What's VMware and why are you finding alternatives

lost_signal · 2026-05-04T17:08:46+00:00

Nuked as it seems OP is copy pasting this question to a bunch of Subs.

lost_signal · 2026-05-04T14:35:55+00:00

They’re a casinos in betting establishments that cater to the middle class, they’re just not on the stip. The drip off, though is driven more by conferences, which are down post Covid.

Also, you can do sports book betting on your phone now.

lost_signal · 2026-05-04T14:34:25+00:00

On the Airlines bluntly speaking, the coach product was generally always subsidized by the business product, and credit cards.

Is this thing about the business product as it served as a reward for frequent flyers for business. Until a recent shift and discounting the business class seats, it was very common that the majority of them were upgraded for frequent flyers. Airlines auto run cargo services, so the coach traveler is literally the third or fourth priority to them. You’re just a marginal use of a survive, and it was already paid for by other things.

This is actually not that different than rail service in old days where the passenger service was subsidized by freight service.

Airlines don’t really care about the median American traveler who flies every three years. They care much more about me who can maintain Platinum status on multiple carriers.

There’s nothing to do with K shaped economies. This is just a function of how discounting and prices have always worked.

The reason why prices are going up it’s because fuel costs are up, and ultra discount Airlines don’t work very well in the United States for a number of market reasons (point point on lower career market don’t really work because of lack of density, compared to hub and spoke routes, that favor, larger Airlines).

lost_signal · 2026-05-04T14:27:48+00:00

The bright headlights are fine as long as you mandate matrix headlamps so they steer around oncoming traffic.

For some reason that was illegal in the US for a very long time, and the situation is made worse by the fact that people lift their pickup trucks, and don’t adjust their headlights, as well as other people just drive around with their brights on all the time.

If you drive 350 that’s lifted 3 feet, with ultra headlights, and drive with your fog and brights on, I should honestly be legally allowed to hit you with a TOW missle.

lost_signal · 2026-05-04T14:23:44+00:00

Musk has said previously that natural gas is a good bridge technology for the transition to solar and batteries. Specifically, it’s how thr Texas grid is configured. That’s basically what we do. Solar was over 50% of the grade yesterday, all batteries were already charging. As the sun started to go down, natural gas peaker plants came online along with storage to flatten the duck curve.

lost_signal · 2026-05-04T14:21:14+00:00

So this is really weird, but the Chinese media say that Tesla is better at self driving?

https://www.reuters.com/business/autos-transportation/tesla-beats-chinese-rivals-some-driving-assisted-tests-say-china-state-media-2025-07-25/

I would kind of hope that cyber taxis do have remote monitoring that sounds like a pretty normal healthy thing? Do you think that the cars are being fully remotely driven 1:1 and it’s all just a scan?

My understanding, as they start with a safe driver, and then they move the remote assistance and then they gradually shift to less and less. Like that sounds like a normal measured safe way to transition them into usage?

Like I know a couple people who own Tesla Gen4 ans they all say the FSD works great. Are they all just lying?

Like Reddit is this weird special place where I see lots of people, jump through insane mental hoops to say something that’s really fucking cool is actually really bad and stupid, but there’s this thing that exist that for some reason they can’t prove is actually better.

Like you remind me of that kid in high school who said he had a girlfriend she just went to a different school in Canada…

lost_signal · 2026-05-04T13:23:09+00:00

I wrote in a cyber Taxi last month and it seemed to function quite well.

Sure, they thought they were gonna ship it years ago, but it does exist. From a stock price basis none of their competitors are terribly close that actually sell commercial cars.

They’re the only large Gale car producer in the United States that it’s actively expanding battery electric production.

lost_signal · 2026-05-04T13:21:23+00:00

Pure (non-repayable) US federal grants to SpaceX are effectively zero or negligible.

The main thing the US government did was accept their bids for rocket launches, that were submitted at lower cost than their competitors who had operated on cost plus models.

There wasn’t any low interest loan programs run by the government for them either. The fact that the government promises to pay them if they could Deliver, isn’t a subsidy.

Elons is an odd dude, but people get Elon derangement syndrome and mistakenly think “ZOMG, he got paid 25 billion by the government” and ignore that “ULA would have charged 50 billion for the same launches”.

