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Joined 7 months ago
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Cake day: November 8th, 2025

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  • I don’t disagree that even starlink is overvalued, my point was that it’s the only thing in spacex bringing in profit and why.

    FWIW, their v3 satellite model is apparently a 10x bandwidth increase over v2 (although weights about 5x as much). At the moment they are so oversubscribed that they can charge a $1000 surcharge for people to just sign up in some areas, so there’s definitely demand. So given they’re already around 10 mill subscribers there is some growth to be had (although I agree it won’t be 100s of millions, maybe a few 10s - far from the 50+ multiplier on the valuation, even ignoring the other 2 money pits bundled in)

    That being said, you’re entirely correct that fixing the on-ground infrastructure is a much better investment if the goal is good internet service and would deliver a better quality service for cheaper, but that is happening extremely slowly in most of the developed countries (e.g. UK has terrible internet infra as well), especially in rural areas. So for the next 10 years starlink doss have a large market because the ground infrastructure sucks, and it’s not “hype” to spend money on it for investors where’s space stuff is.




  • Stsrlink is about the only thing in the company pulling in solid revenue. There’s a good analysis on https://newspaceeconomy.ca/2026/05/30/what-is-starlinks-financial-performance

    But basically it’s a subscription service which they can sell around most of the planet and compete with infrastructure heavy services (as in expensive to replace them). They also have a lot of enterprise customer usecases (like agriculture and construction) as well as cashcow government (army).

    Their growth is actually massive compared to last year, and starlink itself is already profitable. Their economy gets better with the investment in the rocket tech. Starship will be able to lift 20x the amount of starlink than falcon 9, apparently also cheaper, while the next gen starlink sats will also be able to serve a lot more customers. That’ll drive their operating cost down, while allowing selling more.

    (Just to be clear, spacex as a company is still hot garbage because of the bundling of x and xai and also probably the control structure giving musk all the power while not even holding majority stake, the above is just about starlink and the rocket tech.)




  • We got a modern BYD recently as a rental on a holiday that had this, it was really annoying. Anytime anything happened the car beeped, it was near constant different beeps - super distracting. Most of the things could be turned off, but had to be turned off each time the car was started, on a tablet buried in various menus.

    The attention thing also wasn’t working great with the driver wearing sunglasses, it’d randomly start complaining. It also complained when the driver would lean forward to get a better view around a corner or anything.

    It was a very fancy car, but I’d definitely never choose a car with these features, even though some may probably be useful.

    I’d also never trust one of these companies not to change the policy on what they can do with this camera in the future, at which point you’ll have little to no choice about it. Or, to find out they messed up and now anyone can watch you in your car.

    I’d go back to the dealership and complain, either ask for a refund or a way to be able to cover the camera, especially if they only disclosed it as you got the car.



  • I see your point and also agree with you, but at the same time it seems like you’re implying it’s a binary choice. Either we support labour or we support the right. The way I see it, they’re a centrist party now at best. I want to support a more leftist/libertarian party. I don’t have to run to vote for reform just because labour didn’t do as well as I hoped, but I also don’t need to vote for labour if they do things I hate (which the war on privacy is).

    And of course the online safety act passed with a majority. They’re using the easiest manipulation tactic to describe all of these type of bills that exists. “It’s for the children”. It takes a lot to oppose it while making sure you don’t give ammunition to be smeared with “oh they hate kids/don’t care about children’s wellbeing” while defending it is as simple as repeating it’s to protect kids. Doesn’t even matter what the bill does as long as it can loosely be related it’s a guaranteed “moral high ground”.

    Lastly, I don’t think it’s good to excuse bad policies by saying they also did other good things.



  • Thank you, that makes more sense. Proton has an article on this (https://proton.me/support/human-verification) and it does imply your use of tor will trigger it (as opposed to only requiring captcha).

    My only 3 ideas are:

    1. Some search results indicate that upgrading to a paid account removes this issue on proton, but it seems the wording for this on the page above was removed. If you’re willing to try spending some money on it you can try upgrading the proton account with crypto (buy bitcoin with monero?) and pay for a month?

    2. Try if they accept adding a verification email from an anonymous provider, or another provider which would do this?

    3. If you plan on/have the option to go on a holiday check which countries allow buying prepaid SIM cards for cash without ID and pick one up to pass the verification on one of these providers?




  • To be fair, the issue (or at least my point) here is not that they didn’t magically fix everything. It’s that they actively introduced things (like the online safety act) and are continuing to pursue things (like extending it to vpns) which didn’t exist before and are hostile towards online privacy.

    I do agree about the general mentality being outrage based which benefits the right.

    It’s actually quite interesting to look at the party manifestos in England Vs Scotland for the same parties. Reform UK has seen some success in the recent Scottish election and I believe part of it is that their “Scottish” manifesto reads closer to a regular conservative party (so only medium insane), whereas it’s batshit insane in England. I don’t think a lot of people compare those, despite it being the same party.