Kanjari
1.2K posts
Kanjari
@KanjarCap
strictly personal views
Los Angeles, CA Beigetreten Haziran 2018
95 Folgt111 Follower
@ContrarianCurse lol FIX with the 50% EBITDA beat is insane. They keep doing it
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As ridiculous as many of the charts are in semis/industrials - the results are equally absurd
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$SEDG has one of the cleanest and most well documented exposures to 800V. Like $NVTS there is a $IFNNY connection. In sum, they working on an SST transformer tailored to 800V DCs. This tech is directly in their wheelhouse, do very reasonable expectations of execution. Everything was spelled out in detail about a year ago. Another interesting $NVTS parallel is shorts are egregiously off sides on this one. I imagine 800V will be a hot topin on the upcoming earnings, and perhaps that will be a moment of re-discovery and re-rating.
There is a lot more documentation, including whitepaper, and some analyst notes on this. I imagine smarter people than me will be all over the details of this over the weekend and there will be plenty to read about on monday morning, which is when I expect this thing to gap.
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@MattZeitlin If we build 10 reactors, what’s the $/kw of that 10th one? Can we get close to Korea? New gas turbines orders are in the $3k/kw neighborhood already
Including fuel and maintenance what’s the crossover point now between the 2 vs 5 years ago? Feels like it should be shorter
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i don't really understand the appeal of nuclear power in the united states *if you don't care about emissions*
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@TheBillyProcida Because they would lose money? They run these things to turn a profit Billy
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why can't multi-billion-dollar companies just make 20% less for a little while?
Idrees Ali@idreesali114
April 22 (Reuters) - United Airlines CEO said ticket prices may need to rise by as much as 15% to 20% to offset a surge in jet fuel costs, signaling a significant test of consumers' willingness to absorb higher fares as the industry grapples with volatile oil prices.
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Cut your losers fast is the single most performance accretive thing I’ve forced myself to get better at over the years
The only that stops people from doing it is lack of confidence and ego
Who fucking cares if you got it wrong. If you got a problem with that then find another career. And who cares about that one stock? Like it rips after? Ok? You can’t find another? On to the next
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Children in the third world don’t have “food aversions”
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Indian neighbors are making American lose his mind in Frisco, Texas
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@Seanfrank I think parenthood/fatherhood/motherhood is when you realize that people who aren’t parents that talk about kids have no idea what there talking about
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Just had a kid.
two weeks old.
1- it is easier than everyone says.
there is a lot of down time. he just wants to sleep, eat, be changed, then sleep.
2- it is also HARDER than people say.
its a never ending marathon.
there is not a break. 24 hours every day.
So the hours are easy, the weeks are hard.
And we have a LOT OF HELP.
We are blessed.
3- I didnt understand how hard moms have it.
everyone talks about how hard pregnancy is.
my wife had a VERY easy pregnancy.
But recovery?
I feel like this is what everyone should be talking about.
Its like getting hit by a car.
My wife is a hero.
4- I know why people dont have kids.
Its the money.
It is just very expensive.
Worth it, but if you are worried about money, I could see it being a blocker.
5- I wish I did it sooner.
Being younger would just help.
Having younger parents would help.
But money got in the way of course.
6- It makes you want to do more.
Looking at the little guy, I am like "fuck I am a loser"
Its a good new sense of drive.
I always wanted to do a lot, but it boils everything else down and just gives you clarity.
7- It does make you think you just wasted a decade NOT doing this.
What the fuck was I doing 40 sundays ago?
Just watching tv? ordering uber eats?
All that time seems silly now.
---
Love the guy.
Wish everyone reading this the family they want.
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@PalmerLuckey Think of all the data they pull from all our homes on those vacuum robots
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This is a massive and growing problem for American national security. Unbelievable amounts of sensitive and classified information is captured, scraped, and sent back to foreign nations.
And users have no idea. Nobody expects that their TV or monitor is a surveillance tool. When I have joked that Smart TVs should be illegal, I am only half-joking.
Nav Toor@heynavtoor
Your smart TV is taking screenshots of your screen every 15 seconds. Not a guess. Not a theory. A peer-reviewed study by researchers at UC Davis, UCL, and UC3M tested it. Samsung TVs: every minute. LG TVs: every 15 seconds. Even when you're just using it as a monitor. Here's how to turn it off for every brand:
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@avt_im @KKumar_ai_plans So why is Tesla gaining share vs BYD in China?
