2025-05-12

Maybe podcasts, YouTubers, and individual producers are more beneficial to society than some institution that says things. An individual can be held accountable and thus needs to show integrity. For example, which companies are more integer generally, founder-led or institutions?

2025-05-08

Harsh Dwivendi on the Windsurf Sale

Harsh Dwivedi:

Windsurf sold for $3 Billion
Cursor now valued at $9 Billion

Windsurf bought by OpenAI
OpenAI is an existing investor of Cursor

Both are VSCode forks
VSCode is owned by Microsoft

bubble.jpg

2025-05-07

Heroes

A few months ago I suddenly wondered where have our heroes gone? Or at least where are the heroes that stand up and do the right thing regardless of the negative effects that might have on them. Most CEOs seem to care more about their own income than integrity, which in the introduction of terms like “enshittification”. I noticed this after reading Investing Between the Lines by L. J. Rittenhouse. In the book, the author argues that integrity is associated with outstanding long-term investment results. So with the book in hand, I have gone through about one hundred shareholder letters and found only three that satisfied the basic criteria from the book. Also TV and movies seem to be full of mostly dull characters that mostly care about not stepping out of line. Or what would be the modern equivalent of Die Hard? It seems like most things become duller, blander, and more average. And from the politicians I’m currently missing a strong positive story for where we should be going. It seems to be mostly against things. Against Israel, against climate change, against capitalism, and even against the West.

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2025-05-07

The large Dutch pension fund ABP achieved an annual return of about 6% over the last 20 years, according to https://www.abp.nl/over-abp/duurzaam-en-verantwoord-beleggen/beleggingsresultaten. The S&P 500 had a 10.392% return (dividends invested) over 20 years, according to https://tradethatswing.com/average-historical-stock-market-returns-for-sp-500-5-year-up-to-150-year-averages/.

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2025-05-07

Publishing a Snap Package

I'm trying to get jas (just an installer) published in the snap package registry for a few weeks now. This is how the process is going so far.

According to the docs, I can just register a new snap and publish it. So in a fresh Ubuntu 24.04, I ran:

$ sudo apt update

$ sudo apt install neovim

$ sudo snap install snapcraft --classic

$ git clone https://github.com/rikhuijzer/jas.git

$ mv pkg/snapcraft.yaml .

$ snapcraft # installs LXD at first run

$ sudo apt install gnome-keyring

$ snapcraft login

$ snapcraft register jas

$ snapcraft upload --release=edge jas_0.2.0_amd64.snap
Store operation failed:
- resource-not-found: Snap not found for name=jas
Full execution log: '/root/.local/state/snapcraft/log/snapcraft-20250408-093243.551840.log'

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2025-05-07

Kyle Chan: "BYD Mexico plant: BYD’s plans for building a new EV plant in Mexico were put on hold after Trump got re-elected. Then suddenly in March, China’s Ministry of Commerce jumped ahead and withheld approval for BYD’s Mexico plant, arguing that BYD’s technology might get “leaked” to the US (which doesn’t make any sense given the many BYD plants popping up all over the world). [...]

One explanation for this pattern of actions is a battle over symbolic control. Rather than getting hit by a ban by the other side, it looks like you have more control when you jump ahead and implement the ban first yourself. It’s like the classic line: 'You can’t fire me—I quit.'"

2025-05-07

Arvind Narayanan: “AI is helpful despite being error-prone if it is faster to verify the output than it is to do the work yourself.”

2025-05-05

Buffett on DOGE and the US deficit. He said the deficit is unsustainable and that it’s an extremely difficult thing to do. He concluded with: “It’s a job I don’t want, but it’s a job I think should be done.”

https://www.youtube.com/live/1LWBphTImy4 at 04:50:16.

2025-05-04

Buffett: “You never reach an answer in this business. You reach a point of action […]”

2025-04-30

Done with GitHub Actions Supply Chain Attacks

Recently, there was another security incident with GitHub Actions. This time, an attacker managed to modify the . After the change, the action printed secrets to the logs which the attacker (and anyone else) could then scrape. More specifically, not only the most recent version, but "most versions of " were affected. For example,

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