@vladb38.bsky.social
The $800 gets you about 200 miles with Waymo in Los Angeles. Conversely, if you need to ride less than 100-200 miles a month then sticking to Waymo is a good alternative. Especially if you have a grocery delivery subscription.
December 17, 2025 at 2:54 AM
The $800 gets you about 200 miles with Waymo in Los Angeles. Conversely, if you need to ride less than 100-200 miles a month then sticking to Waymo is a good alternative. Especially if you have a grocery delivery subscription.
They are switching to Hyundai Ioniq 5.
December 17, 2025 at 2:47 AM
They are switching to Hyundai Ioniq 5.
Two questions for the two of you:
1) Does this recent experience make you more optimistic regarding an ai productivity revolution/economic boom?
2) Did you try deep research models as well? I find them much more precise.
1) Does this recent experience make you more optimistic regarding an ai productivity revolution/economic boom?
2) Did you try deep research models as well? I find them much more precise.
December 16, 2025 at 2:06 AM
Two questions for the two of you:
1) Does this recent experience make you more optimistic regarding an ai productivity revolution/economic boom?
2) Did you try deep research models as well? I find them much more precise.
1) Does this recent experience make you more optimistic regarding an ai productivity revolution/economic boom?
2) Did you try deep research models as well? I find them much more precise.
I thought that Nvidia production is oversubscribed so they can withstand loss of some customers up to the point that the most of the AI industry collapses, which is more of a tail end scenario that this one.
November 21, 2025 at 4:27 PM
I thought that Nvidia production is oversubscribed so they can withstand loss of some customers up to the point that the most of the AI industry collapses, which is more of a tail end scenario that this one.
To continue one step further, the rent to own cost ratio in SF is lower than almost everywhere else. This creates an incentive to keep renting and tilts the statistic to make renting look more affordable since you go higher in the income distribution before people filter out by buying.
November 21, 2025 at 1:26 AM
To continue one step further, the rent to own cost ratio in SF is lower than almost everywhere else. This creates an incentive to keep renting and tilts the statistic to make renting look more affordable since you go higher in the income distribution before people filter out by buying.
We have a saying: "Everyone is an expert when it comes to soccer and politics". Both these areas of punditry somehow fit with your definition.
October 23, 2025 at 10:00 PM
We have a saying: "Everyone is an expert when it comes to soccer and politics". Both these areas of punditry somehow fit with your definition.
October 6, 2025 at 4:59 PM
Dan Wang was on Odd Lots recently, I believe a lot more than a dozen people have the necessary context for this tweet.
September 23, 2025 at 10:08 PM
Dan Wang was on Odd Lots recently, I believe a lot more than a dozen people have the necessary context for this tweet.
It depends on whether you need to add the opportunity cost of labor on top of the productivity gains and whether the overall gain is only justified at the earning levels of men. My feeling is that you can easily find alternatives where the productivity gain is the only factor needed.
July 27, 2025 at 10:17 PM
It depends on whether you need to add the opportunity cost of labor on top of the productivity gains and whether the overall gain is only justified at the earning levels of men. My feeling is that you can easily find alternatives where the productivity gain is the only factor needed.
That being said, the rare few times I wanted a steak au poivre I ended up making it for a third of the restaurant price at home. And even more so when adding a glass of wine.
July 27, 2025 at 3:22 AM
That being said, the rare few times I wanted a steak au poivre I ended up making it for a third of the restaurant price at home. And even more so when adding a glass of wine.
I believe I understand her point, which is that we are swapping highly paid labor for much lower paid one. My point is that due to the productivity increases, we are not swapping them in equal hourly amounts.
July 27, 2025 at 2:19 AM
I believe I understand her point, which is that we are swapping highly paid labor for much lower paid one. My point is that due to the productivity increases, we are not swapping them in equal hourly amounts.
Why would efficiency be the top goal though? Efficiency can simply be a factor.
July 27, 2025 at 1:17 AM
Why would efficiency be the top goal though? Efficiency can simply be a factor.
Some workplaces actively recognize the value of the swap and provide cafeterias.
July 26, 2025 at 4:43 PM
Some workplaces actively recognize the value of the swap and provide cafeterias.
Again, let’s equalize all incomes for the sake of the argument. It is a more resource efficient model than having every customer drive to the store and cook the same food individually.
July 26, 2025 at 4:39 PM
Again, let’s equalize all incomes for the sake of the argument. It is a more resource efficient model than having every customer drive to the store and cook the same food individually.
Taking this a step further, the local Whole Foods will cook large batches of deli food, portion them and send them around the neighborhood to grocery subscribers with one driver doing a circuit run.
July 26, 2025 at 4:38 PM
Taking this a step further, the local Whole Foods will cook large batches of deli food, portion them and send them around the neighborhood to grocery subscribers with one driver doing a circuit run.
I recognize that food service workers are being paid less than me but even if we were paid an equal amount for our work the division of labor where they mass produce food and I keep doing my own line of work would be more efficient than taking the task myself.
July 26, 2025 at 4:32 PM
I recognize that food service workers are being paid less than me but even if we were paid an equal amount for our work the division of labor where they mass produce food and I keep doing my own line of work would be more efficient than taking the task myself.
Without being disrespectful, isn’t the argument for division of labor and specialization as old as Adam Smith’s pin factory example?
July 26, 2025 at 4:31 PM
Without being disrespectful, isn’t the argument for division of labor and specialization as old as Adam Smith’s pin factory example?
In Europe we sometimes say advancing or descending millimeter by millimeter.
May 17, 2025 at 3:35 PM
In Europe we sometimes say advancing or descending millimeter by millimeter.
Amazing guests, I read John's newsletter every day.
May 16, 2025 at 12:46 PM
Amazing guests, I read John's newsletter every day.
Whole Foods will deliver to your doorstep for something like $120 a year. With that out of the way Santa Monica, Venice, Marina del Rey are good options at the beach. If you are fine with inland then Culver City, Mar Vista, Hollywood and Silver Lake are worth considering.
December 24, 2024 at 5:24 AM
Whole Foods will deliver to your doorstep for something like $120 a year. With that out of the way Santa Monica, Venice, Marina del Rey are good options at the beach. If you are fine with inland then Culver City, Mar Vista, Hollywood and Silver Lake are worth considering.