The attack vector is a 3pt app being compromised - maliciously or otherwise - that logs/collects the messages - i.e, the apps themselves can be a threat vector. To be blunt and honest, I’m not sure I disagree. The notification framework seems like an okay compromise to me. I have used it with my Garmin bike computer and I’m more than happy with the level of integration.
PE isn't a cheat code to rational stock valuation, it's the "nothing ever changes" assumption dressed up in a formula. PE looks at past earnings, while the price of a stock buys its future earnings. A modest PE on NVDA says "I expect datacenter revenue to continue" while a modest PE on TSLA would say "I expect robotaxi to fail." These are fair opinions to have, as are their opposites, but if datacenter revenue collapses then today's modest PE won't save NVDA and if TSLA can pull off robotaxi then today's high PE will be vindicated. Stocks are all about Future Earnings, but you can't put that in a column and sort by it so we have PE.
You can certainly have success while avoiding high PE stocks, but you are on a site about startups and your name suggests you work in the tech sector, which are both places where high PE often does make sense and it pays to be familiar with the reasons.
> a modest PE on TSLA would say "I expect robotaxi to fail."
No. Just having competition is enough to destroy the expectations on TSLA.
And realistically, they are abut last on that race, being thrown out of track about a decade ago and never managing to make anything work since then. So, yeah, betting on no competition is a very weird option.
But the market of luxury cars isn't enough to sustain a company with the valuation of Tesla. If interest rates ever stay non-zero, they will need to take almost the entire cars market worldwide, or something else with similar size.
Even if they can get robotaxi to work on a level better than Waymo currently is shouldn’t they just be valued as if they were Uber with $0 paid out to contractors? The labor is not that significant a cost to what’s fundamentally a taxi business
Full FSD would theoretically allow vehicle owners to rent out spare capacity with no hassle.
I saw the low-tech version of this in Honiara: Western expat buys a cheap car. Driver is hired to take kids to/from school, but in lieu of payment, driver is free to run a taxi service as long as he makes his school commitments.
When you don’t have a driver anymore you quickly run into an issue with keeping the vehicle clean.
One time having a drunken stranger puke in your car while you’re not using it will be enough for a lot of people to determine it isn’t worth the hassle.
It’s pretty easy to imagine a number of scenarios that disabuse the nothing of ever renting your car out “no hassle”. Low hassle maybe, but your framing implies you’ve never worked in a job that required engaging the general public.
The more interesting dynamic with Nvidia though is that most of its revenue is actually fueled by bubbles as well. Teslas earnings are much more grounded and natural.
I think you misunderstand that comment. Tesla may be hopelessly overvalues, but their revenue may grow in future. OTOH Nvidia's revenue may have peaked.
Maybe so. Their valuation coming down to earth would certainly ripple. Whatever precedes that fall, it seems unlikely that revenues would remain unaffected.
In all, it’s unfortunate that the US’s most prominent electric vehicle manufacturer is wrapped up in so much noise. Competition is only going to stiffen.
how is their revenue gonna grow in the future when they don't have an edge in their main core product. Batteries are by panasonic. while BYD makes its own batteries.
Tesla has no moat. At least Nvidia has CUDA
I don't why this comment was downvoted. You raise an important point. I also noticed that you (carefully?) made no comment about Telsa's stock price. Instead, you only focused on their earnings -- which are excellent for a car company.
It got downvoted for not parroting “Tesla bad” even if it didn’t claim anything to the contrary and is simply observing one fact — Tesla’s earnings being great. That’s not acceptable apparently.
Kobo Libra color. If I’m being very honest, the screen isn’t as good as the oasis but it’s a compromise I’ve accepted for vastly superior hackability. I telnet into my kobo and installed tailscale then pointed the api to my calibre web instance, I have a much better experience overall because the books are drm-free(d) and calibre web handles sync with kobo really well.
And it has physical buttons. I was clinging to my oasis for the buttons.
Genuinely interested: how good does the screen have to be for mimicking text on paper? I have a Kindle from around 2013, I don't think I would ever need a better quality?
> I telnet into my kobo and installed tailscale then pointed the api to my calibre web instance
Wow that sounds great! This would make me consider a Kobo now (though my old Kindle is still good enough) :-).
> Genuinely interested: how good does the screen have to be for mimicking text on paper? I have a Kindle from around 2013, I don't think I would ever need a better quality?
The 300 DPI screens are a nice step up, as are the variable colour-temp backlights.
Subarus use a boxer engine that drastically increases the visibility. I have a short torso with long legs and finding a car where I felt comfortable with visibility was a priority for me. I settled on the Subaru Impreza 10 years ago. Still has the best visibility of all the cars I’ve driven. I’d expect EVs to also have better visibility - may be eventually - since they can drop the height of the hood as well.
AppleCare now has monthly until you cancel plans - not just for watch but for phone and even the monitor. (I'm not sure of the macs). It's a bit confusing when you order and I'm not sure if it's because Apple is trying to discourage this; I just decline during order and then add it separately and this option always shows up for me.
Which is …normal. Different types of data access have different SLA requirements. Any company that cares about cost will warehouse data after x time frame. It’s done even in banking. Uber has a much more lenient need to make this data instantly available.
