That VMware story is brutal but kinda fascinating. Tan's "why would I do any of that, I'm not your dad" line is oddly refreshing in a world where companies pretend to be families. The line of doom system actualy has some logic to it, forces teams to stay sharp instead of cruising on legacy momentum.
you’re a wee bit credulous on the Boom thing. 1) it’s a bunch of claims and renders, 2) their first customer was SA self-dealing between his two companies (and their 2nd customer may be doing something similar) 3) you can build a cheaper, more efficient CC NG before this is even potentially ready (and you mentioned the superior competition)
Not the big deal folks are acting like, but that’s the modern start-up I guess.
You may be right, and I was trying to show skepticism about it. Maybe it didn't come across in the text as much as I meant, but I see it more as an interesting re-used of assets they're developing anyway at a specific moment when they could be valuable.
I think if they came out with this in a normal supply situation, it wouldn't work at all, but at a time when there are many years of backlog and demand is likely to stay high for the foreseeable future, they may be able to fill a temporary niche and sell these things, as long as they can execute (that's a big IF, of course).
I don't think it's as big a deal as some say, but I do like to see a company attempt to tackle difficult physical infrastructure problems.
I haven't been watching much in the way of whole films - only have about half an hour to commit often - but "Apollo 13" might be the closest to a comfort film for me.
My current "comfort YouTube" is the clip from the South Park 25th anniversary concert where the surviving members of Rush appear and play, along with Les Claypool. 8-) 2nd place is anything about bass guitars.
Very interesting, with the Gavin Baker Interview, the MKBHD on Xiaomi and the Dyson interview you hit my favorite pieces of info last week. How Gavin structures his models of the world are very interesting and provide great things to dive deeper into. The Boom side business looks really interesting, and I hope that Blake becomes one of the next generation of Elons who can solve hard engineering problems. The Opus in the real world update was also quite striking.
Thanks for reading and for the feedback, AT! So many interesting things going on these days, 12yo me would look at some of this sci-fi stuff and he'd be so excited that this is becoming a reality! 💚 🥃
So many interesting nuggets in this one. Here is the one I decided to comment on...Boom engines for commercial power generation. The Senra interview with Dyson that you link to provides some grist for my thought mill here.
Boom is doing what Musk has done for Tesla/Space X and what Dyson did for the vacuum cleaner. Scholl (Boom) has gone back to the very basics of building an airplane and in doing so has come up with novel ways to do things that legacy companies can't or won't do because they have existing capital assets, standard operating procedures, etc. that constrain them. This is seen in their remarkable engine. The difference between Scholl and Dyson is that Dyson refused to license his electric motors to other companies so he could keep his workforce focused on his products and he could maintain control over his patents. He learned the hard way to go this route. From what I understand Tesla has sold a lot of its innovative products to other electric car companies, including those in China that are now seriously competing with him. It will be interesting if Scholl ends up regretting selling his motors to hyperscalers...and Musk regrets selling his innovative products to other electric car companies.
There's still a lot to prove, both on the plane and turbines, but I do like the ambition and the fact that more founders these days are working on difficult physical problems, not just apps and software. That's a nice change from a few years ago! 💚 🥃
That VMware story is brutal but kinda fascinating. Tan's "why would I do any of that, I'm not your dad" line is oddly refreshing in a world where companies pretend to be families. The line of doom system actualy has some logic to it, forces teams to stay sharp instead of cruising on legacy momentum.
you’re a wee bit credulous on the Boom thing. 1) it’s a bunch of claims and renders, 2) their first customer was SA self-dealing between his two companies (and their 2nd customer may be doing something similar) 3) you can build a cheaper, more efficient CC NG before this is even potentially ready (and you mentioned the superior competition)
Not the big deal folks are acting like, but that’s the modern start-up I guess.
You may be right, and I was trying to show skepticism about it. Maybe it didn't come across in the text as much as I meant, but I see it more as an interesting re-used of assets they're developing anyway at a specific moment when they could be valuable.
I think if they came out with this in a normal supply situation, it wouldn't work at all, but at a time when there are many years of backlog and demand is likely to stay high for the foreseeable future, they may be able to fill a temporary niche and sell these things, as long as they can execute (that's a big IF, of course).
I don't think it's as big a deal as some say, but I do like to see a company attempt to tackle difficult physical infrastructure problems.
I haven't been watching much in the way of whole films - only have about half an hour to commit often - but "Apollo 13" might be the closest to a comfort film for me.
My current "comfort YouTube" is the clip from the South Park 25th anniversary concert where the surviving members of Rush appear and play, along with Les Claypool. 8-) 2nd place is anything about bass guitars.
Apollo 13! I gotta watch this with my boys, thanks for the reminders!
And Primus sucks 😉
Very interesting, with the Gavin Baker Interview, the MKBHD on Xiaomi and the Dyson interview you hit my favorite pieces of info last week. How Gavin structures his models of the world are very interesting and provide great things to dive deeper into. The Boom side business looks really interesting, and I hope that Blake becomes one of the next generation of Elons who can solve hard engineering problems. The Opus in the real world update was also quite striking.
Thanks for reading and for the feedback, AT! So many interesting things going on these days, 12yo me would look at some of this sci-fi stuff and he'd be so excited that this is becoming a reality! 💚 🥃
So many interesting nuggets in this one. Here is the one I decided to comment on...Boom engines for commercial power generation. The Senra interview with Dyson that you link to provides some grist for my thought mill here.
Boom is doing what Musk has done for Tesla/Space X and what Dyson did for the vacuum cleaner. Scholl (Boom) has gone back to the very basics of building an airplane and in doing so has come up with novel ways to do things that legacy companies can't or won't do because they have existing capital assets, standard operating procedures, etc. that constrain them. This is seen in their remarkable engine. The difference between Scholl and Dyson is that Dyson refused to license his electric motors to other companies so he could keep his workforce focused on his products and he could maintain control over his patents. He learned the hard way to go this route. From what I understand Tesla has sold a lot of its innovative products to other electric car companies, including those in China that are now seriously competing with him. It will be interesting if Scholl ends up regretting selling his motors to hyperscalers...and Musk regrets selling his innovative products to other electric car companies.
There's still a lot to prove, both on the plane and turbines, but I do like the ambition and the fact that more founders these days are working on difficult physical problems, not just apps and software. That's a nice change from a few years ago! 💚 🥃
great movies are near impossible w/out some element of stress&tension, including comedies and animation.
easier to find in series format.