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  • You’re getting downvotes, presumably from people who haven’t spent any time in NorCal. This is a problem everywhere there from Oakland, to SF, to Palo Alto and San Jose. No where in the bay in safe from this.

    No locals leave anything of value in there car for any amount of time.

    I learned that in 2013 when my rental was broken into in a fancy Palo Alto restaurant.

    But these aren’t violent crimes, which I think are declining, just property crimes.

  • Jokes on them, still didn’t read it.

    I don’t think anyone is surprised that Arab leaders don’t like Biden right now. Not exactly a brave new take that would be surprising to anyone.

    It sends a message, I guess. But doesn’t change anything.

  • Your comparison of Bombardier is a good one - but not so much for you. Bombardier was losing money on the A220 nee C Series and was going to lose more even without the ITC decisions. They had no manufacturing scale and didn't have the money to build it - those A220s are now being built in Mobile, Alabama, alongside the rest of the A320 family.

    Their order book was relatively thin - Delta took a big gamble in exchange for the hefty discount that those planes would ever get built. It didn't look like it. Canada and Quebec already had two massive bailouts for bombardier, owned a big chunk of the program, and said they weren’t going to put more in.

    That program had massive cost overruns and practically bankrupted all of Bombardier. They only survived because of Airbus. Before Airbus, the Federal Government and the Quebec Government already owned 50% of the C Series project. Because of the C Series, Bombardier is a shell of itself - they sold off all of their commercial plane operations (the CRJ, to Mitsubishi, who subsequently cancelled the whole thing), they sold off all their rail operations to Alstom. They only build business jets now.

    It was also a massive strategic failure for Boeing - who could have bought the program instead, and been selling a fantastic small plane instead of Airbus.

    But who else has tried to build a plane? How is the Sukhoi Superjet doing? How about the Mitsubishi SpaceJet?

    China will eventually be able to build planes with their own engines - but that's only thanks to truly massive state resources, and a big dose of corporate espionage. And it still will probably be a commercial failure.

    Because building commercial success in the airline industry is hard. The old adage of "how do you become a millionaire? Start with a billion dollars and buy an airline" applies to almost every part of the entire sector.

    You can't sell a few planes and make money to build a bigger plane anymore. You have to invest tens/hundreds of billions of dollars and bet on long term success - and there aren't many people willing or able to make those bets, for the next pandemic, recession or 9/11 to kill your business even if you did everything else right.

    Airbus was propped up for decades by the governments of Europe, Boeing too - and same with Embraer and Bombardier. But even the resources of small nation states aren't enough to compete with Boeing and Airbus on their turf. Canada didn't have pockets deep enough for it - and they're a reasonably wealthy country.

  • Believe it or not, this consolidation is almost certainly because of (good) regulation not capitalism.

    The costs of building a new air frame are gigantic - the regulatory aspect in all countries is also gigantic. The barriers to entry are gargantuan - and the scale you need to be profitable is extreme.

    But those regulations save lives. But they also keep competitors out.

  • They cut supply in like September. They were all fighting for market share still, largely driven by Samsung, hence the low prices.

    Server shipments were way down because everyone overbought in 2021/2022.

    The NAND market has always been an antitrust shit show.

  • AA first has been a joke for a long time. It was an ever so slightly better seat and they served one extra course - a soup - but was otherwise identical to business class service. You can’t charge thousands more for soup.

    First class has been dying for years - and the only airlines that will do it, it’s really a prestige thing more than a profit center.

  • No. LLMs have context and know that words have context. This would be the exact opposite of ”AI”. This is analogous to defining a global variable “hot” as 1.9m kelvin, and then blindly using that for hot everywhere the word hot is used.

    AI, even current iterations, know that a hot stove will be hotter than hot tea. And they’re both less than the hot that is the surface of the sun.

    The whole achievement of LLMs is that they learn all of that context - to guess with certainty of some percentage that when you’re talking about hot while talking about tea that you mean 160-180 degrees or whatever, and when talking about hot oil it might be 350 degrees if you’re frying, or 250 degrees if you’re talking about cars. And if you’re talking about people, hot means attractive.

    That’s exactly what LLMs do today. Not 100% perfectly, there are errors and hallucinations and whatever else, but that’s the exception not the norm.