Rice Engineer; Wharton MBA. Actively trading & researching time value investment anomalies. Views are my own & not investment advice.
Malvern, PA
Joined July 2011
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Gary Haubold retweeted
The "experts ridiculed him" because the experts did the math. Musk's mechanism is vacuum wafer transport to skip pump-down. Pump-down is 30-60 seconds per tool, runs in parallel with processing, and totals maybe 15 hours out of a 2,700-hour flow. He's claiming 12x faster cycles by optimizing under 1% of the cycle.
The industry already has vacuum wafer transport, it's called a cluster tool. Nobody links a whole fab with vacuum because etch residue would poison every deposition tool downstream and wafers constantly leave vacuum for wet cleans and metrology anyway. And the burger line gives it away: wafers never touch fab air, they ride in sealed FOUPs, and a burger emits exactly the organic molecular contamination that destroys EUV optics. He picked the worst possible object to call harmless.
This is a man optimizing a term the industry solved 20 years ago, explaining it wrong, and getting credit for a 12x speedup his own mechanism covers 1/150th of.
Elon has been hinting at this idea for a long time now. He first talked about it when he said that you should be able to eat a burger in chip fab and it shouldn't matter.
Obviously all the "experts" ridiculed him but what he was trying to say is they should do some sort of "Hyperloop" system where the wafer is in a constant vacuum and it wouldn't matter how dirty the outside environment is.
Will be cool to see if this actually works. And at some point people will be like "he did WHAT?" Being all surprised and stuff but they should've just been paying attention. Elon is pretty open about all these tings.
Gary Haubold retweeted
it was kinda obvious given the fact that single celled organisms, who can have generations happen in the span of a day, took 2 billion years to start doing multi cellular structures.
Gary Haubold retweeted
Imagine believing people are casually discussing classified information in emails being circulated among multiple individuals, then convincing yourself you’ve uncovered some massive secret that needs to be exposed to the public.
That’s not how any of this works. Not even remotely.
Edit: I had no idea he was referencing Jack Sarfatti’s mailing list. This is embarrassing and laughable, and in no way should it be considered legit.
This has good details on the aeronautical issues affecting the Lear Jet 60 crash:
Heard this term “coffin corner” from pilots as a possible contributing factor to the Learjet 60 crash.
This is the best explanation of what it is and why descending rather than climbing is the way out.
The coffin corner is a dangerous band high up in the sky where a plane’s “too slow” limit and “too fast” limit get so close together that the safe window narrows to almost nothing.
If anything pushes the plane a little too slow or a little too fast (a bit of turbulence, a turn, or even trying to climb), it can easily slip outside that tiny safe band and fall out of the sky.
That’s why it’s called the coffin corner - there’s almost no room for error, and losing control up there is extremely dangerous.
Gary Haubold retweeted
The crash of SoftBank is going to be the most spectacular fireworks show in financial markets since 2008
This could be a big deal if SoftBank is really defaulting on its turbine orders:
Elon is speeding up the destruction of financial backing of his competitors, but the SoftBank meltdown (& we will see this spread thru entire Japanese financial sector) will cause some level of Yen Carry Trade unwinding.
Tech sector has avoided taking pot shots like this @ each other due to the entire fragility of AI sector biz model.
Keep in mind that a dramatic fall in SB & Japanese bank is a deathblow to OpenAI, which then is a deathblow to all the neoclouds. Which will be deadly to the memory chip makers & Nvidia.
SpaceX won't be spared by this, but Elon may feel he has good enough finances to get to the other side of an AI bubble bursting.
OK, so this is funny. "One Garn" is the unofficial measure of space sickness, named after former US Senator Jake Garn:
Gary Haubold retweeted
When researchers analyzed how Pegasus spyware infected iPhones without the user tapping anything, they found something wild. The attackers sent an iMessage with a fake GIF that targeted Apple's image decompression engine. The decompression math was so flexible that the exploit chained arithmetic operations together to construct a literal, functioning software CPU using over 70,000 segment commands that defined logical bit operations (AND, OR, XOR, XNOR, etc.) entirely inside the image parser. This created a small computer architecture with registers, a full 64-bit adder, and a comparator, running raw code before the phone even buzzed with a notification
Gary Haubold retweeted
Long post worth the read. I have a close friend who flies private jets. He flew Lear 60 for over 15 years and now flies a Gulfstream. This is a copy and paste of his response to me asking him if he thought Ice was the issue.
“We always fly in ridiculous cold temperatures.”
“Usually you get the bad ice when the temperatures are like 0 to negative 20. Believe it or not, there's a point where it gets too cold for ice. At negative 40, you pretty much can't get ice. Besides that, the airplane is equipped with hot wings and hot tail.”
