halms 🇨🇦

12.8K posts

halms 🇨🇦

halms 🇨🇦

@Halmsy

Team Burry (except for the Tesla part)

Katılım Mart 2009
994 Takip Edilen268 Takipçiler
halms 🇨🇦
halms 🇨🇦@Halmsy·
Two body problem @elonmusk
GeniusThinking@GeniusGTX

Elon Musk says one constraint blocks every Starbase hire: Their partner's job. Brownsville, Texas. Population 187,000. The nearest tech hub: Austin. 350 miles north. Engineers had to relocate everything. Houses sold. Schools researched. Career ladders restarted. "Getting engineers to move… I call it the significant other problem." A spouse with a career. Kids in school. A partner's job market. The technical work was the easy part of recruiting. The recruiting problem started somewhere else. Then Musk explained why Brownsville was a harder sell than Silicon Valley. "For Starbase that was particularly difficult, since the odds of finding a non-SpaceX job… are pretty low." He named the constraint: **the significant other problem**. A name the recruiters used, the engineers admitted, and the partners felt first. Musk, who had moved his own household to Texas for SpaceX, had paid the same tax. And kept Tesla majority in California, where the talent could still spouse-shop. A startup hire at a Silicon Valley campus could promise their spouse a dozen recruiters within driving distance, while a Starbase hire could promise rocketry, palm trees, and almost nothing else by way of secondary employment. "It's quite difficult. It's like a technology monastery thing, remote and mostly dudes." One household. Two careers. One Brownsville. Two careers and one zip code rarely worked out. After Musk named the problem, the recruiting funnel narrowed to the single, retired, and remote-spouse. Musk, on what the technology monastery cost: "Not much of an improvement over SF." What's the constraint on hiring at your company that has nothing to do with the work? P.S. I made a full playbook breaking down the timeless decision-making mental models used by history's greatest thinkers. Comment "models" and follow @GeniusGTX so I can DM you a copy. — Elon Musk ( @elonmusk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( @dwarkesh_sp ) podcast

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halms 🇨🇦
halms 🇨🇦@Halmsy·
@jessfraz Thanks for responding. While you are replying. Do you still think CoreWeave is a scam?
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Jessie Frazelle
Jessie Frazelle@jessfraz·
infra/system eng nerds! join us! we are a bunch of nerds who have strong opinions on systems and building resilient infra, we don't fuck around, we ship code, fix bugs, and automate shit zoo.dev/jobs/469054300…
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Tim
Tim@timdoke·
@Halmsy @hubermanlab Injectable or pill? Also, what kind of graft are u getting? I got a quad graft and while it may me better long term, the swelling u get is crazy. I had tried the pill before a long time ago. It gave me all kinds of stomach issues.
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Tim
Tim@timdoke·
I just had acl surgery. I asked the surgeon if she would recommend any peptides. The answer was no. There aren’t enough studies for it to be considered.. I was hoping to get a bpc157 equivalent from a compounding pharmacy instead of some shady “for research purposes only” online. I wish this whole peptide science field were more widely adopted.
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Puru Saxena
Puru Saxena@saxena_puru·
Software rallying as memory and semiconductor stocks pull back and digest their recent gains. Quality software businesses are on the bargain table and likely to deliver strong returns to shareholders over the following 12-18 months.
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Suhail Kakar
Suhail Kakar@SuhailKakar·
billion dollar idea: diet coke but with 30g of protein
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Blair Dulder CPA™ 🧃
Blair Dulder CPA™ 🧃@runaway_vol·
Delta won’t use Starlink; instead, they went with a solution that doesn’t exist
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Elon Musk
Elon Musk@elonmusk·
Beware the empathy exploit. Empathy is good and right when thought through (deep), but can be deadly to civilization when simply stimulus-response (shallow). For example, releasing a repeat violent offender may feel good at first (shallow empathy for the criminal), but it is wrong to do so when that person will go on to hurt or murder innocent victims, as there should be deep empathy for future victims.
Gad Saad@GadSaad

