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Comment Re:$1.3 BILLION product sales = failure for Apple? (Score 4, Interesting) 57

Experience only matters if you make a new version. Otherwise the experience has no value. The patents are only useful if enforcable, and if they provide defensive value against companies they don't already have defense against, orif the category becomes big enough to leverage against others who do succeed. Seeing as they shut down production, it's unlikely they will create a new version anytime soon. There's not enough demand. They have an extensive patent portfolio, so the defensive value is questionable. The offensive value is also negligible, as they're unlikely to get much out of it given the lack of success in the category. So no, not a good return.

Comment Re:Woah (Score 4, Insightful) 57

Its useless. It doesn't do anything anyone needs or wants. Which is why VR headsets have failed in the market repeatedly, and at much cheaper pricepoints. That's why it's not a fantastic value- it's no better than existing tech, it doesn't solve a problem, nobody wants the category, and it's priced at nearly 10x the competition. On every front it's the exact opposite of value.

Comment Re:$1.3 BILLION product sales = failure for Apple? (Score 4, Insightful) 57

WHat were there expectations? If they were much higher, then it's a disappointment. If it was inline, then it isn't. How much did they spend in R&D on the device? Again, if it was a net loss, it's a disappointment. If it was a profit, it might not be. (A loss might also be ok if it launches a category that becomes successful, but this doesn't seem to be the case here).

Given that they shut down manufacturing, it seems very likely they sold way under expectation and overbuilt capacity. It also seems likely in that case they lost money. Which would make this a disappointment.

Comment Re: They'll get 0 in the end (Score 2) 24

They probably can't. There's limitations on the ability to sell pre-IPO options. Both legal limitations with SEC regs, and limitations by the terms of the agreement that gives them the options. Not being allowed to sell them at all pre-IPO unless given explicit permission by the company is pretty much universal. The company doesn't want to risk a hostile takeover via random entities buying stock options.

Comment They'll get 0 in the end (Score 3, Insightful) 24

They can't sell those stock options on the open market. It's unlikely they are allowed to sell them at all right now. Even if they go IPO, they will likely be locked in for a significant period. And given the rate the company is burning money, it's highly unlikely to fetch anything near it's last valuation when it does go public. It's likely to fetch a fraction of that (and just going bankrupt is a distinct possibility). So yeah, when you're paying monopoly money you can give really high numbers. In the end, they will likely have made more working at any non-startup big tech company.

Comment Re: What could possibly go wrong? (Score 2) 271

And for a super tight kernel team with access to formal verification tools, I may want them to have rope, shotgun, nukes, and a paperclip (don't ask).

No way in hell I want the CS recent grad who spent a semester learning "operating systems" in JAVA anywhere near critical system level components (yes, there was a time when students were being taught "OS" dev without consideration of pointers or deterministic finalization - the 90's and 2k's were wild).

Comment Re:Here's What Happens To Me (Score 1) 139

Yeah, one of the things I like about Claude (and Gemini 3 as opposed to 2.5) is that they really clamped down on the use of "Oh, now I've got it! This is absolutely the FINAL fix to the problem, we've totally solved it now! Here, let me write out FIX_FINAL_SOLVED.md" with some half-arse solution. And yep, the answer to going in circles is usually either "nuke the chat" or "switch models".

Comment Re:Ohhhhh! (Score 1) 104

Yeah, when thinking of the typical air fryer market, think "working mom with kids who wants to serve something nicer than a microwave dinner, but doesn't have the time for much prep or waiting". You can get those mailard reactions that microwaving doesn't really get you, nice crisping and browning of the surface that you normally get from an oven, without having to wait for an oven to preheat. I don't think anyone disputes that an oven will do a better job, but the air fryer does a better job than a microwave, which is what it's really competing against. They're also marketed as easy-clean, which again is a nod to their target audience.

Comment Re:Good (Score 1) 83

How costs build up is really staggering. I'm getting into the business of importing 3d filament. In Iceland, it currently sells for like $35/kg minimum. The actual value of the plastic is like $1. The factory's total cost, all costs included, is like $1,50. If it's not name brand, e.g. they're not dumping money on marketing, they sell it for $3 for the cheapest stuff. Sea freight adds another dollar or two. Taxes here add 24%. But you're still at like $5/kg. The rest is all middlemen, warehousing, air freight for secondary legs from intermediary hubs, and all the markup and taxes on those things.

With me importing direct from the factory, sea freight only, I can get rid of most of those costs. Warehousing is the biggest unavoidable cost. If I want to maintain an average inventory of like 700kg, it adds something like $5/kg to the cost. Scanning in goods and dispatching user orders (not counting shipping) together adds like $2,50. And then add 24% tax (minus the taxes on the imported goods). There's still good margin, but it's amazing how quickly costs inflate.

Comment Re:That's not why (Score 5, Informative) 90

I mean, from a horticultural perspective, there is some potential to gain more of other nutrients, in that if you have more energy, you can develop a larger root system, or generally more effectively, better feed mycorrhizal associations (fungal hyphae are much finer than root hairs, so can get into smaller cracks, and fungi can "acid mine" nutrients out of mineral grains - as an example, here's a microscopic image showing what they did to a garnet)

That said, yeah, in general if you can provide more energy, you expect the storage of "calories" to grow much faster than the acquisition of other minerals. Also, it's important to note that while more CO2 is generally good for most plants, more heat, or greater periods of drought (land dries out faster, monsoon belts spread) and flooding (atmosphere holds more moisture, monsoon belts spread) are not. In regards to heat as well, there's a lot of details. First off, though we commonly don't think about it, heat management in plants is critical. Their proteins are designed for function within an optimal temperature range, and to maintain it, they have to cool themselves down with transpiration, creating more water stress. Also it's worth noting that C3 plants (most plants) fundamentally don't tolerate heat as well as C4 or CAM plants (there's work to engineer C4 into some common agricultural crops... it's frankly amazing to me that they're getting some success, as it's not a trivial change).

BTW, the reason that plants grow better with more CO2 isn't what most people might think. The TL/DR is that the protein that sequesters CO2 so that (using ATP and NADPH from photosynthesis) - RuBisCo (the most abundant protein on Earth, something that has been evolving for billions of years) frankly sucks at its job. Something like 20-25% of the time (at normal CO2 levels), instead of binding with CO2, it binds with O2 instead ("photorespiration"), which means not only does it not sequester a carbon, but the plant has to *give up a carbon* to regenerate the RuBisCo. This is disastrous in terms of energy efficiency. And as a side effect, you also have to keep the stomata open more, which means more water loss. But as you increase the CO2 levels, the ratio between binding CO2 and binding O2 improves, and photorespiration waste drops. C4 plants "fix" this problem by instead of having RuBisCo directly bind CO2, they first bind CO2 into malate (with high selectivity), then the malate transports into bundle sheath cells, the CO2 is re-released, and THEN - in a high-CO2 environment - RuBisCo takes it up. This reduces photorespiration, but also introduces some more wasteful chemical conversions. (CAM plants to even further by storing malate inside vacuules - at the cost of even more energy - so that they can store it up during the night, and then use it during the day, which - although even more wasteful - lets them keep their stomata closed during the day to conserve water)

(BTW, there are some microbes that have developed a more efficient RuBisCo, but it's proving challenging to engineer it into higher plants)

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