| 07:38 |
mats |
https://www.motortrend.com/news/byd-yangwang-u9-ev-supercar-disus-x-suspension |
| 07:41 |
mats |
whoops, wrong channel |
| 07:41 |
mats |
since i'm here i guess i'll do it anyway |
| 07:42 |
mats |
seems they're not the only ones to have done it since https://www.roadandtrack.com/car-culture/a45910445/porsche-active-ride-suspension |
| |
~ 13 hours 47 minutes ~ |
| 21:30 |
Vex |
I don't want to like that BYD mats, but I do. Jumping around like it's recalibrating the pussy magnet. |
| 21:32 |
Vex |
the motion is reminiscent of BMC hyrolastic system of old |
| 21:42 |
Vex |
I wonder if adlai still reads the logs. I'm sure the war is wearing on his wetware. Take care brother |
| 21:53 |
mats |
https://archive.ph/2024.10.17-003253/https://www.bloomberg.com/news/features/2024-10-16/electric-car-brand-byd-leads-race-to-make-cheap-evs-despite-tariffs |
| 21:58 |
Vex |
i'm pretty sure byd are subsidised here. I've seen a lot more since they changed to the 3 letter badge |
| 21:59 |
Vex |
undoubtedly Australia is also a "chicken rib market" |
| 22:00 |
mats |
https://archive.ph/2024.08.30-124802/https://www.bloomberg.com/opinion/articles/2024-08-30/the-fed-is-no-longer-the-only-game-in-town |
| 22:01 |
mats |
its funny how few people live in australia |
| 22:01 |
mats |
barely more than taiwan |
| 22:06 |
Vex |
yeah it's kinda unique |
| 22:08 |
mats |
in more china stuff, https://archive.ph/2024.09.01-183641/https://asia.nikkei.com/Business/Tech/Semiconductors/China-s-chip-capabilities-just-3-years-behind-TSMC-teardown-shows |
| 22:08 |
mats |
https://archive.today/2024.09.30-113358/https://www.bloomberg.com/graphics/2024-opinion-how-US-lost-solar-power-race-to-China |
| 22:11 |
mats |
https://archive.ph/2024.08.28-155249/https://www.nytimes.com/2024/08/28/opinion/solar-power-free-energy.html |
| 22:12 |
mats |
https://archive.ph/2024.02.06-113028/https://www.ft.com/content/327414d2-fe13-438e-9767-333cdb94c7e1 |
| 22:12 |
mats |
https://interestingengineering.com/innovation/china-starlink-detect-stealth-fighters |
| 22:13 |
mats |
https://www.tomshardware.com/tech-industry/china-to-achieve-basic-self-sufficiency-for-chip-fab-tools-this-summer-claims-industry-veteran |
| 22:14 |
mats |
super old dick bove piece: '... QE2 as a bank-less “financial war with China”' https://archive.ph/2023.05.23-074043/https://www.ft.com/content/dcfbb1ea-e219-3273-8992-9e7ac75ae290 |
| 22:16 |
mats |
sorta confirmation of what was already suspected https://archive.ph/2022.08.29-142719/https://asia.nikkei.com/Editor-s-Picks/China-up-close/Analysis-Mystery-of-1999-US-stealth-jet-shootdown-returns-with-twist |
| 22:17 |
mats |
similarly, confirmation of saudi diplomat and saudi intel coordinating 9/11 https://archive.is/2024.06.30-203957/https://www.theatlantic.com/ideas/archive/2024/05/september-11-attacks-saudi-arabia-lawsuit/678430 |
| 22:19 |
mats |
dod unreadiness stuff https://breakingdefense.com/2024/04/navy-ship-delays-columbia-constellation-virginia-enterprise-del-toro |
| 22:19 |
mats |
https://archive.ph/2024.09.21-100250/https://www.businessinsider.com/us-navy-submarines-17-billion-over-budget-in-crisis-lawmaker-2024-9 |
| 22:21 |
mats |
really unfortunate how nato is so badly organised and managed |
| 22:23 |
Vex_ |
mats, you read eifty million metric fucktons of macroeconomics weekly. ever thought of distilling it? |
| 22:23 |
mats |
for relatively well understood structural and historical reasons, and a general unwillingness of e.g. spaniards to die for hungarians |
| 22:24 |
mats |
they're stuck with this idiotic force and equipment redundancy and duplication of effort |
| 22:25 |
mats |
the combined nato european member states budget is a whole ass usnavy, or usarmy, or usaf |
| 22:26 |
mats |
but due to a lack of unified european military command they can barely scrape together enough tanks, truck mounted missiles, and uniforms for a grand parade now and again. or to beat libya around the ears for more than a few days solo without american support |
| 22:27 |
mats |
their gdp is more than 10x russia's |
| 22:28 |
mats |
their defense budget is more than 5x ru |
| 22:29 |
mats |
