Yes, but even then you’d expect the faltering to be reflected, just earlier. As the analysts estimate low profits you’d expect the stock to suffer a sharp decline then.

Given how overvalued Tesla is arguably in general and that the rationalization is that while it’s not the biggest and best brand now, but their growth trajectory should carry them past all the other automakers, it’s insane that they are only down 11% from their late december highs, and still showing a $1.4 trillion market cap…

It’s not a company that looks like growth nor do their current results look to justify that crazy valuation. They are valued at 3x Ford, GM, Toyota, and Honda combined, despite having more modest business results than any of them.

Yes, this local move upward on beating estimates despite a bad result is normal, but the broader trend of this stock is still anything but.

They squandered their reputation to gain political clout that seems to have evaporated and are locked into EVs in a market where that’s no longer subsidized and a great deal of EV interest is muted now and other manufacturers are able to push out compelling EV cars. You know that Musk is going to take your money and spend it how he sees fit including obscene bonuses to himself…

I just don’t understand Tesla investors at all at this point…

Well it’s not a problem in arm environments generally, just in x86 land, and the bootloaders don’t have a good shot of figuring it out on behalf of the kernel either… There is an ACPI table but no one cares about it in Linux land and is almost never used in Windows land (EMS does support it) and as a result most systems don’t bother doing it at all.

I have trouble getting real displays working all the time…

Needing to know which serial port is which and manually tellling the kernel via console=ttyS0,115200 or whatehaveyou is annoying…

What other displays could people mean?

Same for me. In Linux, I plug in USB-C and both monitors in the chain light up every time without thinking.

For some reason, dual boot into Windows and it always disables one of the two by default until I manually go in and tweak it alive, and then it will do it again next time I plug in.

Now back in the day, futzing with XFree86 config files and CRT monitors and absolutely lots of ‘voodoo’ to match what Windows pretty simply did with display configuration. But nowadays at least with kwin wayland compositor on nVidia proprietary drivers, it always does exactly what I expect without asking, and Windows is the one that assumes that I don’t want to use all the displays that are connected.

Windows seems pretty clunky by comparison nowadays when it comes to display configuration.

Now juggling my bluetooth audio… I think Windows still has the advantage. I have no idea why sometimes my bluetooth microphone just doesn’t work under Linux. I do appreciate the ability to manually select the bluetooth codec in Linux where in Windows it ‘guesses’ and often guesses wrong, throwing it into ancient headset codec territory when I’m trying to listen to music, because who knows what has made Windows think the microphone device is open…

Networking… Linux wins hands down with VPN connectivity, much much easier to manage all my VPNs in one place in the ‘casual’ user scenario instead of a litany of competing ‘endpoint managers’ in Windows. When VPNs step on each others routing tables, well no OS makes that easy but at least Linux network namespaces makes it possible for me to have multiple network ‘worlds’ in one place to reconcile the conflicts…

Probably the other area where Windows has a bit of an advantage is a consistent binary driver model. In Linux if you are an out-of-tree driver, it’s going to suck to keep up with changing in-kernel APIs to keep your source compatible, let alone have a module running without a recompile after a minor kernel update. I guess the silver lining is almost everyone decided to have their drivers ‘in-tree’ to make sure they are maintained and don’t need a lot of ugly #ifdefs to contend with multiple kernel behaviors… Then there’s nVidia and some commercial filesystems that either cannot or will not go in-tree…

AMD is largely left behind. They are trying real hard to pitch their MI products as an nvidia alternative, but no one is biting. Strangely some of their line is even more exotic to try to host than the highest end Nvidia gear.

So they are relatively less exposed to a crash than nVidia. On top of not doing that lending to their customers…

By themselves, they are outmanned and outgunned. There’s been multiple stories about how they show up even with some order by a judge in hand and ICE/CBP just ignores them. From a practical perspective, they don’t have much recourse if ICE/CBP ignores the law and has the force.

At least taking their figures at face value, about 75kwh to generate a gallon of gas, and let’s say 67 kwh to get a an EV 200 miles (assuming some losses between the generation and the actual battery capacity, and 3 miles/kwh which is on the low-ish end of EVs, but realistically close). The most aggressive hybrids getting 50 mpg so we end up with it being about 4x worse than charging an EV with that energy source.

At least at residential rates where I live, that’s about $10, so it would only really make sense when gas gets to $10/gallon, otherwise, go to the pump for the fossil fuel. That’s ignoring the cost of the station itself.

