Jurgis

Just FYI my Firefox does not load video in this. Opera does.

Being from South Florida, snow on the streets is a bit of a foreign concept to me. However, from an engineering standpoint, reading about your city's snowmelt system is fascinating. I wonder what the cost advantages (if any) are in terms of developing/maintaining the system vs. traditional plowing and salting. It's a very interesting system and there are many hard to quantify aspects of the snowmelt as compared to salt and plows. 1. This is used extensively in our historic downtown shopping district. 2. the lack of snow makes for a perfect outdoor shopping experience 3. there are now year-round runners who use the area creating more foot traffic in the shopping area. 4. Salt destroys both cars and shop floors 5. plowing can really rip up a downtown streetscape will all the paver crossings, curbs, and parking slots. Also, you probably saw this but all the hot water comes from waste heat from the municipal-owned NG power plant so the ongoing cost is negligible. I don't have a good ROI timeframe on the initial install which as you can guess is extensive and is only done when you are ripping up everything and replacing a lot of old infrastructures. They installed the first section in the late 80's and as far as I know, haven't had to do any serious maintenance. I wrote a blog post about the engineer who had the vision for the system if you are interested. https://www.sethgetz.com/2019/01/a-tale-of-two-cities-and-businesses.html Pretty amazing story. 8)

His aunt is married to master Yoda.

I've heard there are people and orgs who swear by Slack. We have not used it and likely won't use it (even though some people want it), since we have started using Microsoft Teams. Partially OT: I don't understand Microsoft plans regarding Skype-for-Business and Teams. They seem to be almost the same products, maybe SfB being a subset of Teams functionality. I guess they just have competing teams (pun intended) and can't kill one of these products. (It's also really funny that MS Teams has only subset of Skype emojis... with no rhyme or reason which ones they have ... like wth can't they just port all Skype emojis to Teams...)

What's the reason to overcomplicate things? If you decided you need 75%/25%, just move 25% to bonds. If you want to do it gradually, just make a plan and do it gradually.

;D Dad, I really really just became a millionaire... ... I started with 10 million and invested in Canadian O&Gs, some promising biotechs, even more promising techs, couple airlines, IBM, and triple index tracker.

Hear, hear. There's a lot of ownership bias in looking at these situations too. If someone owns debt, they usually clamor for creditors getting more. If someone owns equity (or thinks to invest in equity), they clamor for no BK or equity holders getting more. Since most people on CoBF tend to own equity, there's at least some pro-equity bias. But, as you say, even if someone tries to be 100% fair, it's not easy to do that without knowing the future.

ZOOX self driving video in San Fran: https://www.wired.com/story/zoox-self-driving-car-video-san-francisco/ Edit: this is 2018 article/video, so may have been posted in the past.

Oddball - great to hear your thoughts again. I've been looking at/involved with some pre-revenue companies and it's great to hear about the VC funding situation. I agree with Spek regarding valuations and quality of IPOs.

https://www.vox.com/future-perfect/2019/4/17/18301070/openai-greg-brockman-ilya-sutskever - Quo vadis Open AI.

IMO including biotechs into any kind of "tech" P/S calculations makes no sense. Biotechs IPO at infinity P/S all the time. That's the game in bio town. Not that we can't expect 50%+ drops from IPO or post-IPO+++ prices. Look at STNE today. Might get to 50% off the top. Disclosure: I am long STNE.

Would indicate low or no liquidity. Not clear how this was marginable, but I'm not an expert on marginability at IBKR.

I won't dispute that. 8)

Do you all incorporate possible regulatory pushback on fees? It's tough to estimate I grant that.

You've got to meet Mr. Big? Ask him about Maxim models and Saint-Tropez cafe.

Found no thread on self-driving cars, so this might just go here: https://www.washingtonpost.com/technology/2019/04/05/watch-self-driving-car-learn-navigate-narrow-european-streets-like-human-driver/?utm_term=.64c92ce50e9b I think this is one of the "kinda works in test and cool concept, but look out when you try to make it five-9s reliable" developments.

New WalMart people robots: https://eu.usatoday.com/story/tech/2019/04/09/walmart-robots-stores-tasks/3408829002/ We saw something similar to Auto-S in our Stop&Shop.

http://fortune.com/longform/ai-drugs-pharma-pharnext-cmt/ - somewhat fluff piece, but covers the issues of going from gene-disease mapping to actual drugs that may treat a disease.

Continued "screw you" to EU users from ... pretty much every single US based tech and media company: Or you can choose not to click continue and not get the content. F-ank you very much! This particular one was from Fortune.com, but really variations of these are what you get on pretty much every single website when in EU. It's pretty much "no choice" choice. Either you waive your EU privacy rights, or you get no content. In some cases, there might be third choice to jump through 20 minute hoops that may eventually end up in some mix of who-knows-what. Still pretty much "screw you".

I'll be grumpy again, but I find Star Wars being milked to extinction. There's too much mediocre to crappy SW content especially if you also account for all the games. I'd say the same about Marvel superheroes properties. There has been a super wave of superhero movies and huge monetization of these, but IMO it's getting very saturated and overproduced. Remember how superhero movies were in deep craphole in 90s? Nothing says we can't see this again. There's something to be said about past Disney approach when they released a movie and then the movie was pulled from distribution for 15 years or so until new generation came. You wanted to see "The Lion King" five years after release? Tough luck, wait another 10 years. This is clearly impossible in the current day, but it was a smart approach.

You too now can own perfect Britney Spears wardrobe.

I think this might have potential. Please post on the thread when this crashes 50%+ or grows couple years and price is still the same. Not saying this will happen, but would be happy to look into it if it did. I guess I could buy tracking position, but probably will pass for now.

Except that Marvel/Star Wars are not kids stuff. But how many times can you watch the same movies? Disney+ looks like the type of thing you subscribe to for a month 1-2 times per year to watch a certain thing then unsubscribe. Unless you have kids. Exactly. The greatest thing about the streaming services is that they are so easy to cancel. I don't play the sub/unsub game. But do the companies value it? No. They're just happy to have suckers who subscribe long term.

Can someone explain to me what the ($100K) pharmacists do? I understand their role in Europe where pharmacists can suggest/prescribe the medicine (although I somewhat doubt their qualifications and on the spot diagnosis). But in US what is exactly their job? If doctor prescribes the meds, their dispensing should be simple or even automated, no?

Except that Marvel/Star Wars are not kids stuff.