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The main market to me is going to be ibuypower people, so a console gamer who wants to jump to PC but doesn't want to self build.

I've been screwing around on pcpartpicker on and off for today, and I don't see a clean way to get steam machine specs for less than $800 if you build it yourself, and closer to $900 if i'm being honest (and in no way will it be SFF).

I think the big thing will be if steam can commit to this like the deck and get better performance over time. Consoles out perform their hardware thanks to lots of optimization, enforced by knowing you're stuck with/always going to have the same specs.

The steam machines success to me pivots completely on if they can capture a market of customers who want to jump from console and don't want to become hardware savvy (which has not gotten as easy as it should).

Compatibility and performance in the next 6 months is going to determine a lot.

And if someone better than me wants to check my PC Part picker work: https://pcpartpicker.com/list/HCtXkD

I've got $766 for CPU/MB/HDD/GPU/RAM.


No case. No custom made motherboard that supports HDMI CEC. Lack of developers specifically developing around valve hardware like they did with the SteamDeck.

> Lack of developers specifically developing around valve hardware

Like what? The only "specific" thing that comes to mind are the boot animations and the Decky plugins (which should work with all SteamOS-like distros).

All of the optimizations, "Steam Deck" graphics settings, controller mapping support, Linux-friendly anticheat and more works on any Linux PC. Almost nothing is bespoke to the Deck, by design.


> While Minecraft is just a game, I'd argue it has more societal value than Cursor. The way things are valued is nonsensical to me.

Well it's because societal value is not profitability. Only question that matters is if Cursor can wind up worth more than 60b. Not even in raw revenue so much as ability to keep shilling the same story.


I think the only opinion I care about on this will be Aswath Damodaran https://www.youtube.com/watch?v=NQKIJU7TmTc

I plan to stay the fuck away from it either way, but he's at least someone who's not only good at this stuff, showing their work and approaching it professionally.

I haven't had time to watch the video, but I read through part of the blog post, and seems he believes 1.2T is possible,but I won't know how much I agree with that until I finish reading/watching it all.

It's at, the very least, a professional presentation so it's a hell of a lot easier to see why and what he does/doesn't agree with.


Another VIA/QMK/VIAL nerd, mostly with 40%'s (split or otherwise, Chiri CE and Mercutio being my favorites), I think the main things modern keyboards should flat out adopt:

1. Offer a layout that's swapped CAPS with Ctrl.

2. Split spacebar

3. Remapping on the board

The caps/ctrl thing is just so obvious once you daily drive it for a bit. I personally banish caps to another layer and think even on normal keyboards it'd be better on a function layer, but given inertia and people swearing up and down they NEED capslock in 2026, this seems like an easy compromise.

The split space just flat out gives you an extra button.

Most people hit space with one thumb or the other (and in shockingly consistent spots, I find i use the middle space of 3 key split, which is the 1u). That means the entire other half of the button is wasted real-estate and the thumb on your other hand literally or mostly does nothing.

The final one with on board remapping is where you can customize that extra space to be the function you want. I know some people who swear by tap hold, double tap, toggle, whatever. Even thought those are being yelled about in the comments here, whatever your flavor you can do, and you've got a button for it right there.

If you still want your standard "i need a button for everything layout" cool, fine, this changes nothing.

If one day you decide you want to at least try something new (and if you can already touch type i HIGHLY recommend exploring the space with something cheap), cool. Here's a leaping off point.

Personally, the epiphany for me was realizing during some testing that yes i NEED a numpad/function keys all the time. But instead of that being an argument for a fullsize, it was actually an argument for getting better access to another layer so my numbers/functions are under my fingers at all times (4/5/6 is J/K/L). About an hour after testing that I never wanted to go back, and it feels so much slower and arduous when i'm not on one of my boards (god especially things like vim which love their escape key)


I do love that javascript's history is basically just coder mentality distilled. "oh yeah we'll fix that shortly" is almost always "oh fuck now we have to"


I chuckled, but this is more about the history of NPM.

In retrospect, allowing an ES consortium seat (Microsoft) to own the largest package repo for the language… might have been a bad idea? Google is one of the worst members of the language board, but Microsoft might be a close second.

Given their ownership of GitHub came with a general community unease, perhaps it’s not surprising that NPM isn’t dating much better. 16 years later we are getting good security controls. Okay.

I’m happy with Deno for most of my needs!


A different framing would be things moving from a high-trust equilibrium to a low-trust one due to a few bad actors and no other way to stop their activities.

Security part reasonable code robustness, part Red Queen's race. Attackers expend ongoing effort for new exploits, defenders expend ongoing effort to get back into a secure place, everyone ending up where they started.

If world were a nicer place we wouldn't have to "fix that shortly".


> They need to financially engineer a good looking quarter beforehand.

Eh given the quality of recent IPO proposals I think they can just say there's a couple zillion air molecules to turn into gold and be done with it.


> I think this is poor advice. Its share of the index will be relatively small and if it is indeed a dud, the index will organically rebalance.

If a 1 to $1.5t IPO that was fast tracked onto the S&P500 and then hoovered up a bunch of index fund money becomes a dud, the organic rebalance is going to start with a full reassessment of if index funds and the S&P can be TRUSTED.

Its very possible it will be more than a blip, although to be fair if it isn't it's going to be the sort thing you aren't going to dodge.


> Do you think people buying the SP 500 are forced to buy...

If it's an index fund, like the vast majority of pension/roth/etc funds, then yes, yes they are. It's literally the whole point of an index fund.

https://www.investopedia.com/terms/i/indexfund.asp

> For broad indexes like the S&P 500, it would be impractical or expensive for an investor to construct the right proportions in a portfolio. Index funds do the work by holding a representative sample of the securities. S&P 500 index funds, the most popular and oldest such funds in the U.S., mimic the moves of the stocks in the S&P 500, which covers about 80% of all U.S. equities by market cap.3

So while yes, people are parroting things they don't understand, so are you.


> The AI IPOs

To be clear, the Space X prospectus seems to claim it IS an AI IPO.


Indeed and it’s almost sad. The core of SpaceX is an amazing engineering company with real assets and a serious moat. Thats realistically maybe worth 250-400B-ish as a serious hardcore company.

Then there’s all this other hype and nonsense tacked on to make a franken-company that’s just making a circus of the core story.


> Indeed and it’s almost sad. The core of SpaceX is an amazing engineering company with real assets and a serious moat.

Completely. As if "We dominate the space launch and satellite internet markets" isn't enough, they're trying to tack on all this hypothetical stuff to inflate the valuation. Maybe some of it will come true in 50-100 years, but I'd bet a lot of it won't (c.f. https://en.wikipedia.org/wiki/List_of_predictions_for_autono...) because telling the future is hard.

It'll be a real shame if the core, cool engineering that's happening at spaceX gets compromised by all the shenanigans going on elsewhere.


I just responded above, but you might want to look at the GPD Pocket 4.

It is NOT cheap ($1300 min spec) but it's also quite a bit more powerful and with better ports (full size HDMI and Ethernet). It's not for everyone, but it blows my mind how little competition it has given how useful its been for me over the years.


8.8" is a bit too small for my use case, but... oh my, their Win Max 2 is a very impressive machine (10.1") - I'm really shocked at the size. I'm confused by the price, though - 6500$??


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