gowings97

You keep citing things as if you are trying to brute force something into existence - you have zero comprehension of the American consumer. You cannot pass a poorly named Inflation Reduction Act (which had the complete opposite effect btw) bill and reshape the consumption preferences of half the country for a consumer product that they have a strong 100+ year emotional connection to.

Half of the American consumers have _ZERO_ interest in EVs. Period. They don't want them. 77 Million of them voted for Trump. The other half are split between coastal tech bros that already have EVs, Boomers that buy PHEVs / EVs, and normal families that might be interested in EVs but after hearing the tradeoffs, decided to buy a Honda or Toyota because they're reasonably priced and reliable. From a OEM Product Planning standpoint trying to juggle the investment between ICE and EV (if you aren't Tesla) - this is the worst of all worlds. Tesla claims the vast majority of the EV marketplace and there isn't enough volume/interest to justify the billion+ investment in EV programs to pick up the scraps. No one has made money on EVs in the US except Tesla. That will continue to be true.

Oh, and whatever happened to the supposed massively deflationary pricing that was supposed to come to batteries? Turns out when you cordon off China from the supply chain and source materials from Australia and South America, you've completely lost any ability to continue to reduce battery prices.

This isn't China - you cannot mandate consumer preferences, although I'm sure you'd love to.

A lot of people buy Jeep Wranglers (built in Toledo), Grand Cherokees (built in Detroit), Chevy Tahoes (Built in Arlington), Ford-150 (built in Dearborn Michigan).

You don't know what you're talking about.

Bingo, again. If you pay them, they will come.

Bingo. If you pay them, they will come.

If you pay them, they will come. No is going to work in a plant making $20/hr. There are no shortage of people trying to get into unionized / Big 3 US automotive OEM plants making $60-70K base, $100K if you work at a plant making an in-demand vehicle that's running three shifts/overtime, but those are only a handful of those right now.

You really are missing the forest for the trees with respect to cheap stuff from Asia and completely gutting our capacity to manufacturer from a national security standpoint, and totally ignore what effect the gutting has had on manufacturing in the other 50% of the Country living outside of metro areas.

It's nerd-sperging - "I want cheap shit but I don't want to think about the externalities like hundreds of thousands of people that live outside of metro areas overdosing on opioids because their way of a middle class life has been destroyed or national security, because I discounted / ignore them because I life in a perfect world where I just type on a keyboard all day and get paid more than 95% of Americans and I want a perfect EV."

Yeah I'm sure the Chinese will sell you cruise missiles when the time comes.

Arbitraging US manufacturing to Asia and pocketing the profit has led to current predicament where we have an economy of healthcare workers, people in software, bartenders/service people barely scraping by, and skeleton crew of blue collar labor holding up domestic manufacturing. That manufacturing labor force makes make vastly lower wages than two generations prior. The vast majority of Americans live paycheck to paycheck - again, this was a labor arbitrage facilitated by US Companies and politicians from both sides. This is where there is a bit of horseshoe effect between the left and right when it comes to labor/jobs/the economy.

America is a farm - the US consumer is the product. The only thing that has gotten cheaper over the last few decades are consumer goods from Asia. The US auto industry is more or less an oligopoly - none of the OEMS, outside of Tesla, are seriously interested in competing on price.

Millennial here, 3x Trump voter.

"Current US admin only has 3.6 years left, ~2M voters 55+ age out every year, etc. Maintain momentum, be ready to spin up faster after regime change."

The majority of Boomers are liberal - the demographic shift you perceive is not going to work out the way you think it will. Gen-Z is increasingly leaning right, especially males.

Most people just want a 2018 era car (there's diminishing returns for vehicle technology at this point and average vehicle selling price trajectory, Post-Covid, is unsustainable) at a decent price - something with a six cylinder engine that can be easy serviced / repaired.

Because in the absence of that physical connection you begin to accumulate a social and economic debt that will eventually come due, because sooner or later that 80% working in the service economy will come for the remaining 15-20%. Domestic manufacturing made possible by some degree of anti-dumping/tariffs would at least create a more balanced distribution of this wealth.

Globalist trade promoters are just short-term wishful / magical thinkers. It's magical thinking that you can create this social and economic imbalance via outsourcing it to the other side of the globe, without consequences over the long run. It's wishful thinking that there are enough upper middle class jobs / lifestyle for everyone that took Calculus.

Because you cannot hide the imbalance of disconnecting yourself from the material reality that's involved with making your lifestyle possible by outsourcing to other human beings, over multiple decades, without it coming back to bite you in one form or another.

See the hundreds of thousands of people in US that have died from opioid overdoses. 50% of the US population, specifically those living outside major metro areas, experienced a slow collapse (over decades) that was not unlike the fall of the Soviet Union.

A country should have _some_ semblance of what it is to truly source, manufacture, and produce the lifestyle that's made possible in the country. When the top 15-20% become completely disconnected from the other 80% working menial service jobs because the core manufacturing has been outsourced to outside the country, it will come back to bite you.

