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> By that same logic that fact that we only lost 1 F-15 in, what, almost 3 weeks of bombing is actually a pretty good sign.

"Good sign" of what, though? Air superiority? I guess, sure. But we've constructed a strategic situation for ourselves where mere air superiority is losing.

The straight remains closed. Because let's be blunt: if we can't reliably fly a F-15E or A-10 in the region, there's no way an oil company is going to bet its crew and cargo.

Honestly the best situation here is that Iran merely decides to toll the straight. That's "losing" too, but at least one with a merely "large financial overhead" on international energy traffic instead of a disastrous 15% off the top cut in capacity.

Iran is winning. This is the difference between tactics and strategy.


The toll is cheap I think, between one and two dollar a barrel, so less than 2 million per boat. Honestly a good price to end the war.

In a practical sense, from the perspective of the world as a whole, sure. It's also true that it leaves Iran in a much more powerful position than they held before the war[1]. So it's a "loss", strategically.

It's uncomfortable to admit given the context, but the truth is that the Islamic Republic of Iran really is a terrible state, both to its own people and its neighbors, and a much wealthier Iran represents a genuine threat to world peace on its own.

[1] To wit: "This is Our Water now. Pay us what we want. Don't like it? Come bomb us again and see how your oil markets like that. We can take it. You soft infidels can't, and we proved that already. Now it's $4/barrel, btw." Imagine that delivered on Truth Social for more ironic impact. It's Trump bluster, but with actual teeth.


> it seems the correct muscle memory response [is something other than] never download and execute anything

Arrgh. You're looking at the closest thing to a root cause and you're just waving over it. The culture of "just paste this script" is the problem here. People trained not to do this (or, like me, old enough to be horrified about it and refuse on principle) aren't vulnerable. But you just... give up on that and instead view this as a problem with "muscle memory" about chat etiquette?

Good grief, folks. At best that's security theater.

FWIW, there's also a root-er cause about where this culture came from. And that's 100% down to Apple Computer's congenital hatred of open source and refusal to provide or even bless a secure package management system for their OS. People do this because there's no feasible alternative on a mac, and people love macs more than they love security it seems.


> FWIW, there's also a root-er cause about where this culture came from. And that's 100% down to Apple Computer's congenital hatred of open source and refusal to provide or even bless a secure package management system for their OS. People do this because there's no feasible alternative on a mac, and people love macs more than they love security it seems.

I don't understand. I used Linux for a long time before I switched to Mac, and the "copy this command and paste it in your terminal" trope was just as prevalent there.


Most of the copy-paste Linux command used to be 'sudo aptitude install -y blahblah'. It is worth noting though that Ubuntu's PPAs became at some point widespread enough to have pasting a new repo source as a standard practice as well (which would open the way to this kind of attack for sure)

It's really not, and to the extent it is it's an echo of the nonsense filtering from elsewhere. Linux distros went decades without this kind of thing by packaging the popular stuff securely. People who wanted the source knew how to get it. The "just copy this command" nonsense absolutely came from OS X first.

Arch has pacman and that worked so well that it had to have AUR which is just glorified curl | bash. Linux distros managed it for decades when the vast majority of binaries you would run are made by nerds for nerds. If the original maintainer isn't willing to securely package it then you're often SOL.

AUR (also PPA which another comment cited) is emphatically not the same as "just run this script". If anything, and at worst, it's analogous to NPM: it's an unverified repository where the package is run at the whim of the author, and it leaves you subject to attacks against or by that author.

You still, however, know that the author is who they say they are, and that other people (the distro maintainers) believe that author to be the correct entity, and believe them to have been uncompromised. And any such compromise would, by definition, affect all users of the repo and presumably be detected by them and not by you in the overwhelmingly common case.

"Just run this script" short circuits all of that. YOU, PERSONALLY, ALONE have to do all the auditing and validation. Is the link legit? Did it come from the right place? Is it doing something weird? Was the sender compromised? There's no help. It's all on you. Godspeed.


> You still, however, know that the author is who they say they are

This doesn't mean anything since "who they say they are" is an anonymous username with no real life correlation. Might as well be completely anonymous.

> that other people (the distro maintainers) believe that author to be the correct entity

No? Anyone can make an account and upload to AUR and it has exactly 0% to do with the distro maintainers. Packages can be removed if they're malicious, but websites can also be removed via browser-controlled blacklists (which I don't like btw but it's how it works nowadays).

