• 4 Posts
  • 2.16K Comments
Joined 2 years ago
cake
Cake day: April 13th, 2024

help-circle
  • children of US military born overseas

    The debate about what natural-born means has often been confusing to me.

    The USA does both, Jus Soli and Jus Sanguinis to determine citizen status at birth. But when it’s about eligibility for president, suddenly extra weight should be put on Jus Soli being the only real proper form of citizenship? That makes no sense to me.

    I thought natural-born would mean citizen at birth, not immigrated and naturalized. To avoid situations where for example some English noble immigrates and naturalizes in name only, uses his wealth to gain political power, and then puts the US back under English influence. It makes sense to me that the founders of a new republic would want to avoid having it twisted by former masters.


  • Looks like that’s exactly what it was:

    He was 18 at the time and 11 months older than the victim, according to the arrest affidavit. The girl turned 18 three weeks after the illicit video was shot on Feb. 1, 2024, authorities said.

    Source

    Honestly the only action in this that I find a problem, is that someone put the video on Instagram. If an 18 and a 17 year old want to film themselves having sex for their own use, then that might not be a good idea because of the danger of leaks, or later retaliatory action from one party against the other, but making or possessing it also shouldn’t be a criminal offence.

    From a societal perspective nothing good comes of making massive swaths of teens into criminals for consensual victimless crimes.









  • Not just Nvidia.

    For a start of who the shovel sellers might be, you can take a look at the list in his post that Torsten Slok used to calculate his margin numbers:

    Note: Data as of 2Q 2026 and for OpenAI (1Q 2026 estimate from PitchBook) and Anthropic (2Q 2026 estimate from Financial Times). Averages are equal-weighted bucket averages of Energy & Grid (Constellation Energy, Vistra, NextEra Energy, Vertiv, Eaton, Arista Networks), Silicon & Equipment (Nvidia, AMD, Broadcom, Marvell, TSMC, SK Hynix, Samsung Electronics, Micron), Compute & Cloud (Super Micro, Dell Technologies, Foxconn, Equinix, Digital Realty, Amazon/AWS, Microsoft/Azure, Alphabet/Google Cloud, CoreWeave, Nebius) and Models & Applications (OpenAI, Anthropic). Sources: Bloomberg, PitchBook, Apollo Chief Economist

    In short according to his research the people currently making a profit or at least positive margins, are the people who build chips and memory, who build energy infrastructure, and who build servers and data canters.

    I would like to see the distinction between Servers (Super Micro, Dell Technologies, Foxconn) and Datacenters (Equinix, Digital Realty, Amazon/AWS, Microsoft/Azure, Alphabet/Google Cloud, CoreWeave, Nebius) but he seems to have put them together.

    Also I heard from our local news that ABB (which is Swiss, Edit: apparently also Swedish) is profiting too, they belong in the power category.

    And I wonder why Arista goes in the Energy category, I’d see them and Cisco, and Juniper, and Extreme, and Nokia in a separate network category.







  • I don’t think it makes any sense either:

    • Cooling will be large and expensive as hell
    • Getting computers there will be expensive
    • Getting solar cells there will be expensive
    • The radiolink to earthbound networks will be expensive and slow

    The only positive is that the energy will be cheap, and that the computers are safe except from nation state actors and untracked space debris.

    I lean towards this being a narrative for the markets. Space Exploration Technologies Corp. claimed a 370 billion USD total addressable market (TAM) in space enabled solutions, and a 26.5 trillion USD TAM for AI in their S-1 filing before going public. They state within that their goal over time is to launch 100 gigawatts of compute to space each year.

    By making the claim that this would be worthwhile they present themselves as uniquely positioned to profit from this situation. Moreso than other AI compute companies or other rocket launch companies.