• 0 Posts
  • 25 Comments
Joined 1 year ago
cake
Cake day: June 21st, 2023

help-circle


  • Service charge I would presume is primarily paid out to the non-wait staff at the restaurant. The kitchen in particular.
    Tips go to the wait staff, and they will pay some of that out to other staff (e.g. front staff) depending on how the restaurant works.

    These are going to be separate. The service charge is there so they can increase prices by a tightly controlled amount without needing to fuck up the carefully targeted price points ($8 or $7.99 is a lot better than $9.44). Which is shitty, to be clear: it’s a hidden way to increase prices while still advertising the same price. But it’s not something that replaces or complements the tip, it’s just a shitty price-adjustment.

    A waiter or waitress is still going to be dependent on the actual tip.


  • The basic outline of where to split the company seems straightforward to me.

    AWS get split off first and foremost, that part is blatantly clear to me.
    From there, the retail webstore (what we generally think of as “Amazon”) gets split off from its broad category of services: music and movie streaming and everything in that category.
    After that, split anything that involves designing/repurposing other designs and selling a specific consumer product off. Kindle, Alexa, Roomba (if that purchase goes through), Amazon Basics, etc.

    I think there’s a decent amount of room to get more granular with the process, but I think that covers it as a basic outline.


  • BRICS isn’t an alliance or a cohesive entity. It’s the equivalent of the G7 for major non-western economies. India and China hate each other. China and Russia only really get along in being anti-US. Brazil and South Africa have no real intersection with the geopolitical goals of the other. BRICS isn’t a geopolitical anything of any meaning.

    I suspect India is doing this for the simple reason that they have zero control over Windows while they would have as much control as they want over internal-Linux use. They’re large enough that they can make it work, assuming they’re willing to dedicate the people and the money to it and put up with the non-insubstantial switching costs. Open question on what their follow through will look like, but it’s entirely within their capability.


  • This is a result of a SCOTUS decision. SCOTUS membership is determined by the president and control of the senate at the time of vacancies. Neither of those are influenced by gerrymandering.

    At the core of it this comes down to 2016 when a larger than typical number of people on the left lied to themselves and said “eh, they’re all teh same” and tossed their vote at a third party or just didn’t vote at all. Following that, SCOTUS went from a 4-4 tie (with 1 vacancy) to 6-3 conservative advantange.

    I wouldn’t blame laziness, but instead a combination of apathy and people who are more interested in ideological purity than in accepting the available-better such that they would rather complain about the unavailable-best.

    RBG refusing to retire in 2012-2014 also shares blame. She could have retired then and the court would be 5-4 instead.






  • I can’t read the article but I think they’re making a bit of a mountain out of a molehill.

    BEVs were nigh impossible to purchase a year ago. Tesla’s MSRPs were ~$10k higher than they are today, not even accounting for the tax credit. Other manufacturers were seeing dealer markups of $10k+ on a new BEV. Demand for BEVs went through the roof as (1) supply chain effects meant the price difference between ICE and BEV went down, and (2) Russia’s invasion of Ukraine sent gas prices way up. A 350% jump over last year doesn’t mean much in that light — what inventory even existed on dealer lots last year?

    Both of those factors have faded. EVs are still selling well, but manufacturers are going to need to find more ways to lower prices in order to stay competitive and to keep demand up.


  • (1) I didn’t downvote you.
    (2) I said something similar but critically different:

    Building a streaming platform that expects to have multiple billions of dollars in revenue across hundreds of millions of users is going to have enormous fixed costs that cannot be trivially scaled down if user counts are lower. If they plan around a much lower user count they can scale it down at that planning phase, but not after the fact (at least not easily).

    The intended size of the platform dictates the fixed costs.

    And…
    (3) The data you provided wasn’t fixed costs. It was variable costs like server time, music rights, and bandwidth.



  • Fixed costs isn’t the cost of having a single server with the storage. I’m thinking everything they need to have built up with the intent of having between N1 and N2 MAU, in order to make that viable.