at their current level of readiness its hard to say that everyone meeting their 2% defense budget to gdp ratio is even sufficient, and there are folks proposing 3-4% now which is not politically tenable |
| 22:30 |
mats |
but they could likely get by with even 1.5% if they unfucked this org problem |
| 22:30 |
mats |
which will never happen |
| 22:30 |
Vex_ |
shit man, I meant a paywalled blog. not do it right now |
| 22:31 |
mats |
i don't have any macro stuff to write about, it would just be links to financial papers |
| 22:32 |
Vex_ |
you obviously distil it in you head. |
| 22:34 |
mats |
i guess there's a general theme involving the study of the intersection of national security and economic policy, us and cn relations, us and cn technological innovation, the rise of cn, and the risks of public debt to national economies |
| 22:34 |
Vex_ |
I suspect you can also dissect a balance sheet. |
| 22:35 |
mats |
i think the rise of microstrategy is pretty weird |
| 22:35 |
Vex_ |
They got a shitton of bc and sell softs |
| 22:35 |
mats |
not inscrutable, it feels similar to trump's djt social media garbage fire |
| 22:35 |
Vex_ |
he's got a shitcoin now too I heard |
| 22:36 |
mats |
when you remove the digital assets impairment charge and look at revenues remaining flat, mstr is a fucking dud |
| 22:36 |
Vex_ |
dud, or not correctly priced? |
| 22:37 |
mats |
i think its significantly overpriced |
| 22:38 |
mats |
it would be a different story if they could loan out a quarter of their btc to collect yield, but they don't do that now and the reason is probably related to regulators |
| 22:38 |
mats |
they're losing tens of millions of dollars every q |
| 22:38 |
mats |
it really is a money losing piece of shit like djt |
| 22:39 |
mats |
but shares still trade at a significant price owing to bitcoin (or trump loving) morons |
| 22:40 |
mats |
i don't understand how tsla is at 600bn either |
| 22:40 |
mats |
they don't have a single permit to test autonomous vehicles in usa |
| 22:40 |
mats |
and they probably still won't have one in 2026 |
| 22:41 |
Vex_ |
i was interested to see the drop in price after the robotaxi show |
| 22:41 |
mats |
who the fuck thinks a two seater taxi is going to earn money |
| 22:41 |
mats |
what the actual fuck |
| 22:42 |
Vex_ |
he had a 10 seater too |
| 22:42 |
mats |
if they continue to use the gigacasting shit then the tail risk of operating it is too high |
| 22:42 |
Vex_ |
what is gigacasting? |
| 22:42 |
mats |
one low speed accident at 8kmh and you're looking at a 12k usd bill |
| 22:43 |
mats |
the giant al die casting machine used for the unibody |
| 22:43 |
Vex_ |
oh , right |
| 22:44 |
mats |
i guess it could work if they start selling cars at half the price they are now |
| 22:44 |
Vex_ |
but if you let computer drive, they dont crash |
| 22:44 |
mats |
'iphone' levels of middle class 'luxury' |
| 22:45 |
Vex_ |
yeah. why byd is successful here. come in under luxury car tax. slever |
| 22:45 |
mats |
tesla isn't remotely close to L5 self driving |
| 22:46 |
mats |
and even if they don't crash, there's the issue of other vehicles and objects striking them |
| 22:47 |
Vex_ |
totally. I've never had a ride at all in one of these new cars |
| 22:49 |
mats |
i haven't seriously dug into it but i suspect the entire financial case for making gigacasting work rests on autonomous driving assistance working out |
| 22:50 |
Vex_ |
amg63 with collision avoidance. yes. pilot was stomping the v8 and letting it work. so inappropriate. idk if he even too her heels off |
| 22:50 |
mats |
because tesla cars aren't repairable in many situations, or even geographic locations |
| 22:52 |
mats |
i haven't found good actuarial data about it, maybe its siloed or i don't know where to look |
| 22:53 |
Vex_ |
so true, what happens when they all turn into ratters |
| 22:53 |
Vex_ |
there hasn't been enough time |
| 22:54 |
mats |
but there's this in reuters https://www.reuters.com/business/autos-transportation/tesla-insurers-take-different-paths-deal-with-expensive-repairs-2023-01-26/ |
| 22:55 |
mats |
