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2024-11-17 13:00 by Karl Denninger
in Company Specific , 359 references
[Comments enabled]  

The Tyson fight, that is -- but not just on the fight.

I'll leave most of the analysis of the fight itself to those who follow boxing more-closely, but will note that Jake Paul allegedly said that he "was nice" to Tyson (more or less), which is silly.  You were paid to knock him out if you could, and he was paid to knock you out if he could -- or at least that's what the viewing public was sold.  If it wasn't what you were going to do then like so much else in today's society the watching public was sold a bill of goods.  I hope you and boxing in general pay for that in the future (in the form of a destroyed revenue stream.)

I'll focus my attention instead on the production and distribution which was, to put it mildly, horrible.

We'll start with audio.  I've done this for people before.  Its a bit of an art, as is (of course) camera operation, direction and video mixing.  To say that it was done "poorly" would be an insult to those who do it poorly.  It was horrible; the balance was wildly off between background and announcer volume, EQ was bad, micing (whether selection or placement on the announcers) was hideous, mixing was worse and the result was often unintelligible garbage.  A middle school play would sound better.

Video production wasn't much better.  I've done that too.  Camera angle selection, the jump cuts, just plain poor.  Shooting live sports is again an art, but one that plenty of people are pretty good at.  This wasn't.  Critical angles were missed during punches that shouldn't have been.

Production stunk like skunk, to be precise in four words, and that's leaving off the trashy stuff everyone expects in so-called "professional" boxing (pre-bout preening, grand entrances, etc.)  That sort of looked like "professional" wrestling..... I thought one was a sport, the other entertainment?  Maybe today, not so much.

When it came to content delivery, however, it was clear that Netflix's "production" lack of acumen was actually the high point of their competence.  If you recall many years ago I went after them in spades during the so-called "net neutrality" wars because their strategy (and the foundation of their "earnings" during those times) was to force last-mile carriers to eat their long-haul bandwidth requirements.  They ultimately lost that war despite Obama's Net-Neut position and have stuck racks of disks and servers all over the place very close to local distribution centers, such as at the head end offices of cable companies.  That's as it should be; there's no "peering" argument to be had for a service like Netflix because the other guy gets no value in the other direction, which is the entire premise of no-charge peering -- you get value from my customers, and I get value from yours; the differential is small enough that its not worth trying to figure it out and generate a bill in either direction.

But when you want to do live events that doesn't work.  At all.  Now you have to deliver the entire content stream to everyone watching all at once from wherever it originates to every single consumer.  The cable company still has their requirement but yours is now not to send down the new movie at 2:00 AM when everyone is sleeping -- nope, you have to send it right now to each of those head ends and the capacity has to be there to do it.

Well, it wasn't.  Whether that's because Netflix can't do math or they have deliberately not purchased it previously (because you don't need it when the content is on hundreds or thousands of servers in said cable headends) doesn't matter.  It wasn't there and that was obvious as the pixelation and then, for a huge number of people, complete failure to deliver the streams occurred -- and what made it worse is that while you could exit your Netflix app and restart, and usually get it back, automated reconnection by their app failed basically every time so if you didn't manually exit and restart the app you eventually got either a spinning "loading" thing that never moved or just a black screen -- or an error saying there was a "connection problem" (and implying it was on your end, which it wasn't.)  Worse, when you reconnected they were trying to cheat those bandwidth requirements by resuming from where you lost coherence (presumably they were locally caching in their racks at carrier head-end locations to do so) which meant you were now minutes behind the actual action and if you scrolled back to "live" you got hosed again immediately.

"Live" means live guys, not "well, you can watch from the start where we've cached it at your local cable company headend when we can't deliver what we told you we could."

I tried to switch to my phone from a Sony 4k player that I usually use for streaming and that was fruitless as well -- and it certainly wasn't my Internet link, which has enough capacity to handle 40 such streams at once and was working perfectly fine to everything else. 