> And any such compromise would, by definition, affect all users of the repo and presumably be detected by them and not by you in the overwhelmingly common case.

This is true of a popular website that advertises install instructions using curl | bash as well.

I've been using Linux for the past 2 decades and my general experience is that it is in no way more secure than Windows or Mac, just way less popular and with a more tech savvy userbase.


> This doesn't mean anything since "who they say they are" is an anonymous username with no real life correlation.

No, that's affirmatively incorrect. AUR and PPA both require authenticated accounts. The "real life correlation" may be anonymous to you, but it is trackable in a practical sense. And more importantly, it's stable: if someone pushes an attack to AUR (or NPM, whatever) the system shuts it down quickly.

And the proof is THAT IS EXACTLY WHAT HAPPENED HERE. NPM noticed the Axios compromise before you did, right? QED. NPM (and AUR et. al.) are providing herd protection that the script-paste hole does not.

Those scripts you insist on running simply don't provide that protection. The only reason you haven't been compromised is because you aren't important enough for anyone to care. The second you get maintainership over a valuable piece of software, you will be hacked. Because you've trained yourself to be vulnerable and (especially!) becuase you've demonstrated your softness to the internet by engaging in this silly argument.


[flagged]


... you were the one who replied to me.

And, you were wrong, so I said so. Indeed this is a very frustrating site to post incorrect points. It's like ground zero for Cunningham's Law study cases.


Are you happy? Ignoring everything else that's been said, I truly mean this: are you happy with the person you are?

Again, I'm really not understanding your offense here. You came to me to disagree with something I posted. And as it happened you were wrong. I told you so, and you dug in twice with more incorrect takes. That's just... discussion. And frankly pretty polite discussion even by the standards of this site (which is pretty polite!).

There's no etiquette that demands I not tell you you're wrong.


> Reality begs to differ

Honestly you're both wrong. RAM prices spiked speculatively, and they're going down for the same reason. Market people always want to argue in fundamentals, when in practice *ALL* the high frequency components of the signal are down to a bunch of traders trying to guess where it's going in the short term.

At best those guesses are informed by ground truth ("AI needs a lot of RAM!" "Sam cornered the marked!" "TurboQuant needs less RAM!"), but they remain guesses, and even then you can't tell the difference between that and random motion.


> RAM prices spiked speculatively, and they're going down for the same reason.

https://pcpartpicker.com/trends/price/memory/

Note how flat the black lines are.

Then note how wide the gray bands are. That makes it very easy to cherry-pick a few examples to present as "supporting evidence" that prices are doing whatever you want to believe they are doing.


FWIW, you're misreading that chart. It shows a wild increase in memory prices, no matter how much you try to cherry pick.

An example might help: in July of last year I bought exactly this 2x32 DDR5 kit for $141: https://www.amazon.com/dp/B0DSR14511

It's showing $999 now, which seems about median for similarly-spec'd memory on Amazon. The cheapest slot-and-capacity-compatible equivalent I can find is around $570, even. So 3-5x increase, at minimum.

It's true that that's a high error bar. It's absolutely not true that the trend is ambiguous.

Can you cherry pick me a $141 kit, please? I mean, it's not an abstract question! I'd buy it from you right now if you had it or could get it, in whatever quantity you can source. No joke.


> FWIW, you're misreading that chart. It shows a wild increase in memory prices

When I say it's flat, I obviously mean the last couple of months. You'd have to be blind not to see last year's runup.

You'd also have to be blind not to see that the charts contradict your claim that "they're going down".


No one claimed that, though. I was responding to a hypothetical. You're nitpicking, basically. Stop it.

I’ll believe they’re going down when it doesn’t cost $550 for the $105 ram I purchased 1 year ago. Yes consumer prices lag commercial prices yada yada, I think any hot takes are pointless until we see lower prices or far more convincing evidence it’s coming. When it costs basically a MacBook neo for 32gb of DDR5 ram it’s hard to hear “ram is coming down for sure”

> RAM prices spiked speculatively

Didn't OpenAI buy up 40% of the capacity all at once?


No, they signed a bunch of contracts for future deliveries. That's not a supply constraint. The factories making RAM continued operating and serving their existing deliveries, and in fact they still are.

Freshman economics would say that supply is fine and that prices shouldn't move. But they did anyway. And the reason is speculation.