presumably they get recycled if possible, ie https://resource-recycling.com/e-scrap/2024/05/22/nevada-battery-recycling-operation-ramps-up-capacity |
| 22:56 |
mats |
https://www.thisismoney.co.uk/money/cars/article-12604851/The-bill-insuring-electric-car-rocket-9-000.html |
| 22:57 |
Vex_ |
iphone car |
| 22:57 |
mats |
teslas may just be uninsurable in many place like uk, or you get stuck with a single insurer without competitive bids |
| 22:59 |
Vex_ |
i'd also be slightly worried if my garage was connected to my house |
| 22:59 |
mats |
thats not really an issue with new battery chemistries |
| 22:59 |
mats |
i'd be nervous if i lived in a mid or high rise with a car park in it though |
| 23:00 |
Vex_ |
someone elses car? |
| 23:00 |
mats |
its a combination of things |
| 23:01 |
mats |
http://logs.nosuchlabs.com/log/asciilifeform/2021-08-01#1049732 |
| 23:01 |
dulapbot |
Logged on 2021-08-01 22:55:08 mats: https://www.nfpa.org/News-and-Research/Publications-and-media/NFPA-Journal/2019/March-April-2019/Features/Protecting-Parking-Garages |
| 23:02 |
mats |
http://logs.nosuchlabs.com/log/asciilifeform/2024-08-09#1116386 |
| 23:02 |
dulapbot |
Logged on 2024-08-09 00:27:25 mats: https://insideevs.com/news/729196/mercedes-eqe-korea-fire-underground |
| 23:02 |
Vex_ |
new law her eon batteries for scooters etc. too many houses burned from samsung style runaway |
| 23:03 |
mats |
its not really the battery fire but the secondary ignitions it is going to kick off, and with all of the garbage combusting simultaneously there'll be zero visibility and nobody is going to be able to get in there to contain it |
| 23:03 |
mats |
batteries are very safe but colocation with massive plastic ice suv and massive fuel tank is a problem |
| 23:04 |
Vex_ |
separate garage. solved |
| 23:05 |
mats |
i would bet money some violence entrepreneur is going to do a skyscraper with a garage and full human occupancy on a weekday in the next 10y |
| 23:06 |
mats |
i hear that modern auto software is extremely homogenous and monolithic these days |
| 23:07 |
Vex_ |
if you build enough, the death will cheapen |
| 23:08 |
mats |
can't imagine the technical difficulty of dprk simultaneously kicking off five fires in five trucks in the same garage is very high |
| 23:09 |
Vex_ |
cant wait for aciilifeform's smellovision. wake a cunt up so he can get his proper hotrod out before total destruction |
| 23:10 |
Vex_ |
roccos modern life |
| 23:10 |
mats |
there's no way to make 500 people dying in a fire cheap |
| 23:10 |
Vex_ |
500 aint shit |
| 23:11 |
Vex_ |
we'll price it like pure dirt. everything has a price |
| 23:12 |
Vex_ |
I have an issue pricing 1 life like that, but it happens |
| 23:13 |
mats |
see that old mp thing about the north hollywood shootout and insurance payouts, survivors benefits on bodies of victims and cops |
| 23:14 |
mats |
500 bodies amounts to the cost of a hurricane for insurers |
| 23:17 |
mats |
http://trilema.com/2015/strategy-for-the-antisocial-struggle |
| 23:19 |
mats |
insurers are already getting fucked big time in an era of continuously increasing water in a warming atmosphere |
| 23:20 |
mats |
muggles like to talk about berkshire's monotonically increasing, all time high records setting cash pile, but there's no analysis of how their liabilities are ballooning too |
| 23:20 |
mats |
its a good business, but still |
| 23:21 |
mats |
they're getting beat over insurance |
| 23:21 |
Vex_ |
i don't fully understand |
| 23:21 |
Vex_ |
insurance is weird |
| 23:22 |
mats |
it also owns a lot of utilities |
| 23:23 |
mats |
http://archive.today/2024.03.06-035734/https://www.ft.com/content/9619f503-6fd5-4256-8a5a-09eeebd08692 |
| 23:28 |
Vex_ |
now that's one that's one that I'd love to read you dissect |
| 23:30 |
Vex_ |
I'm persona no grata with lloyds |
| 23:32 |
Vex_ |
one of the girls called me up when I was super drunk. |
| 23:40 |
Vex_ |
I changed the vive |
| 23:41 |
Vex_ |
I dont hink they call after dark anymore |
| 23:41 |
Vex_ |
maybe it's been long enough. no |
| 23:42 |
Vex_ |
we need to survey ur boat sir. fuck u do. it's over |
| 23:45 |
Vex_ |
https://www.youtube.com/watch?v=KC8kKFIzEjY |
| 23:47 |
Vex_ |
ha ha bird near my housae responds |