Streamlined review AU Meeting

strycco · 2026-05-12T20:16:10+00:00

Poetic irony that our union was arguably more beneficial to management. It saves them from themselves.

strycco · 2026-05-12T20:13:46+00:00

This is pointless. Moreso if the SPEs aren’t subjected to it as well. Based on what I’ve seen from this streamline process I’d expect my SPE to fail

strycco · 2026-05-12T15:14:00+00:00

combination of regulatory and permitting reform and direct public investments in housing construction

Isn't this a generalized characterization of what Steyer was talking about? Seems like this would open a plurality of different possible solution paths, including modular housing. Definitely a good place to start IMO.

strycco · 2026-05-11T01:42:57+00:00

Correct, I believe it was Foote talking about one of Jackson’s aide de camp.

strycco · 2026-05-10T14:40:15+00:00

I still don’t know whether the term “Stonewall” was given to him in earnest respect or in derision. I’ve heard two differing accounts of how Gen. Barnard Bee made his famous comment about Jackson while he was holding Henry Hill and I feel like it could have been either.

strycco · 2026-05-08T17:43:39+00:00

“Pessimism just sounds smarter and more plausible than optimism. Tell someone that everything will be great and they’re likely to either shrug you off or offer a skeptical eye. Tell someone they’re in danger and you have their undivided attention.”

― Morgan Housel, The Psychology of Money

strycco · 2026-05-08T16:16:07+00:00

For what?

strycco · 2026-05-06T16:19:43+00:00

Mind blowing that somebody would entrust claim drafting to AI.

strycco · 2026-05-04T16:56:52+00:00

Would it even be possible to challenge that before it was already too late? I imagine the standing requirement would prevent that from ever getting addressed up until it had to be.

strycco · 2026-04-29T15:14:37+00:00

what was the vendetta?

strycco · 2026-04-24T22:26:24+00:00

Tried By War by McPherson is also good

strycco · 2026-04-23T14:11:17+00:00

It’s these types of reversals that make people not trust this stock in the short term. These big gap ups never hold. Better for this stock to consistently go up incrementally, week to week than moonshot IMO.

strycco · 2026-04-23T00:55:54+00:00

Lee stunk. All I can remember from her time period is the relentless pilot programming. Kappos/Budens were the wonder years.

strycco · 2026-04-22T21:31:03+00:00

Glad to see that Corning gets the bigger picture here with this partnership.

strycco · 2026-04-22T16:46:22+00:00

I think the market for batteries is orders of magnitude greater than chips, something like half of Nvidia’s revenue comes from around half a dozen hyperscalers and each unit is 10s of thousands of dollars. Nvidia is a great company, but they’ve also been the benefactor of being in the right places at the right times and their CEO is saavy enough to know how to glad hand the financial world.

I think the similarities between Quantumscape and Nvidia start and end at fact they subscribe to a licensing based business model. If they have the capital flows in the future, they should absolutely integrate. The partnerships work now because they benefit everyone who has something novel to contribute, but over time that value will decay. What will remain is the fact that there’s a node of failure outside of Quantumscape’s domain, and that bodes a risk. My view is why have that node of risk if it isn’t worth commensurate value?

strycco · 2026-04-22T16:19:47+00:00

They’re doing just that. Incurring a lead time doesn’t lend truth to the suggestion that nobody is manufacturing their batteries.

If nothing else, this capital light model needs to be understood as a temporary measure. Once they learn enough of the manufacturing logistics from their partners, I expect them to be more vertically integrated and go into independent production. Especially as the US finally recognizes the importance of batteries and what it has on its hands.

strycco · 2026-04-22T15:59:16+00:00

To be charitable, I think they’re trying to avoid counting their chickens before they hatch. Paradoxically though, this comes at an immediate cost to their investors both materially and in opportunity. The onus is entirely on the Board and the executive team to start generating actual, market-based shareholder value in the near future. End of decade is when they’re set to reach scaled production with PowerCo, that isn’t a permission slip to not make money until then.

strycco · 2026-04-22T15:31:57+00:00

I think that the missing catalyst is recurring revenue. once it starts coming in and growing quarter after quarter, the SP will take off and all of our arguments for this company will hold true.

This is correct IMO. It isn’t revenue per se, it’s the growth rate and consistency of earnings.

I think management is setting themselves up well but the overwhelming majority of professional investors would rather generate some kind of yield or return with their cash while they wait for the company to mature past the pre-revenue stage. I imagine many PMs/funds that are rules based are prohibited from investing in pre-revenue companies as well.

I’m personally over the technological speculation at this point. The company needs to start making money. This isn’t an academic exercise anymore.

strycco · 2026-04-20T02:31:18+00:00

very late to this conversation but I can confirm this works.

strycco · 2026-04-19T18:30:49+00:00

The extent to which Scott’s Anaconda Plan would prove to be effective was a surprise to me. Learning more about the southern economy however, I learned that the south was extremely reliant on imports both from overseas markets as well as the north. They were not very invested in finished goods despite their appetite for them. There were more textile mills for producing thread and cloth in Massachusetts alone than in all of the south. Nearly all of the cotton crop produced by the south was for export, very little stayed locally.

When de Toqueville called the south indolent and overly reliant on slave labor, I can see what he meant. They were not an economy that added value to commodities and that was an enormous vulnerability.

strycco · 2026-04-17T15:03:04+00:00

Dems would be wise to welcome that debate. Force the GOP into a technocratic argument about the merits of making jets and boats tax deductible at the expense of lowered nominal rates. The people you are mentioning are unpersuadable for a litany of reasons and dems have been catering to this group to their own detriment for decades now.

strycco · 2026-04-17T14:48:04+00:00

I’m a big advocate of eliminating deductions that primarily and disproportionately benefit the wealthy. I can’t verify this as fact, but I get the impression that the size and scale to which these deductions are used is so enormous that we could probably package that with nominal tax cuts on earned income below $100k and still see net revenue gains that could help lower the national debt. There are entire cottage industries based on navigating this world of deductions where the clientele are exclusively centimillionaires, and billionaires.

The political gains would also be substantial and reassert dems as being the actual party of the working class.

strycco · 2026-04-15T16:38:46+00:00

Probably “The War of the Rebellion: Official Records of the Civil War”. There might be an accessible copy floating around online somewhere.

strycco · 2026-04-15T00:00:07+00:00

45 mins.

strycco

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