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A wise man once asked me, "What is the sound of one hand clapping?" I thought hard for a bit and then I slapped him across the face.

After the inclusion of 3 point seatbelts, emergency room visits from cars crashes went up exponentially. The result of people getting injured rather than dying in car crashes.

Why train generative AI models when no one wants to pay for products that have ‘AI’. For example, Apple isn’t charging extra for its AI tools and that’s a big marker.

By the time small modular nuclear get approved designs, planning permission, funding and then building completion well, solar and some type of battery/storage will have made it obsolete

Cost of solar and batteries going down, while SMR costs rise dramatically.

It’s a shame that this ‘cybertruck prototype’ made from dumpsters is actually more useful than the final product.

There was never a shortage of rare earth materials. There might be a lack of rare earth processing/extraction because it’s messy, toxic and highly damaging to the environment. Link: REE | Europe’s largest deposit of rare earth elements discovered at… - rareearthsnorway.com/europes-larges…

Heads up.

“Cisco fixes WebEx flaw that allowed government, military meetings to be spied on” Look, Zoom and Teams aren’t great at security but Webex seems to be the least competent product of the three.

One thing I think about Nvidia is that when the AI bubble bursts/deflates, they will switch to shipping hyperconverged x86 servers & take market share from Cisco/Dell/HPE/Lenovo to keep hardware revenues going while they build a software moat. My guess is within 6 months

New email signoff: Never would be better than later for my SLA "Vendor Tech Support”

The CLI was the first API. Which demonstrates how bad APIs can be.

The reason electric vehicles are falling in price is obvious - they were vastly overpriced. Early adopters paid a first generation premium - which was stupid. Prices are resetting to what market will bear - roughly similar to fossil cars which are 40-60% cheaper.

“Fibre Channel Host Bus Adapter Market Records Second Consecutive Quarter of 30% Growth, Reports Crehan Research” Fibrechannel is successful, still convinced that Infiniband would be the perfect upgrade path for legacy storage.

A thing about AI hardware platforms is that it includes DESKTOPS/LAPTOPS as well as servers. Cisco will never be able to full stack AI because it will never sell desktops or laptops leaving it a laggard in the AI sector.

Link: What share of lithium-ion batteries are recycled? - sustainabilitybynumbers.com/p/battery-recy… TLDR: Most Lithium batteries are still in use, and not ready for recycling. LiFePo batteries minimum 15 year span,.