Anecdotal story: Rented a car. I asked the rep at the agency which cars in their fleet (mix of Japanese, American and Korean) were the most reliable. She said Hyundai.

Between the Ioniq 5 and a Model Y, I would get the Ioniq since it offers a HUD and top down view. Why Tesla doesn't offer these two features is a mystery to me. They are must haves once you own a car that has them.

It's the cloud, so you get to pay for Request Units (RUs). Customers would probably see a large exfiltration of data appear in their bills, or in any alerts they might have set up. This would especially be the case if large numbers of mods were being done.

The above depends on a number of factors, but my guess is this would be the first warning a customer would get that would indicate a problem.

One commentator made the point that "expecting to announce" a lawsuit is not the same as filing it. If he files, Facebook and Twitter attorneys "can vet his January 6 actions and anything he did before the insurrection that helped incite it". Most likely another fund raising scheme.

Some of the margin is carbon credits.

As other manufacturers start building electric cars, Tesla will have more competition and less carbon credit revenue. That puts more emphasis on the software as Musk has stated. Also interesting is their manufacturing process. If they can retool faster than the competition, that is a big advantage. But then I wonder why the Model S hasn't been restyled for so long. The competition is coming out with better looking cars now. Again, the difference comes down to software.

I've been wondering about this, too. What would happen to the components in substations? I don't think there are replacements stacked in warehouses.

Anyone in the power industry care to comment?

It depends on what the terms of the convertible bonds were. If they got out of a toxic convert, they are in better shape. AMC is no longer paying interest on the bonds, so that expense is eliminated as well. But you are correct, AMC may have had to substantially increase the number of shares outstanding. Without knowing the details, there's no way of knowing how good or bad it was for the company.

The CFO is going to have stories for the grandkids, though.

I've noticed people creating outdoor theaters now that the huge screens are light enough to mount on stands and move around. They are pushed outside and have people watch outside to reduce COVID risk I suppose. I wonder if this will continue post COVID, especially in warmer climates.

I've been WFH for the past three months. My productivity has probably gone up, I don't have to commute and I am able to engage with my team and others over Zoom. Sounds great. However... I liked being in the office because of the serendipitous conversations that would lead to something good or important. Sometimes it's another team that has gained experience with a technology your team could also use. It's easier to walk down the hall and have a conversation that might not merit a scheduled meeting but could be important. There have been times when I learned about a person's personal interests or hobbies that helped me to better understand their perspectives. Then there are the memorable moments that only happen with a group of people in the same place. I am certain I am missing something important by not being there.

in the future, I can imagine telecommuting two days / week, being in the office three. Others may be better off more at home than in the office. YMMV. I'm not sure what this means for office space. I would reduce the cube population an increase private offices to make being in the office even more appealing. The accountants might think it better to hot desk more , but that would be a mistake given how one famous individual used to ruin his keyboards.

I'm guessing many people who want to live in the valley are hoping to find that start up opportunity that will make them a fortune. Living there is like buying a lottery ticket. High risk but potentially a huge payoff, with better odds than a lottery. But once a family or the hassle and expense of living there becomes too much, people think about making a change. Now that the big telecommute experiment is on, the desire to move away will increase..

I have been telecommuting for a while. I certainly don't miss the drive into work, have a good setup at home and am at least as productive as I would be in the office. However... Being in the office does offer the opportunity to have chance conversations with people I don't normally interact with that can be incredibly valuable. I have had enough of them in the office to know that we are all missing something important. I think companies should set up remote campus locations and make sure they are staffed with a diverse group of people from the company. This would give employees better living options plus improve the chances of idea cross-pollination.

I haven't worked with AWS, but I have seen some work other people have done. From what I have seen, and I could very well be missing something, Microsoft tooling for Azure (Visual Studio, storage emulator, storage explorer and Cosmos DB emulator, for example) are far better than anything for available AWS.

YouTube recently reorganized their front page. Before I'd see videos from my subscriptions, and perhaps other videos from related channels that might interest me. Now all I see is the clickbaity high-volume crap. The stuff that gets miliions of views and therefore maximum incremental ad revenue for Google.

My wife has YouTube premium and I asked her what she sees on the front page. Same crap. But why must this be? If there is no advertising to be had, then why not serve the paying customer's interests? I'm on the verge of stopping watching altogether and I'm certainly not going to pay for it in its current form.

And in case anyone's wondering - I'm not eligible for the family rate for YT Premium. My email is on a vanity domain, and way back when I signed up for the free version of "Gmail for your domain", G suite was not yet a thing. Now it is, and Google considers my vanity domain to be a business service, so I am not eligible for the family rate, or the parental control plan for Android, etc.

Speaking of which, $18 billion would fund a lot of EV tax credits. Fracking also seems to be very dependent on low interest rates. If subsidies are reduced and / or rates rise, an EV could become very economical even without subsidies.