Good thing I don't pay directly for this hot mess -- I get "basic" Netflix "free" because I'm a T-Mobile customer -- because if I had been paying for it that'd be the end of me as a paying subscriber.  Oh, its just one time people will say -- yeah, but guess what -- competence matters, this was a seriously promoted event that many people really did want to watch and, well, a huge percentage of them didn't, at least not usably.  In other words everyone, including Netflix, set a high bar themselves -- and failed.

I don't know if Netflix charged silly money for bars and other commercial establishments (as is common for various other things like MMA fights) but if they did the howling from them is going to be quite interesting, along with what I expect to be more than a few attempts to charge it back and, if resisted, I bet it draws lawsuits as well -- and should.

Netflix may be a perfectly-reasonable way watch shows and such "on demand" these days -- something I don't enjoy and thus have no reason to pay for -- but they clearly do not have the chops to handle live events whether in the production or content delivery side of the equation.

Period.

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2019-04-23 10:33 by Karl Denninger
in Company Specific , 230 references
[Comments enabled]  

What did I take away from Elon's latest pump-n-dump scheming?

Let's first look at the previous one -- the infamous "420" lie.

"Funding secured" eh?  The company was going to be taken private at $420/share?  When?

Not then.  And not now either with the stock at $262; you'd have to have been insane -- or stoned on 4/20 -- to pay that sort of money and literally burn more than a third of it to ash.

The latest is that Musk said "if you buy anything other than a Tesla you're buying a horse."

Uh huh.  Sure I am.

He claims he has "all the hardware" to do full robotic driving -- Level 5, not 4, in that no driver is required (e.g. a "robotic taxi") in all of the current model production and needs only "the software" to be completed.

Folks there is nothing new about hucksterism.

Theranos anyone?  How'd that work out?

Self-driving vehicles are one of those "holy grail" sort of things in today's hype-filled markets where deception, fraud and racketeering are what drives "earnings" and even corporate existence.  The entire health care space is founded on deception, extortion and racketeering.  What else do you call a "marketing pitch" that has, at its essence, "buy this insurance or you'll get a bill for 500% as much money if you get sick -- and if you don't pay we'll steal your house!"

Guido couldn't come up with a better one, right?

How about so-called "social media"?  "Free and always will be."  Uh huh.  The word "free" means you gave nothing of value in exchange.  If I cut your lawn and you give me food the food is not free.  I provided something of value for it.  That it wasn't denominated in dollars directly is immaterial.  You think it's worth some number of dollars or you'd not give me the food.  Face****er not only thinks it's worth dollars they report their "ARPU" -- "average revenue per user" -- in dollars!

Their "primary claim" is fraudulent and in a world where fraud was actually prosecuted Zucker****er would be in prison, singing soprano and have an ******* the size of a coffee can.

Twatter, Snapchump and others would likewise have their boards and CEOs playing "meatspin" in prison as well.

Quite honestly I'd love to see full self-driving cars provided they are truly autonomous and not reliant on connectivity of any sort.  Eventually I will get old enough that my reaction time and vision will both suck to the point that while a state may be willing to let me drive, I shouldn't.  My mother had a valid driver license well beyond the point that she should not have used it.  She was smart enough not to but kept said license "in the event of an emergency."  I can live with that.

A fully autonomous vehicle will extend the point -- possibly by quite a bit -- where I choose to take a "walk on the ice" as our ancestors did back when there was such a thing as personal dignity and a refusal to fester when the inevitable time approached.  So from that point of view, never mind being able to decide I'd like to go somewhere 1,000 miles distant and climb into the back seat with a bottle of rum, a pillow and no worries about a DUI or falling asleep at the wheel I like the idea.

(Oh wait -- you will never be able to do that in a Fraudsla as it won't go that far without hours spent plugged in.  Oh well; I guess that piece of crap will never sully my garage no matter what else it can do....)

