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Despite my many favorable impressions of her, I’ll actually throw Nikki Haley into this group now. First the inability to succinctly answer what caused the Civil War, and now–if I read the news right–some comment about states can secede if they want? I have only seen in one article, so maybe clickbait . . . but still
Great stuff, and understand you can’t post non-public material information. Coincidentally over on the CardBoard there was a new post in the graphene thread on the most promising next gen battery potentially being graphene versus solid-state.
I also don’t believe EV’s are a fad. ICE’s are in a stage of the technology curve where improvements are incremental–I worked for years at GM Powertrain as hard as I could on this. EV’s are in a very different stage where the technology learning curve is a lot steeper (better for consumers each year). the consumer acceptance curve normally starts with the lunatic fringe (we are past that), early adopters, and then gets into mainstream. To me we are moving into mainstream, and this is where the cute but impractical products will get weeded out or just be niche. To me, there will be an upscale segment with longer ranges and more features, a mass segment wtih shorter ranges and lower prices, and then a heavy duty segment with need for more torque and longer ranges. It is that last segment where I struggle a bit with EV technology. I know Tesla has the semi . . . but fluids are so energy dense! So whether pickup truck, semi, farm equipment, ships, or planes . . . I question battery power versus petrol or hydrogen or ???
IMO a victory for those who believe a “president” should be held to equal or higher standards than those over whom the president presides (wow, that sounds like Captain Jack Sparrow)
my summary:
- looked fundamentally sound overall
- played with enthusiasm
- Some great talent
- little depth . . . every tweaked ankle is terrifying
- I was hoping for more out of the running game
- downfield pass defense may be the scariest dimension of our team this year . . . see depth comment above for terror augmentation
Curious for JohnnyO’s take
However . . .
When I cut through my frustrations with individual politicians, I continue to reach the conclusion that we are right to support Ukraine standing up to Russia, and if we can do this will improve European security and discourage CHinese aggression in Asia. And there is always another hot-spot (or multiple) requiring focus in the future.
If I follow your drift, I like it: society should (re-)commit to honesty and trust will rise. I played hoops this morning and lightly deflected a ball just before it went out-of-bounds. no one saw it except me, and I said so. Later in the game 2 of us went for the ball and it went off my opponent. He thought it was off me, but when I said, “no, it was off you last” he accepted it. POliticians, take note!
from standpoint of my business, this makes sense. Things have plateaued and evern started retreating both in terms of our supply costs and our sales pricing