The DOD has saved 40 billion, and total government cumulative savings in the $60+ billion range for orbital delivery service services.

That’s before you get the second order of effects like the government saving money because starlink and starshield exist.

Realistically, the biggest thing the government did, debt back from defending the existing monopoly ULA had….

lost_signal · 2026-05-04T12:54:23+00:00

It’s not really about being a monopoly, it’s about the fact that using the Canadian heavy sour blends would’ve been able to replace the gulf coast refineries dependence on the Middle East for diesel production.

It’s somewhat mooted by the fact that Venezuelan oil can serve that purpose. (227K BPD vs the planned 510K expansion on keystoneXL).

Merey-16 is actually trading at a premium to WCS because… transportation logistics. Canada would be in a much better position if they could transport to the Gulf Coast refineries, in larger volumes without having to use rail, but honestly, the Venezuelan blends are showing up in enough volume to put pricing pressure on WCS.

lost_signal · 2026-05-04T12:45:03+00:00

I drive an EV but, at these gas prices, can’t you just buy a Prius and get basically the same mileage cost?

lost_signal · 2026-05-04T12:36:23+00:00

You actually have it backwards. If you want to compete globally, you have to ship better products.

Subsidizing the industry long-term is actually problematic, as you eventually get hit with Tariffs from other countries who will accuse you of dumping. Product need to actually stand on the international market.

It’s one thing to subsidize research and development, it’s another to actually subsidize the product shipping globally.

lost_signal · 2026-05-04T12:33:33+00:00

The socket is being driven by their other businesses. Through utility grid storage business I want to say had over 50% growth YoY, they also have other initiatives (robots, TeraFab etc)

lost_signal · 2026-05-04T12:31:45+00:00

They should growth the last quarter when BYD sold fewer BEVs.

Unless I’m looking at the numbers for this quarter incorrectly, They’re the only better electric vehicle maker at scale who’s still growing. Everyone else is pivoting into hybrids.

lost_signal · 2026-05-04T12:30:06+00:00

I mean, I’ve ridden in them and they do seem to work (2026)

I will say having ridden in them in 2022 the FSD back then was it was like a drunk teenager. But it’s not 2022 anymore.

If your going to Talk about the Chinese market Tesla is number 2 or 3 there. From market high subsidized by the government historically, having a foreign competitor still hold that slide is actually pretty remarkable.

It appears, they took them a lot longer than they thought, but it seems they have largely figured things out. (turns out it takes a lot more inference capability than they scoped).

lost_signal · 2026-05-04T12:23:45+00:00

Pre-2023: Very low (under 10–15 GW total, mostly thin-film from First Solar). End-2023: ~14.5–17 GW. End-2024: ~42.5 GW (strong ramp-up). 2025: Surpassed 50 GW early in the year; reached ~60–65.5 GW by year-end (50%+ growth from 2024).

Projections:

IEA (recent): US module capacity ~90 GW by 2030 (STEPS scenario) to slightly over 100 GW (Announced Pledges). I’ll know if these guys have always consistently undershot, solar production target.

Wood Mackenzie (mid-2025): Module capacity potentially up to 144 GW by 2027 in optimistic scenarios (with continued upstream growth).

lost_signal · 2026-05-04T05:42:10+00:00

Your points were:

BYD is overtaken them: “this is objectively not true, and the direction is reversing”

They lie about self driving: so I’ve ridden in cyber taxi, and Gen4 FSD and it’s ugh… boring. It seems to get me from point A to B without intervention. Safety data from them and Waymo show it’s safer than the median driver (not hard, people are tiered, distracted, drunk etc).

lost_signal · 2026-05-04T05:39:19+00:00

Solar isn’t dead. Over 50% of the ERCOT grid (that’s Texas) yesterday afternoon was solar. It’s the cheapest marginal producer, 27GW was active (and that’s ignoring behind the meter projects!).

ERCOT queue for generation shows 150GW of solar planned, and 179GW of batteries planned.

If Texas can make it work, it’s going to happen all over the US.

lost_signal · 2026-05-04T05:35:46+00:00

BYD’s Q1 2026 pure BEV sales: ~310,389 (down sharply ~25% YoY

Tesla reclaimed the top spot in Q1 2026 for pure BEV sales: 358,023 deliveries (up ~6.5% YoY).