"Man must feel the sweat on his own brow" or at least have an appreciation for what makes this possible. Your comment essentially implies that you feel that you are above or should be disconnected from this reality, which is dangerous.

Yes, but it's irrelevant - Apple and Google refuse to allow Douyin on the iOS and Google Play stores, as of writing (and I do not see this changing)

to do finite element analysis on the (nanometer) scale of processes/manufacturing they do - heh.

Well stated! I wish you luck (I just donated a bit as well)

Do you have any thoughts on how you might improve this workflow?

The data/photos should be in the ERP/MES.

So in some ways it tries to shoehorn what's available via APIs and attempts to shoehorn it based on the NLP parsed prompt...I guess?

Correct.

People say they want an AI but really they want something to automate and complete their daily workflow/tasks.

How that is accomplished is through the integrations, as you've described. But I am at a loss as to how these integrations have anything to do with NLP.

Last week I bought Copilot Pro ($30/month) with a Business Premium License ($27/month), and I'm not seeing the value / justification for Microsoft's AI Hype that has rolled into their stock price.

Most of Copilot Pro is a Chat GPT drop in (Word), which is unremarkable. Yes, you can prompt it to generate context specific responses via referencing a separate Word document that you've saved on your OneDrive, but that's no different than a Chat GPT plugin. In the end, it's just generative text. I haven't seen anything of substance yet for Excel.

PowerPoint's ability to take a Word document and make a presentation out of it (I absolutely hate making Powerpoints so this was why I frankly bought a license) _and_ use my company's Powerpoint brand template is pretty bad (in terms of generative / creative ability of designing the slides and content layout) and nonexistent (can't use my company branding).

The one redeeming aspect of Copilot Pro is Microsoft Teams meeting summaries, but I can't use it because I'm using a Business Premium license on my personal laptop and I can't use the Copilot Pro because my company credentials are with an O365 E3 license / my company will never buy Copilot Pro.

I bought it for myself to automate the tasks I do everyday (very basic Excel stuff) / assist in the more difficult aspects (create PowerPoint decks) and Copilot Pro isn't capable of substantively assisting me in these areas...yet. We will see if this changes.

There's a guy on YouTube that has been doing a great job detailing the differences between Copilot Pro consumer ($20/month) and Copilot Pro Premium ($30 month for 12 months, mandatory $360/year for Business Premium / I think the same single license flexibility is available for E3/E5) - https://youtu.be/UQlwywZ41t8?si=dWGwFsQvDdoqxxIc

"But if we look at the recent Q4 report it does seems HPC ( or likely AI ) has infinite appetite for wafer capacity."

Famous last words

Easily my favorite single player game of all time.

I would love to see a true sequel on Switch 2 with new characters and new lore - give Mario some new friends once every 25 years!

Would be an innovative way for new characters/IP/stories to build out over time/generations.

"How can people make billions out of it."

Lying

Precisely

That keeps being paraded around but is extremely unlikely. It would have happened by now

by time you go n+0 with all the nodes to enable DOCSIS 4.0, you probably could just do FTTH for nearly the same cost.

FTTH opex is also lower after 5 years.

Still waiting to gain Chat GPT-4 Plus image upload access myself, but the Bing image ingest / recognition is vastly inferior to what I've experienced myself (trying to use Bing's image upload capabilities/recognition) vs. what I've seen on Twitter the last few days with Chat GPT-4's image upload feature / recognition capabilities.

404

A17 on iPhone 15 Pro this fall.

"The STM part of STEM has been seriously underpaid and meager living for years."

Based on what?

This is the one thing I would love to see Google cancel, lmao.

They have this misguided perception that EVs require some deep level integration via some customized build of AAOS, that can't already be solved by individual apps on a smartphone.

Namely - customizing charging times at home for off-peak rates / usage, identifying chargers on a specific route or daily commute, pre-warming or pre-cooling a car (which can be done already today because all these vehicles have LTE or 5G modems already), saving profiles that save mechanical preferences / functions like mirror / seat settings.

People want buttons and knobs to control mechanical functions like HVAC, mirrors, and seats. People don't see the value associated with the premium price of having an driver to passenger end to end full screen display, such as what was first implemented on the Mercedes EQS and is now being implemented on the (Chinese made) 2024 Lincoln Nautilus.

Kind of, but not really. What GM is proposing here goes even deeper.

There are three current solutions -

- (2018 -> Today) Some existing solution that runs QNX as the base OS, that runs Android Auto / Carplay as an Application

- (2023 - > Today) A new based OS that is a skinned version of Android Automotive OS (AAOS / https://developers.google.com/cars/design/automotive-os) that runs both Android Auto Carplay and Carplay as an application, with the Automaker working with Google to incorporate customizations along with patches and updates to the base OS. Think Samsung's customized version of Android, and how they work to implement patches for major OS updates from ASOP. The infotainment used on General Motor's Global B architecture uses this.

- This proposal (2025 Model Year -> Future) - runs a customized version of AAOS that does not have Android Auto / Carplay support. My guess is that Google is throwing them a bone here and offering extra support for the Automaker (deferring the Automaker's costs) if the Automaker allows Google to retain the usage data.