That investing guy!
Joined February 2009
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“Para mis amigos, todo; para mis enemigos, la ley”
For my friends, everything. For my enemies, the law
This is the essence of National Champion Policy.
And India currently is 12 years into this fiasco.
Soham Das, CFA retweeted
Why America for all its faults remains one of the greatest nations on Earth.
A heartening comment from my friend, RAdm Sampath Pillai, which bears wide dissemination:
“The USA has elected the first Muslim senator (Abdul El-Sayed of Michigan), the first Black woman governor (Keisha Lance Bottoms of Georgia), the first openly gay senator (Chris Pappas of New Hampshire), the first Latinx governors elected in Texas (Gina Hinojosa) and California (Xavier Becerra), the first woman governor of Ohio (Amy Acton), the first Black governors of Florida (Byron Donalds) and Wisconsin (David Crowley) and the first Indigenous American woman governor (Deb Haaland of New Mexico). The hate so many opposition candidates tried to spew about religion, race, ethnicity, gender, sexual orientation, and other forms of social identity didn’t work last night and I feel so much hope.”
Soham Das, CFA retweeted
I’m also a fan of politicians taking tough questions from journalists. But even by U.S. standards Trump is an outlier in his willingness to talk.
Purely because this is so widely called as scam - I am tempted to put my hypothetical money on it.
Scams are seldom diagnosed early in its lifecycle. Experts generally can identify scams early enough - but they are ignored, laughed at or generally digitally lynched.
The most telling feature of scams are the story that goes into it. Wildly inspirational that even the most cynical fall for them.
Assessed by that metric, this is a grossly un-storied scam.
Either it will never catch on to be called a scam (likely to be remembered as fad) or...
Soham Das, CFA retweeted
"Our children & we will be the first to fight if Mecca, to which we are spiritually bound, dares to attack India"
~ Former Kerala Chief Minister C. H. Mohammed Koya once declared in Loksabha
S&P 500 futures has turned positive as of the time of writing. Especially when the bulk of the results are in.
Tomorrow morning it will be a blood bath in NASDAQ. Some stocks may bleed red the way Reds have bled votes.
But the good news is Indian markets may benefit from the funds fleeing these AI boom markets in the coming months.
This is why I have been saying India needs to reduce the trading taxes a bit sooner. It will further incentivize the inflow.
Ladies and Gentlemen, this is what centralization does.
Turns every man, woman and child into sycophants. It corrodes your soul and when the pall of tyranny fades you are unable to meet even your own gaze on the mirror.
“कहीं नहीं जाएंगे मोदी, कहीं नहीं जाएंगे मोदी...”
#ModiKahiNahiJayega
#SaveDemocracyRemoveAnarchy
Soham Das, CFA retweeted
I like how a big part of leftist thought is basically declaring extremely complex logistical problems as “solved” by nationalization and price controls. A terribly incurious (and hence tragic) but also revealing mindset
unavailable
Soham Das, CFA retweeted
Imagine after years of blood, sweat and tears you pool money together with friends to buy a house and the government one day decides it will not let you sell you share and now you are stuck.
This is the fate of thousands of families living here.
Property rights of people are being violated by the state.
Soham Das, CFA retweeted
You are wasting your time and money getting an LLM to grind out stats on absolute rubbish. Measuring ATR and ranges and breakouts is not an edge. If you really want to make it in quant trading you need to upskill in math and stats and get a job at a firm who will teach you what an edge is.
Anyone who knows how thermos has a layer of vacuum can attest.
Vacuum is indeed a great insulator.
My respect for Elon Musk has mostly vanished, but I still thought that at least he is a good engineer (Teslas are great cars). But that last bit also got a blow after hearing him say that it is easier to "cool things down" in space. The opposite is true. A vacuum is the best possible isolator. In space you can only dissipate heat through radiation. It is extremely unlikely these data centers in space will ever happen (and certainly not in our lifetimes).
Soham Das, CFA retweeted
Look man, I’m not going to argue with someone who is in the deal/knows these folks personally, but what he describes in paragraph 7: "black body radiation ejects heat into space" - runs head first into Stefan-Boltzmann/thermodynamic challenges that you can't waive away.
The problem is that radiative cooling is 90% to 99% WORSE at dumping heat than convective or liquid cooling. Vacuum isn't cold; it's a giant thermos that refuses to accept heat. You can't just say, "please, heat, go away into the vast emptiness of space." It sticks around... for a very long time! And it leaves slowly!
NOW, I have watched SO MANY videos trying to understand why very smart folks think this isn't a showstopper (for example, this one: youtube.com/watch?v=FlQYU3m1…), because when this many people line up behind an idea, I have to assume I'm missing something.