What are you basing this on, banks have less real time constraints when it comes to certain data but thats rare. You will almost never see a bank, processor, etc. archive their system of record data.
That's how I see it as well. In a layoff, the role is being eliminated as opposed to a person being fired. So they cut entire teams working on "unprofitable" products or certain roles deemed "redundant" within the product. You typically have the option to take a severance or apply for another role internally.
This is my understanding based purely on my experience getting laid off once - so take it with a huge grain of salt. The product I was working on was shutdown. I got paid a retainer to stay until the product can be properly wound down. Then got hired into a different role in a different team with a pay bump within a month. I got to keep the retainer as well - as long as I support the wind down efforts.
I know the general definition of poverty is around the utter basics - food and shelter - but it goes far beyond that. If you have to choose between buying a washing machine or sending your kids to a tutor. If you have to choose between buying everything as individual unit at the grocery store or cheaper-in-bulk goods from a big box store. If you have to choose between seeing the doctor now or wait and see if the issue goes away. If you have to choose between sending your kids to college or sending them off to work at 18. Decisions small and large, accumulate and create a much bigger impact than most people imagine. Each of those have an opportunity cost that could make their life a little better in the short run or a frustration in the short run that can help them towards a better life in the long run. Now imagine having to make these decisions consistently for two decades until you can see the return on it - like say your kids actually getting a better job or you becoming an entrepreneur or finding a career ...etc.
You have absolutely zero idea what poverty is if that's your list.
You just described the difference between lower-middle and middle class.
Poverty is when you have to quit your job yet again because your CCMS paperwork got screwed up and the daycare won't take your kid after school.
Poverty is when you have to make visits to the food bank on a regular basis for commodities because the price of food is outstripping what EBT is offering.
Poverty is when you don't have a strong attachment to any of your physical possessions even if you've worked long and hard for them because one medical problem could make it impossible for you to afford your rent, so you might as well not become too attached to anything that you'll eventually lose.
Poverty is when you either keep your cash on you at all times or you pay a 3% fee to a debit card company to keep preloading a prepaid card because the banks don't think you're creditworthy enough to open an account.
Poverty is when you make stupid decisions with money when you have it because there are just so many occasions when you don't.
Poverty is getting CPS visits because even though you put your kid in the best clothes that you could afford, some teacher decided that today was the day she was going to white knight your child away from you.
Poverty is being ashamed to be dragged through a book fair only to be the only child to not purchase anything because you don't dare ask your momma for money given how much she struggles.
Poverty is when you gut through toothaches and abscesses because you don't have dental insurance and nobody does that work for free.
This reminds me of the Monty Python Four Yorkshiremen sketch, with 4 rich dudes bragging about who had the poorest childhood[1].
One could just as easily compare your poverty with that of people in the poorest places in the world.
Oh, your kids get to go to school? Our kids spend their days digging through rubbish heaps. Oh your kid was taken away by CPS? Our kid died from inhaling toxic fumes from melting down the old computer parts they found digging through the rubbish heaps. Oh, you have a debit card fee? We're don't even have ATMs, or banks.
Poverty is a spectrum. Just because X is poorer than Y doesn't mean Y isn't also poor.
Doesn't matter what it reminded you of. THAT is still poverty. What the person I replied to described is just a middle class existence for most people.
Food scarcity, shelter scarcity, basic health need scarcity, location impermanence, government impunity on your freedom. Poverty.
> If you have to choose between buying a washing machine or sending your kids to a tutor. If you have to choose between buying everything as individual unit at the grocery store or cheaper-in-bulk goods from a big box store. If you have to choose between seeing the doctor now or wait and see if the issue goes away. If you have to choose between sending your kids to college or sending them off to work at 18.
I kind of think these are just middle class issues rather than poverty; but you're right that this means different things to different people.
> Decisions small and large, accumulate and create a much bigger impact than most people imagine. Now imagine having to make these decisions consistently for two decades until you can see the return on it - like say your kids actually getting a better job or you becoming an entrepreneur or finding a career ...etc.
I think there's an element of "little bit at first, then all at once" -- i don't think it's that these individual items that "make wealth" but rather, they would be symptoms of different states of mind regarding stress, risk, etc.
I climbed out of poverty and met my wife who's "comfortably middle-class" -- she has no appetite for risk (see dr straight away, get name-brand products, college first) and i have a much larger appetite for risk (wait and see, bulk-buy products, work first).
Interesting to think about, thanks for the comment; i wonder if there is/should be a study / analysis on those questions.
> I kind of think these are just middle class issues rather than poverty; but you're right that this means different things to different people.
I don't think so. I grew up squarely middle class (and the question was never "can we afford health care or collage", but a weeklong trip to Disney world set our vacation budget back several years (to the point we could not take vacations, or only took small road trips).
The idea of not being able to afford basic health care or a university education should be utterly alien to the middle class.
This is the correct answer. I remember the weekly ritual of scrounging change for the laundromat and going with handwashing things if we came up short. When my dad got a new job with a decent pay increase, getting a washer and dryer felt like we'd finally made it.
As a counterpoint, I buy Sony TVs exclusively because they do a much better job of tuning the panel. They don't even make the panel. Sony just slaps Android on it. I'm definitely not the only one there. Sony has been known for their color accuracy for a long time now.
(Sony TVs even have a pretty decent user accessible API)
