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Comment Re: Took 7 years but... (Score 0) 99

including what is the largest PCB factory in the world, and what will likely be the largest solar panel factory in the world

Don't forget the Terafab in Grimes TX.

Looking at the decision, it really makes a lot of sense. The coast of Louisiana has been a nexus of transport in the US since before it became the US. Obviously, there is the Gulf of America (hehe) plus the Mississippi river. That led to a convergence of several interstate roads. Plus, there is ample barely drained low value land with sparse population, and no risk that it will see a bunch of sub/exburbs sprout up in the foreseeable future. The state government, similar to the other gulf states, isn't bat-shit crazy commie adjacent, so that's another plus.

If they can get it built before POTUS is (D) again, they can pencil whip all the federal endangered species pressure group bullshit.

Hurricanes are a thing though. Obviously that will interfere with operations from time to time.

Comment Re:Not a pop yet (Score 1) 64

Thus, the fact that suddenly we have an instance of "the system" calling out and deprotecting a bubble-protected actor

You're on the right track with this. Except one thing; they didn't pull his bubble card. His fund was rapidly recapitalized before the headline even appeared. There is a lot at stake, the music is still playing, and they can't afford to have reality asserting itself on behalf of this chucklehead. His sandbox is a good deal smaller now, but they're letting him stay in the yard.

Comment Re:Generilsation (Score 1) 143

Well, IIUC the actual models generally say more "nuclear autumn". It's still enough to cause massive famines and various other really undesirable effects. (I didn't say side-effects, because they are really components of 'nuclear autumn.)

OTOH, that was the prediction decades ago for a nuclear war between India and ... Pakistan or Afghanistan (I don't remember which).

Comment Re:How far back do the records exist? (Score 1) 143

I doubt those methods give the estimates for 10m below the surface of the ocean. It *is* a short record, but it's what we've got. Also, I don't see any reason to doubt it, except that I'd rather the answer were different.

Still, don't put high certainty in this particular measure. The problem is that it agrees (in general) with lots of other measures that have a much longer span. There are arguments against pretty much every one of them, but they aren't convincing and even so you have to have dozens of special cases happening at once.

Comment Re:What is the actual last step? (Score 1) 95

There's no such thing as a panel for SCOTUS

Correct. I used the term "pattern." SCOTUS has a number of mechanisms for temporary rulings, often made by a single justice, or by the full court. That is not officially a "panel," but it has the same outcome, and so fits the pattern. Stays, injunctions pending appeal, emergency/summary court orders, etc. SCOTUS has done this many times and whether any given matter ever subsequently appears before the full court is not a given.

So while not termed a "panel," this is a distinction without a difference.

Comment Re:Is the bubble starting to burst? (Score 2) 64

Demand for hardware isn't going away

I think that's likely wrong given a serious financial collapse: much of the hardware in play here is booked sales a year or more out. If the bottom falls out, those orders will get cancelled. Further on (speculation upon speculation...,) recovery would be more circumspect, and the demand for hardware less absurd.

Comment Re:Not a pop yet (Score 4, Insightful) 64

Bubble pops don't happen all at once. They progress, first from the weak sisters to the big, name brand to-big-to-fail "omg my pension!" deals. Media exaggeration about historical finance collapses create the misperception that it happens very rapidly, with no warning. That's never the case; there are always precursors.

I don't know if this "Situational Awareness" is such a case, and you don't either. But this is exactly how the start of a larger collapse looks: a nasty little headline about some sketchy outfit no one has heard of, goes unnoticed outside finance or other narrow media sources. Then more, a couple months later. Then something happens that rocks the world.

Comment Re:Who cares? (Score 3, Insightful) 92

You left out informative, but otherwise I pretty much agree with you. The problem is that I expect MANY jobs are going to evaporate. Whether enough new jobs will appear (that are easy to cross-train into) is another question, and I really find it dubious.

We won't find out the answer this year, but we may find out next year.

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