Just from a basic physics perspective, to cool a single modern AI rack, you'd need a tennis court (not an exaggeration) of radiators in orbit, and a full football field of plumbing pumping fluid just to hit 2 megawatts (about two racks). Which can be done! But it seems VERY, VERY hard! And WILDLY inefficient!
PLEASE, I genuinely want to be smarter about this — SOMEONE point me to the math I'm missing!
The total difficulty of cooling in space is vastly harder than on the ground
But 99.9999% of that challenge is Starship
Once you have the ability to get huge amounts of mass into space cheaply, it is genuinely easier to cool things in space
Your cooling system is passive
Just a giant piece of metal that is a) light w/ b) high thermal conductivity
Aluminum is a good candidate
And then you have a working fluid that just circulates forever inside the metal structure
Ammonia is historical industry standard for radiators in space
You need a fluid where the critical point is optimized around the temperature of the chips
The working fluid goes from liquid phase to gas phase near the chips, and this change in density drives the hotter gas to pump heat through a loop
The high thermal conductivity of aluminum rips heat out of the fluid and black body radiation ejects heat into space
Black body radiation goes like temperature to the 4th power so the hotter you can run chips and hotter you can get the working fluid the better you can shed heat
It's honestly a way simpler system than on the ground
"The problem is that radiative cooling is 90% to 99% WORSE at dumping heat than convective or liquid cooling"
This is real problem. Radiation is in general worse than convection .
Look man, I’m not going to argue with someone who is in the deal/knows these folks personally, but what he describes in paragraph 7: "black body radiation ejects heat into space" - runs head first into Stefan-Boltzmann/thermodynamic challenges that you can't waive away.
The problem is that radiative cooling is 90% to 99% WORSE at dumping heat than convective or liquid cooling. Vacuum isn't cold; it's a giant thermos that refuses to accept heat. You can't just say, "please, heat, go away into the vast emptiness of space." It sticks around... for a very long time! And it leaves slowly!
NOW, I have watched SO MANY videos trying to understand why very smart folks think this isn't a showstopper (for example, this one: youtube.com/watch?v=FlQYU3m1…), because when this many people line up behind an idea, I have to assume I'm missing something.
Just from a basic physics perspective, to cool a single modern AI rack, you'd need a tennis court (not an exaggeration) of radiators in orbit, and a full football field of plumbing pumping fluid just to hit 2 megawatts (about two racks). Which can be done! But it seems VERY, VERY hard! And WILDLY inefficient!
PLEASE, I genuinely want to be smarter about this — SOMEONE point me to the math I'm missing!
"Black body radiation goes like temperature to the 4th power so the hotter you can run chips and hotter you can get the working fluid the better you can shed heat"
I had to really think slowly to fact-check this statement.
I would have it changed to faster not better.(1/2)
The total difficulty of cooling in space is vastly harder than on the ground
But 99.9999% of that challenge is Starship
Once you have the ability to get huge amounts of mass into space cheaply, it is genuinely easier to cool things in space
Your cooling system is passive
Just a giant piece of metal that is a) light w/ b) high thermal conductivity
Aluminum is a good candidate
And then you have a working fluid that just circulates forever inside the metal structure
Ammonia is historical industry standard for radiators in space
You need a fluid where the critical point is optimized around the temperature of the chips
The working fluid goes from liquid phase to gas phase near the chips, and this change in density drives the hotter gas to pump heat through a loop
The high thermal conductivity of aluminum rips heat out of the fluid and black body radiation ejects heat into space
Black body radiation goes like temperature to the 4th power so the hotter you can run chips and hotter you can get the working fluid the better you can shed heat
It's honestly a way simpler system than on the ground
Soham Das, CFA retweeted
1/6 We find early signs that frontier LLMs are surprisingly good at *natively* reading, writing, and reasoning about neural network weights.
Instead of training, models may treat raw weights like readable, editable code: diagnosing failures and patching them directly.
Soham Das, CFA retweeted
Property rights violations must be stopped in anyway possible. This is abhorrent what citizens are facing
ONE SUPREME COURT JUDGMENT. THOUSANDS OF PROPERTY OWNERS AFFECTED.
January 10, 2023: Supreme Court judgment on apartmentalisation in Phase I.
February 9, 2023: Chandigarh Administration issues its public notice.
February 10, 2023: Restrictions become effective across residential properties in Chandigarh.
February 20, 2025: Punjab and Haryana High Court upholds the notice.
Can the government protect a city's heritage without restricting an owner's ability to sell their property share?
