Recent content by Wierdo

It's dependent on context. The Fugaku setup is more general purpose, so it'll likely win in scientific computing loads and such, for example. The DOJO system is very specialized, its primary purpose is NN, that's the overriding design goal. So will likely dominate strictly for NN applications...

I thought the DOJO system that they're going to use to train their AI solutions was the star of the show personally. You're gonna need some serious power to accelerate that kinda machine learning, and it looks like they got a very specific system in the works for it, the details of the setup are...

Tesla's got their 500 mile EV truck planned to come out sometime around 2022 for $69k from the Texas factory, specs are triple-motor 3500lb carrying capacity and around 14,000 lb/ft of torque iirc. On the lower end they'll have a 250 mile EV truck for $39k single motor with 7,000lb/ft torque...

There is truth in what you say there, the needs of less dense populations with longer travel distances does change the product needs equation for some, sure. I'm optimistic about seeing solid EV trucks to address that market in a couple years, that's a missing piece so far. But it's not just...

Absolutely the opposite, coal has been trash subsidized by corruption. And the court filings are just further evidence of that reality, dogma and psychological denial will not change the numbers or legal facts on the ground, as that court case demonstrated. Further irony is Murray applying for...

Dude, this is a FACT, it was submitte in the bankruptcy filings in COURT. Murray admitted all of it, even listed his funded entities! Read the link for the list and filing documents, it's all available now, another "big tobacco" scandal. Anyway, I didn't get on to debate backwards ideological...

It failed because coal was obsolete junk propped up by lobbying and tobacco style marketing campaigns. Example, court filings reveal some of those groups paid for misinformation campaigns and shaping regional politics in favor of protecting obsolete incumbent business...

Hence why I said you are not the target of this discussion, the people riding the trend are, the Ron Baron style of long-term investors. This kind of information assumes prior knowledge about what's going on in that market, as well as no old (culture/industry/career) baggage getting in the way...

Hahaha indeed, see you in three years. Three years ago I was here when clowns were talking about Tesla failing, and now the company's bigger than Exxon. People were not shocked when the company consistently doubled in growth for ten years without the stock adjusting, and now they're bewildered...

Why people - and particularly experts - consistently miss market disruption, a look at human history of disruptions by Tony Seba, and the common objections and complaints during the S curve period: Highlights:

Back on topic, some recent extra nerdy technical exploration/analysis of Tesla's battery day advancements: Looks like they're hiding some of their secret sauce, this episode of the ongoing series explores part of the cell level gains and the options it opens up to their engineers. Apparently...

Will do, you guys just sit back and watch, obviously pretty good at that part lol.

Bigly men, with big hands. We do get some of the greatest minds in the nation, what else is new, right? But yeah, you guys seem to hate the idea of modern age manufacturing jobs flooding back to America, not sure why, maybe last century industry types. Anyway, California plans to corner as much...

Yes, but you think well off Californians care that their $700,000 house is $730,000 with cheaper bills and better quality of life? They predominantly plan to add it themselves anyway, but the state doubles down and makes sure we modernize faster and cheaper with standadization, it has attracted...

Dude, the grid, the solar adoption, the charging infrastructure, all that is being improved dramatically, just keep up with the news. Ex: They just opened up the largest energy storage facility in the world last month, beating Australia's old record size, and this was only twenty percent of...