XFD
4.6K posts
XFD
@XFDModular
Electrical Engineer. Synth and guitar dabbler. Builder of modular and regular synths.
شامل ہوئے Aralık 2009
581 فالونگ200 فالوورز
My 5 year call last night was spot on.
Jack Prandelli@jackprandelli
🚨BREAKING: Qatar just declared force majeure on LNG contracts to Italy, Belgium, South Korea, and China. For up to 5 years. Here's what the CEO just told In an exclusive interview with Reuters, Qatar's Energy Minister and CEO of QatarEnergy just confirmed the damage from Iran's attack on Ras Laffan. It's worse than anyone thought. → 2 out of 14 LNG trains damaged → 1 of 2 gas-to-liquids (GTL) facilities damaged → 12.8 million tonnes per year of LNG offline for 3-5 years → 17% of Qatar's total LNG export capacity gone → $20 billion annual revenue loss → $26 billion in damaged facilities (the CEO said they "should not be attacked") QatarEnergy may declare force majeure on long term LNG supply contracts to: → Italy → Belgium → South Korea → China For up to 5 years. Additional exports declining: → Condensates: Down 24% → LPG: Down 13% → Naphtha: Down 6% → Sulphur: Down 6% → Helium: Down 14% The damaged trains: → Train S4 and S6: 30% owned by ExxonMobil, rest by QatarEnergy Production cannot restart until hostilities cease. What this means? 12.8 million tonnes per year = 17% of Qatar's LNG capacity. 17% of its capacity just disappeared for 3-5 years. Italy, Belgium, South Korea, China: These countries had long-term contracts with Qatar. Force majeure means those contracts are suspended. They now have to compete in spot markets for replacement cargoes. Against each other. And against every other buyer scrambling for LNG. $20 billion per year in lost revenue for Qatar. $26 billion in facilities damaged. The only country with capacity to absorb Qatari volumes at scale is the United States. I wrote a full breakdown on how this shift benefits US LNG producers and which stocks are positioned to win from Qatar's structural supply loss👇 open.substack.com/pub/themerchan… #Iran #Qatar #LNG
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@DevinOlsenn @JustThink65 @wholemars My honest speculation is that they had to kick it out the door for stakeholder appeasement. It wouldnt be the first time a company has done so with a beta product.
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@JustThink65 @wholemars I think they’ll be fine since so few people will use it.
Not trying to take a shot at Rivian - but they haven’t sold that many gen 2 vehicles and what’s going to be the adoption rate for this $70 a month Adas? It has to be low.
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Rivian Universal Hands-Free vs Tesla Self-Driving
This was my first time testing Rivian's new Universal Hands-Free, and I was honestly surprised by how it performed. I understand this is their first attempt and it will only improve from here, but truthfully, it is worse than any version of FSD or Autopilot I have ever used. I respect Rivian as a company, but I always try to remain unbiased in my opinions, so here are my unfiltered thoughts on where UHF stands today. Hoping to test it more as the system receives major updates!
Hope you all enjoy the video.
Chapters
00:00 Intro
00:45 Struggling to get UHF to turn on
1:25 Hard resetting the system
2:00 Enabling UHF
2:45 Max speed and lane changing
4:00 Strange warning
5:00 Disengagement
5:28 UHF fails on corner
7:58 Attention monitoring test
9:25 Harsh brake for merging vehicle
10:10 Changing driving styles
10:50 Harsh brake for bus
12:15 Robotic driving style
13:10 I am not comfortable using this
14:35 Parking capabilities
15:40 Getting into Tesla
16:50 FSD vs UHF thoughts
18:20 Final thoughts
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XFD ری ٹویٹ کیا
Feeling it at the pump? A couple of tips here for you.
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I don't disagree. I think this was compelled by having to report to shareholders that they had something (when it wasn't ready). But this is the consequence of getting something out too early without calling it 'beta.' People have strong expectations of something claiming to be 'finished.' :\
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@XFDModular They’ll improve over time, but contrary to some people’s opinions, it will take years and years just to get where Tesla is today, even if Tesla stopped advancing.
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“I’m not trying to be too mean to the Rivian, but I just really don’t think that they should be advertising it the way that they are.”
Devin Olsen@DevinOlsenn
Rivian Universal Hands-Free vs Tesla Self-Driving This was my first time testing Rivian's new Universal Hands-Free, and I was honestly surprised by how it performed. I understand this is their first attempt and it will only improve from here, but truthfully, it is worse than any version of FSD or Autopilot I have ever used. I respect Rivian as a company, but I always try to remain unbiased in my opinions, so here are my unfiltered thoughts on where UHF stands today. Hoping to test it more as the system receives major updates! Hope you all enjoy the video. Chapters 00:00 Intro 00:45 Struggling to get UHF to turn on 1:25 Hard resetting the system 2:00 Enabling UHF 2:45 Max speed and lane changing 4:00 Strange warning 5:00 Disengagement 5:28 UHF fails on corner 7:58 Attention monitoring test 9:25 Harsh brake for merging vehicle 10:10 Changing driving styles 10:50 Harsh brake for bus 12:15 Robotic driving style 13:10 I am not comfortable using this 14:35 Parking capabilities 15:40 Getting into Tesla 16:50 FSD vs UHF thoughts 18:20 Final thoughts
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During the 2022 surge (Russia-Ukraine invasion, Feb-Jun peak):
- Crude oil: WTI +~60% to $114 avg (peak $130), Brent to $139
- Natural gas: Europe TTF +180% initially, US Henry Hub +~100% to $8.78 peak
- Coal: +130% early
- Wheat: +60-100% (Ukraine/Russia supply hit)
- Fertilizers: +100%+
- Nickel/palladium/aluminum: +50-200% (Russia exports)
- Diesel/gasoil: +36-41%
Broader ag (corn, soy, veg oils) +20-140%. Energy led, but food/metals tied to supply shocks followed. Data from EIA/World Bank.