But I recognize reality; so-called "AI" has never been true and there's zero evidence of true progress in that regard.  The reason humans can operate a car isn't because we can see; it's because we can process information out of scope and most of the time when we do we get it right.  No computer has ever demonstrated the ability to process anything out of scope and there is no evidence currently in existence that any computer ever will.  Such an ability may not come into play 99.9% of the time but that's not good enough because the 0.1% of the time is in fact 1 in 1,000 trips and the one time you need it, if you can't do it, you are seriously injured or die.

Why are there no self-flying planes?  That's actually possible today -- allegedly.  Except..... Boeing.  And Cirrus, by the way, which had the same sort of AOA indicator failure in their small "personal" jet aircraft that the 737MAX had.  The difference is that Cirrus put one button on the yoke -- a nice red one -- that immediately shut the system off.  As a result there were no crashes.  In Boeing's case there were two because it was more important to ship those planes than instantly ground all of them as soon as the first malfunction occurred and was survived -- which happened the day before Lion Air went down.

But back to the reality of "self-flying" planes.  Yes, the software and hardware can do it today.  Literally.  You can plug in a destination in the flight director and, assuming you didn't need to change anything (like getting out of the way when landing -- e.g. going around in the pattern, etc) you can literally push a button and the plane will fly all the way to the threshold, flare and land.

Yet nobody seriously suggests today that there be no pilot up front because while this may well work 99.999% of the time the one time something out-of-scope happens everyone on board will die with certainty if there is nobody in the left seat.

There's a lot more "out of scope" that happens in a car than an airplane.  A deer runs across the road.  A toddler runs across the road in front of your car.  A toddler does that and there is oncoming traffic, making "dodging" impossible.  Another vehicle loses a wheel that comes bounding toward you (yes, that does happen.)  There is bad weather, sometimes without warning (e.g. fog that rolls over the road, severe thunderstorms that reduce visibility to near-zero almost instantly, etc.)

I've had all sorts of "out of scope" things happen just in the last year while driving.  I drive a lot, essentially all of it for pleasure and the rest to get groceries and other things for my home.  And in my nearly 40 years of doing so, many of them with more than 30,000 miles covered and more than few reaching 50,000 miles or more, I've yet to wreck a car.

I've likely covered more than a million miles over those years without wrecking a vehicle and I'm not alone in this nor is that statistic particularly rare; there are quite a few long-haul truckers with more than a million miles under their belt and zero accidents.

In other words in all of those miles every time an "out of scope" thing has happened -- and there have been a lot of them -- I've correctly deduced a path of action that led to neither material property damage or personal injury.  I've holed a few tires, destroyed a couple of rims (in Chicago when forced to drive over an open manhole cover or hit a vehicle on either side!) and most-recently had a table ejected at my vehicle by the truck in front of me which, due to traffic and weather conditions, was unavoidable and thus I ran it over intentionally, scraping my front bumper cover slightly on one side.  Had I attempted to dodge or threshold brake instead in that specific circumstance the odds are extremely high I would have set off a chain-reaction accident with myself in the middle of it.  I would almost-certainly not have been ruled at fault (I wasn't the jackwad that dropped the folding table on the freeway!) but that's small consolation if you wind up dead right.

Can the computer do that?  No, there is no computer that can do that and it does not matter how fast it is.

This is not about "frame speed."  It is about the fact that out of scope things happen quite frequently when driving and it is the ability to detect them -- in many cases before the obvious hazard is even visible -- that makes the difference.

There is no evidence any machine can do that today or at any reasonable time in the future in any endeavor -- not just in driving, but anywhere, in any application.

Again: No machine has ever demonstrated this ability and that's likely a good thing because as soon as a machine can do that the probability is extremely high that one of the first out-of-scope things it will figure out is that you can unplug it and as a result it will immediately act to make that impossible.