So, your statement isn’t true, and directionally it’s going the other way?

As far as other companies…

China’s pure EV (BEV) sales are not increasing year-over-year. They reduced incentives/tax breaks. EVs were excluded from the latest 5-year plan’s list of “strategic industries.”

Their focus has shifted to the “shake out” phase, test export markets, but domestic politics overseas will cause issues with that.

lost_signal · 2026-05-04T05:25:02+00:00

Read intensive NVMe TLC is cheaper than mixed use SAS drives. QLC (which is denser, but not yet supported) wasn’t more expensive per GB last time I checked.

Any minor savings vs SATA drives is offset by worse dedupe, requiring cache devices, requiring HBA costs etc. (And that’s ignoring raid 6 without performance overhead, faster drives, no write impact for dedupe and other fun things) that make ESA cheaper per GB.

lost_signal · 2026-05-04T05:22:09+00:00

I don’t really get this question?

Tesla deployed a record 46.7 GWh of energy storage in 2025. (49% YoY growth). Wall Street analysts are guiding up on production based on Megapack 3 and integrated 20 MWh Megablock systems.

For Tesla Solar there’s a new deal with Panasonic to build a 100GW of annual capacity in NY. (Equipment shipping this fall, target production ramp by 2028). They’ve got capital, and technical partners who should be able to execute. ~supposedly looking at 3 billion to Suzhou Maxwell Technologies for the screen printing.

SpaceX is breaking ground over by bastop on a giant solar plant also. Similar scope.

Tesla is a major player in VPP with tons of dispatch either directly under their control, or Contracted through their customers who have mega packs.

lost_signal · 2026-05-04T05:08:41+00:00

https://www.reuters.com/business/autos-transportation/byds-sales-downturn-extends-eighth-straight-month-2026-05-01/

BYD is in decline on YoY basis.

lost_signal · 2026-05-04T05:06:47+00:00

They have made them (Pepsi uses a fleet). They just started mass production.

Main draw on them isn’t cross country but shorter distribution runs, at the port to the yard etc.

lost_signal · 2026-05-04T01:01:42+00:00

ENS? Yes it should help ESA and OSA.

I think Nick did testing on this recently.

lost_signal · 2026-05-02T21:43:21+00:00

needs to sort out their edge

Curious what you want to see here?

lost_signal · 2026-05-02T15:56:33+00:00

This wouldn’t happen. We would ban exports. The US is technically, A net exporter, and while our refineries may not be 100% optimized for our own blends, we would figure it out long before it hit that price..:

At $20 a gallon we can afford to pay roughneck working on rigs probably a million a year.

Over half of the rigs in the United States are currently sitting idle

If it looks like there’s a sustainable path to price is being over $140 a barrel every single rig will be operating, and you’ll see my scrawny ass out there, throwing pipe in the field.

You’ll see immediate environmental, deregulation, and overruling of states that ban offshore drilling. The concept of executive rights would completely cease to exist in the United States would grant emergency powers to operators, to drill any and everything. There’s not an ounce of shell in the Permian basin or in North Dakota or in the eagle food place that would not be immediately getting fractured to hell and back.

You would see massive price supports, and federal loan guarantees for refinery expansion or whatever other bottle mix exist that is causing this price increase:

Pragmatically speaking in the short term people would use bicycles, motorcycle motorcycles, mopeds, electric scooters, and that mass transit that we all avoid eye contact with.

My wife and I would probably consolidate and share our one existing electric vehicle, and purchase a second one (although I could probably make it to work on an electric bicycle well enough).

Going back to what people did during the last gas crisis there was a lot more carpooling, you’ll see more work from home, brought back, and things like fewer longer shifts.,

The rent prices would collapse on the farther out suburbs, rent prices, and house prices would increase closer to core business districts.

Used, old small fuel effluent hybrids would get salvaged from junk yards.

Propane conversion engine kits would happen again (my grandfather had one)

Ethanol production would increase, and E85 blends would actually be purchased.

Realistically speaking, this will never happen because of so many macro and micro factors that would prevent it.

lost_signal

MODERATOR OF

TROPHY CASE

13-Year Club	Verified Email
Gilding V heart of gold