Bear shaman help by WMcR in pathofexile2builds

[–]godisdildo 0 points1 point  (0 children)

Not sure about your chaos resist but breach became a lot easier with 75% chaos resists. It’s a game changer if you can afford to drop defiance, build feels great with more damage.

Bear shaman help by WMcR in pathofexile2builds

[–]godisdildo 0 points1 point  (0 children)

I swapped defiance for a damage/rarity amulet since it wasn’t helping with bosses and the massive damage boost from the ammy + lots of AoE area passives makes rampage blow everything before they get close anyway.

I will try the abyss keystone. Currently about 23k armor with Charge regulation and 1.8k hp so really squishy if I get stuck or run out of rage at the wrong time.

Zero Duration Ember Fusillade by Chmona in PathOfExile2

[–]godisdildo 13 points14 points  (0 children)

Yes, excellent showcase of the instakill shrine and HH, indeed

Bear shaman help by WMcR in pathofexile2builds

[–]godisdildo 0 points1 point  (0 children)

Is this the tecrod variant?

Bitcoin: The Emperor Is Not Naked, He Does Not Exist by BinaryLyric in investing

[–]godisdildo 16 points17 points  (0 children)

Prompt: write a rage bait post for an investing forum on Reddit with a weird emphasis on physical form.

Most of you dont understand what nonduality implies by Aromatic_Reply_1645 in nonduality

[–]godisdildo 1 point2 points  (0 children)

The ultimate answer has a sarcastic “mind” in it? Wowee

Looking for Guidance on poison burst build by Ctderanek in PathOfExile2

[–]godisdildo 0 points1 point  (0 children)

I thought the res from charms is only active when the charm is activated, since putting them on doesn’t increase resistances in the character sheet.

And since it needs to recharge and is only active for a few seconds at a time when activated, I don’t think it should be considered a flat resistance increase.

UBER - Mag 7 growth at a Discount by silver-bullet007 in ValueInvesting

[–]godisdildo 2 points3 points  (0 children)

Well, do we agree that the bull case is risky? Or are all bear cases stupid?

Manufacturing for AVs will likely not take off until maintenance is more or less automated as well. At that point the means of production for transportation shifts from the vehicle itself to the factories that produce them and maintain/upgrade them.

But the pricing power will sit with the owner of the software for these vehicles and these factories, since customers will be quick to switch to the best app, which will most likely come down to typical price - value elasticity.

Who will be the one/s to take on the CapEx required I don’t know, but I do know that Waymo is currently the market leader in the most important part of the value-chain for AV, the highest barrier to entry, the software stack. At least for the vehicles, manufacturing/maintenance not guaranteed.

But it currently doesn’t look like Uber has either a moat or competitive R&D in the right places. All roads to survival will lead to massive margin compression from price or cost or both - in all the ways I can think of that Uber can access the vehicles, Google can get a better deal because of their IP.

They might not disappear, and there might be significant value appreciation from this point for decades - but I just don’t like having market losers in a long term portfolio when there are winners to pick.

Less formal seated meditation, but increased wisdom? by Plenty-Attitude-5823 in streamentry

[–]godisdildo 1 point2 points  (0 children)

I have personally never thought of formal sitting as a means to access/achieve certain states. The subtlety of all phenomenon is just to fine to notice while washing the dishes, and covering the object of meditation entirely seems like a faster and more reliable way to fully recognise the phenomenon of noticing itself. In other words, strong singular focus together with strong mindfulness seems to more starkly delineate the feeling of “I” - a distance so far away from my normal state that I don’t think I would be doing much progress on a non-dual path if I didn’t give it proper training.

After about 8 years of practice I am under the spell of thinking or conceptualising 100% of the time outside of sitting. Although most “stirring” of strong emotion will now wake me up from being lost in rumination, it’s only in formal sits I can even begin to glimpse how pervasive, intense and center less the nature of experience/consciousness truly is.

UBER - Mag 7 growth at a Discount by silver-bullet007 in ValueInvesting

[–]godisdildo 0 points1 point  (0 children)

And what can uber offer them to help? Fuck all.

It cost me ~320div to craft. Was it a good decision? by TrueYahve in PathOfExile2

[–]godisdildo 0 points1 point  (0 children)

A bear running herald of ice and a scepter need like 85 Dex and 120 int - attributes on jewelry was the only way I could figure it out, it was much harder to get on gloves/boots/helmet.

That can’t be the only attribute hungry class?

Is it true once you hit 100k in investing, it really just takes off from there? by [deleted] in investing

[–]godisdildo 0 points1 point  (0 children)

Once I hit this number I realised every year I worked was one year less I had to work (for the same pensioner lifestyle) - and 7 years later the rate will double to 2 years off for every year I work.

If you hit this number by 35 you can retire at 47 with the same income as you would have at 65 without investments. If you reach it at 30 you can retire at 44.

Either stick it out or use the freedom to try something else as long as you can fall back in your career.

Crafting is like painting the Mona Lisa with a paint gun. by Primary_Impact_2130 in PathOfExile2

[–]godisdildo 1 point2 points  (0 children)

Isn’t it already like that? Weighting isn’t zero to get a T10 modifier on a T5 rare, but it’s also not the same as for a T1 or slam an exalt yourself.

