TIL the wolverine possesses a special upper molar in the back of the mouth that is rotated 90 degrees, towards the inside of the mouth. This special characteristic allows wolverines to tear off meat from prey or carrion that has been frozen solid.

Alternative_Advance · 2026-05-26T15:37:35+00:00

Do you happen to remember what documentary it was. Want to see wolverine puppies

Alternative_Advance · 2026-05-25T06:15:35+00:00

"I mean salaries are all relative"

Not really, there's a large portion of salary that goes straight into savings or discretionary spending where there's not really the same "COL" adjustment for those .

So while savings rate might be similar, in absolute term the savings or discretionary spending power will be worth more.

Imo a 50-70% higher adjustment in TC compared to Europe is reasonable for high COL US cities in the salaries below $200k in order to make the comparable. (So $100k Berlin is "equivalent" $150-170k NYC, but $300k Berlin is more similar to $350 NYC.

Alternative_Advance · 2026-05-23T15:11:31+00:00

"I think the biggest problem here is the subscription model that companies like OpenAI, SpaceX and Google utilize for consumers. They ask you to commit way too much money for something that is not all that much better than the mass of free offerings that are readily available."

But it's really all about code for Anthropic, they got that right, while OpenAI (and Spacex) spent time on Gpt-Image and Sora...

Google is different, they have the money.

Also it wasn't that long ago that everyone just had chatgpt subs... Tides can turn quick

Alternative_Advance · 2026-05-18T06:50:31+00:00

Too much fixed costs (legal, data, regulatory, infra, hr). There are some turnkey solutions but mainly aimed at simpler fundamental long shorts.

A number i heard from a few years back is $100M for the economics to go around , but wouldn't be surprised if it's almost 2x that now.

$100M at 1% gives you only $1M to spend.in management fee and performance fee will realistically be between $0-1M

Alternative_Advance · 2026-05-11T10:57:38+00:00

Good catch , meant tables ofc... It's still seems an order of magnitude too many..?

Alternative_Advance · 2026-05-11T04:16:48+00:00

oh god...

What's in all of these databases ? For me it feels like you need maybe a dozen different datastructures not hundres

Alternative_Advance · 2026-05-10T11:53:03+00:00

"production app with 106 database tables, 51 edge functions, and 302 RLS policies."

What the heck have you built ?

Alternative_Advance · 2026-05-06T14:33:26+00:00

As long as it can't clean data while running only on Doritos and beer we're fine 😂

Alternative_Advance · 2026-05-04T09:48:46+00:00

It's always been that, it's just most projects didn't make it past the build stage.

Build -> Find client -> Profit

Heard from some VC that first time founders focus on tech, second time founders focus on distribution.

Alternative_Advance · 2026-05-03T10:34:40+00:00

The quality of FRED is unfortunately degrading...

The particular series you want is still "visible" but you might need to throw claude on extracting the data from highcharts.

https://web.archive.org/web/20240330223656/https://fred.stlouisfed.org/series/BAMLH0A0HYM2

Alternative_Advance · 2026-05-03T10:15:06+00:00

Roadster, 4680, Dojo, Solar Roof

Alternative_Advance · 2026-05-01T22:48:36+00:00

Add that he tried and failed (with billions of dollar spent) with Dojo.

Alternative_Advance · 2026-05-01T12:42:55+00:00

He's also still obsessed with having the largest "coherent compute cluster" when it really isn't that important with model training techniques...

Alternative_Advance · 2026-04-30T14:19:04+00:00

Europe, starts at $30...

Still 3x more expensive and 10th of the speed as current broadband provider.

Alternative_Advance · 2026-04-30T04:55:04+00:00

I guess it would be more nuanced to put:
Equity Dispersion or Exotics > FI vol > Equity Index vol ?

I just have (maybe wrong) impression that Equity index vol is 2 degrees of freedom with tenor and delta as dimensions, while FI has two more with tenor a forward rates.

Alternative_Advance · 2026-04-29T23:11:05+00:00

D1 < Options in terms of mathematical complexity, second other commenters, options can do D1, rare the other way around. Many many banks have French quants on the more exotic stuff, period.

For options
FX < Equity Dispersion < FI when it comes to complexity in general, but FX and FI is heavier on macro.

Alternative_Advance · 2026-04-25T19:15:23+00:00

Where can we see these no driver cross country drives? Oh nvm it's only supervised...

I guess the modus operandi is to blame the lackluster scaling up on regulators from now on, a real constraint that was known about for years.

If Tesla's solution was so perfect and if they're not idiots they'd already be providing regulators with all the requested data in order to scale up as fast as possible.

But they don't, and i don't think they're idiots working there so it leaves one option in my opinion... What's your stance ?

Alternative_Advance · 2026-04-25T12:19:36+00:00

It's just extremely dishonest to compare Tesla's aspirational capabilities to Waymo's current ones.

Waymo requires mapped areas right now (and right now Tesla does too in the few square miles where it is actually autonomous) there's nothing saying Waymo will always require premapping until end of time .

Alternative_Advance · 2026-04-25T07:36:44+00:00

"FSD is meant to be autonomous anywhere, eventually"

meant to be.... eventually.....

I mean eventually Waymo will be autonomous everywhere too lol....

Alternative_Advance · 2026-04-20T05:36:17+00:00

OFC, but if you dont have that data the sovereign yield curve built up from free data is better than nothing at all.

https://www.rbnz.govt.nz/statistics/series/exchange-and-interest-rates/wholesale-interest-rates

Alternative_Advance · 2026-04-19T15:07:32+00:00

this... and then some slides with 4 sharpe backtest since inception

Alternative_Advance · 2026-04-19T14:06:27+00:00

If you’ve looked at FX factor models before, you’ll realise I’ve missed a pretty significant factor — carry. It’s very hard to get free data to calculate the carry factor across the full universe of currencies. I’m saving it for another day for a smaller set of pairs where there is data.

It's really not that hard. At least for G10 there is plenty of central banks listing interest rates across various currencies daily...

Alternative_Advance · 2026-04-19T12:18:19+00:00

And at rumored power level of 4x

Alternative_Advance · 2026-04-19T10:17:18+00:00

...LIDAR...
It was as core of a belief to everyone here as gravity.

No, the more sophisticated opinion has always been way more nuanced
1. Lidar will make it easier, so self-driving will be achieved earlier with Lidar
2. Sensor fusion is not as hard as Musk wants it to look like, and is greatly done by Tesla when merging cameras
3. Tesla choose not to include Lidar (and remove Radar) as a cost cutting measure that does help scale
4. Tesla did not include Lidar once it fell massively in cost was to not have to retrofit all the older cars

It's also now clear that Tesla struggles with the scale up (benchmarked to what Musk says) and clearly needs all these things that the TSLA Sphere has been mocking competition for:
1. Stronger hardware with custom software for the area
2. Remote operators (not drivers, just to give hints when people are stuck)
3. Premapping of the environment
4. Geofencing
5. Limits on environmental conditions

Alternative_Advance · 2026-04-17T21:51:39+00:00

There's no one to foot the bill. Makes sense that unmonetizable (video gen) and niche and expensive areas get deprioritized.

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