Urgh... Elon is famous not for things he's done, but for saying things he is going to do. Do people still buy in to this? Elon Musk always promises things far in the future but doesn't make good on them. He hasn't succeeded in self driving cars. He is never going to mars. He is not solving the LA traffic problem with tunnels. His robots are the equivalent of the Metaverse. He's a phenomenal businessman, and understands that a story is part of that.
Readit NewsThe press release (https://www.asml.com/en/news/press-releases/2026/strengtheni...) seems remarkably to the point, for CEO press release standards.
I'm impressed by their ambition to fire 1700 managers(!) That's a lot of managers! I interviewed with ASML a decade and a half ago and while there was plenty to complain about (eg their tens of millions of lines of absolutely unmaintainable C code), I didn't feel at the time feel like it was a very top-heavy organization. It was very engineer-y, and I loved that about them. This press release (when taken at face value) suggests that this has changed a lot over time and they're now trying to correct it.
I gotta say, if true and not code for general "cheese slicer" cost cutting, I think that this is rather ballsy. Philips (which ASML spun out of) famously never did anything of the sort and gradually cramped into an extremely management-heavy organization where most people just write reports for other people with scary few people actually moving the needle. I think it's cool that ASML has identified that they're risking becoming like Philips and trying to do something about it, even if the method seems rather crude. I think the risk is real. ASML's fast-moving culture formed in a mad multi-decade survival-crunch, but they've been a near-monopolist for a while now and that means those pressures are long gone.
This. Phillips and ASML share the same regional and cultural heritage. Many ASML employees will have first-hand experience of Phillips' downfall. They certainly do not want to repeat that mistake.
It is very strange that countries like Austria, Japan or Switzerland have some of the best rail systems in the world even though their bridge and tunnel requirements are huge. In the US building rail on any terrain seems to be more expensive than basically anything one can build in Austria.
Not strange at all! If you want to go by car you must build even more tunnels. Mountainous regions favor rail just like urban areas do. Furthermore, 19th century investments into rail still pay off in mountainous regions, because once you build a railway bridge or tunnel, you are kind of dumb not to use it. In the USA competition from trucks or cars is much tougher.
kaon_2 commented on I wasted years of my life in crypto twitter.com/kenchangh/sta... · Posted by u/Anon84
That John Rogers' quote hits the mark again: “There are two novels that can change a bookish fourteen-year old’s life: The Lord of the Rings and Atlas Shrugged. One is a childish fantasy that often engenders a lifelong obsession with its unbelievable heroes, leading to an emotionally stunted, socially crippled adulthood, unable to deal with the real world. The other, of course, involves orcs."
Is Atlas Shrugged really that bad? Heh, I started reading the fountainhead in my mid 30ies. The natural way you get introduced to new characters is great, but man I got so angry with the unrealistic robotic personalities I kept putting the book away and after 200 pages I really just could not continue. So Atlas Shrugged is similar? What a disappointment!
Anybody here that loved the books and would care to elaborate it speak to them so much?
kaon_2 commented on Europe is scaling back GDPR and relaxing AI laws theverge.com/news/823750/... · Posted by u/ksec
Here's a story about how the mere perception of "regulations exist and are strict" is dragging down my european AI start-up:
Our product makes it easy to capture and share knowledge on the factory floor, which is very important when many of your workers about to retire. Interest is enormous. It is a simple SaaS. You'd think selling would be easy. And it is: In the USA. In Europe the mere existence of the regulations (not what's in them) delays us by 6 months at least per deal.
No european executive really understands what is in the GDPR, and eventhough we are 100% compliant, there is nothing we can do to take away this fear. This means that when we talk to European companies, IT and Legal departments always have to be closely involved, leading to all sorts of political games; each department conjures up non-existing risk by talking vaguely about data privacy, just so they appear important. Half a year later when the dust has settled, the executive buys the product, or their mind has moved to other things.
My point is this: What is in the laws is not important to me. What is important is that current perception of laws turn companies into slugs. I want us to mentally move back to 2018 where we could "just buy SaaS" without worrying endlessly about data privacy. I understand hesitency when it comes to cyber security, but that is not what is slowing us down.
One of our workarounds currently is simply never to mention we use AI.