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Real world inflation is about to get a lot worse.
Name some things worth stockpiling now.
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@SagiAntebi @eevblog Ask Grok is currently available to Premium and Premium+ subscribers only. Subscribe to unlock this feature: x.com/i/premium_sign…
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I'll give you an example. Whey Protein Power.
Lasts for several years on the shelf, a great essential food source, and surely to be impacted pretty immediately by fuel prices (as will all dairy related products) once stock runs out.
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Many EV owners think they are smart and won't be impacted by a fuel crisis. Nope, you'll be just as screwed as everyone else. The entire country runs on diesel.
You'll be able to drive to the shops with a smug smile, but the shelves will be just as empty.
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Now that natural gas has just hit the fan, should Australia halt our gas supplies leaving Australia?
This can be done under the ADGSM.
industry.gov.au/mining-oil-and…
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PSA: If you mess with a Tesla like this Cybertruck you are probably being recorded. So stop being dumb.
Libs of TikTok@libsoftiktok
BREAKING: Karen Lewis ARRESTED in North Carolina after she was allegedly caught on video using a wooden board covered in nails to vandalize a cyber truck. FAFO
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@KellyAyotte I'm calling on New Hampshire to leave ISO-NE, build a lot of nuclear, and let them play with their stupid windmills on their own. Then refuse to sell energy to any state which blocks a gas pipeline into New Hampshire.
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Electric bills are too high.
I’m calling on ISO New England to make immediate reforms to save nearly $1 billion and help lower electric prices.
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@TechOperator @RealJamesWoods I over report. IT doesnt like it when I report their emails as phishing attempts. They get more irate when I tell them, “stop writing emails that look like phishing attempts.”
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@RealJamesWoods Assuming every email is phishing is the only way not to get phished.
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Unfortunately I did click the link, but when it asked for my X password, I didn’t give it. That’s when I knew there might be a phishing attempt involved. Pretty authentic looking email though. Better than most.
ALX 🇺🇸@alx
@RealJamesWoods Hey James, if this was an email, please don’t click the link. It’s a phishing scam.
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@elonmusk Grok 4.20 fast seems to be “retarded” compared to prior versions. Losing or forgetting piece of the conversation, totally screwing up dates (it thinks today is a Tuesday when its a Wednesday, despite having the correct date), and generally comes off as more foggy minded.
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What are your initial impressions of Grok 4.20?
Major upgrades are still landing every week.
Testlabor@testerlabor
Grok 4.20 is now officially out of Beta. It's now on Auto, Fast, Expert & Heavy.
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@wholyv @KendallLaFolle1 Nah, its all about identifying common blocks. You get used to seeing this and stop getting overwhelmed.
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@KendallLaFolle1 ik all the symbols already, ik kcl kvl nodal analysis mesh analysis etc.
it’s just overwhelming
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you know what? I will just stick to software.
lyv ⌘@wholyv
i am extremely pleased to announce that I have decided to never touch software ever again in my life. I am completely shifting my focus to electronics and I am gonna love every second of it.
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@GranitePost @ColinGBooth We need a "final solution" for left-wing New Hampshire journalists.
(Deportation to Massachusetts?)
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NEW from @ColinGBooth: A Jewish New Hampshire lawmaker invited her colleagues to a bipartisan karaoke night.
A Republican responded by invoking the Nazi “final solution.” #NHPolitics
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Anti-war antisemitism is still antisemitism. vox.com/politics/48291…
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@DolioJ @libsoftiktok Put ICE detainees in it anyway. Cry about humanitarian causes because the city cut off the water supply.
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@libsoftiktok Mind you, this is illegal if a landlord does it to a tenant.
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BREAKING: Elected city officials in Social Circle, GA, have CUT OFF the water to a new ICE facility
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@TechOperator @Michael_L_Rauch Joking aside, the largest oddity about this (to me) is the terrible quality of the video. Tesla cameras, even HW3, are better than what looks like early 2000s webcam video
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@Michael_L_Rauch Fake news. Everyone knows the Cybertruck would have destroyed the bridge if this were real. 😉
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Not saying this is accurate or not, but most of the comments sound more like sports fans or religious faithful that are cheering that it is or overly defensive that it’s not possible. How about we actually get a full investigation & the facts before making a judgement? 🤷♂️
Fox News@FoxNews
'TERRIFYING': Dashcam video shows the moment a Tesla Cybertruck, allegedly operating in self-driving mode, nearly sent a Houston mom and her infant off a bridge before violently crashing into an overpass barrier. The woman claims she suffered multiple injuries from the incident and is now suing the automaker for $1 million.
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