Viewing profile — TheAlchemist

Really curious if it's related somehow to the Venezuela one. Interestingly, New Zealand also experienced a well above average frequency of shakes recently, although the scientist d…

That explains the Spurs situation very poorly actually. They are in very unusual situation, similar to OKC when they had young Durant / Westbrook / Harden, in that they have Victor…

Hilariously, the quote that comes to my mind when reading about this monstrosity, is one from Steve Jobs "Everything around you that you call life was made up by people that were n…

Maybe I'm missing something, but where do they show up in the financial results ? They are yet to start paying this debt no ?

Did you actually read the S-1 ? Tesla is mentionned 87 times. And even they explicitly state that they have strategic collaboration. They supposedly biggest projects are developped…

How so ? xAI / Twitter were merged in this year - they don't show up anywhere in the financials.

The S-1 states that it gets capacity from both Colossus 1 and Colossus 2.

What would be interesting to know how much did it cost xAI to build it ? Ai says between $18-$40 billion to just build, without running cost, but no idea how close to reality this …

I know. They are very closely collaborating and are part of the same 'empire'. They will also go down together.

So be it. What's the alternative ? Continue a bubble ? Ride on the 'FSD by the end of the year' or 'thousands of Optimus next year' for the next 10 years ? The guys is openly lying…

Finally ! Can we end the debate about how mind blowingly profitable this company is ? Mind you, those numbers don't take into account YET the Twitter debt / xAI merger burden - whi…

It seems to me that it feels that the world, or at least the US, decided that far far worse things are acceptable too. Not easy to be a parent and explain to kids that no, this is …

Why not ? Why do we allow global tech businesses and leaders to somehow be able to make billions in profits in countries, but don't pay any taxes or have close to 0 responsibility …

Naive question - why couldn't we just launch this nuclear waste into ... space ?

If you're interested in better thinking, go read a bit about Charlie Munger - he's gone now, but he was thinking about thinking for quite a long time and has some good advice. Farn…

It's good to hear that more people are realizing that Tesla is nowhere near where they claim to be. For anobody observing it from the sidelines, it was obvious for the past 3 years…

Exactly that. There was a very nice talk by Warren Buffett explaining that to business leaders at the height of the dot-com bubble - if I remember correctly it's full text is the i…

That's not accurate - the uprising was not planned in collaboration with the Russians. The whole point of the uprising was to liberate Warsaw before the Russians get in, as everybo…

Another very funny 'fact' - Tesla Semi. If you look at their quarterly releases: - until 2025 it was listed as Pilot Production - in Q1 2025 it moved to Construction - in Q4 2025 i…

About those underwriters - to quote the venerable Charlie Munger "they will sell 'shit' as long as 'shit' can be sold".

"Mens sana in corpore sano" People knew that for ages ! I too neglected my health when in my early 30s, luckily at 35 I started exercising and running again. I got in the best shap…