> Helium is almost all captured from gas wells by cryogenically liquefying the nitrogen out of it.
This is wild. I never thought about how they separated gases from natural gas fields. The carbon footprint of each kg of that helium must be astonishingly large.
I ask ChatGPT about this. It says the root was demand collapse at the start of COVID. So fabs stopped producing the many low-end chips reqd for modern cars. They retooled/pivoted to higher-end chips. When auto manufs came back knocking after COVID, the fabs didn't want/need their biz of low-end chips.
It will incredibly hard for China to conquer Taiwan. One hundred kilometers across the straits introduces a brutal geographic hurdle. If anything, the fabs will probably be severely damaged in the war. Plus most senior execs and elite engineers would be moved to US offices in Arizona.
I just replaced my OnePlus 5 a couple of months ago at over 8.5 years old. No repairs needed, battery was a bit crippled in active use, especially making calls, but fine for a mostly idling phone. In idle it still lasts longer than a 1.5 year old iPhone 15. I still use it for by backup phone number SIM, as it slowly gets to ~9 years old.
The bigger issue was no more OS updates since 2020, and no Play updates since 2023. The battery can be replaced but getting a fully updated OS is more involved.
OnePlus 5 runs great with custom ROMs, including potentially ones based on mainline Linux as opposed to AOSP. (The Linux support is not as good as OP 6/6T but getting there pretty nicely.)
Too bad they have these long lists of "this doesn't work so well" and I'm too time constrained to troubleshoot for too long or dig for solutions. And I'd also need to replace the battery. It's an option for when I actually have some time.
The device integrity is a bigger deal, this is also a backup for some banking apps so if they don't work it kind of defeats the purpose. I removed all other apps to minimize the attacks surface.
If you're using it as backup for banking apps and the like I totally get not running a custom ROM on it! But you could also set that backup on something even cheaper, any one of the random not-bootloader-unlockable brands, and be left with the OP5 as a Linux phone. You're also right that the Linux support on OP5 is not up to standard yet, this is more of a question for the future if that support improves.
What's cheaper than an already existing phone that would otherwise stay unused or end up in the landfill (recycling center)? It could also be a great experimentation platform, play with Linux on the phone, but the time I have available now leaves little room for this kind of play.
The goal is not "experimentation" but having it eventually as an always up-to-date daily driver once the support for it matures. You're quite right that we're still a bit far from that, though.
This comment makes no sense to me. I exclusively use very low-end phones from Xiaomi. I buy a new one roughly every two years. Each new phone has a better screen, camera, CPU/GPU, charging, and sometimes more RAM/storage.
But it had 4k 60fps video, optical image stabilisation, a "super retina display" etc five generations ago. The specs have kept improving, but it's not a quantum leap in performance.
The same applies at the low end, the grand parent comment even agrees.
You buy a new phone every two years, it comes with a camera, a cpu, a gpu, a host of sensors. Same as phones did two years ago, and ten years before that.
I don’t use my current smart phone in any ways that are different to the iMate PDA2K I had twenty years so.
How often does your browser freeze up when you open a webpage? How often does your phone browser dump its memory when you switch to another tab and then switch back? Eg if you were writing a post and opened another tab to go check some fact then the post in the original tab gets deleted.
Because that's what happens if you use an old cheap phone in the modern day.
I even had a phone that would occasionally just crash when on a heavy website and the onscreen keyboard popped up. That was not at all infuriating!!! Especially when it would crash when I try to refine a Google search.
your comment makes also no sense to me, I exclusively use very low-end phones from Xiaomi since 6 years, and change it only when it's dead or when I can't run my apps (I'm afraid mine won't last 2 years more). Before this I kept my first smartphone (iphone 3GS) for 10.
> mag7 (minus) tesla are all relatively cheap when they dip
I asked ChatGPT for a list of Magnificent 7 stocks and their most recent price to earnings (PE) ratios.
Company Ticker P/E Ratio
Apple Inc. AAPL ~33
Microsoft Corporation MSFT ~25
Alphabet Inc. GOOGL ~29
Amazon.com Inc. AMZN ~30
NVIDIA Corporation NVDA ~38
Meta Platforms Inc. META ~28
Tesla Inc. TSLA ~378
In the last 50 years, I think the median PE ratio for S&P 500 index is about 15. Seven and below is considered rock bottom, and 30 and above is very high. These PE ratios look pretty damn high to me.
