YES. It is a perfect system for generating an unending series of C-/D papers stomping on a human face, forever

The Warsh hearing is noise, what he's saying doesn't matter.

This is true! My joke is that maybe they will drive them more often, since there are fewer failure points for Ferrari to screw up, such that the car may be a live option rather than "Well I gotta take it into the shop first".

Eh. We nees to replace an ungodly amount of gigjoules and then we need to double that to run sequestration, green hydrogen, green cement. It'll be harder than folks think.

A Ferrari EV might actually be reliable and thus may be driven more often.

Yeah, the question is what the lifecycle looks like. Outside of mobility and devices/tools, lithium is suboptimal. Vanadium redox is the grid storage answer already.

documentary in which the Minions reenact their past atrocities in Indonesia.

I found them pretty bland and derivative. Tho I also read the poly Mom's memoir and was like "oh wow this is a FUCKED UP family" so I'm negatively polarized against the gene pool's success. I want them all to fail!

And also why they did this for like vast tracts of Suffolk county. Ridge and yaphank for example

I am not a Republican

Feeling great

Lololol. Yep. My favorite version of "Mamdani Derangement Syndrome" was at a Mavis Tire in Port Jeff Station which eventually devolved into a 50yo Maga chud saying "all these girls are moving to the city and want free stuff and to have sex with the mayor. That's why he won."

This is why I also buy a lot of copper, uranium, tin, vanadium exposure. Electric metals gonna boom.

Yeah my sense is that they think the BS is more acceptable tho and so they are more surprised when they Fail, especially in person stuff. They don't realize AI is making them dumber.

Prices for LNG and high spec coal are pretty reasonable given shoulder season. Slow burn here I think. N ferts are irreplaceable. This is like a 2 year duration trade at most. World is short ferts and LNG and jevons paradox means energy demand rarely gets replaced, just added. I can also be wrong!

coda: It's amazing to me how people can't seem to understand that there are a lot of people who look at the Neoliberal world order and say "Well this fucking sucks and everything is awful" and they're not MAGA coded. And telling these people to defend said world order is.. really stupid?

@scarymrolmecman.bsky.social curious for your anecdata on this

If you were a lazy or not too bright student, you'd hit a wall where you *had to do work* or you'd fail all assignments. AI smoothes that runway so you can BS your way thru and then when you hit hard constraints it's totally catastrophic.

AI has definitely made the bad students worse, whereas the good students remain the same. I think cognitive atrophy has harmed them esp foreign language students who are translating everything with AI and not practicing English. They are bombing in person exams

It's that time of year where students ask how they can atone for using AI, missing a quarter of class sessions, and failing the midterm without that requiring extra work.

Have you considered all of the annoying people in Smithtown who are gonna complain about it on the LIRR despite them not owning any NYC property and earning 120k a year? My occasional commute will be ruined! (Not really, I will enjoy it)

Sold some oilers that that run a lot and buying the energy dip here with a focus on LNG related trades. Nitrogen, LNG, coal are all structurally undersupplied post Ras laffan attack. Equities trading not far off pre war levels. Risk asymmetry vs oil producers. $Cnr $agro $lxu $vg $sto.ax $whc.ax

The real bottleneck is compute, but that's just a capex game which will run into efficiency gains in models and chip design. The real winners? Old economy firms that can use AI to improve efficiency and margins without spending a mint on crappy enterprise software

The issue is you need to price it much higher for real profits. Also this is math and there is no enduring moat with any of these models.

Yeah he's suboptimal. Also he's gonna win and this vote blue no matter who. So I don't know why we're spending so much time rending our garments about him. He'll either be good or fetterman, but he'll be a D vote. If bad, replace in 6 years.

Where's the popcorn????

Is that supposed to be blank or is my phone acting odd? I wouldn't be surprised given that she is...well....Jennifer ragkumar

Curious why you think crash vs slow deflationary spiral

The danger is if this doesn't get resolved soon then we won't have much buffer left, if at all.

Reminds me of the uranium market. When there's a supply gap most institutions (like say refinery buyers) will try and wait out the gap. The issue is when everyone gets back in the water and if they're doing so post gap.