anonu

Thank you for sharing. This type of stuff gets me pumped up. It just shows that tech improvements usually 10x - or in this case 1000x - some old metric. In this case its cost. I think the same sort of rule of thumb applies to things like speed, features, user experience, etc... Getting this type of cost advantage eventually translates to a better UX, as you've alluded to. Way to go.

Apple somehow reigns supreme still.

Apple reigns supreme because of China - and the two are inextricably linked. China would not have its high-tech manufacturing prowess if it were not for Apple. The book Apple In China [1] highlights how millions of cheap laborers and the country's engineers took the lessons of working with Apple to solidify its edge in this space in a way nobody can catch up to today.

China took the long-term greedy approach to invest in the relationship. We see the US today taking equity stakes in Intel and trying to play catchup by using elements of the same playbook. The US's advantage remains in the more "intangible" side of the process: creativity, design, new tech. In a global economy with free trade, this is all fine. But China never "westernized" itself as was expected from the increase in global trade. Now the US is back pedaling, trying to jump start its manufacturing. It will take a long time...

The book is a good page-turning read. I recommend it.

[1] https://www.amazon.com/dp/1668053373

First off, congrats. This sounds incredibly fulfilling on many levels.

Second, I'm curious how your business changes with AI coding tools. I would wager humans will seek out your offering in greater numbers.

Berries are most certainly not seasonal anymore. They should be but we thoroughly engineered the seasonality out of them. They're always on the shelf. Do people's purchase habits follow the natural seasonality of the product anymore? Probably something that can be found in this dataset as well.

FYI: This type of keyboard has been around for a few years https://worklouder.cc/

This is all heading in the right direction. Much of AI coding feels magical. But when the costs begin to accrue we start asking questions. We dig into it and try to understand what's going on. I can't help but feel Anthropic is "token maxing" from its side: it controls the levers and with every version upgrade it can build in its own token growth almost unbeknownst to the user. This actually harms it on the long run because it necessitates a cheaper option.

It's burnt me out too. I'm generating 10x more features and multitasking across 4 disparate projects. My greatest concern is I don't really have a strong connection to the underlying fundamentals anymore. I need to see how the things works to internalize it. Now I just trust that the agent wrote this piece correctly.

The productivity drive and the sheer feature set you can generate in record time makes it easy to forget proper sdlc hygiene.

When Everything Is Urgent, Nothing Is

The most resonant line for me. This line for me is about how good project management meets team culture. You want a high performant team: one that remains focused and motivated - but the goals are carrots, not sticks.

the FCF slide is for hyperscalers - which excludes TSLA, NVDA

I guess "nothing lasts forever".

Love this. I'll try it.

Ive found great success with the Military Sleep Method where you progressively shutdown your body from head to toe.

One takeaway from the article is that they had to get rid of the tried and tested fundamental building blocks of chip design to generate this advancement. I wonder if the same applies for mundane coding. Are the incredible innovations in AI coding actually hampered by rust and python? Should we let AI tools just code in the lowest level possible?

With AI coding tools lots of people are having the same idea. Here is another one that uses sampled split flap sounds: https://www.minisplitflap.com

Cool. There's a few sites now. I've been using signalbloom.ai and it has 5000 US ETFs.

Vertical integration: they own the venues

glad to see that Stack Overflow (or stackexchange.com) is still a thing.

Gave Claude a third party vendors binary market data stream. With no spec and 20 minutes of hex dumping it built a parser and a cool TUI. Wow...

That kind of work would have taken weeks if done by hand. Even after obtaining message specs and more

The well publicized disagreements are just diplomatic cover. The USA can look tough. Israel might back off for a little bit. Everyone looks good for a moment. Reason has prevailed. Then it'll all go back to Israel's criminal "gaza policy" in South Lebanon, continuing the wanton murder of 1000s of civilians under the guise of "they use children as shields". Well yeah, it's endless guerilla warfare and now hezb has drones. Diplomacy is the only way.

You'll eventually get exposure to it when it gets added in 12 months. Unless there are better profitability criteria. Ultimately it's all about market returns. If other indexes add it and outperform then eventually money will shift to those funds that do better.

For anyone curious: the most destructive force is the Lebanese themselves, at least in the last 30 years. Israel has only recently taken first place.

Isn't that stock market a prediction market?

TSLA was a $60bn company when Musk made his equity milestone deal in 2018. He had a 10 year horizon to 10x TSLA to $650bn. He did it in 2.

SPCX is maybe $1.25tr now - and he has a similar equity milestone deal to just 5x to $7.5tr. Its a big number. For comparison, NVDA is already $5.2tr+

So my guess is people will assume any investment in SPCX will be a 5x return in a short period of time.

Also a company this large will get swept into many indexes, including the S&P500 - so most investors will own it by default.

It's an irrelevant point because ETFs incorporate more than just US stocks. You have global stocks (tens of thousands), options (a million expirations), bonds (3 million cusips) , crypto, futures, and the list goes on. And it becomes a combinatorial exercise...

The article is pointing out the lack of publicly listed companies in the USA. But we also have private stock in ETFs now. And not to mention a handful of blockbuster IPOs on the horizon, like SPCX.

Lots of comments saying it looks ugly. I don't agree. But the $650,000 price tag is not pretty - that I can agree on. I know people will pay that.

i love it. would be cool to get the date lookbacks too - like this https://news.ycombinator.com/front?day=2026-05-22

This used to be aquaq. What happened?

I liked this framework when I used it years ago but I've become disillusioned with kdb.

I can ask Claude to write specialized rust based tick processing tools so quickly now. So the baseline use case for kdb is eroded away, at least for me.

I love kdb as a distributed services framework. But if I can write it with redis and python with Claude support in all the boilerplate I'm more likely to go that route.

tinkercad

There's almost no real privacy online in the US. When I search for my name my phone number and almost every address I've ever lived at it is publicly retrievable - on multiple sites. Even with a private WHOIS I get spam from various companies via my registrar asking to speak to me about making a website.

Looks cool at first glance. But these things are nearly impossible to monetize. I've tried... Many of these tools are out there and free. The limited history will cause a lot of users to run into roadblocks. There's over 5000 US listed ETFs now. Any serious back test will include the dot com bubble, the GFC and COVID market shocks, and much more. Looking at the last 5 years seriously biases your portfolio.

Ultimately, it speaks to people's lifestyle choices. In the US people are used to a particular standard of living: driving big cars and eating big steaks. If you tell people you can't have those things, they will have a visceral reaction. Politicians caught wind of this and turned it into a divisive left vs right debate. Im oversimplifying, but at the core its an incentives problem: Why should I tighten my belt today for some future payoff I may not even be around to see?