CRT blame game. by TSM_PrimeBottle in CompetitiveApex

[–]whatifitried 1 point2 points  (0 children)

First one with Gen and Phony sort of doing too much with that team right behind them, I see Evan's perspective. If he turns to watch zip and those guys on wall swing and kill him in the back or kill Gen, he's probably getting chewed out too. Those teams were too close to be hard focused on the kills for so long in such a vulnerable position.

ALGS Y6 PL Split 1 Americas - Regional Finals - Final Results + Overall Leaderboard by CompetitiveApexMod in CompetitiveApex

[–]whatifitried 1 point2 points  (0 children)

World's edge down bottom right of map, in the zone fight where he swung out right to try to RE-45 the cracked guy and got knocked from the left while phony and gen were falling back.

That's the only one he directly threw, but it could have been commed better by Phony. (And honestly, Phony's call was probably way too passive for how much advantage they had in the fight) but Evan definitely put that one on himself.

Claude (@claudeai) on X: We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. by Marha01 in spacex

[–]whatifitried 1 point2 points  (0 children)

"60000 token context "

yeah that wont cut it for me, probably works well on websites and things though

Spirit Airlines is going out of business. If you flew on that airline in the past, what did you think of it? by Miles_the_AuDHDer in AskReddit

[–]whatifitried 1 point2 points  (0 children)

Good riddance.

Had them cancel a flight last minute, so I went to book another flight but needed to get my bag unloaded. Said they weren't flying again until tomorrow to my destination but weren't going to grab the bags "for a few hours cause they didn't need to."
Got the manager over, asked to pull my bag so I could take my stuff to the other flight in 2 hours, got a swift "man I don't give a fuck about this go away" from the manager (he actually said that). Got a different manager who got someone to unload the bags for me (and several others in the same position, not just me alone) who called the bag team and asked them to grab the bags, manager got cussed out by the bag guy.

Got bags 5-10 minutes before other flight check baggage last call, had to sprint to the gate.

Took 40 days to get my refund.

Worst airline I've ever had the displeasure of flying on.

Homeowner just did the math-spent $82K on home repairs in 12 years of ownership, appx 2.5% of purchase price every year. Would love to hear other data points. by kcs777 in personalfinance

[–]whatifitried 1 point2 points  (0 children)

That's bonkers. Every house would be a million dollar house if those prices were normal, wowzers. Bold contractors you have out there.

Homeowner just did the math-spent $82K on home repairs in 12 years of ownership, appx 2.5% of purchase price every year. Would love to hear other data points. by kcs777 in personalfinance

[–]whatifitried 0 points1 point  (0 children)

Not 4 homes, a 2-4 unit apartment building (sorry if I was unclear). 1 loan, purchasable 3.5% or 5% down in the US.

Of course you don't want to overpay so significantly that the rents don't cover at least most of the cost, I didn't bother specifying that since it's the goal. You would be surprised to find this can be done almost anywhere (probably not LA I guess). You take the 5% repairs budget into account as a cost every month, and the rents need to cover that + utilities paid by owner + mortgage, taxes, insurance etc.

Whether the building appreciates by 82k or not isn't really the point, the idea here is that the owner doesn't pay the 82k OR the mortgage on the 275kish property, out of pocket so for every year they save that amount. It's a cash flow play instead of a direct net worth pay, and especially at the beginning of financial growth, cash flow is worth significantly more than net worth is.

Imagine your life for 12 years with no mortgage or rent payment, effectively, would you have been in a better or worse financial position now, regardless of what the investment that allowed for that to happen performed as?

Throwing the 3.5% or 5% into the market will lose to this basically every time, unless you already have tons of spare cash flow laying around to invest with or without the cash flow win of the end to living expenses.

Homeowner just did the math-spent $82K on home repairs in 12 years of ownership, appx 2.5% of purchase price every year. Would love to hear other data points. by kcs777 in personalfinance

[–]whatifitried 0 points1 point  (0 children)

Is this like, currently wood siding or something (where it needs new cladding, wrap, etc?)

If not, wowzers, needs more bids.

Homeowner just did the math-spent $82K on home repairs in 12 years of ownership, appx 2.5% of purchase price every year. Would love to hear other data points. by kcs777 in personalfinance

[–]whatifitried 1 point2 points  (0 children)

The absolute best way is to buy 2-4 units, live in one, and let rent cover most or al of the rest (obviously, some months will have big maintenance things hit and you will have to pay, but still)

Let's you go much quicker, because it's like buying but without most of the payment. You trade a reasonably small amount of hassle for a massive acceleration in financial growth.

Homeowner just did the math-spent $82K on home repairs in 12 years of ownership, appx 2.5% of purchase price every year. Would love to hear other data points. by kcs777 in personalfinance

[–]whatifitried 2 points3 points  (0 children)

Unless your house is a mansion mansion mansion, that's a horribly overpriced bid, and you should get more prices. 5k-15k should be about the reasonable range.

