This is very clever: instead of focusing on electric only flight, just make the existing engine fly in the most efficient window while the electric engine buffers the flight profile.
The drop in price is a bad metric to judge this by since bond prices depend on the yield of other items.
Here's the key point in the article: A month ago, the bond was priced at +175bps yield above treasuries with similar maturity, now it's priced at +231bps.
I happen to listen to ATP, a tech podcast of which Casey is a co-host.
I believe his family owns 2 cars, but had to replace one of them recently when a pebble caused a freak accident, essentially totaling the engine in one of the cars. Hence 3 cars purchased in 10 years.
Hard disagree. As a. swiss voter, this is close to my heart.
50% of all energy in the swiss economy is oil / gas. Of the remaining 50% (electricity), 2/3 are generated by hydro. The remaining ~1/3 by nuclear fission.
Swiss electricity prices are sky-high, and the demand for electricity is going to continue to rise.
To remain a competitive industrial economy, to transition away from oil/gas, and to offset any potential losses of hydro power as glaciers melt, nuclear + solar is the only real path for switzerland.
Your argument holds across the supply-curve of software-engineering-skills. However, there must be some threshold where a previously employed dev is now sol because AI+Human outcompetes him (ie the supply curve has shifted, and the point they used to occupy is not unprofitable)
Good points, but consider what this post does prove: people’s arguments against AI art are shallow; they often attack the artifacts themselves instead of making your deeper argument.
Here’s my guess as to Apple's reasoning: They like to dominate suppliers, but TSMC is in such high demand that they’re on equal footing now. Going into bed with Intel gives them the chance to set strict terms again.
I think a huge gap in the market today is documentation that is both easy for humans to navigate and understand, but also readily ingestible for agents.
Like a big-boy prius.