This is a good question and I think it depends on who acquires who.

If we wants control and SpaceX acquires Tesla, then I think it drops out until there is profitability.

They relaxed the rules for SpaceX already, it's in almost immediately the IPO

S&P rejected SpaceX.

I stand corrected, S&P did not shorten its rules to allow SpaceX after all. I was under the impression the Google compute deal made it so it could.

Nice!

no, that’s Nasdaq not S&P

Thinking too small. With grandma's pension we can get to at least 5.

I guess these days the saying is "if you aim for Jupiter you land on Mars"

What do you want? Him to act in the shareholder's interest or something?

He's a shareholder, he acts in his own interest, therefore he's acting on a shareholder's interest!

Is OpenAI bankrupt yet?

Maybe stop the "news" for a bit?

You and I like Claude because it's the best for coding but the normies love chatGPT. ChatGPT has a huge market target.

The only feature that looked compelling to me was the ability to have "multi-monitor" on a plane.

Did anyone ever use that and did it live up to the hype? Or did you just get sick from having a headset on?

A buddy let me try his Vision Pro, but I instead bought USB C display glasses. I just use them as a second display, not the AR experience you're probably thinking of.

I don't specify which brand or model because I have gone through several pairs since then. They're all about the same and somewhat flimsy, but worth it for the reduced bulk.

I also got usb-c display glasses and they've been great as an external monitor while traveling. I strongly recommend them to folks who want to be able to work comfortably on airplanes or other situations where you don't have an ergonomic desk.

This is the comment I came here for. Which ones?

I got the RayNeo Air 2 since they had the largest field of view.

Pros:

- Price (~$200 one year ago)

- Display quality/resolution is fine

- Brightness is excellent, can use it in direct sunlight without issue

- Build quality is fine.

- It really is just a plug-and-play USB-C monitor that overlays on whatever you're looking at.

- The focal distance (~4 meters) is really nice since my eyes often get strained when working on my laptop screen

Cons:

- (BIG con) it turns out that the field of view is TOO large - I often can't see the system clock in the corner of my screen or the quickbar in games.

- It just has normal pads like for glasses, and they can get a little sore/leave a red mark since they're heavier than normal glasses

- It's powered by the same USB that delivers the display data, so while it works fine for my macbook, it won't display from my phone. I've seen that there are battery/power converter dongles to add power to the cable but haven't tried one.

So if I did it again I'd just check reviews and get whatever is cheap and well reviewed currently. I was thinking about finding some sort of airplane-friendly keyboard+mouse setup as well but it turns out that just using my laptop keyboard and touchpad works fine.

>but I instead bought USB C display glasses

How did you use these? Did you like them?

Not the OP but I use mine a lot too. I use them with Samsung DeX and a foldable keyboard. Means I functionally have a desktop computer with me all the time. It's pretty amazing.

How are they for lots of text? Do your eyes fatigue at all?

I like them a lot and carry them as one would with headphones. My use case is boring and I mostly plug them into my phone and laptops, but they "just work" on most devices made in the last few years. I use them any time I'm stuck sitting somewhere for more than about 15 minutes.

With this form factor, the main limitation is physical user input, not compatibility or fatigue. There's no battery or adapters or walled garden to mess around with. I would not be opposed to a touch pad or gesture system if it actually worked reliably and didn't require accessories or excessive motion from me.

For now, they're literally just a screen in a pair of glasses, and that's all I ever wanted. I'm sure there will be improvements to this category, but any product that strays from this core functionality will be a hard pass from me.

I tried a bit on the original Vive and text was awful. I didn’t get nauseated, but games didn’t make me sick either (I did get some “sea legs” when I took it off).

Haven’t tried on the AVP, I think it has way better displays than the OG Vive did.

I've done it on an index, higher res than the old vive and significantly less 'screen door'.

PPD (pixels per degree):

* vive ~10ppd

* index ~11pdp

* quest3 ~25ppd

* steam frame ~30ppd

* AVP ~34ppd

while the ppd between the vive and the index is similar, from personal experience the coding experience on the index is far more comfortable, perhaps because of the significantly reduced 'screen door effect'.

I haven't purchased a meta quest 3 simply because i have no desire to give zuck money or have any kind of meta account, but perhaps i will have to see if i can't find one on ebay or something for cheap.

They probably have some kind of fallback system, but the visual-inertial odometry they are using for spatial positioning that is working pretty well when stationary (at home) tend to break badly on a train or plane.

there is a travel mode

The next time there is a real correction all of these “concept cult” stocks are going to get hammered.

“When the tide goes out we will find out who has no shorts on.”

It is seriously baffling to me who is going to buy shares in this with 1) this structure and 2) at this valuation.

And it is a LOT of money that he is floating ($77B) so there have to be dumb people at scale for this to work.

Look at Tesla stock and you have your answer. This will be another meme stock

It will be interesting to see how this actually plays out.

You could either be 100% right, or this could be another exercise in failed human hubris.

I.e., Elon and the financial architects behind this IPO are assuming that it will work just like Tesla.

However, in the back of my mind I have to wonder if Elon has spent too much social capital for this kind of cult of meme stock strategy to work again.

This plan has potential to backfire since this unique IPO scheme became a big news story. The microscope is on the company more than it was for Tesla.

From your lips to god's ear

>I have to wonder if Elon has spent too much social capital for this kind of cult of meme stock strategy to work again.

If social capital was an indicator , then Tesla stock would've cratered 2 years ago. Despite demand for tesla vehicles dropping. I don't think social capital matters these days.

Tesla still has the benefit of selling actual cars and being a profitable company, plus they’re already in all the important index funds receiving automatic investment.

SpaceX doesn’t really have those advantages from day one.

Tesla may be overvalued but I think the stock would have been negatively impacted if they spent the two years losing money.

The structure isn't all that unusual, but I agree on the valuation.

EDIT: A data center REIT where 1/5th of the datacenter falls apart each year and needs to be rebuilt. (aka "not a good REIT investment")

Because the GPUs go out of date.

And yet Anthropic is paying xAI over a billion dollars a month for those out of date GPUs in their first datacentre (H100s being nearly 4 years old at this point).

Even A100s are still barely available on the major clouds despite being 6 years old.

And I expect blackwells to hold value even more (already very LLM optimized, and semiconductor processes will slow down).

Yeah most of the performance increases have mostly been from architectural improvements like reduced precision tensor cores. AFAIK FP4 is basically the limit for floating point matmuls, after which you need to switch to integer addition if you want to reduce bits, and I don’t think we’ve figured out 1-bit LLMs just yet.

Eye-watering. Who are Anthropic's main consumers?

"We want to be ready to grift public money at a moment's notice, but there are still opportunities to grift private money right now, so we are holding off."