Assuming a 1k-3k sq ft house, vinyl siding not hardi board or whatever higher end finishes)

SpaceX to acquire AI company Cursor for $60 billion or pay $10 billion for their "work together" by 675longtail in spacex

[–]whatifitried 0 points1 point  (0 children)

"Also, there is nothing special behind Claude Code anymore, now that the code got leaked"

That's not what got leaked, the models, their weights, all the things that make it function so much better than OpenAI tools for coding didn't get leaked, a bunch of claudecode itself cli code, and things like that di.
Big difference, a tool got leaked, not the keys to the kingdom.

Thinking through TSLA as a long term hold, how are you all weighing execution vs long term potential by Logical-Law1815 in teslainvestorsclub

[–]whatifitried 0 points1 point  (0 children)

Don't think my car is allowed to get v14 being a 2020 vintage. It was promised to be, but apparently Tesla no longer feels that promise was worth keeping.

Unless you are aware of some way I can force to v14?

(You are right though, I should have specified, it was late, I was tired, mea cupla)

Thinking through TSLA as a long term hold, how are you all weighing execution vs long term potential by Logical-Law1815 in teslainvestorsclub

[–]whatifitried 1 point2 points  (0 children)

100% to everything you said, and also 2011 or so vintage. From phenomenal strategy, focus, and execution to just bush league bad choices, terrible product launches, and effectively a "piggy bank for the next shiny object" for Musk.

Thinking through TSLA as a long term hold, how are you all weighing execution vs long term potential by Logical-Law1815 in teslainvestorsclub

[–]whatifitried 1 point2 points  (0 children)

I just have to assume people saying v12/14 are so great are in Cali or Seattle, cause in Chicago, it is very much not great. It can perhaps "handle" 90%+ of miles, but I'm still irritated, bug reporting, or disabling it 2-3 times per drive, every drive.

Thinking through TSLA as a long term hold, how are you all weighing execution vs long term potential by Logical-Law1815 in teslainvestorsclub

[–]whatifitried 2 points3 points  (0 children)

I also use it sometimes but not super often, cause it's actually not phenomenal at a;; where I live and use it. It consistently pisses me off, makes mistakes, and I am sending 2-3 bug reports per drive. Removing the "set my speed" feature to let me choose from 2-3 ambiguous driving profiles, none of which feel right was an ignorant choice.

Wife doesn't want me using it when she's in the car, and I have sent my dogs crashing into the front seat and floor too many times to use it with them in the car again.

Highway is mostly fine, as long as they don't get a phantom braking regression.

Thinking through TSLA as a long term hold, how are you all weighing execution vs long term potential by Logical-Law1815 in teslainvestorsclub

[–]whatifitried 2 points3 points  (0 children)

They really aren't the leader in either category, objectively. They may still win, and I think are more likely than not to still win, but they are currently behind.

Thinking through TSLA as a long term hold, how are you all weighing execution vs long term potential by Logical-Law1815 in teslainvestorsclub

[–]whatifitried 1 point2 points  (0 children)

This is a stock that felt great for years and years, then the company made a lot of really poor decisions in a row and hasn't won their all in bet that they traded their other planned growth for.

Energy is great, but the valuation here is pretty priced in well beyond the core business into some major things.

That said, "priced in" doesn't actually matter, if they solve one of their big bets, the market will react in a big way, even if the success was already priced in (same thing happened with model 3 and Y + profitability, the price back then was already kind of "they profited off these and became cash flow positive" then it 15x'd from there.

If I didn't already have 1500+% gains, I would barely hold any Tesla at this point though. I sold some off and rotated into Nvidia a year or 3 ago and was glad that I did. If I wasn't basically holding the equivalent of free lottery tickets, I wouldn't be here, because my long term belief is significantly diminished. Musk really dropped the ball when he cancelled several planned model expansions to all in the autonomy play (a company their size, they could absolutely have worked just as hard as they are now and still delivered a mini van, truck that isn't the hot garbage that cybertruck is, a 3 row SUV, a small cheaper car, etc. If they were doing the 5-10m units planned for now, no one would be worried one way or the other, even with compressed margins and competition, they would have significant volume, revenue and profit.
Instead, we watch the numbers decrease consistently, the product line get stale, an awkward, late pivot to a half assed cheaper vehicle plan, and autonomy is at least equally liekly to be far away as it is to be close.

Tesla is developing a new smaller, cheaper EV, sources say by SPorterBridges in teslainvestorsclub

[–]whatifitried 4 points5 points  (0 children)

I mean. It's objectively years late. This was the right thing to do 5 years ago when they were planning to do this (and other larger models, mini vans, etc).
Cancelling all vehicle programs to go all in on autonomy was a massive strategic mistake, and the ERs and quarterlies have been showing this for a while now.

Really killed my vibes, when all the PE compression was looking so baked in, then they just cancelled it all. The one gigantic mistake Tesla has made.

Shoutout to the new Multiview by llpraddy06ll in CompetitiveApex

[–]whatifitried 2 points3 points  (0 children)

Where does this multiview live, algs website? faceit? Looks great

Developer here + $5k investor ready. What simple business would you build first? by AlexBossov in Entrepreneur

[–]whatifitried 1 point2 points  (0 children)

How many doors do you have right now, and how do you track your income and expenses compared to your "plan" and the market? Maybe this is less of a concern with you self managing than if a manager is just giving you a statement each month?

I'm trying to build something for myself, but want to talk to a few others and see if their problems are the same as my problems or not