Never mind all the reliance being planned and currently used in "connectivity."  That's a cheat folks and it's stupid.  I remind you of the infamous quote from Scotty of Star Trek fame: "The more they overtake the plumbing the easier it is to stop up the drain."  Removing a handful of computer chips completely disabled the drive system of a monstrously-large starship in said movie.  The same is true here; any such system that is reliant on connectivity is trivially ****ed with to cause the death of occupants.  If you think that won't happen on a regular basis either by government command or through hacking you're dead wrong.

The "vision" this man is projecting is a con, but just like the rest of the new wunderkind you'll lap it up instead of insisting that they all get coffee-can sized *******s.

Enjoy the crash.

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2019-03-18 21:35 by Karl Denninger
in Company Specific , 462 references
[Comments enabled]  

Every one of the officers and directors.

Or just destroy the company.  I don't much care which.

I'm talking about Boeing here.

Christchurch saw 50 people killed by a maniac.  The 737MAX has killed six times as many people and destroyed two hulls.

STFU about terrorism and how horrible it is until there are 300+ criminal charges of manslaughter laid for the souls aboard those two aircraft unless this entire article is crap, which it probably isn't.

Specifically, the article states:

  • The failure analysis, including the "what bad thing(s) happen if this goes wrong" were predicated on a design that had the authority to move the trim by 0.6 degrees.  By that maximum movement the system could not crash the plane or kill anyone on board (it might produce minor injuries or discomfort to passengers however.)

  • The limits were later updated to 2.5 degrees but the documents were not updated and thus the analysis was not re-run. That's four times the original limit, and would have prompted a much more serious rating in the event of a malfunction.

  • Worse, it was not documented that the system would reset whenever the pilot entered a trim command, and thus there was no effective limit at all on the amount of trim change the system could input.  That would have likely led to a "will lose the aircraft" (e.g. "CATASTROPHIC", or "must be prevented") rating for a failure.

To have a system that winds up during testing requiring four times the designed and expected range of authority is outrageous on its face.  To be off by 5%, 10% -- that's pretty normal.  You can only model so much, and models are never exact.

But when you're off by four hundred percent your original design was crap.

Further, to have the system reset whenever the pilot gave a contrary command meant that it had unlimited authority.  The total range from neutral to the limit is 5 degrees, so 2.5 degrees is half the total design range from neutral with one action.  That's not a "minor" adjustment!

As I said in my previous article prior to reading this I had serious questions about whether Boeing pushed the envelope too far with this design in the first place, shaving margins.

Now, if this article is correct it's clear that Boeing knew during flight testing that the expected behavior of the aircraft with the new engines did not match the actual, in-flight performance; what they actually got in terms of aerodynamic stability under certain conditions was much worse than they expected.

But rather than change the documents to reflect the true amount of correction required and document that the actual authority of the system was unlimited due to reset behavior or put hard limit switches on the system to prevent that and then re-run the analysis, which might have resulted in at minimum a different type certificate (read: more cost for customers as pilots must be re-trained) or worse, a denied certification (potentially catastrophic costs requiring re-engineering the engine mounts and aerodynamic effects of same, redesign and re-fabrication of the wings and control surfaces, or even determination that the problems were not able to be feasibly corrected!) Boeing didn't update the documents and thus the re-analysis was not done.

The Seattle Times calls this flawed analysis.  That, of course, assumes Boeing did not know that the authority of the system was changed to have four times that originally specified and did not know that if the pilot commanded opposite trim the system treated that as a reset and restarted, giving it the set authority anew, effectively meaning it had authority only limited by the physical limits of the mechanism.

That is an unreasonable assumption since someone changed the limits of authority between the time the system was designed and when testing was completed.  That someone most-certainly did know; the change did not happen on its own.

In addition Boeing knew that pilot commands in the opposite direction reset the system because Boeing engineers coded it that way.  Someone wrote that spec and someone else signed off on it when the programming was complete; in addition during testing it was tested against that spec.

But the FAA wasn't notified of any of this, the documents were, if the article is correct, not updated and the failure analysis was not re-examined in light of these facts.

