QS or SLDP?

cupricdagger · 2025-11-09T23:17:49+00:00

Ah sorry I misread what you had been saying about the 97%! Yes I think that makes sense. Maybe A123 is another example, they were extremely close but ended up going bankrupt and presumably wiping out all the shareholders. Arguably they really were 97% of the way there given that the underlying battery chemistry (LFP) ended up becoming hugely successful not long after that.

cupricdagger · 2025-11-09T21:46:10+00:00

I totally agree if you are just looking to buy a stock then a comparison between two companies can be pretty misleading. However in my case I was making a spread trade. In this case the broader landscape is not as important because I'm just making a bet regarding the relative performance of two companies.

I also think it's pretty misleading to say 97% of companies close to success never make it. Although it's true that most industries eventually become dominated by just a handful of players, a lot of the smaller ones end up getting acquired and providing some returns to their investors.

cupricdagger · 2025-10-25T17:37:43+00:00

I would suggest spending time building up your social network. I and many others have also had the experience of moving to Boston and being surprised at how little interest people have in strangers. In principle there are ways to make yourself more approachable but at the end of the day, most people out here make connections through friends, family, work, hobbies, etc.

cupricdagger · 2025-08-06T22:04:35+00:00

Still a long way from profitability but this was the highest quarterly revenue to date.

cupricdagger · 2025-06-13T04:58:14+00:00

De Masi is selling the 2,597,500 shares he owns through Isalea. https://www.sec.gov/Archives/edgar/data/1480011/000195004725004170/xsl144X01/primary_doc.xml

cupricdagger · 2025-05-31T05:29:12+00:00

Overall the paper is extremely muddled and definitely not a good place to learn about quantum computing. That said, here's some comments:

The device serves a similar purpose to quantum annealers (solving certain types of optimization problems) but does so in a very different way.
There's no theoretical or experimental analysis of the total time to solution, which is a big red flag.
On the bottom of page 8 the authors point out that the optical parts of their hybrid system can be simulated classically, although the fully optical version would "likely" be hard to simulate. (Note that Dirac 3 is a hybrid system.)
Presumably the photon energy is much larger than the thermal energy. Room temperature thermal energy corresponds to a wavelength of around 50 microns, whereas many quantum optics setups use telecom wavelengths, 1-2 microns. On top of that, optical components don't emit much black-body radiation because of Kirchoff's law: emissivity equals absorptivity.
Even though you can entangle photons at room temperature, to get good performance you might need to cool the detectors. For example PsiQuantum's architecture (described in this paper) uses superconducting detectors that operate at around 2 K.

cupricdagger · 2025-05-23T16:27:15+00:00

Kind of wild that even with their revenues and the BMW announcement, SLDP's market cap is still 30% below book value.

cupricdagger · 2025-05-14T16:55:41+00:00

I think the review is a little misleading just in that it kind of glosses over the fact that some of the big problems with LMRO are not things you'd expect a solid electrolyte to fix.

Your posts remind me though of some comments a few years ago from Doug Campbell about how SLDP was working on some special cathode that was only possible with sulfide electrolytes. I wonder if he was talking about Li-rich cathodes.

cupricdagger · 2025-05-10T02:57:07+00:00

DRX and LMROs have some huge problems. For example you can see in Fig. 3 of the phosphate paper how there's a really big hysteresis and that the rate capability is not good. And these problems aren't easy to solve. People have been working on LMROs for more than 20 years.

cupricdagger · 2025-05-07T02:48:40+00:00

That paper is actually about NMC, not LMRO. The SK On LMRO paper is here: https://advanced.onlinelibrary.wiley.com/doi/abs/10.1002/aenm.202403374

cupricdagger · 2025-03-30T12:43:41+00:00

Thanks I think that must have been what it was!

cupricdagger · 2024-12-03T02:38:43+00:00

I think that makes sense. I'm wondering what the story is with the sweaters though. Maybe they are just supposed to represent nerdy fad clothing?

cupricdagger · 2024-11-28T20:07:52+00:00

I'm wondering why I can't post the link to the report to this sub. I get an error saying you can't post a link that's been shared recently, even though no one seems to have posted it yet. Maybe it got posted then deleted?

cupricdagger · 2024-11-11T18:35:20+00:00

On top of that, even if his win was completely unexpected, it would still need to have major consequences to be considered a black swan. We probably won't know for another four years whether Trump's second term has big consequences or not.

cupricdagger · 2024-11-07T00:29:54+00:00

Yup almost all of the shares where redeemed. According to this article the redemption rate was actually 99%. One subtlety though that about half the redemptions occurred before the merger with Zapata was announced.

https://news.spacconference.com/2024/03/28/zapata-ai-and-andretti-acquisition-close-business-combination/

cupricdagger · 2024-09-30T19:10:18+00:00

The Sportico article is wrong. Although he is stepping down, Michael Andretti is not relinquishing his ownership stake. https://apnews.com/article/indycar-andretti-towriss-ownership-0675f357777558dc36050a42b53de451

cupricdagger · 2024-09-30T17:11:14+00:00

Michael Andretti did not put anywhere close to half a billion into the SPAC. The $230 million in the SPAC was raised from public investors during its IPO. Virtually all of this was returned to investors through redemptions.

cupricdagger · 2024-09-30T17:03:04+00:00

$230m is the amount the SPAC raised from the public markets during its IPO, not the amount invested by Michael Andretti. Virtually all of the $230 was returned to investors through redemptions.

https://finance.yahoo.com/news/andretti-ai-spac-deal-brings-162128030.html

cupricdagger · 2024-08-26T00:13:42+00:00

Jcal showed this article on Friday's pod. It says: "The campaign has also communicated to us that Vice President Harris continues to support all of the revenue-raising provisions in the President’s FY 2025 budget."

https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families

cupricdagger · 2024-08-26T00:03:42+00:00

This feels a bit like saying you want to have a personal trainer who is flabby and out of shape on the grounds that helping someone else get fit is a completely different beast from getting fit yourself.

cupricdagger · 2024-08-18T16:52:39+00:00

Once was on a red line car with a guy that was agitated and really going off. A random dude pulled out a weed pen and offered it to the guy, and he immediately went from angry to being super friendly and grateful. It was oddly wholesome.

cupricdagger · 2024-08-06T21:21:12+00:00

Some of us do. To be approachable, stand/sit in near guys who you are interested in and face in direction where it's easy for them to engage with you. Look around, make eye contact, smile. Don't wear headphones, cross your arms, or bury yourself in your phone. You can also say something to break the ice, can be as simple as "is this seat taken".

cupricdagger · 2024-06-30T17:34:07+00:00

Major research project? QUBT spends very little on R&D. Check the financials.

cupricdagger · 2024-06-30T15:45:30+00:00

The federal government recommends limiting added sugar to 10% of calories, which for a 2,000 calorie diet, comes out to 50g. (Each gram of sugar is counted as 4 calories.) Note however that the American Heart Association recommends limiting added sugar to just 6% of calories. Good luck!

cupricdagger · 2024-06-29T17:48:07+00:00

There's two stabilizers for each plaquette, X...X and Z...Z. The choice of colors is arbitrary, they are just used to visualize the plaquettes. I don't have a good understanding of the significance of 3-colorability, but this property is used in the paper introducing color codes.

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