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delabay

205 karma · joined August 16, 2013

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delabay··on $19B Wiped Out in Crypto's Biggest Liquidation
A tether truther, in this day and and age? 2017 called...

The passing of GENIUS act marks one of, possibly the largest banking regulatory changes in the US. The stablecoin industry is very legitimate, has very firmly established guardrails and rules, and tether is working fast to become fully compliant.

This "TeTheR iS a SySTEmiC RiSK tO eVEryThiNG" mentality is fully dead. Tether is compliant in a regulated industry, tether is backed, and tether is quickly running away with the entire market.

delabay··on David Lynch LA House
They will have a difficult time finding a buyer for this extremely unique property. One really needs rare eclectic taste.

In my personal opinion, this house ugly AF

delabay··on Telo MT1
Sadly, trucks like these are like the automotive "small smartphone". At first it appears there is a large vocal market, especially if you read the comment section. Alas, nobody will buy it, just like nobody actually buys small smartphones.
delabay··on The young, inexperienced engineers aiding DOGE
Private enterprises are optimized for survival and fitness.

Bureaucratic agencies are optimized for more bureaucracy.

delabay··on The young, inexperienced engineers aiding DOGE
Trump is beholden to public support. Trump empowers EM. If EM loses public support and voters make their will known, the behavior will end.

What is happening in DC (currently) has broad public support.

delabay··on GM exits robotaxi market, will bring Cruise operations in house
Waymo (and my lived experience with FSD) is proof the end goal is obtainable.

We're surrounded by AI miracles, this website is full of examples, yet people can't conceive of Tesla reaching this finish line. It's pretty odd.

I've clocked 20k miles on FSD. In the brief period I've used it I've seen step improvements. I guess in my mind it's a foregone conclusion with no breakthroughs required. All I need to believe is on the Tesla earning reports, which is Tesla data center build progress (training) and vehicles sold (data)

delabay··on GM exits robotaxi market, will bring Cruise operations in house
It's "hardware is hard" versus "scaling laws".

Andrejs point is that software problems are easier to scale your way out of. I think we can both agree there's plenty of precedent for this line of thinking.

A company cannot as easily scale their way out of lowering material costs by an order of magnitude or go from 1000 cars a year to 1M cars a year.

delabay··on GM exits robotaxi market, will bring Cruise operations in house
Tesla has been mass producing bespoke AI hardware for four generation.

It's not a hardware problem for Tesla. They are a trillion dollar vertically integrated manufacturing powerhouse.

delabay··on GM exits robotaxi market, will bring Cruise operations in house
"Tesla has a software problem, Waymo has a hardware problem" - Andrej Karpathi

Is it easier to ramp to 1M vehicles a year and cut BOM costs by 80%, OR, install more GPUs and collect more data?

delabay··on GM exits robotaxi market, will bring Cruise operations in house
Interesting, I use FSD for two hours a day and I can relate to none of what you have said.
delabay··on GM exits robotaxi market, will bring Cruise operations in house
Imo Mercedes scored a point with their narrow application of L3 driving, Tesla is playing to win the game.
delabay··on GM exits robotaxi market, will bring Cruise operations in house
> GM Super Cruise comparable to Tesla FSD

I just spit up my drink. Thank you for that.

delabay··on Federal investigators probe Tether
What you describe is their actual business model.

Tether makes the most profit per employee of any company in the world. Their transparency, speed, and market success is renown.

This thread is full of tether truthers living in 2017.

delabay··on Wegovy and Ozempic (semaglutide) associated with reduction in alcohol addiction
Same could be said for the prevalence of processed food.
delabay··on Tornado Cash verdict has chilling implications for industry
Well, for starters, the tornado cash contract is on the US OFAC sanction list...
delabay··on Tesla's self-driving tech ditched by 98 percent of customers that tried it
The user reports in this thread are split about 50/50 between "it's horrible" and "I use it every time I drive"

Narrative violation

delabay··on Tesla's self-driving tech ditched by 98 percent of customers that tried it
Have you tried FSD v12?
delabay··on Tesla conducting more layoffs, including entire Supercharger team
Allow me to drop an alternative theory for this mass firing.

Tesla had a large layoff several weeks ago. Some execs pushed back, requested waivers or flat out refused to comply. Elon says: can't give me 20%? How about 100%.

This is all about sending a message to executive staff about who is in control. Not about the business unit, not about performance.

delabay··on Cboe says Bitcoin ETF to start trading Thursday ahead of SEC's official approval
Congrats to all the well intentioned industry players who preserved through all the hurdles imposed by a bad faith regulator.
delabay··on Tether reveals partnerships with Secret Service, FBI in letter to U.S. Senate
To those who think tether is a massive fraud: time to get caught up. The crypto dollar market is extremely large, the product market fit is extremely real and tether is king.

https://t.co/caUMlsufXA

delabay··on There are now two types of PayPal dollars, and one is better than the other
What is the "dollar" in your traditional PayPal balance backed by?

The differentiation is written in plain English in the article.

delabay··on There are now two types of PayPal dollars, and one is better than the other
Stablecoin operators are making money hand over fist in the post-ZIRP era. Real, actual revenue.

If crypto has demonstrated clear PMF for anything, it's that the world loves stablecoins denominated in dollars.

delabay··on LK-99: Phonon bands, Localized Flat Band Magnetism, Models and Chemical Analysis
The DFT calculations were performed on a phase which is not possible to form via the recipe provided by the Korean team, as demonstrated by this latest preprint.

Which raises doubt on what the Korean team actually tested or whether they are withholding alternative recipes.

delabay··on LK-99: Phonon bands, Localized Flat Band Magnetism, Models and Chemical Analysis
The quality and depth of the analysis here far exceeds the work done by the original Korean team. It is very unlikely the Korean team has successfully manufactured the Cu-doped phase given the thermodynamic mountain required to climb, and its clear anybody attempting to replicate their recipe was essentially producing a random assortment of garbage.

The Korean team needs to disclose any alternative formulations or just accept failure and move on.

delabay··on Ferromagnetic half levitation of LK-99-like synthetic samples
Like how the markets caught on to Covid in early February 2020?

China shutting down, drowning in body bags, yet US markets don't flinch.

delabay··on Ferromagnetic half levitation of LK-99-like synthetic samples
Let's hope the growing mountain of evidence against original author claims causes them to move quicker with providing samples to bonafide labs and disclosing the full details of their manufacturing process.
delabay··on Ferromagnetic half levitation of LK-99-like synthetic samples
all the full levitation videos are questionable in origin. I'd even go so far as to call every single one of them fake.

No credible reproduction has featured a levitating sample.

delabay··on Flux Pinning in sample of LK-99?
All great reasoning. Unfortunately I believe it's a fake from an Occam's razor standpoint: it's too short and precisely framed.

It's trivial to record a video 20x longer with a moving POV without revealing IP or secrets, but far from easy to product 20x more doctored vfx.

delabay··on Andrew McCalip demonstrates synthesis of LK99
Anime cat girls contribution to this memetic superconductor conversation 5% smart sounding commentary, 5% test result and 90% cancer.
delabay··on SEC Formally Accepts BlackRock Spot Bitcoin ETF Application for Review
I see you've never had a conversation with a company interested in holding crypto assets but upon further investigation, realize it's essentially impossible given the way business is structured.

Custody is a spectrum, self custody is more towards cyber punk than white collar. People clearly want these assets and I predict the Bitcoin etf, when finally launched, will have the largest opening volume of any etf ever.

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