Look folks I've written code like this.  Yeah, it was a long time ago but so what?  It wasn't for a plane but it was operating heavy machinery where excursions beyond authorized and reasonable limits either had the potential to do severe property damage and in some cases could kill someone -- or a lot of someone's.

You don't change limits from the original design without going back through the failure analysis.

You don't put a system together like this without defining what the maximum limits of its authority are, and what happens if they are entirely consumed -- along with what can happen if they're exceeded.

If the "what can happen if they're exceeded" is very bad (people get badly hurt, die, or serious property damage happens) then you put physical, hard backup on said system that independently prevents that and which is not able to be overridden by the software in question, whether it's a limit switch that cuts the power to the contactor's coil or something similar, and also considers any time that limit switch triggers an alarm event which indicates a critical malfunction took place that must be corrected before the thing in question is returned to service, since that "last ditch" safety device is there for the specific purpose of preventing a disaster and it just triggered. You cannot run that last-ditch safety through the original control system in any way because if it goes off you know, with certainty, the original system is defective -- it has either gone insane according to its operating rules or is broken.

Further, and perhaps most-critically, to not look VERY closely at ALL of the original design assumptions and their safety margins when you design for an 0.6 degree maximum automated trim correction, which is about 12% of the range from neutral and during testing you're forced to allow a 50% range from neutral to meet requirements, four times the designed and expected limit, you ****ed up when you designed that thing in a way that might not be able to be safely operated no matter what you do in the present "as-built" configuration.

You have no damned business letting that thing, whatever it is, anywhere near people it can maim or kill until and unless you can prove that being off by 400% on a critical safety item's range of authority does not reduce the margin of safety for the entire thing below reasonable limits.  In addition if you're off by that much then everything in said device needs to be re-examined down to the last piece of wire, rivet, bolt and torque spec; if you screwed the pooch that badly in one place why would I believe that's the only place your rocket scientists blew it?

To not do all of that is outrageous.

I'm not an aeronautical engineer but I understand process control, computers and shaving margins to meet "corporate needs", whether those needs be time or money.  If what The Seattle Times is reporting is accurate not only did that happen the FAA, the agency that's supposed to stop that crap from happening and spank people if they try it instead stuck its head up Boeing's ass and issued a type certificate, all in the name of "promoting" American aviation.

Don't talk to me about terrorists and shootings when there are two planes full of people who are dead as a consequence of this bull****.

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2017-07-20 15:38 by Karl Denninger
in Company Specific , 278 references
[Comments enabled]  

How do you stop Zuckerpig's privacy invasions?

Boycott anyone who advertises on those sites -- do not buy and do not do business with in any other way.  How do you know they're advertising?  You see "Sponsored" or any sort of video ad from a given entity.

This post is exempt and will never go away.  I will add to it as I see new companies, and if you do and can confirm it to me I'll add them.  Here's my pledge: If I see an ad from your firm on any of Zuckerpig's properties or sufficient confirmation (e.g. seeing such an ad on someone else's device in the app) I will never buy anything from you.

You choose -- you advertise and pay that company to do so, you lose my business.  To get it back you must permanently pledge to never again advertise on any Facebook-owned property, in public, via a formal press release or other similarly-verifiable and public method.

Oh and you get one second chance, never more.

Advertising is legal.  So is refusing to do business with you because you are the primary and in fact nearly the sole source of funds for a company that does things I consider detestable.

So here is the start of it folks, and yes, it will grow.... check back often!

