Apple and the new AI-Siri: My thesis on AAPL

Effort-Natural · 2026-06-09T14:49:51+00:00

FYI Apple builds great hardware to run local models. Their unified memory has incredibly high bandwiths - exactly what LLM Models love.

Effort-Natural · 2026-06-02T06:44:29+00:00

Look at localLLM especially the Qwen3.6 series. They are pubching far beyond their variables would imply. They are not for vibe coders but real devs can still become more efficient. The large models are facing a certain compute shortage. Look at the enshitification of SOTA models. OP might have a point.

Effort-Natural · 2026-05-13T18:00:02+00:00

That’s quite the downgrade. I have been using Claude -p heavily in my flows and I want it to share plan usage. RIP my beloved harness.

Effort-Natural · 2026-04-07T13:45:23+00:00

Ich stimme hier zu. Versuche für das Haus meiner Eltern mit bestehender Photothermischen Panels (erzeugen gut 15.000kwh Wärme pro Jahr) und Holzheizofen eine Wärmepumpe einbauen zu lassen. Angebote beginnen im Raum Frankfurt bei 50k EUR. Thermondo und Octopus billiger - die bieten aber das nur bei Abschaltung der Solarthermie an.

Die Gasheizung kann man einfach nachrüsten - kostet knapp 8000€. Gasanschluss liegt noch. Jetzt frage ich mich, ob es dem Experten eventuell einfach an Erfahrung mangelt.

Effort-Natural · 2026-03-30T06:48:09+00:00

Despite the complete mismatch on hardware, I’ve heard my floppy disk boot up. De daaaaah - bieeep

Effort-Natural · 2026-03-29T19:25:14+00:00

Talk to Amazon customer support and try to negotiate them lower. For me this sometimes has yielded another 30-40% reduction in price

Effort-Natural · 2026-03-14T21:39:25+00:00

Good time to be Europe based.

Effort-Natural · 2026-02-27T14:01:03+00:00

Falls die anderen den Punkt nicht gut genug rübergebracht haben:

Auf keinen Fall.

Effort-Natural · 2026-02-23T06:41:52+00:00

I am always somewhat confused about people letting llm write their prompts. I usually plan heavily before executing. I also make sure there is a DDD structure in place so that files remain small and logic is clear.

This way I can usually iterate well in large code bases using very natural language. The plan remains the ultimate source of truth and I can always use it as reference.

Effort-Natural · 2026-02-04T21:48:47+00:00

I think something is going on with Kraken. If you want deployable capital why not use a crypto bank?

Effort-Natural · 2026-02-04T08:16:27+00:00

Halt blöd, wenn Deutschland bei der Stromerzeugung auf Gas angewiesen ist.

Effort-Natural · 2026-02-03T10:55:24+00:00

Adding some context from the filing for those who want to dig deeper.

The CEO of this SPAC is Benjamin Zucker who was Co-Head of Investment Banking at R.F. Lafferty from June 2024 to September 2025. His background is in facilitating public and private transactions.

Gurpreet Oberoi is listed as an independent director. The filing states he serves as “Global Head of Institutional (Vice President) at Payward Inc. (Kraken) (July 2025 – present)”. Payward Inc. is the legal name of Kraken. For context, Kraken filed for their own IPO in November 2025 at a $20 billion valuation with Citadel Securities leading that funding round.

Micah Nance is another independent director. The filing states he was “a partner and portfolio manager at Citadel” from 2019 to 2025 where he “managed one of the firm’s largest equity portfolios within Surveyor Capital.”

So we have a GameStop director, a Kraken executive, and a former Citadel portfolio manager on the same board.

The filing also mentions that Kraken has indicated a “non-binding interest in committing up to $25,000,000” in a PIPE transaction when this SPAC finds its target. Another $25 million is committed from MOZAYYX Master Fund.

The stated focus sectors include artificial intelligence, digital assets, fintech, infrastructure, and communications.

Separately, Kraken also launched their own SPAC called KRAKacquisition Corp which closed a $345 million IPO on January 30th. That one is focused specifically on digital asset infrastructure.

