Independent thinking for complex markets and current events
The $GOOG search bar is smart enough to know when AI isn’t the way. This query also cost Google 1/1000 the resources it cost OAI. Google’s own AI mode gets it wrong! It’s dumber than the Classic Search product. https://t.co/aq5kSO8Dt3 pic.twitter.com/uUh3MmCgjY — Oh Come On! (@BluthCapital) August 8, 2025 Exactly. Which now for *years* ppl …
Fundamental misunderstanding of the technology. Waymo requires human code, mapping, and a very expensive and extensive process to outfit vehicles with self-driving sensors. Tesla has solved self-driving with 8-9 cameras and an onboard computer, costing no more than $2k in additional parts. Tesla can manufacture 2-3 million Robotaxis per year at an average cost
The dominance of US tech giants is in question. With reduced-capability chips outperforming massive investments, the bubble of overinflated valuations in big tech could burst. The market might soon be forced to recalibrate, adjusting to a reality where smaller, more agile companies can match or even surpass the performance of the giants, without the endless …
by Stephen Green https://twitter.com/Trump__Train__/status/1847276415063863783 SLS requires Starship and the Lunar Gateway to get enough mass to the moon to make Artemis work. Starship can do the whole thing by itself. All things being equal, Artemis makes no sense. But all things aren’t equal. SLS costs $4 billion per launch — just for the disposable rocket. …
The plant never operated at more than a third of its total capacity in its 13 years since being built. Occidental Petroleum quietly sold off a carbon capture facility – the world’s largest — that was built into a natural gas processing plant in Texas, according to a Bloomberg Green investigation. The plant, called Century, …