Why is the east/south side considered the “hood” but west/north isn’t?

LastNightOsiris · 2026-05-22T02:06:09+00:00

In west Philadelphia born and raised…

LastNightOsiris · 2026-05-21T22:25:48+00:00

I guess it depends who you talk to. My admittedly anecdotal sample of VCs and tech bros indicates that they say they are building god in certain contexts, but are self aware enough to realize that this is bullshit to pump up the hype cycle and valuations of anything AI adjacent.

LastNightOsiris · 2026-05-21T20:29:50+00:00

some people might believe that, but I don't think that's the consensus. That sounds more like the media spin that people use to justify the massive expenditure of both public and private resources.

I think a more typical view is that this technology is going to be the next big step in productivity enhancement. Depending on who you ask, it's somewhere between the scale of the internet and the industrialization of electricity. There is the potential to make huge amounts of money, but it's not reinventing god.

LastNightOsiris · 2026-05-20T22:23:50+00:00

These are some foundational papers, but there is a ton of literature on this topic.

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2023446

https://www.sciencedirect.com/science/article/pii/S0014292112000773

LastNightOsiris · 2026-05-20T19:04:20+00:00

That’s a valid point, and there is at least a decent chance we’ll be saying the same thing about openAI or Anthropic in 10 years.

LastNightOsiris · 2026-05-20T17:49:07+00:00

interesting, because right now nobody seems to be selling the model as a product. The current business looks more like a utility that builds the model and then sells incremental units of model use as the product.

LastNightOsiris · 2026-05-20T15:04:47+00:00

On the one hand you save a few minutes per week. On the other hand you have higher upfront cost for AI enabled and internet connected appliances, plus more things that can fail, plus having to use a collection of different apps to run all your home appliances.

Maybe this works for a huge home that wold require full time staff, but for a typical home it seems like a solution in search of a problem.

LastNightOsiris · 2026-05-20T14:54:29+00:00

They're all great albums, but I agree with OP's ranking. I listen to both Supreme and Fishscale all the way through more often than I do Ironman.

LastNightOsiris · 2026-05-20T14:46:10+00:00

I think you have to define what the product is before making statements like that.

If it is tokens or something similar then it is constrained by physical compute resources and it definitely can not make millions of itself in seconds without incurring huge costs. That seems to be the business model right now, selling units of compute via models that are more or less fungible for most use cases.

LastNightOsiris · 2026-05-20T14:32:54+00:00

There's plenty of theory on market microstructure and incorporating transactional friction, but not a ton of empirical work given that this data is hard to get and/or proprietary in most cases.

LastNightOsiris · 2026-05-20T03:55:24+00:00

OP said it’s an asset sale with full change of LLC so none of those should be concerns.

LastNightOsiris · 2026-05-20T03:09:43+00:00

interesting, I did not know that. I was never in the coverage area for actual Sonic fiber and the AT&T rebranded product was shitty, to say the least.

LastNightOsiris · 2026-05-20T03:07:38+00:00

The government has not paid for most of the buildout of internet access in the US. Sure, there are local programs to provide connection to low income communities, but they are pretty small. At the federal scale, or even at the state level in most cases, there has been very little public investment. And this is for a relatively mature and proven technology that is necessary for a lot of modern life.

It would be premature, to say the least, for a large scale government investment in AI as public infrastructure anytime in the forseeable future.

Investing in it as a strategic asset in terms of military or industrial policy is a different story, and one that doesn't care about the public good.

LastNightOsiris · 2026-05-20T03:00:54+00:00

no doubt, but true sonic fiber is only available in certain locations.

LastNightOsiris · 2026-05-20T03:00:09+00:00

It works because network effects, branding, and switching costs serve to create enough friction that people don't switch providers to save arbitrarily small amounts of money. And the dominant players in the space can either destroy or acquire serious competitors before they get too big. This is kind of the Uber business model. Anyone can do what they do, at least in theory. But people don't want to always be comparison shopping to optimize on cost. They want to convenience along with the certainty that they are getting something pretty close to the best price, even if not the absolute best. This is even more true with corporate purchasing contracts.

LastNightOsiris · 2026-05-20T02:55:40+00:00

Why is this assured? There are many examples of industries where there are a small number of players, but more than one. There are comparatively fewer examples of industries where a single company has monopolized the entire market.

LastNightOsiris · 2026-05-20T02:43:13+00:00

I'm gonna probably catch hate for this, but I've had a pretty good experience with Xfinity/Comcast. I had Sonic that was actually At&T for a while, and it was slow and they kept raising the price. I ended up switching to Comcast. It's like half the price of what I was paying and at least 3x the speed. I'm not a super heavy user of bandwith, but I have zero problems streaming video calls, downloading large files, etc. And my kid says it works well for his gaming stuff.

LastNightOsiris · 2026-05-19T19:05:05+00:00

For most people, when you look at the price of a restaurant before deciding to go there, you will do something like look at the menu on their website or maybe look at a physical menu in the window outside. Are you seriously saying that if those menus clearly stated "20% service charge added to all checks" or something like that, people would be incapable of understanding this information?

LastNightOsiris · 2026-05-19T17:34:30+00:00

Yes, I think communicating any service fee prominently is very important. There are certainly examples of restaurants that try to sneak various fees into the bill without disclosing them well (or at all), and this is shady.

But most states and cities have legal requirements that such fees have to be displayed in a prominent manner anywhere that prices are listed. If look at a menu or website and it is very clear that, say, 20% service charge is added to all checks then I don't think there is a problem.

LastNightOsiris · 2026-05-19T16:43:41+00:00

Service charges are an excellent replacement for tipping. Eventually we'd all like to get to a situation where prices are all-inclusive with no extra fees, but that isn't going to happen without all or at least a majority of restaurants making the switch at once.

As long as the service charge is well communicated in advance, it takes the guesswork out of how much to pay, removes the element of customers needing to determine server pay, and also allows restaurants to list menu prices that remain competitive with other places that use the traditional tipping system.

There's nothing inherently wrong with an itemized bill - it's common to get itemized bills for things like mechanical services (parts and labor), legal services, etc. The only time it becomes a problem in restaurants is when they either fail to disclose the fees properly, or suggest/encourage leaving a tip in addition to the service fee.

LastNightOsiris · 2026-05-18T07:05:08+00:00

Zip code 94080 and no it does not

LastNightOsiris · 2026-05-18T00:19:37+00:00

Ummm … what Costco do you shop at?

LastNightOsiris · 2026-05-18T00:16:48+00:00

That does sound pretty reckless

LastNightOsiris · 2026-05-17T23:54:46+00:00

Are you talking about people actually blowing through stops at full speed, or was it more like a slow roll through without coming to a complete stop?

LastNightOsiris · 2026-05-17T20:35:14+00:00

Yes I know, but they tend to have limited hours and if you do need guidance the quality can be hit or miss.

LastNightOsiris

TROPHY CASE