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Fascinating. Can you explain why southern London is DC while northern London is AC?

Prior to 1948 when they were all nationalized into British Rail, there were various railroad companies operating across the country. One of these was the Southern Railway, which, well, operated in the South. They started electrifying very aggressively in the mid 1920's. At the time most of what little electrification there was was in London on the Underground.

Compared to AC, 3rd Rail DC is cheaper to install, especially as a retrofit (Overhead wires require bigger tunnels, and increased spacing around tracks for the masts). Downside is that it's not really great for speeds above about 60-70mph, as well as being a bit of a pedestrian hazard. (Ever the one about not peeing on the rails so you don't get shocked? That's 3rd rail DC.)

For the Southern, with it's mostly short routes with many stops, electricfiation was a pretty obvious win, and doing 3rd rail made sense because they could do it quickly and cheaply.

In contrast, the northern routes were electrified muuuch later, after steam had gone away. The main East Coast Mainline from London up to Newscastle and on to Edinburgh wasn't fully electrified until 1991. By the '60s and '70s, with train speeds increasing to 80mph and up, overhead AC was the clear winner.

If you look closely there are a few exceptions - the Merseyrail network in Liverpool is DC. Built 1970s, but using some existing underwater tunnels, and slow speed commuter. Then running ESE from London you have the high speed AC lines leading to the Channel tunnel. Well spotted, the trend generally is quite distinct.


Can you share an example? I've been happily using Fable this afternoon and it just seems like the usual upgrade so far with no interruption to my (fairly standard) SWENG problems.

Basically anything that could potentially make money besides software work seems to be banned.

Software work has actual competitors, and the biggest hypemakers for Anthropic are part of this group so it makes sense to allow it despite them losing money from it.

I've got experience in medicine and finance so I've tried even the mildest biology/medicine and it doesn't give anything, math heavy finance seems to be included in the cybersecurity?


Very nice. Can I fork for my private use? Was thinking of building similar.

Philanthropically-minded people will move the winners to a donor advised fund which gives FMV write off without ever paying capital gains.

With index funds you never have the strong winners to do this with, and so giving is far less tax-efficient.


But do they historically beat the S&P 500?

Yes, but not in the last decade or so.

In any case, it's been only in the last years that we have had an explosion of a huge variety of funds with low fees, so some of these product strategies need to be retro fitted for a time they did not exist.


Please cite funds that beat passive indexes over long periods of time.

Medallion, Renaissance, Dodge, Sequoia.

But I don't think that's what you were really asking.


Interesting those are value funds? Of course that was not what I was asking or what this thread was about.

Your question is still not what you're asking. Passive funds do nothing but follow indexes, so what you're really asking is "have value indexes ever beaten the general sp500 index?".

And the answer is yes, e.g. both the S&P 500 Value Index and S&P 500 Pure Value Index have beaten the S&P 500 historically.

Small Cap indexes, have also *significantly* outperformed the S&P 500 from 1927 till today (a compounded 13.1% annual growth).

Value stocks represent companies whose price-to-book is particularly attractive compared to the underlying business, and since investing is tied by the sell/buy ratio, buying at a discount improves it. Needless to say, value stocks require more risk, and risk is directly related to potential growth.

Small caps, are both riskier and have a much larger room to grow, they have significantly outperformed the SP500 since 1927.

Neither value nor small caps have done well, in the last decade, as the financial markets have multiple times provided better returns to a small but heavy portion of the market that was neither risky nor at any point had particularly attractive price-to-book ratios.


No you’re just assuming what I am asking. You have proven my point so thank you. No examples and lots of buts and exceptions. We are probably talking around each other to some degree but that’s ok!

Not sure what I have proven.

I gave you numbers and names of indexes that have historically beaten the S&P 500 index in the value category.

All of those have one or more ETFs that replicate that index.

There's an extensive amount of scientific literature talking about the outperformance of value and small caps to the broader market, starting from Nobel price winning Eugene Fama.


No you provided examples with but statements and a few of the examples are private close ended funds.

Which suburb, haha. I’m in Englewood and have similar experience of very few tech folks around.

Long Island (Huntington area).

Was a good watch, tho would have liked to be there in person. Props to Brenden & his Cosmos team for really setting the bar.

One capability that I see is missing from opus is this ability to understand an entire system. My hope is that a mythos class model will be able to comprehend even something as complicated as an IOT system with a hardware and firmware layer multiple API’s backend and different kinds of API and web clients.

The main limitation we’ve had to agentic coding is an understanding of this system that spans processes running on different machines and architectures.


Interesting — I haven't seen that problem, and I do have a system that has different APIs, web clients, non-web clients and embedded clients.


This. I added that instruction the first and last time I was gaslit by an underpowered subagent.


> You asked a simple question. They lobbed a document.

I’ve become so cynical that I cannot read this phrasing without thinking it came from… an LLM.

This cynicism also negatively impacts human communication. This constant doubt of whether there was a thinker on the other side of the text.


Your cynicism appears justified here. Pangram rates the first few paragraphs as "100% AI-generated": https://www.pangram.com/history/d06c8513-9ee3-4a1d-b02f-c1ec...


I was surprised because the writing _seemed_ focused and It at least credits what they copied from "nohello.com" ... but when you compare the 2 sites it becomes obvious that the AI was definitely prompted something like "make a copy of nohello.com but for people posting AI slop" and that's all the actual human thought that went into this. The structure is the same as the source and has just been LLM-ified so it kept some of the same source tone.


it was written by AI. search up speed reading. you can double or triple your reading speed in a day.


Consume 2-3x the AI slop in a single day with this one simple trick!


Unfortunately, as the website has demonstrated, you are getting 50x amount of AI slop compared to non-slop. So in the end, you still lose.


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