I once read a fascinating booklet that made the argument that "intelligence" as we call it evolved out of the ability to track better. Early hominids had many different skills, but improved reasoning capability paid for itself evolutionary speaking by making you a much better tracker. You spot measure the temperature of droppings, and reason that a gazelle was here only 2 hours ago. You see the tracks and notice that the gazelle was probably in the shade to avoid the midday sun. Now it must be thirsty and is therefore likely to go visit the stream nearby.
In that context, "Intelligence" is just one part of a collection of useful skills for a band of early hominids. You only need a few great trackers, but those trackers would be grateful if they also had some "meatheads" in the crew that are phenomenally atletic. And who knows; early hominids would mock each other for not being good at tracking, but would they call each other dumb? I somehow doubt it.
kaon_2 commented on Solarpunk is happening in Africa climatedrift.substack.com... · Posted by u/JoiDegn
> Companies like SunCulture (who used to be a customer of ours) started maintaining all their customers on spreadsheets. But with high volume low-value sales, you need to have good software to manage this.
That's pretty interesting. Can you tell us more what kind of problems your software solved and how you convinced them to move from the spreadsheets?
I tried something similar (in another industry) and it's a mixed bag. Companies often straight up refuse to move past the spreadsheets even though it creates a significant backlog on their side.
Happy to oblige. Basically we digitized a company from spreadsheets or paper to ERP. We'd introduce accounting software, stock management software, help desk software. But the biggest thing you need is some kind of "Loan Account Management Software" which is the center piece.
This centerpiece tracks the outstanding loan amount that each customer has. It sutomatically sends payment reminder SMS messages a few days before payments are due. It connects to the hardware with internet-of-things to turn it off if payments aren't made. It connects to the bank to ensure payments are there, and confirms when payments are made. Really fun software to build with many different parts.
There were SaaS providers for this. In the beginning (2015) there was only 1 player, Angaza (Reed Hastings mentioned in the article is one of their sales guys). Nowadays there are a handful; PaygOps, BBoX pulse (not sure if that still exists), and a few smaller ones. They charge like $2-$7 per device managed on the platform.
Convincing customer to take this up was not hard at all. You pretty much needed it to run your operations on anything more than 100 customers, and as the above article shows, scale had big advantages. Moreover; if you could show to investors that you had the software infrastructure scale, they were significantly likely to give money. It was boom time until corona hit. Everyone was expecting 30% YoY growth like until 2019, but then everything stagnated. Many companies went bankrupt and a lot of consolidation happened in the distributor market. Companies saved money on their software first, and we called it a day.
In the manufacturing industry where I am now, I fully agree with the mixed bag. Companies are old, with many old people, they stay small and don't necessarily need to scale or "grow forever". They are conservative and happy with the way things are.
kaon_2 commented on Solarpunk is happening in Africa climatedrift.substack.com... · Posted by u/JoiDegn
kaon_2 commented on Solarpunk is happening in Africa climatedrift.substack.com... · Posted by u/JoiDegn
My understanding is that the main benefit of small solar like this is to get combustion out of the home, specifically kerosene or dung lamps/stoves. A lot of folks have respiratory issues because they cook indoors.
Yes and no. You are right that indoor cooking (or outdoor on wood) is indeed one of the biggest causes of death worldwide. It dwarfs deaths by malaria. And where people don't die, it causes respiratory issues. I don't know the math but it is similar to smoking X cigarettes a day.
- sidenote - You always learn that in centuries past, people didn't grow old. I never knew why but my current suspicion is that air pollution by stoves and hearths was probably the top 3 cause.
However, cooking isn't (yet) solved by solar. Making heat from electricity is hard! Clean Cooking solutions often use propane, butane, or wooden pallets. Clean Cooking companies face all of the same issues as the Off grid solar companies of this article. But you'd be surprised that it is really considered a different industry. Customers and price plans are the same, but funding often comes from different sources.
Making affordable, electric, clean cooking solutions would be one of the most impactful inventions of our generation. Even then, challenges remain: No cultural activity is as steeped in tradition as cooking, and convincing people to change this, resulting in different tasting meals, is hard. Particular if it is the man deciding on the money, and the woman doing the work.
Except now I have nightmares that the USA will enforce the patriot act and force Microsoft to hand over all their data in European data centers and then we have to migrate everything to a local cloud provider. Argh...