    It’s the cost of developing the software stack, of hiring the lawyers and accountants that (1) acquire the music rights and (2) handle the music payouts, it’s the lawyers that handle the different legal requirements across every major global economy, it’s the servers located in all of those countries with as many sub-national locations as necessary, it’s the IT staff that manage that server uptime, it’s the software developers that maintain that system and improve upon it so rivals don’t jump too far ahead… Etc.

    Building a streaming platform that expects to have multiple billions of dollars in revenue across hundreds of millions of users is going to have enormous fixed costs that cannot be trivially scaled down if user counts are lower. If they plan around a much lower user count they can scale it down at that planning phase, but not after the fact (at least not easily).


  • Streaming services have an enormous amount of fixed costs. It might cost them several billion dollars/year to operate the necessary infrastructure even with zero customers, but the marginal cost to serve a customer might be on the order of $2/month on that $10/month subscription.

    It’s why streaming and digital storefronts are such a sink/swim industry. Either a company gets over user number+sales threshold to override their fixed costs, upon which they become profitable and all further growth makes them exceedingly profitable. Or the company fails to do so or barely does so, and makes somewhere between giant losses to minimal profits.

    From a quick search, Spotify’s user count should have grown somewhere in the neighborhood of ten times over since 2015.

    This is not a cost increase that is mandated or justified by inflation. It never is. It’s a cost increase from a very, very, very simple fact: companies want profit, and Spotify’s leadership has concluded that they will gain more profit by increasing prices than they will by not doing so.


  • You’d be surprised at how many fabs there are in the US.

    • TI has something like a half dozen to a dozen, predominantly in Texas
    • Intel has more fabs than you can shake a stick at, mostly in Oregon but also Arizona
    • Samsung has a fab in Texas
    • GlobalFoundries exists in New York and Vermont
    • Micron is in Idaho
    • Wolfspeed has power electronics fabs in North Carolina and New York

    And so on. The US has a lot of fabs. For best countries in the world to build a new fab, the US would rank somewhere between first and third place — and I think there’s a strong argument for the answer being “first place.” Unlike Taiwan and South Korea, US fab jobs and experience are not almost entirely dominated by one or two companies. The US isn’t located in one of the most geopolitically risky parts of the developed world. The US has a huge population and plenty of money to put into fab expansion.

    The only issues here are (a) the US has gotten worse and worse at large scale construction projects, and (b) TSMC wants to pay workers like shit and treat them even worse, which doesn’t fly for technically skilled US workers. You can treat US technical workers workers poorly, but not as poorly as in much of Asia, and you definitely cannot do it without paying them very well.


  • On the timescale of 27 years, grid-scale storage is going to be a complete non-issue. There’s already a decent amount of work being done at that level right now and battery tech has been improving at a consistent pace. Renewables can work quite well as-is with a good mix of location and source. Offshore wind is more consistent wind speeds, solar locations can mitigate light cloud coverage, solar output peaks during the times of greatest human use, and land based wind is typically dispersed over large areas.

    I’m a huge proponent of nuclear power, but as things stand it isn’t going to be necessary on these time tables. The value in nuclear is that it’s another thing we can build now without needing to wait ten years for battery prices to continue to decline or for manufacturing capabilities to ramp up. Building 10 GW of nameplate capacity wind+solar is great. Building 10 GW of nameplate wind+solar and 5 GW of nameplate nuclear is better! That’s the advantage of nuclear today, and we should fucking make use of it. That doesn’t make it mandatory in the long-term.




  • There was one extension I used in Chrome that I haven’t found a Firefox replacement for, but I stopped trying to look a while ago and just live without it.

    Was a specific kind of cookie manager: you could whitelist a set of websites to keep their cookies. Everything else would be deleted when you told the extension to do so.

    Too many websites need cookies that stick around indefinitely. But I also don’t want to delete everything everytime I close Firefox, because I may want to keep a website around for a few days without wanting to bother adding it to a whitelist.