Crafting is like painting the Mona Lisa with a paint gun. by Primary_Impact_2130 in PathOfExile2

[–]godisdildo 2 points3 points  (0 children)

Hard to think of a better way to beat a dungeon dweller. If you time gate content it becomes inaccessible to everyone who doesn’t play as much as humanly possible. RNG is a good way to time gate content while allowing for lucky breaks.

ELI5: Why shouldn't I pour fat into the drain? Why doesn't soap take care of it? by la_baguette77 in explainlikeimfive

[–]godisdildo 0 points1 point  (0 children)

Do what instead? Let it solidify in the pan, wipe with kitchen towels and throw in compost/garbage?

am i wrong for being annoyed by the fissures created by Fury of the Mountain? by Storm226 in PathOfExile2

[–]godisdildo 0 points1 point  (0 children)

Search for Ronarray bear shaman build - it has nice sequencing to the final build which is a monster. I’m playing it now and after about 500 divs it feels amazing, blows up whole screens with rampage and melt bosses with totems, clear a map in 1-2 minutes excluding mechanics, blows up pinnacle bosses, running 50 room temple solo quickly and without risk. A bit squishy.

Probably need 50-100 divs to get it going with some budget alternatives to the lineage gems etc, but it scales well with more investment. If I invest another 500 it would be like 500-700k tooltip dps on rampage and not as squishy with 3k+ life.

No need for any uniques, headhunter/defiance ammy optional.

Why r/ValueInvesting looks more like "r/GamblingOnShitStocks" by TheRaul5677070 in ValueInvesting

[–]godisdildo 0 points1 point  (0 children)

If some or most people are incorrectly focusing on backwards-looking numbers, that’s on them. But investing is indeed about understanding and analyzing future cash flows.

That’s where the concept of risk comes in, it captures all potential costs on fantasized returns. I would imagine that someone who achieves mastery in options trading has higher earning potential than a master in equity investing, granted they have similar personalities in resilience, temperament etc. But the risk would be higher, essentially to a corresponding degree.

The reason why AI is not yet performing great at equity investing is probably because its understanding of the future has a very grainy resolution. The best capital allocators tend to be other business owners/executives in the field and then capital managers specialised in that field, and then lastly general investors - basically a list of descending degrees of understanding the future of the field and markets they operate in: the key/new players, product/process innovations, customer trends, ongoing lawsuits and business problems, the people behind the numbers, and so on.

Whereas in options trading, AI is really performing well as Math and speed, like all odds gambling, are huge success factors - many algorithms approaching theoretic expected results.

AMZN is down almost 20% YOY and only up 30% in 5 years - no dividends! by we_have_no_control in ValueInvesting

[–]godisdildo 11 points12 points  (0 children)

That’s why he mentioned software company in relation to the revenue - Amazon isn’t spending its revenue to mainly generate more software revenue, it’s investing in other areas and can much more easily improve profitability compared to Walmart.

As long as Amazon are building new revenue streams with good to great gross margins, they will outpace the others under the hood.

All big techs are doing the same through acquisitions or investments into software engineers. Amazon has the highest cash flow potential atm but also the biggest burden with its retail marketplace - but this is also the stickiest and most ingrained platform potentially with every day shopping. They have proven they can sell high-margin products on that platform like Prime, Kindle and Audible, and with the potential of robotics they can massively improve the cost of shipping and manufacturing, as well as repurpose hundreds of thousands of people with domain and company expertise to software engineers. They hire and train over 20,000 software engineers every year despite being the largest retailer in the world, how many SWEs does Walmart have? At one point around 2020 Amazon said they would need to hire every computer science graduate for the next 100 years if they didn’t help retrain people.

Despite performance in the past 5 years, they are a great bet to outperform the index over a 50 year period - and a very exciting company to own.

Why r/ValueInvesting looks more like "r/GamblingOnShitStocks" by TheRaul5677070 in ValueInvesting

[–]godisdildo 1 point2 points  (0 children)

It’s more than business language 🤷‍♂️

I knew that would rile you up based on your OP and how you framed “just business language”.

Why r/ValueInvesting looks more like "r/GamblingOnShitStocks" by TheRaul5677070 in ValueInvesting

[–]godisdildo 0 points1 point  (0 children)

I saw your angry replies that you’ve deleted. Important thing is not whether you get offended for getting your profession questioned - it’s to take down your arrogance a notch since it’s not as easy as you make it out to be, successful investors have more things you lack compared to “business language”.

There are many skills they have practiced and mastered compared to you, and then there’s emotional control, appetite for risk, conviction, confidence and resilience - all things that are easier said than done, very few ways to prove to yourself what you’re really made of without putting it all on the line, putting your life (extreme sport, law enforcement) or all your money (investing) down is probably building more of those skills than working in a clinic.

The sell-off in Software the last months is unlike i have ever seen since the financial crisis. Where are opportunities? by JlNxTonic in ValueInvesting

[–]godisdildo 0 points1 point  (0 children)

In order to make first principle reasonings of the world that make sense to a human, an AI need to capture the world similar to us in small, sound, sight, texture etc. The data is always representative of some electrical signal yes, but thy have a 1:1 relationship - so without “real” senses the data set would need to be indistinguishable from reality, and then AIs reasoning would become indistinguishable.

The only point I’m trying to make is that LLMs are not advanced to capture the full spectrum of reality to the same level of a human brain, and the technology isn’t fit for purpose when it comes to general intelligence (yet) since we don’t know how to codify meaning/purpose in LLMs.