“I flew the Lear 60 for like 15 years. It's a no joke airplane and probably the most dangerous airplane I've ever flown. It has a super critical wing. The airflow has to be perfect. When it gets into rough air and turbulence, it will easily stall. It has stalled on me at 41,000 feet just because we got into some turbulence. (On the way to Palm Beach as a matter of fact. ) we recovered and got her flying again around 30,000 ft. Scary
But here's the problem. This airplane has a terrible coffin corner. (At high altitudes) what that means is, you fly in a really narrow window where if you lose 20 knots, it stalls. And if you gain 20 knots, it goes into overspeed. The air goes supersonic over the wing and it goes into a high speed stall, or worse, a Mach tuck.
So if you stall, the normal recovery is to push the yoke forward to lower the nose and gain air speed again. At low altitude, you can push really hard and recover quickly. But in the 60... if you push hard, it will gain air speed and go into a high speed stall, it doesn't take much. It's very sensitive. The 60 has super short wings that don't make much lift. So then you high speed stall, and the computer is yelling at you... OVERSPEED! So then you pull back and enter a low speed stall. And you go back and forth trying to keep it in the air speed window.
This whole thing is pretty scary. And you should recover basically by using your finger tips using super small corrections. You can't over do it. If you try to muscle the recovery, she gets mad and will become unrecoverable. If she enters a mach tuck. You're done.”
“I taught the Lear 60 to other pilots and mentored them. I told them... this airplane has a soul and it's trying to kill you. Do not ever try to top the weather. Don't go over a thunderstorm. Go around it. If it means a half hour longer, then do it. Going over the thunderstorm will go into turbulence that you might not recover from.
These pilots went right over a thunderstorm. I think it stalled which caused them to drop down into the thunderstorm and ended up in mach tuck. They picked up so much speed that it ripped off the horizontal stabilizer. At that point... chuck Yeager can't fix it.
These same pilots did something similar a couple months ago. ATC got mad at them. They poked the bear one too many times.
This is not a beginner airplane. The Gulfstream would never do this. It has HUGE margins of error and won't stall like that. But then again... it's got HUGE wings. It's a pussy cat.
The Gulfstream is like driving a 4 wheeler. The Lear 60 is like riding a uni cycle.”
This is an excellent summary of details in the Miami Lear Jet aircraft disaster:
From Jennifer Eady, she is currently an airline stewardess for private jets, she flies regularly.
The pilots on this private jet were on the radio with air traffic control while it fell from higher than Mount Everest to a Florida street in about 80 seconds. You can hear them realize they aren't going to make it.
Their trouble started right after a request that sounds totally reasonable. They asked to fly higher.
This was a Learjet 60 carrying nine people from Austin to the Bahamas, a little over two hours into the trip.
When they checked in with Miami Center at 35,000 feet, they were getting bounced around hard enough to swing their altitude 600 to 700 feet. I was in Miami at the same time and we were almost 1.5 hours delayed to take off because of weather.
They also had a thin layer of clear ice on the plane that the pilot called manageable. It was minus 47 Celsius outside.
Then it started precipitating, so they asked to climb to 37,000 to get out of it, and Miami said okay.
Climbing out of bad weather is standard stuff for pilots, and up that high it comes with a catch most of us have never heard of.
The air is so thin that a jet has a weirdly small window of speeds it can safely fly. Go too slow and the wings stop holding it up, and if you go too fast, shockwaves start forming on the wings.
Every thousand feet you climb, those two limits squeeze a little closer together.
Pilots literally call the spot where they meet the coffin corner.
A Learjet 60 normally cruises right around Mach 0.76, and its limit is 0.81.
So even on a calm day it's flying pretty close to the edge, and turbulence knocks your airspeed up and down inside that window.
Within seconds of starting the climb, the tracking data shows their groundspeed jumping from 437 to 505 knots as the jet started falling at almost 20,000 feet per minute. The pilot's mayday said the same thing. "We are in an overspeed condition, descending 20,000 feet per minute." Another call said they were banking.
When you get those two at once, things get ugly fast. Once a jet blows past its speed limit, the wing can start pushing the nose down by itself, which adds speed, which pushes the nose down even harder.
If the wings are tilted on top of that, the lift that normally holds the nose up is pointing off to the side.
The nose keeps dropping and the plane winds into a spiral. Your gut tells you to pull back on the controls, and with the wings banked that mostly just tightens the spiral. You're supposed to level the wings first and only then pull up.
Now try doing that inside a cloud where you can't see the horizon while the overspeed alarm is going off.
By 12:49 Eastern they were down to 8,750 feet and dropping more than 32,000 feet per minute.
That works out to about 360 miles an hour, straight down. At that speed the last 8,750 feet goes by in around 16 seconds.
The dashcam video shows the jet coming in nearly vertical over Military Trail, with cars still driving on the road under it. It hit right next to a mobile home park.
About 600 people who live there are being moved out, and officials say nobody on the ground was hurt, which is honestly hard to believe when you watch that fireball.