How much do these names need to "dip" for you to consider them cheap?
There are a few things to consider if you are in the investment space:
- Growth rate: you can't compare them to the average single digit growth companies or dividend focused companies. Most of these tech companies revenue are still growing at double digit with good moat. Pe is a good measure but it's not absolute. If you believe they sustain their growth then it's a good bet. And you can choose not to buy in their growth stories too. At the end of the day investment is about judgement call
- History benchmark: some of their pe is at historical low. So they are actually cheaper than before.
- Pe ttm and forward pe: how much pe ttm are they at? how much forward pe are they projecting? If forward pe is significantly lower, that means the current analysts consensus is that they will grow in future
- Pe is the a number but it's not everything. You need to consider multiple things to decide if that's undervalued for you. It's highly subjective as different interpretations are common.
- This post is about if you want to play the gaap game with private tech companies. My point is that there are still many public companies that are cheap at certain point. You just need to be patient and be willing to research and wait. For example, meta at around 500 was a buy for me, but since then it has rebounded it's still good but not as undervalued as a few days ago
For other readers, I want to add some context here. NASDAQ is pondering whether or not to change their NASDAQ 100 index membership rules for IPOs. Currently, there is a three month waiting rule for IPOs. They are proposing (not sure if passed/agree/completed yet) to remove this waiting rule for IPOs.
Real question: What is the real impact of this rule change? To me, it seems so minor. Three months is just a blip in time for any long term investor.
> which corruptly will force us all to buy into these companies
Why is this "corrupt"? That term makes no sense here.
Also, if you don't like the NASDAQ 100 rules, then you don't have to invest in securities that track it. You can trade the basket yourself minus the names that you don't like.
Finally, I would say that S&P 500 index is far more important than NASDAQ 100. To join the S&P 500 index, the name must be profitable for the most recent year. (four quarters). Recall that Uber IPO'd in 2019, but was not profitable until 2023. OpenAI probably will not be profitable when it goes public; thus, it will not join the S&P 500 immediately.
I think the bigger story is SpaceX. It will likely IPO very close to a 1T USD market cap (with a small float: ~10%). And, thanks to StarLink, I assume that SpaceX is now wildly profitable.
The "corruption" allegation is that for, yes, SpaceX, index funds will effectively be "forced" to buy in right away at their IPO price, rather than seeing where they settle before getting the money in. Given that most people have most of their money in index funds, it's sort-of an automatic buy and raises some hackles about a fixed game.
Saying "you can trade the basket yourself minus the names you don't like" is not a real counterargument. Most of us are not going to do that, I'm not going to do that and I'm writing this post right now. John Doe is certainly not doing that.
> Also, if you don't like the NASDAQ 100 rules, then you don't have to invest in securities that track it.
Isn't the idea with the indexes that they allow you to intentionally not take an activist position in the market? The exposure is not tied to any underlying market hypothesis. In other words, if we make people form a market hypothesis in order to decide whether or not to hold this index, it has failed in its purpose.
Scala could be one example? When I upgraded to a newer version of the standard library (the Scala 2.13 or Scala 3 collections library), there was a tool, Scalafix [1], that could update my source code to work with the new library. Don't think it was perfect (don't remember), but helpful.
Personally I've heard Odin [1] to do a decent job with this, at least from what I've superficially learned about its stdlib and included modules as an "outsider" (not a regular user).
It appears to have things like support for e.g. image file formats built-in, and new things are somewhat liberally getting added to core if they prove practically useful, since there isn't a package manager in the traditional sense.
Here's a blog post by the language author literally named "Package Managers are Evil" [2]
(Please do correct me if this is wrong, again, I don't have the experience myself.)
Normally, your posts are very coherent, but this one flies on the rails. (Half joking: Did someone hack your account!?) I don't understand your rant here:
> With the amount of bullshit animations all OSes come with these days, enabled by default, and most applications being webapp with their own secondary layer of animations, and with the typical developer's near-zero familiarity with how floating point numbers behave
I use KDE/GNU/Linux, and I don't see a lot of unnecessary animations. Even at work where I use Win11, it seems fine. "[M]ost applications being webapp": This is a pretty wild claim. Again, I don't think any apps that I use on Linux are webapps, and most at work (on Win11) are not.
reply