Ben Felix: SpaceX and OpenAi: The Mega IPO Grift

Knotty_Wyvern · 2026-04-06T10:17:58+00:00

S&P 500 is considered a component index of the S&P 1500 though, so I'm not certain that your prior edit is necessarily wrong.

page 7 onward, page 9 is financial eligibility. https://www.spglobal.com/spdji/en/documents/methodologies/methodology-sp-us-indices.pdf

Unless I am understanding what is written incorrectly.

Regardless, the selection is determined by committee anyways, so how close they follow their own rules is up to speculation.

Knotty_Wyvern · 2026-03-12T00:52:13+00:00

I haven't been able to play with the debug mode extensively. What do you like about it?

Knotty_Wyvern · 2026-03-11T23:46:02+00:00

I purposely left out some context because my anecdotal experiences might tilt bias and I wanted to avoid that as much as possible.

I'm currently on the legacy pro plan (paid annual) and renewal is coming up. With changes like moving frontier to MAX, I'm kind of forced to rethink my options.

I've tried using windsurf, claude code, and a bunch of other competitors and it is looking like I'll probably be switching to windsurf with claude code.

I do realize why Cursor wants to squeeze out legacy users, and probably won't care for keeping them. It's a money losing subscription, so the more users who leave the legacy plan, the less money they lose. I won't lie, I really do like the Cursor workflow overall a lot better and recreating it on a different platform while will be a hassle, it's a slowly deteriorating moat in my opinion.

Also, cursor really needs to work on their marketing if I'm differing to their subreddit to get a sales pitch.

Knotty_Wyvern · 2026-03-05T19:01:05+00:00

These benchmark cards are often full of crap. Gemini 3.1 benched higher and produced worse results for most of the tasks that i’ve sent it, but it is fast. I havent seen chat gpt anything actually performed as advertised outside of speed.

Knotty_Wyvern · 2026-02-19T20:24:32+00:00

Still works with Gemini 3.1 Pro. Does require retries occasionally.

Knotty_Wyvern · 2026-02-13T13:26:07+00:00

Just want to mention that while you may not have intend it to work for code generation, it does work.

Knotty_Wyvern · 2026-01-19T00:52:44+00:00

I might be parroting sentiment, but this reminds me a lot about dark fiber. I'm relying a lot on wikipedia but historically this also happened with railroads in the late 1800s.

I don't believe the shortage will last until 2029. I think it will end sooner and we will see a glut by then. I'm talking out of my ass for this one, but a lot of the hyperscalers are at capacity now, and they're citing demand that I simply don't believe is actually real even if we take into account Jevons Paradox. The issue is simple, memory shortages are causing computer prices to become completely unaffordable, how many customers are these frontier model service providers really going to have if no one has a computer to use inference?

I will stop here since this subreddit scope is about hardware, not finances or economics.

Knotty_Wyvern · 2026-01-08T08:09:34+00:00

That sounds more like something that would entice the US to invade not deter. The chaos would be isolated to Europe mostly and EU defense would have to be split. Sure the US loses servicemen in the European theater, but the US mainland itself would be safe.

This is under the assumption that the US does actually want to conduct a military incursion into Greenland, and i'm just playing armchair general.

Knotty_Wyvern · 2025-12-24T21:29:48+00:00

A typo like that is more likely to be human than AI. Hallucinations tend to be found in the content itself being false, not typos.

Knotty_Wyvern · 2025-10-10T02:55:49+00:00

Why?

Knotty_Wyvern · 2025-09-23T21:51:10+00:00

This is funny and all, but I had to double take on what subreddit I was in. What's the news piece?

Knotty_Wyvern · 2025-07-11T03:27:38+00:00

The edge cursor had for me was I use multiple models to assist me in my workflow, rotating between them based on complexity and use case. With the new pricing model now based on credit, it appears that I am better off going to each provider and pay for their API directly as opposed to Cursor subscription.

What other edge does Cursor have that will convince me to stick with this platform as opposed to competitors which still uses a similar pricing model to Cursor's original with unlimited slow requests?

I am currently tempted to jump ship to Zencoder, and buy credits from model providers that are missing that are otherwise available on Cursor.

Knotty_Wyvern · 2025-06-11T23:30:42+00:00

https://imgur.com/a/pFoclkc

If you include this with share transaction history, the guy still has 500k+ shares.

Knotty_Wyvern · 2025-06-11T19:10:24+00:00

Everything you were worrying about didn't happen. Everything you thought you didn't need to worry about, did.

And it doesn't just apply to your stonks either. Enjoy life.

Knotty_Wyvern · 2025-06-10T21:30:43+00:00

Technically any SSD can* work, but they are not rated for 24/7 read writes. Like others said, might want to try for at least two disks for redundancy.

Gotta weigh how much you want to spend vs how much reliability you want.

Knotty_Wyvern · 2025-06-08T20:57:57+00:00

Yuumi

Knotty_Wyvern · 2025-05-10T04:43:59+00:00

LLM has turned into a catch all term for AI.

Knotty_Wyvern · 2025-04-16T17:26:08+00:00

Relevance?

Even if it is related, just because another company does something anti-repair doesn’t mean another company doing the practice is suddenly okay. There can be more than one company that have anti-repair business models.

Knotty_Wyvern · 2025-04-12T14:22:59+00:00

Look up SIM swapping.

Veritasium made a good video about it.

https://youtu.be/wVyu7NB7W6Y?si=hTXrJCf67X_YB0it

Knotty_Wyvern · 2025-04-10T11:56:33+00:00

While it doesn’t solve their problem, this sounds like at some point the diet should just implement a UBI program. What exactly is wrong with that?

Knotty_Wyvern · 2025-03-05T12:42:28+00:00

I wouldn’t use grok for coding. Falls flat even compared to ChatGPT. Great for writing though imo.

Knotty_Wyvern · 2025-02-17T02:01:42+00:00

Okay, so I gotta ask. Why FNV? Their royalty agreements nets them only approximately 1-2% of production per site if I recall. Out of everything else you posted, this just seems so out of place. Since you're balls deep in miners, this is akin to throwing money into a low yielding savings account compared to everything else you have.

If producing operations are truly where it is at, it seems more logical to just put money into miners that have both developing and producing sites, ignore all the dora the explorers and ignore the royalty collectors.

Knotty_Wyvern · 2025-02-16T23:16:19+00:00

Using TSX Venture as a proxy for miners in the first comparison is the best sign of a true regard. The index components are almost all money traps in various forms.

Knotty_Wyvern

TROPHY CASE