I don't get it tbh. What market participants were speculating here? There aren't futures markets in RAM as far I know, though I certainly don't know much. And the supply constraints appear to have been pretty real (though maybe not immediate) if eg. Valve was begging publicly for RAM consignments. Were there pure-play speculators filling warehouses with DDR5?

>There aren't futures markets in RAM as far I know

sure there is. not formally, but if you hold a contract for x units of future production, you can sell that contract to somebody else who wants those units more than you do.


That’s a forward contract yeah. They def do exist.

Futures are standardised forward contracts traded on exchanges


According to this he ordered them uncut and unfinished and may just warehouse until needed:

https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...

Its still speculative that OpenAI won't go bankrupt and have to free it back to the market, but if it is holding them unfinished it is a supply constraint on finished RAM chips even if not on wafer output.


The economy is vibe coded at this point.

Have we gotten anymore word on the potential Helium constraints that SK Hynix was making noise about after the strike on the helium plant in the Middle East that suppplied 60% of S. Korea's Helium? Because that could definitely put a kink in things, since SKH is one of the 3 remaining big DRAM producers.


It's a command line argument. The undeniably correct way to render it is with two minus signs[1] and absolutely not something non-ascii.

[1] Not strictly a hyphen, which has its own unicode point (0x2010) outside of ascii. Unicode embraced the ambiguity by calling this point (0x2d) "HYPHEN-MINUS" formally, but really its only unique typographic usage is to represent subtraction.


They meant “more appropriate [than an em dash]”. And that minus sign usage of hyphen-minus isn’t unique in Unicode either – see U+2212 MINUS SIGN.

But... it's not more appropriate than an em dash for representing command line arguments? I don't see how either is any more incorrect than the other. There's a uniquely correct answer here and the em-dash is not it. Period.

It’s about the top-level comment’s horror that ”--” was substituted with “an en dash, not even an em dash”. If you’re picking a substitution for “--”, en dash makes more sense. The comment you originally replied to had already agreed “that it should be left as a double hyphen”.

> If you’re picking a substitution for “--”, en dash makes more sense.

No, it doesn't? This seems like crazy talk to me, like "If you're picking a substitute for saffron, blood plasma makes more sense than monocrystalline silicon". Like, what?

It makes zero sense to substitute this at all. It's exactly what it says it is, the "--hard" command line option to "git reset", and you write it in exactly one way.


Nobody is confused or disagrees about the `--hard` part. It was a minor tangent about contexts where these ASCII substitutions are established, like LaTeX (`` -> “, '' -> ”, -- -> –, --- -> —, etc.)

> The undeniably correct way to render it is with two minus signs[1] and absolutely not something non-ascii.

> [1] Not strictly a hyphen, which has its own unicode point (0x2010) outside of ascii. Unicode embraced the ambiguity by calling this point (0x2d) "HYPHEN-MINUS" formally, but really its only unique typographic usage is to represent subtraction.

Strictly, its as you note, the hyphen-minus, and Unicode has separate, disambiguated code points for both hyphen (0x2010) and minus (0x2212); hyphen-minus has no "unique typographic usage".


I said that badly. What I meant was that ASCII 0x2d is, in fact, used as the only minus sign in basically all markup and presentation layers. (Mostly because math layout tends to go through its own interpreter -- what lives in "the unicode text" is always "markup" of some kind). The unicode value is ignored AFAIK, nothing emits it or interprets it specially. That is not true of the hyphen, which does get special treatment at the presentation layer in fonts and whatnot.

It's not a command line argument, it's part of the title of a hackernews post.

The "sed" expressions that power the title "cleanup" here do overshoot quite often. It ruins --long-command-arguments and it definitely also reuins cpp::namespaces. Quite curious why these obvious shortcomings are not being fixed.

High oil prices hurt the US economy much more than China anyway. We're vastly more dependent on shipping and transport and even more vastly less elastic with our fuel demand. The only US interests who would want this are domestic oil producers, who are a small fraction even of the Republican funding base.

That's something that normal boring suits can and do remedy. Companies sue and win over denied government contracts all the time.

> it's actually very hard to find a ship, even as large as an aircraft carrier, in the ocean

I just ran some googled numbers over my envelope, and I get that the Mediterranean sea (great circle distance between Gibraltar and Beirut is 2300mi) is about 14000x larger than the bow-to-stern length (858') of the carrier.

That's... not that terribly difficult as an imaging problem. Just a very tractable number of well-resolved 12k phone camera images would be able to bullseye it.