The NTSB will probably take a year or more to officially say what caused this. The last thing on the radio was the controller repeating their tail number, November seven two two Bravo Delta, over and over, with nobody left to answer.
So STOP with the conspiracy bs, this had nothing to do with President Trump or a missile. This was a tragic accident and people died. Their memory should not be desicrated by denying they existed. Give them the respect they deserve.
Thank you 🙏🏻
Gary Haubold retweeted
🇷🇺🇺🇸 On paper, the Pentagon outspends Russia 5 to 1. Count it in artillery shells, and it's almost a tie.
Russia is on track to spend about $211B on its military this year, roughly a fifth of the Pentagon's $962B request.
But a standard Russian artillery shell costs about $1,000 to make, while its U.S.-made NATO equivalent runs about $4,000.
Do the math, and Russia's budget buys as many shells as $844B would in America, nearly 90% of what the Pentagon is asking for.
And Russia actually churns them out: about 3.4M howitzer rounds last year, while the U.S. Army was making 36,000 a month as of March.
America still has the biggest military budget on Earth. It just pays 4 times more for every shell.
Source: bne IntelliNews / Writer: Julie
Gary Haubold retweeted
Not great, but it’s a military helicopter, not civilian, and while the fireworks could *potentially* do damage, I don’t think they’d bring it down. The crew probably thinks is an awesome story they now get to tell.
Still, this shouldn’t happen. Flyover level was appropriate for helicopters (not like the SA flyover), but the fireworks timing is too close.
STADIUM PYROTECHNICS NARROWLY MISS U.S. ARMY BLACK HAWK HELICOPTER DURING NFL GAME!
A pregame celebration at Lumen Field in Seattle, Washington, nearly turned into a serious aviation safety incident on November 2, 2026.
During the Seattle Seahawks vs. Chicago Bears Monday Night Football game, four U.S. Army UH-60M Black Hawk helicopters conducted a military flyover accompanying the American national anthem.
However, as the final helicopter was passing over the stadium, pyrotechnic effects discharged from the stadium's video-screen area.
🎥 WHAT HAPPENED?
Videos appear to show flames and pyrotechnic effects erupting from the stadium structure directly beneath or very close to the departing helicopter.
Some initial video angles created the impression that the pyrotechnics struck the aircraft.
However, additional footage reportedly showed that the effects narrowly missed the helicopter.
AIRCRAFT DETAILS
Aircraft type: Sikorsky UH-60M Black Hawk.
Number of helicopters: Four.
Military unit: 2-158th Assault Helicopter Battalion.
Formation: 16th Combat Aviation Brigade.
Mission: Ceremonial military flyover.
Location: Lumen Field, Seattle, Washington.
AVIATION SAFETY CONCERNS
The incident raises important questions about coordination between stadium pyrotechnic operators and military flight crews.
WHY THIS MATTERS
Helicopters operating at low altitude during ceremonial flyovers have limited room to manoeuvre compared with aircraft at normal cruising altitudes.
An unexpected pyrotechnic discharge near a helicopter could potentially expose the aircraft to heat, debris, smoke or direct physical contact.
A strike involving the rotor system could have particularly serious consequences.
#AviationSafety #UH60BlackHawk #BlackHawk #MilitaryAviation #HelicopterSafety
Gary Haubold retweeted
India did pro-capitalist reforms and immediately became richer than sub-Saharan Africa, which they were poorer than until the early 2000s.
It's insane how good capitalism is.
India saw about 496 million people lifted out of poverty between 2011 and 2023 in one of the world’s fastest declines in this metric, the World Bank said, although the gains remain uneven. bloomberg.com/news/articles/…
Gary Haubold retweeted
JPMorgan CEO Jamie Dimon responds to fears of World War III, warns of a dangerous alignment between Russia, Iran, North Korea, and China, but says America has nothing to fear: “There’s no way America is weak.” 🇺🇸
“We already have multiple wars taking place, and people are partnering up like we’ve never had before. Russia, Iran, and North Korea are abetting a terrible war in Ukraine, conducting sabotage across Europe, and supporting attacks on Israel through proxies.
China isn’t part of that, but they’re on the wrong side of it. Their microelectronics and oil trade make our relationship very complex.
But I want to point out to the American public: I’m not afraid of China.
We have all the food and more energy than we need. They don’t. Our neighborhood is a beautiful place. The Atlantic, the Pacific, Canada, and Mexico. No wars. They have a very complex neighborhood.
Our GDP per person is $80,000. Theirs is $15,000. We have the best universities in the world. And we have freedom. People say we’re a decadent, weak, lazy nation.
There’s no way America is weak. We’re not weak or lazy. But we are a little stupid and uncoordinated. We have to get our act together on China, trade, and immigration.
All America has to do is make sure we’re strong. Build our national economic power and military power. We don’t have to be afraid of China. The stronger we are, the better position we’re in.”