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52-80

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Everything posted by 52-80

  1. Exactly who owns the debt is a fairly meaningless quibble. The bonds are payment obligations. If the bank of japan doesnt get the money its owed, instead of the SS office, or a pension fund, or a private investor, i'd say it's almost equally as bad.
  2. Just remembered how when I first moved into the college dorm, I found *behind* the desk drawer a Taco Bell receipt that printed the customers name, full credit number, AND the expiration date on it. I looked up the name on UT Directory -- the person was an active student, with current address and phone number and such. Man, ID Theft was so easy back then. What a stupid move by the Taco Bell. And this wasn't the 1980s either.
  3. where do the ducks go in the winter?
  4. Why would they need to make a direct/private deal to refi existing obligations? As debt comes due they just continue to roll it forward on the public market. Treasury has never needed to do anything else. All the tariff stuff is just simple and plain national protectionism.
  5. Im gonna profess to something embarassing which is that I spent $300 on an umbrella, which I lost after a few months, so I spent $250 on a replacement, which I basically never ever used again.
  6. Imogen Poots sounds like a funny phrase a 3 year old came up with
  7. That’s some serious cargo space though
  8. Thats the compromise they came up with. Shes making the purchase privately then expensing it after the trip. Buying it now to secure the flight and hotel so we can do family vacation on top of the business trip.
  9. Xavier worthy on the Horns, Xavier worthy on the Chiefs
  10. the divorce lawyer
  11. Regrettably, very few of us have the money to fuck a different bitch everyday.
  12. Waymo has those roof things because they use spinning Lidars. With 140* fixed angle Hesai units, 4 are required for total coverage. Base case $2k COGS, best case $1k. That's half to all of their current profit per vehicle. ($55k ASP, 6.5% net margin, 28.5% ETR). Obviously, they'll sell it with upcharge and subscription, so it's not fully dilutive to the bottom line. I'm just saying additional hardware cost of thousands is really significant in a car, when even in a BMW they scrutinize parts cost of single dollars and cents.
  13. Im kinda wondering how long until I'm known at work as the deuce monster. We have fully-closed single-room unisex toilet facilities in the building. The ones on my work floor is always busy, and, frankly, often disgusting. The neighboring floors however house a tiny group of mostly women so their toilets are in tip top condition and always free. Almost everyday I go in there for a long time and drop some massive stinker. The office walls are glass and its very obvious who is coming and going into the floor, and I just wonder when it begins to click for them that I'm the guy whos stanking up their bathrooms.
  14. You’re citing unit costs for Lidar. A car would need a suite of cameras to have complete spatial coverage, say 5*$1k. And lidar cant see colors to read signs and road markings (whereas cameras can infer shapes and vectors from 30fps combo of multiple cameras). Hence Waymo combines their lidars with cameras and radars for total autonomy hardware cost of some est $50k+. Tesla’s previously vague FSD promises are getting more specific: unsupervised fsd service in austin, and cybercabs are running around their lots (rather than a single static prototype). Its only a few more months till the proverbial tide goes out and they have to show their cards.
  15. 39% with median $1k savings doesnt mean $1k is all they have access to. It is not the balance of their checking and savings (“transactional”) accounts This is money “earmarked” specifically for emergency. And 39% is the bucket of people who earmark less than 1mo income (not expense) for emergencies. These people cover the 50th percentile in financial metrics, and their financial accounts and non-financial assets are far greater than $1k.
  16. Not a realtOr but i think $20m can buy a home in NYC too.
  17. The free AP or nerfed EAP you drive is not the same software stack as FSD.
  18. Dont look now but after going on a 1-month tear, nat gas just dropped 42 cents in 1 day.
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