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Even in the middle of a heated debate, Jensen still has the discipline to say "car" and not the brand.
The AI Investor@The_AI_Investor
"You’re not talking to someone who woke up a loser” - Jensen Huang Jensen nearly lost his composure during a heated debate about selling chips to China, despite showing tremendous patience in response to the pushback.
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the discourse about the dwarkesh jensen interview is ridiculous: the fact that a 25yo podcaster can make the ceo of the largest company in the world dance and answer to the people at all is impressive. the purpose of media is not to respectfully sing praises to the powerful
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@andywalkerhq @khrisreid Boy I’ll just ask Claude for your services this guys at least doing a physical task some LLM can’t do
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@khrisreid The service doesn't require specialized skill. It's very simple.
Much different from the service that we sell.
Battery replacement would be a pretty commoditized offer that's a race to the bottom in pricing, which is why I got three more estimates between $300 and $500.
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Battery died in my car. Called a mobile repair business.
This is what they quoted me for replacement.
What do you guys think?
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@hamptonism The video cuts in between too. I really want to know what he said in the part the cut out
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@CloudyBRM @hardwarecanucks You can change nuclear fuel to conventional tomahawk cruise missiles and have the same argument, if you concern is that AI is not as powerful as nukes. You obviously shouldn't sell American made missiles to North Korea either.
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Its incredible how these AI narratives tend to fall apart when the interviewer isn't a drooling sycophant.
Steven Adler@sjgadler
Dwarkesh: Why would we want to sell China the materials for a serious cyberweapon? It's like selling them nukes with a casing that says 'made by Boeing' and claiming that's good for the US Jensen: Comparing AI to nukes is lunacy. Enriched uranium is a lousy analogy. It's an illogical analogy. What we have to recognize is that AI is a five-layered cake.
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@Noahpinion This kinda mindset makes conflict between China and the US inevitable, unfortunately
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@rich_toad Wells has really got a stacked industrials lineup now, if true. Wow.
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Steve Tusa, II #1 Electrical Equipment & Multi-Industry analyst, has left JP Morgan. My sources tell me he is going to Wells Fargo.
Am I becoming the Ian Rapoport of equity research?
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@IterIntellectus Noob father posts makes post appealing to parentless adults - more at 6
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"sleep training" a newborn means letting a defenseless baby scream for its mother in the dark until it's either exhausted or has given up on life.
the attachment literature is clear that before 6 months, a baby crying with nobody coming learns exactly one thing, that calling for help doesn't work
and you even have parents bragging about how they tortured their kid into an 8h sleep
you need to attend to every need of your child. they don't have a prefrontal cortex able to understand what's happening. if you love them and care for them, they'll barely cry, and when they do there's a clear reason you can address right away
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@ThomasHochman These tech people are all self interested. They’ll push all this shit and then one day these people stop buying GPUs and cancel their slot reservation agreements and entire industries get fucked
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I have enormous respect for Semianalysis, but people in this ecosystem consistently fail to appreciate that the energy bottleneck isn’t physics per se but 1. policy and 2. social license to operate
Dwarkesh Patel@dwarkesh_sp
Every year someone names a new bottleneck for AI compute scaling. @dylan522p on why power isn't gonna be the big one over the next few years: fundamentally there's many different ways to generate power (rather than just one company that can produce the EUV tools needed for the chips themselves) and the supply chains are simpler and easier to ramp. You can do jet engines bolted to the ground. Ship engines. Diesel recips from auto manufacturers with declining volumes. Fuel cells. Each category alone delivers tens of gigawatts by end of decade. Combined, hundreds. Even if energy costs double, a GPU goes from $1.40/hr to $1.50/hr. Nobody notices a dime when the models are improving so fast the value dwarfs the cost. Even if you don't add more power, but simply add more batteries, you can unlock 20% more of the US's terawatt scale power grid. This is because grid utilities want to make sure they're sized for peak summer load that hits a few hours a year. With enough batteries, you can make this guarantee, even without turning on more power plants! Fundamentally, there's a lot of different ways to bring power online over the next few years. Building more logic and memory is far more difficult and centralized, so that's where Dylan thinks the bottleneck will be.
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