Obviously there are technical problems to be solved, like how to get the phones into the stratosphere on a regular basis for coverage, and the annoyance of "clouds" blocking the view. So it's not a DIY project.

But it seems eminently doable to me. The barriers in place are definitely not that the "empty space is just too big". The globe is kinda small these days.


And you've defined a harder problem! Once you've found it once it's much easier to find in the future: it can only go so fast, and it's constrained to stay in relatively deep water.


to be fair "relatively deep water" is 99% of seas and oceans...


And “only so fast” can be north of 30 knots. The vessel could today be 1000km in any direction from where it was when you found it yesterday.


Yes, but if you know the general direction of where it's going that reduces the search area quite a bit.

In this case, for example, the French Government publicly announced where it's going.


"Our next-generation AI uses multi-sensor fusion and live sentiment analysis to track military assets to meter-scale accuracy anywhere in the world"

"Upon closer inspection, the neural network is just scraping public information from the French Ministry of Defense"


> now the city has a bunch of more soulless condos and is horribly congested

The first bit is a taste thing; obviously lots of people view modern sprawl as "soulless" too.

But the latter point is just plain wrong. Dense housing IMPROVES traffic congestion and shortens commutes, always, everywhere, markedly. And it's for a bleedingly obvious reason: pack people in closer together and they don't have to travel as far to get where they're going. QED.

What you're imagining is some kind of fantasy hometown, which never increased in population and whose economy never developed. I mean, it's true. Forgotten ghost towns have very little traffic and quirky soulful architecture, c.f. Detroit. Everyone agrees that's a bad thing, though.


>But the latter point is just plain wrong. Dense housing IMPROVES traffic congestion and shortens commutes, always, everywhere, markedly. And it's for a bleedingly obvious reason: pack people in closer together and they don't have to travel as far to get where they're going. QED.

You are conflating things, adding more people to an area increases congestion, period. Having dense housing vs not dense housing is better for congestion IF the people are already there.

>What you're imagining is some kind of fantasy hometown, which never increased in population and whose economy never developed. I mean, it's true. Forgotten ghost towns have very little traffic and quirky soulful architecture,

It is a highly desirable area, there is no issue with the economy, it will continue to be desirable if we don't destroy it. The "growth always good" crowd is pretty nuts in their views


> adding more people to an area increases congestion, period

Yes, but so what? That's tautological. "Adding more people" isn't an independent variable, it's the economic ground truth over which we're trying to optimize.

The point is that if you need to build N units of housing to match your M added economic activity, building them denser leads to less congestion.

I mean, duh. This really isn't a complicated idea.

Again, you're imagining a single community divorced from inconvenient ideas like "population growth" or "economic development" (and even going so far as to conflate those with "destruction").

Well, sorry. It's desirable because it's developing. You don't get to change the minds of all the people that want to live there, all you can do is help them decide where to live.


>Well, sorry. It's desirable because it's developing

no.... it's not... what an incredibly naive take. Why don't you just leave out every nice small town in a beautiful location. "Who cares about keeping thing beautiful amiright??"


So, just to point it out: people don't get violent and criminal magically because they made a bet. They get violent and criminal to backstop a bet they can't cover. The story here isn't that horrible criminals are using Polymarket. It's that Polymarket bettors are overleveraged, and at the margin some of them turn to crime to avoid losing their shirts.

We've all been looking around for the trigger for the market-crash-we-all-know-is-coming. Seems like "too much betting on a stupid war of choice" is just dumb enough to fit the timeline we've been trapped in. Very on-brand.

In other news: I'm almost entirely out of volatiles in my own portfolio right now. Cash and bonds until this pops. Frankly the chances are that today will be the day[1] are about as high as they've ever been.

[1] Trump, sigh, basically went on camera and capitulated, telling the world that there is no plan, the US doesn't have the capability to ensure trade through Hormuz and that Iran will deny access until Iran decides otherwise. Markets don't like uncertainty, but they really, really hate losing wars.


This argument is sophistry, the nature of gambling is that gamblers over-leverage themselves compulsively.


So... no, it's not? You're saying everyone who makes a bet on anything is doing so compulsively? Literally everyone has bet on something. The absolutely overwhelming majority of "bets" placed (via whatever definition you want to give them) are basically benign and don't reflect mental illness.

