material to teach its translation models. Which will resonate more to the current case.
Not sure copyright of a Audio version of a book include to use for other uses such as training models. If this is not mentioned in copyright, I would still assume publisher can a make a strong case about it is used for not the intended purpose.
True that. But this games some times help you with discoverability. In the sense that, sometimes you might not know if there is a way to do X.
Can anybody explain how this works ? Is it only works for interpreted languages ?