Spekulatius

On Dresden, later studies from the Allied also found out that it did little or nothing to end the war. instead, targeted bombing of the electricity grid would have potentially brought down the German war machinery much earlier than it occurred. So the Dresden bombing is not exactly a great advertisement for bombing civic land even if you take the moral aspects away I also recommend to watch Vietnam documentaries . There is a good one Vietnam turning point on Netflix right now. What is clear that bombing civilians villages wasn’t exactly a winning strategy and lead to more requirement for the Vietcong from formerly neutral or even friendly population. Also in Afghanistan, the US military for all its faults tried to separate erste friend from foe and avoid indiscriminate bombings. I guess it boils to the question of a genocide justifies the opposing side using genocide too. I think it does not.

I don’t think anyone here claims that robotics never comes along. It has been in use since the 70’s for certain task in the automobile industry. I just don’t think it comes along especially with humanoid robots as fast as piept think and in particular , I doubt that Tesla is likely to succeed. I think there will be many more robots for specific use cases and they are easier to train due to AI. I think anything mass produced will likely be commercialized by the Chinese (think Roomba). The top Chinese vacuum robots use LiDAR for navigation by the way, which Elon stated would be too expensive for cars.

Sold 7605 Fuji Corporation (tender offer ) and RCO (at a loss)

On that I will agree. Finance is a massive opportunity to utilize AI. Another odd one is psychology as many Millenials have discovered that an AI chatbot does a decent job as a shrink with massive cost savings. I hadn’t thought of the latter but it sure seems happening. Everything that needs to interact with the outside world like a robot or self driving cars is much more difficult to I implement.

Sold my 7605 this evening. Now I need to recycle the proceeds.

You never polished silverware for your grandma? The kind of silverware that contained real silver? The current generation is missing out on experiences.

Thank you for explaining. A “Snitch” program doesn’t sound like it will solve any issues. The post above however was talking about

Many things that are easy for human to do with their hands are very difficult. human hands are very complex and have thousands of sensors. German language has a word for it “Fingerspitzengefühl”. It’s hard for relatively simple robot hands to get dexterity while on the other hand robots can move with much higher precision and then repeat the same thing thousands of times.

Mortgages are the cost of capital and those are around 7%. I bet most homes don’t have a 7% cap rate. Thats also reflected in the other key metric, which is housing affordability. So I don’t think SFH are a good deal right now. For SFH purchases, post GFC 2009-2014 and perhaps up to 2017 was a golden opportunity that won’t come along too often.

Handjobs are difficult: https://www.construction-physics.com/p/robot-dexterity-still-seems-hard

Sounds like @cubsfannand this a Keith guy lack reading comprehension. The Uk government does condemn right wing terrorism as active and vocal support of discrimination and violence against minority groups. Then it expands on the ways this gets expressed. The key is the first sentence which most people would agree with.

@John Hjorth Someone needs to create a soap opera. West Wing - MAGA edition.

I think home appreciation will slow household formation boom from the millennial generation is over. It will also help longer term if interest rates and the mortgage rate remain higher. No quick solution for the housing issue, but perhaps a slow one. Zone low changes would also be big help if they allow for more housing units in desirable areas. It probably requires some executive action to put pressure on states which put pressure on cities etc to get this done. Top down should work better than up ground up, since the latter favors NIMBY policies.

I think this is a a good way to think about wealth creation. Most people that came to money owned some sort of business and didn’t live a flashy lifestyle. A know quite few families in MA and CA that got there owning a business and real state very long term through generations and kept compounding. It’s helped that in these states real estate has done very well. The same approach might not have gone anywhere in the mid west. Most business only last a few decades and may not survive the first generation as they are very operator depended. If next generation screws it up, the wealth probably will be lost.

Origin needs to hire Gywnne Shotwell from SpaceX. Make her CEO and hire some key employees from SpaceX. This is Michael Corleone‘s Alt Account speaking.

One of my Japan holding was up AH and that’s why: https://www.marketscreener.com/quote/stock/FUJI-CORPORATION-14116174/news/Usami-Koyu-Corp-proposed-to-acquire-Fuji-Corporation-from-Fumiki-Endo-and-Other-shareholders-for--50181130/ Apparently a buyout offer at 2830 Yen/share. My cost basis is 1313 Yen. Not bad.

If you are into 90’s singles songwriters (the mid 80’s to mid 90’s were the golden age of singles songwriters, imo) check out Tori Amos:

I agree that tanks lost relevance but it’s also a result of the stalled nature of the Ukraine- Russian theatre that has many similarities with WW1. On drones, both parties have not managed to create an air cover against drones , which is not that hard to do. It requires something like Rheinmetals Skyranger, which can probably clear everything that’s line of sight. I have also seen cheaper truck mounted version of this using similar or smaller guns https://www.rheinmetall.com/en/products/air-defence/air-defence-systems/mobile-air-defence-skyranger I think jamming was the weapon of choice until the workaround with glass fiber controlled drones came out. As always, the war and the weapons are constantly evolving - you only need to look at We1 and WW2 to see the huge difference in weaponry and tactic just a few years into the war. I don’t think drones are as devastating and in c one than people make it out to be.

A B52 that is in service for 70 years as a starter. Also explain to me why no defense contractor of size went bankrupt the last 50 years,

I think Carter is underrated and Reagan is overrated, at least relative to how they are regarded right now. Carter didn’t now how to sell himself while Reagan was a showmen. Carter also got unlucky with Tehran and hostage affair as well the Russian invasion in Afghanistan. Reagan the strongman was all about appearance and to be fairly as a clear putting up a good show is part of the job and he was good at it. But he also had the Iran contract affair, Sky high high fiscal deficits (for that time) and it was in the 80’s that the common man lost purchasing power and the wealth inequality started to increase substantially. So my take is that Carter wasn’t as bad and Reagan not as good as people think, I think historians over time will take a more balance view than currently in the future.

Ketamine Elon doesn’t have card now against Taco Don. Trump can easily get his security clearance pulled and he is done running SpaceX. Elon probably can’t pass a drug test and even if there are other ways to show he is compromised (Business with China etc) Kill EV credits for Tesla and call Abbott to have him look into his autonomous car application for Austin (Safety concerns ) and have it benched for a while. Then keep about railing against SpaceX and Tesla and make it clear that they need to boot Elon to solve then issues. Maga will be cheering.

Jimmy Carter, the great deregulator: https://www.theregreview.org/2023/03/06/dudley-jimmy-carter-the-great-deregulator/ He deregulated Banking, trucking, railroad, air traffic. He also pointed Paul Volker as Fed chairman. interesting. Many people will say that Carter was the worst president in history but may be he was just unlucky and never saw the payoff of those actions and the benefits accrued under Reagan.

BAH is starting to look interesting now. Perhaps we get another leg down but they have over time shown strong ability to grow and defend their margins. A few more confirming datapoints (insider buys, revenue confirmation) would be nice.

LOL, are you serious?