But even so, you're missing my point: even compulsive gamblers don't as a general rule resort to criminal extortion to cover their losses. The interpretation here isn't about the psychology of the criminals, that's sort of speciously true.

It's that the fact that "regular bettors" become "criminals", and are doing so at scale, is a proxy measurement for the amount of leverage in the system.


Gambling is bad anyway because it increases the wealth gap. And wealth is increasingly used to take away wealth from the less fortunate. (See e.g. housing market, where price pressure is caused by wealth).


This is said with very high authority, and nothing whatsoever to back it up. Sure, not all, nor even the majority, nor even the plurality or a large minority of gamblers resort to criminal behavior.

But what evidence do you have that only over-leveraged gamblers resort to criminal behavior? Why do you think that some rich person who bet, say, $1 million they can actually afford will not still seek to recoup their investment, especially if it only takes some bribes and threats?


> Why do you think that some rich person who bet, say, $1 million they can actually afford will not still seek to recoup their investment, especially if it only takes some bribes and threats?

Because "only bribes and threats" are crimes for which people go to jail, and most "rich people" in the west, even in our authoritarian corruption hellhole timeline, are unwilling to engage in that nonsense because the benefits don't outweigh the risks.

Do I get to demand you cite evidence here, too? Has a wealthy person ever been caught in criminal extortion trying to goose a losing position that they could cover? I don't think that's ever happened, honestly.

I mean, yeah, it's my opinion. My gut says that the "bro" markets are all overleveraged right now, there aren't any easy winning positions at the moment (even AI stock valuations seem to have topped), and now the loans are coming due. Something's going to pop, and we're all looking for proxy measurements. This is one.


Well, the Epstein files prove quite clearly that there exist rich people who perform blatantly illegal acts that can put them in jail for a looooong time, even when they don't stand to lose any money whatsoever by not committing said crimes. And they also show that said rich people generally don't face any legal consequences even when their crimes become public knowledge.

So any argument that starts from the assumption that rich people don't commit crimes for relatively low gains, and/or that they would be caught and put in jail if they did commit crimes, is obviously false.

I think the Epstein files even have specific examples of blackmail among said rich people (e.g. Epstein's letter draft to Bill Gates).


Sigh. I didn't say the wealthy don't commit crimes. I said the wealthy don't commit crimes to avoid paying routine investment losses.

Actually what I really said is that no one does this, because it's insane. So I therefore infer that the people doing this are looking at losses that are not routine, they're faced with bets they can't cover.


You're claiming that the wealthy don't value their money enough to commit crimes for them, while knowing that they value their sex drives enough to do so. I don't see how this is a tenable position.

People routinely commit crimes for money, rich and poor alike, often for relatively irrelevant sums - and very often for money they don't even have yet. The incentive to commit crimes to prevent losses is even higher, given the well established loss aversion bias in all people.

And we don't even have to discuss losses. Many people commit crimes to get money quickly, from murder to insider trading to insurance fraud. If you agree that many people would be willing to kill for a few thousand or million dollars, you have to admit they'd be willing to threaten and blackmail a newspaper editor or production crew to try to fix a bet - especially when the internet brings them anonimity, and even if they bet a small sum that they wouldn't even care to lose.

If you don't believe this, try to go to a betting place in a poorer area and offer 1000:1 odds that no one punches you in the face hard enough to break your nose (a crime which could easily land whoever does this in prison). According to you, as long as you don't allow anyone to bet more than, say, $1 on this, it should be a very safe bet for you, surely no one would be insane to risk prison time for losing just $1, right?


That's not correctly stated. "Private Credit" is defined as non-bank lending. Banks are doing "public" lending in the sense of being regulated. Private lending is any sort of financial instrument issued outside of those guard rails.

It's generally felt to be risky and volatile, but useful. Basically, it's never illegal just to hand your friend $20 even if the government isn't watching over the process to make sure you don't get scammed. This is the same thing at scale.


> That's not correctly stated

It is. (EDIT: It's a mixed bag. OP was correctly calling out a definitional error.)

Banks have loaned $300bn mostly to private-credit firms. Those firms then compete with the banks to do non-bank lending. It's a weird rabbit hole and I'm grumpy after a cancelled flight, but it feels like I'm in the middle of a Matt Levine writeup.


Good grief. I was responding to "Most of what banks do is private credit", which is wrong. Bank lending is not private credit.


Oh, gotcha. Sorry, got hung up on the first bit.


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