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Exactly, this is how capitalism works. Let them shoot for the moon and let them fail. Worst case their over-valued assets are liquidated and continued on with at a more reasonable valuation. Just make sure they play by the rules and don't make new rules in the name of national security, ie boxing out open source.

Here in the US "let them fail" only happens to businesses without political pull, which I'm pretty sure these companies have.

Some dollars are more equal than others you know.

Except this is not how American capitalism works at this scale, and it’s ridiculous to think their debt isn’t your debt when you have the entire country’s history to look back on and count the numerous government bailouts.

Do you think the businessmen who sat on the dais at Trump's inauguration plan to just fail without getting him to put his small thumbs on the scales?

It has nothing to do with the administration. These companies did the same thing with the last, and they will do the same thing with the next.

You could say this but the previous administration was not talking about taking a 10% share in both companies; this one is (thanks to Sam Altman's very personal lobbying of the president)

It manifests in many different forms.

I love to see metrics that evolve over time. Land is a finite resources, as such it inevitably trends up as the best and easiest locations are consumed. So I think the correlation here has to be understood from that baseline.

Land is finite but not meaningfully so at this point. If my early morning napkin math is right, we could give every person on earth about 6.4 acres of land.

Land where people want to live is scarce. Obviously a variety of factors but one of them is that land is bifurcating the way income is. Small amounts are growing in value rapidly and the rest is declining (or growing more slowly). Urban property is skyrocketing, rural property in coal country is struggling.


Land as a finite resource only affects first tier real estate market markets. You can see this vividly in China where there's a housing glut on aggregate, but not in first tier cities.

That's too simplistic. The best (and maybe even easiest) locations and local population evolve over time as well. Land can be developed in different ways, allowing for different density. Different people buy property for different reasons, which affects its value.

I'm a bowling fan and seeing this makes me happy. If I can help or you put something together for others to contribute, please reach out.

The best way around this for me is planning a project well ahead of time and using subagents to execute individual tasks while the primary agent acts as a PM.

That isn't really a way around it for the kinds of things I'm talking about. The whole point is that getting all of the relevant context to even orchestrate it takes up most of the model's 272K.

For those kind of tasks, I do hierarchical planning, and then parts of the plan can focus one agent on keeping a smaller amount of pre-determined context when orchestrating.

Think: A VP of engineering has some super high level goal: "build a new product to beat our competitor in this new market". It then filters down and various levels of reports build more and more detailed yet more narrow pieces of planning/orchestration. They don't make it work by keeping all of the context in their head and micromanaging.


Yes, sometimes planning spans sessions too but I have even that broken down into stages where we start with the architecture and research, then save that, then define the milestones, then break down into the individual issues that the less sophisticated models can implement in a single session.

I haven’t found I need to plan way too far ahead of time as long as I’ve defined the interface between the tasks

This is where people who think space access is only for satellites and LEO space stations have no imagination. We’re at a place now where if global warming did suddenly start to run away, within a year, we could realistically launch enough solar shades to meaningfully impact the situation. It’s far fetched, but this is why innovation in general is important. Not for what we know now, but for all the unknown ways it could be used in the future.


Right now we're still not close to that kind of capacity.

I suspect just painting all the rooftops and tarmac white will be about as effective as 2000 Starship launches filled with mylar sheets, plus an L1 delivery system because one thing you really don't want for a global warming mitigation is for them to fall out of LEO and burn up almost immediately from the huge drag-to-inertia ratio.


It’s ok for it to break as long as the enemy’s breaks first. I don’t see anything comparing this to other armies. Air superiority doesn’t exist in the Ukraine war and I question how many lessons can truly be drawn from it for the US because of that. Not chest pumping here, this just feels a little too in the moment.


There is no reason I can’t put a swimming pool size battery under my house. I don’t care what the energy density is, make it bulletproof and cheap and massive.


Cost is a reason. You need to dig out that dirt (which is expensive), it needs supports, your house needs support around it/through it…

Making things bulletproof and massive runs opposite of cheap


I figured they meant while building the house, which of course would cut costs by a lot if it were engineered for.


"There's no reason" just "make it safe and cheap in huge size".

Kind of like there's no reason we can't go to Mars for tourism. Just make it as convenient, safe, and cheap as a jet to London.


I failed to land my point, it’s that instead of chasing small and complex battery systems to put in cars, lower tech, bigger, less convenient battery tech of the pool-under-house scale, could be an incredible option. Stationary batteries don’t have the same constraints as the portable batteries we are familiar with from even before the lithium ion age.


This sounds like grid storage, which is actively being deployed to even out supply from renewables.


For some reason I wouldn't exactly feel safe knowing there is a huge battery under my house that may combust at any moment.


That's the beauty with sodium ion batteries, they are generally considered to be even less flammable than already pretty safe LiFePO4.


Unfortunately that's not exactly true.

Aqueous sodium ion chemistries like Na-VPF and Na-tmCN are more fire-safe than lithium, but they're also not as developed/available yet.

Na-NMF, which is what a random off-the-shelf sodium cell is likely to be, is actually more flammable than LiFePO4.


Why under the house? It can sit under your yard, no need to bother with so many tons of construction concrete on top of it.


I could imagine plants messing with it, unless you bury it really deep.


Not everyone has a yard lol


but everyone can afford a non-existant huge-ass battery under their house?

(Not everyone has a house either, some rent, others live in apartments, lol)


...


that might be a evolutionary step where you just pump in electrolyte under a housing into waterproof container and every 10 years just pump it out again for fresh electrolyte

doesn't burn like LiFePo4 so no fire risks, though I am not sure what a short-circuit would do in damage/danger

why even under a structure though, just do it like a septic tank?


I don't think swimming pool is the best size. Why not a hole that's a few meters in diameter but SUPER deep? So long as your water table is sufficiently deep. This way you can service it, should you need to remove/replace contents. If it's under your house - good luck with that.


Everyone I have seen in a corporate environment is using it to do their existing work faster. The rest of the organization has not yet evolved to take advantage of these new tools.


Tesla made some progress with this, but it’s the dealer network. The existing manufacturers are beholden to it and $200 oil changes.


Oil changes aren't the best example. They're pretty easy to do at home for basically everything and filters are pretty standardized.

But car batteries, brake pads, tire pressure sensors are all becoming increasingly software-locked in. We're lacking open standards for this stuff.


$200 oil change?! I pay $85 for a 5.7L V8 with a 7.5 quart capacity. Who is paying $200???


My stealership wanted $158 for the 10k mile maintenance for my EV. That maintenance is a visual inspection, tire rotation and "high voltage battery test" (meaning they plug it into their charger for 5 minutes and see if it charges).

I can charge it at home. The tire discounters by me charges $15 for a rotation if they didn't sell you the tires, and they do the inspection to see if there's anything they can sell you.


If you go to a BMW or Mercedes dealership with no coupons or anything it'll be about that.

It's less that the oil change costs that much and more that they don't want you to show up with a car they've never seen for an oil change when they can make more doing other work in that bay. So it's priced to keep people out rather than to draw people in.


I have two sessions going. One is fine, one keeps timing out. Both Opus 4.8 in Claude code in terminal. Must have them routed to different to different infra that isn’t equally impacted.


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