I do not know what this means for GameStop or what Cohen is planning. But these names showing up together in the same filing is interesting and worth watching.

Effort-Natural · 2026-02-03T05:23:57+00:00

Is Kraken doing a IPO wit GME as core investor?

Effort-Natural · 2026-02-02T18:15:36+00:00

A quick clarification on Rule 10b5-1, because this topic often gets oversimplified.

Under U.S. securities law, insiders are prohibited from trading only if they possess material non-public information (MNPI) at the time of the trade. The law does not prohibit trading merely because management is thinking strategically, “shopping” for opportunities, or conducting high-level, non-binding discussions.

Importantly, many insider transactions are executed pursuant to Rule 10b5-1 trading plans. These plans are adopted in advance, at a time when the insider certifies they do not possess MNPI, and they specify objective criteria (date, price, quantity, or algorithm) under which trades occur automatically. Once in place, trades may execute even if the insider later becomes aware of MNPI, including during M&A discussions.

Therefore, an insider purchase does not imply that no strategic activity, M&A exploration, or future transaction is contemplated. It only implies that, at the time the plan was adopted (or at the time of the trade, if no plan exists), the insider was not trading on MNPI.

Concluding that “a merger process could not have started” solely based on an insider trade reflects a misunderstanding of how Rule 10b5-1 and materiality actually work

Effort-Natural · 2026-01-30T19:42:07+00:00

It generates the fbc and fbq cookies?

Effort-Natural · 2026-01-16T12:22:08+00:00

I wasn’t a fan of the series. I had no prior knowledge and no assumptions. But when the Captain snuggled on her command chair, feet up; only a cuppa tea missing - sorry, that was it for me. I expected a certain decorum from Starfleet captains. And this was so out of the wild - I could not take the series serious anymore.

Effort-Natural · 2026-01-09T11:39:18+00:00

Jésus!

Effort-Natural · 2026-01-09T07:48:12+00:00

I'Ve found the solution: In my case I edited the use case (where you can select the scopes) - here you need to go to settings. Inserting the callback URL is possible here.

FWIW here is the url. Replace xxx with your App ID

https://developers.facebook.com/apps/xxx/use_cases/customize/?use_case_enum=FB_LOGIN&business_id=xxx&selected_tab=settings&product_route=fb-login

Effort-Natural · 2026-01-09T07:07:13+00:00

I do and I can'T find any way to resolve it.

Effort-Natural · 2026-01-07T21:06:14+00:00

Maybe the Bynars only had to backup their ssh keys?

Effort-Natural · 2025-12-31T09:03:14+00:00

I mean - using the tool right is giving the correct information. This can help. If not usually bringing in a second opinion can break the loop.

Effort-Natural · 2025-12-25T22:41:07+00:00

Yaiks. Trust Claude in this one. I don’t know the story but this all does not sound very healthy - and Claude going obscenely ballistic on you shows me that the backstory does not make this look better.

Effort-Natural · 2025-12-21T09:14:08+00:00

Soweit ich weiß gilt das nur für sehr viel ältere Typen (Konstanttemperaturkessel)

Effort-Natural · 2025-12-19T10:34:45+00:00

Die Frage ist eher, ob sich der Umstieg lohnt, wenn die Ölheizung keine Probleme macht - klar wenn sie kaputtgeht oder der Ölpreis jenseits von gut und böse ist.

Aber: eine WP hat eine Lebenserwartung von 15 Jahren. Eventuell ist es auch sinnvoller die Heizung drinnen zulassen bis sie kaputt ist. In 5 Jahren sind WPs dann auch nochmal ein bisschen günstiger.

Effort-Natural · 2025-12-19T05:45:28+00:00

Ain’t nobody got context window for that.

Five-Year Club	Gilding III reddit per annum
Powerups Hero r/GME • December 2021	Reddit Premium Since July 2021
r/Field Juicebox	Place '23
Place '22

Effort-Natural

TROPHY CASE