So maybe nearer than one might imagine, but still highly impractical. Maybe if they doubled the efficiency and gas eeks up without residential electricity rates going up…

But all this is assuming it will work exactly as well as they say it is, and I’ve learned to have a healthy dose of skepticism… Here though I can be as optimistic as they like and it’s still a tough sell…

Well, I don’t know if the reason given is that significant, they’d just plan around the fixed weight. The issue being the energy per unit volume/weight being so far behind hydrocarbons that some applications do demand it.

So while stationary/grid applications may lean battery since size/weight hardly matters, and EVs are debatable good enough for many scenarios, I will grant that for aircraft, boats, and some heavy equipment it’s hard to beat hydrocarbons.

Unfortunately, on that front it has to compete with extracted hydrocarbons and doesn’t seem like it can compete as yet. It however may give hope for a more resource constrained future that the battery-hostile scenarios may still be fulfilled in a sustainable way, just at higher relative expense than today. Or they iterate on their processes to have cheaper equipment and/or increased efficiency to come closer to competitive with extracted hydrocarbons. Or a viable thing to reference for some governments mandating sustainably sourced hydrocarbons when they are really needed.

How much do we have an over generation problem in general though? I suppose the argument would be that solar is curtailed because they don’t want to deal with the potential for overgeneration, but we already have a number of approaches for energy storage. Their pricing for generating at most a gallon a day is a price exceeding a battery system of LFP that could do a lot more than a gallon of gas. This is ignoring the rather significant potential of Sodium batteries.

So this doesn’t look to be cheaper than battery systems, it looks to be way less efficient than battery systems. The biggest use case as energy storage in general seems to be if you want it to spend a few months (but not too many months, fuel degrades in the tank after all). The more narrow use case is to cater to scenarios where you absolutely need the energy density of gasoline, so boats and airplanes critically so, maybe some heavy equipment. I’ll grant that, but if particularly sodium batteries will be an acceptable approach, it’ll be better than this solution in that very wide variety of circumstances.

Even then, the value prop is questionable.

It treats sustainable energy dedicated to this purpose as “free”, ignoring the opportunity cost of using that energy directly.

For example, let’s say I dedicated my solar exclusively to making gasoline. I could get about 14 gallons a month of “free” gasoline… Except my home power bill would go up about 150 dollars a month… opportunity cost would be over 10 dollars a gallon…

Problem is that the efficiency is on the ground here.

The same energy that might get an EV 200 miles instead produces a single gallon of gasoline, to get a sense for the relative value of the efficiency.

Note that this demo takes things over 100ghz. So the challenges associated with mmwave (and wigig) are even more.

They hint at their goals by mentioning fiber in a datacenter, where they are now getting to 400/800gb speeds, so in the ballpark of this demo, but this would be a shared medium instead of a switched network, so it’s DOA there as well.

Unfortunately, looks like the breakthrough is silicon that can credibly work with those frequencies at all with a reasonable power budget, by simplifying and reducing power draw. Maybe it could somehow reduce energy usage of wifi, but they seemed to be all in on being over 100ghz… So the tech won’t be increasing the throughput of anything more practical.

It pretty much would be line of sight only.

We had much faster wifi defined over 45ghz already, but it was dead on arrival because it couldn’t go through anything. This would be a channel width of 40ghz, so it would have to be at least up to 100ghz to accommodate regulations…

Well as long as you never turn around and put your body between the headset and it’s wireless peer.

Note that 802.11ay to get 20-40gb (approx 2GB to 3GB/s) is a thing, and it’s ignored because going over 45 ghz is just impractical. This experiment would have to go even higher than that.

ROM because ultimately they have to support the device

They also make deals with companies as to what their preload has, what the preload forbids from being uninstalled, and what subscription services for into their platform.

While optional, it is also the default behavior.

It’s a bit directly on Microsoft, unless you go out of your way, bitlocker will upload the keys to Microsoft. They assume you want them to help recover your data if your tpm becomes unavailable.

Interesting fun fact, when I tried to swype type bitlocker it really wanted to put bootlicker instead.

My guess is that they have email hooks into LLM and call each entry point into LLM invocation an ‘agent’ and I have seen in a lot of companies the easiest way for them to have an email is to just add them to the directory.

It’s still dumb as hell, but I am no stranger to non-human’s in an ‘employee directory’, though usually it is supremely obvious that it is a non-person so if it’s at all confusing it means they are being ‘cute’ about their accounts.