Oh my! timesnownews.com/lifestyle/book…

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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
5 million? He's in for a rude awakening. He added: "They cannot compete in urban and suburban against the terrestrial network. And by the way, that’s where like 95% plus of the revenues are."
Sawyer Merritt tweet media
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Vic 🌮
Vic 🌮@VicVijayakumar·
This is a $NET buy signal right?
Vic 🌮 tweet media
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James Tate
James Tate@JamesTate121·
You can’t really argue this. They believe in investing in the people and infrastructure.
James Tate tweet media
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halms 🇨🇦
halms 🇨🇦@Halmsy·
@raagulanpathy Agreed, I've designed the first type and evolved it into the second type. No excuse for a company the size of coinbase
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raagulanpathy
raagulanpathy@raagulanpathy·
I worked at AWS in 2013, and this was basic architectural decisions which can be fixed by spending more money. The problem is Coinbase is just a badly run company at this stage, they spend billions on staff and billions on acquisitions, make a loss and can’t do basic AWS architecture and running dedicated fibre and creating fast mirrored databases. Or even dedicated infrastructure. These are excuses for a $millions revenue company, not a $billions company. $COIN was once my favourite stock, and now I think it’s absolutely not. Engineers need to focus on building product and shipping, not just spending all day on policy. Harsh, but you know it’s true.
Brian Armstrong@brian_armstrong

We experienced an outage at Coinbase last night, which is never acceptable. The root cause was a room overheating in an AWS datacenter when multiple chillers failed. We design our services to be redundant to downtime in any one AWS Availability Zone (AZ), and most of our systems worked this way last night, but not all. Our centralized exchange did not. Exchanges have unique architectures that optimize for latency and co-location of clients. It is possible to make exchanges resistant to AZ failures, but this can introduce latency delays that are not desirable along with breaking customer co-location. Given this incident, we'll revisit these tradeoffs to ensure we're giving you the best possible venue to trade. At a minimum, the duration of an outage should be able to be reduced considerably when an AZ move is needed. Thank you to the AWS and Coinbase teams for working through the night to mitigate the issue. We’ll share the detailed technical summary once it's ready.

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Eric Balchunas
Eric Balchunas@EricBalchunas·
My theory: Because The Big Short made top calling cool. Just as the movie Wall Street made being a Master of the Universe cool (for a while). If Chris Nolan made a film starring DiCaprio or Gosling about an FA who wins by ignoring headlines and staying long you’d see more optimistic takes.
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J.C. Parets
J.C. Parets@JC_ParetsX·
Why do people keep comparing today’s market to 1999-2000? I’ve genuinely tried to find the similarities and I’m struggling. Can anyone explain the top conspiracy theories behind why this is supposedly the same environment?
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halms 🇨🇦
halms 🇨🇦@Halmsy·
@drjoshcsimmons I think companies are preparing for the ai agent era. Inflection points are never smooth.
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Dr. Josh C. Simmons
Dr. Josh C. Simmons@drjoshcsimmons·
Cloudflare grew revenue 34% year over year. Beat expectations. Narrowed losses. Generated $84M in free cash flow. Then laid off 20% of the company anyway. This was not a struggling company making hard choices. This was layoff washing.
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Palmer Luckey
Palmer Luckey@PalmerLuckey·
@matthewstoller Why should anyone trust your opinions on economics and politics when you can't get basic facts right? I know preschoolers that fact-check better than you. x.com/PalmerLuckey/s…
Palmer Luckey@PalmerLuckey

@matthewstoller Hey Matt, this is a stupid tweet. I have launched dozens of products, even outside defense. Hardware: Oculus Rift DK1 Oculus Rift DK2 Oculus Latency Tester Oculus Touch Oculus Rift CV1 Gear VR Innovation Edition GearVR ModRetro Chromatic ModRetro M64 Software: Countless.

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halms 🇨🇦
halms 🇨🇦@Halmsy·
@yacineMTB In a small open economy with high immigration, the appropriate measure for assessing the health of an economy is GNP/pp.
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