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Everything posted by Liberty
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https://www.nytimes.com/2020/08/04/science/coronavirus-bayes-statistics-math.html
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https://yetanothervalueblog.com/2020/08/random-thoughts-on-cable-post-q2-earnings.html
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https://stratechery.com/2020/apple-epic-and-the-app-store/
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As for the proof: some of the internal emails from the Tripp deposition are literally incorporated at the bottom of the blog post I referred to: http://www.creditbubblestocks.com/2020/08/tesla-accounting-fraud.html Regarding SUA. I don't know if you misread my posts on purpose, but I included in my post a link to a paper that exactly shows that in 70% of the cases it is probably NOT the driver's error. I suggested to add it to your reading list because you suggested in the past that these cases were probably due to driver's error. These two emails prove nothing like what is claimed about reusing damaged parts and fraud (on top of not knowing if they haven't been doctored or taken out of context in the first place -- there's a reason why in court they try to get evidence chain of custody and make sure the emails are also found in the system of record at the source during the discovery phase). I asked you to cite the specific proof, because every time you link somewhere, I'm not seeing it, so maybe you can quote the specific passage here that proves something. As for the rest, if you think I don't have better things to do than read top-to-bottom every one of your links, you're deluded. And if you knew that about the acceleration claims, then why bother posting a complaint as if it's proof of a problem with the vehicle? you can't have your cake and eat it too.
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https://www.reuters.com/article/us-amazon-com-rackspace-tech-exclusive/exclusive-amazon-in-talks-to-invest-in-cloud-services-company-rackspace-say-sources-idUSKCN25D1Q6 Reuters: "Amazon in talks to invest in cloud services company Rackspace" ("The deal would involve Amazon acquiring a minority stake in Rackspace")
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Intel is already on RISC and has been for a long time, though as a kind of hybrid (but that's not the reason why they're having problems): "since the Pentium Pro (P6), Intel x86 processors have internally translated x86 CISC instructions into one or more RISC-like micro-operations, scheduling and executing the micro-operations separately"
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Can you cite the proof from Martin Tripp please and stop going in all directions? As for citing a sudden acceleration complaint, if you had been paying attention (not just to this company but to claims about other companies too), you'd know that you can't just take someone's word for it, it's usually user error (knowingly or unknowingly) and people blame the car, either because they're too embarrassed by what happened, or because they truly were fooled by their brains being confused (especially common when braking as your turning, sometimes your brain with transpose the pedals in the direction of the turn and your foot will press on the accel instead of the brake and then you step harder to brake as you freak out and it makes it accelerate even more..).
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https://www.globenewswire.com/news-release/2020/08/16/2078983/0/en/Constellation-Software-Inc-Announces-Changes-to-its-Management-Team.html Change of leadership at Vela.
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Potentially good news on testing: (thread)
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https://www.cnbc.com/2020/08/15/forty-percent-of-us-covid-19-tests-come-back-too-late-to-be-clinically-meaningful-data-show.html
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It's not a stock pitch. It's not the point, or what he was trying to accomplish writing this. He's sharing an investment mistake, and why he made it. Doesn't have to go into all the details of why streaming SIMD extensions that are Intel-only provide an advantage because software makers will optimize for them more than AMD's because they have such a lower market share and such... At some point you can't go back to the big bang in every essay.
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More good pandemic voting logistics.. “ Brian Williams: "NBC news has obtained an internal USPS document, that reveals plans to remove, 671 high volume mail processing machines, from postal facilities across this country."
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https://www.telegraph.co.uk/technology/2020/08/14/arm-sale-talks-accelerate-amid-calls-protect-cambridge-hq/
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Great essay on Intel problems and larger implications: https://medium.com/@gavin_baker/investing-mistakes-chapter-1001-9f0b7dbc6637
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Looks like Sweden's GDP numbers aren't better than neighbours: Of course there are many variables, but still, it's a data point that doesn't help support the approach.
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Glad you guys seem to have enjoyed it. It's definitely a wild ride and a page turner (at least it was for me). Gary Kasparov is also a good read and follow on Twitter, when it comes to explaining the mafia state that is modern Russia.
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Doesn't feel like that was proven. Existence of scrap, maybe. Reusing them? That doesn't seem proven to me. But feel free to cite where that's proven, as I asked. Linking to a bunch of stuff and saying that it was proven somewhere in there isn't very convincing, and I have a pretty long reading list of things that interest me more than this story. I mean, go dig into every lawsuit against GM or GE or even Berkshire, and I'm sure you'll find some pretty alarming claims too...
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What has been proven? Please cite it here. Thanks. The internal emails and pictures Tripp has posted prove this statement from the Business Insider article as referred to in the Bloomberg article: https://www.bloomberg.com/news/features/2019-03-13/when-elon-musk-tried-to-destroy-tesla-whistleblower-martin-tripp Tripp was the leak of the information because he had already confronted management with the issue and saw that nothing was being done about it. He thought they would address the issue if it was made public. So they had scrap metal and inefficiencies and problems during their breakneck vertically-integrated manufacturing ramp up that made headlines every day for a year? Where's the scandal?
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Jesus Christ, making election day a national holiday would be a disaster. There is a reason why Canada used to close the beer parlours on election days, and that was to encourage the working class to actually get out and vote. Just ensure that people have 4 consecutive hours available to vote during the polling hours, just like what we do in Canada. Those who are interested will come out to vote, and you can't do much about those who are not interested. SJ This wins the most paternalistic comment on the forum. Lots of countries do it and it's fine. Or you could just have it on the weekend, like many countries do. https://en.wikipedia.org/wiki/Election_day Every vote is supposed to count equally, but if you make it much harder to vote for some people than others on purpose, you're violating the spirit of the whole thing.
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Curious -- are you American? No. Why? I’m also not a filmmaker, but know s bad fun when I see one. Not a CEO, but I have opinions on companies. Haven’t fought in WW2, but am interested in it. I also have lots of opinions about lots of other countries, like Russia and Brazil and Finland and France and the UK. Meanwhile: https://www.usatoday.com/story/news/politics/elections/2020/08/13/trump-requests-mail-ballot-florida-primary-despite-rhetoric/3371605001/
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Basic stuff doesn't exist in the US, if they really wanted to improve democracy. Like, election day should be a national holiday. Otherwise, it's a lot harder for poor people who have to work than for wealthy people with more job security and flexible vacation time/etc. Don't get me started on gerrymandering.. But anyway, the mail-in stuff was directly related to COVID. The rest is less on-topic, though just as important.
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Serious game of chicken between Apple and Epic Games right now.. Epic bypassed Apple's payment processing on Fortnite, then Apple took off Fortnite from the app store. Guerilla warfare has started... https://www.theverge.com/2020/8/13/21366438/apple-fortnite-ios-app-store-violations-epic-payments Epic lawsuit here: https://cdn2.unrealengine.com/apple-complaint-734589783.pdf
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You'd think that one obvious thing in a pandemic is to allow voting by mail, as has been done in all past elections, and has been the norm for military voters forever.. But this: https://www.vice.com/en_us/article/n7wk9z/the-post-office-is-deactivating-mail-sorting-machines-ahead-of-the-election https://www.businessinsider.com/trump-admits-he-wants-block-usps-funding-sabotage-mail-voting-2020-8
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Interesting. Thanks for sharing your findings!
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Are the TSLAQ folks now saying that they think Elon thinks aliens built the pyramids? Man, if they are that naive, not wonder they get owned constantly. Can't recognize when someone is trolling...