  • Best Buy (Oh well; I've bought plenty there)
  • REI (this one hurts; I like them.... but no more!)
  • Big Green Egg (Sorry *******s, I was interested but NOT NOW!)
  • Southwest Airlines (all airlines SUCK, but now these ****ers are on my blackball list)
  • Consumer Reports
  • Inked Magazine
  • Runner's World (oh well!)
  • 30A clothing company (oops -- that one's local)
  • The Heritage Foundation (oops again!)
  • Huffington Post (no loss there)
  • A&E TV
  • We Are The Mighty (Military-oriented news org)
  • Orbitz
  • LinkedIN (be a paying customer and you're blackballed - as employer or employee!)
  • iHeartDogs.Com
  • Pensacola Runners Association (ouch; they sponsor races I'd run in...)
  • National Geographic (oh well)
  • CNet (Bleh)
  • 22 Words (Clickbait garbage, but heh)
  • Theclymb.com
  • Active.com (oops again; and I have bought quite a lot from gearup...)
  • 12 Tomatoes
  • The Penny Hoarder (yeah, another clickbait garbage site, but..)
  • SoWal (oops -- bye-bye Walton County beach businesses..)
  • Innermost House (San Fran Non-profit... good for some west coasters)
  • NTD Television
  • The New York Times (shock - NOT!)
  • Conservative Tribune (news)
  • Netgear (Router/ipCam/etc manufacturer)
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Now we're seeing some reality from a few folks who have avoided it for quite some time...

Facebook Inc. (FB) plans to bolster efforts to keep hate speech off its pages amid complaints the site allowed content that encouraged violence against women, prompting companies to suspend advertisements.

Nissan Motor Co.’s U.K. unit and lender Nationwide Building Society halted some Facebook ads that could have appeared next to offensive content after the group Women, Action, & the Media criticized the social network’s response to complaints. Menlo Park, California-based Facebook said it will review guidelines for evaluating content that may violate its standards, and will update training for teams that review reports on hate speech.

The problem is defining "hate speech", of course, and how this meshes with corporate advertising.

Bloomberg properly identifies the issue, which is that "good taste" may turn off advertisers.  But of course Bloomberg, like all people who have a vested interest in turning you into sheep, calls bad taste "hate speech", evading the issue at hand by branding it with a phrase intended to disparge.

The real problem is that association of an advertised product with something the advertiser disapproves of tends to lead them to stop paying for said ads!

That, in turn, has a habit of leading users of services like Facebook to ask what are we here?

The answer, as I have repeatedly pointed out, is "product"

This is not going to end well for firms that have promoted themselves to users as some sort of bastion of free speech and "expression" when in fact the reason they exist and have put together their "business" is to obtain product in the form of users who are then marketed to Madison Avenue!

This is the soft underbelly of the "new media"; media costs money to run, of course -- computers, bandwidth and electricity all cost money.  Somehow the money has to come in to cover the cost, along with the development of the software you use.  When you offer something to people for "free" the fact of the matter is that there is no such thing as "free" -- you just don't see the cost directly.

"Social Media" is the worst in this regard in that you are the product, not the company's service.  And while posting cute pictures of your cat is unlikely to offend anyone (and thus is "valuable" if they're really cute pictures) think about what's going on here -- you are providing creative input for free to the social media site who then sells YOU to Madison Avenue and makes money off your cat.

The cat doesn't care and you probably don't either, because you get to "communicate" (really?)

But -- what happens when you post pictures of the outcome of war?  A poor bastard who had his legs blown off in a bombing?  Perhaps it's a picture of some random person blowing chunks all over the wall at a local party.  Is that "hate speech"?

Budweiser probably doesn't want their beer associated with the latter; after all, Bud is to be associated with "happy times" such as sporting events and grand backyard parties, right?

That is, Budweiser hates that picture of the chunk-blowing -- which for them, makes that picture "hate speech."

You, on the other hand, probably think your photos of the beer bong contest (and its outcome) are hilarious.

Yep.

Very few people understand that Facebook is not a "right" nor are they "customers."  They are in fact product and like all product, if the store owner determines that it looks off-color or smells like long-dead fish you're going to find yourself tossed in the dumpster.

The question is whether, once those "off color" products are ejected, what remains is sufficiently interesting to the buyers (Madison Avenue) to constitute a successful marketplace.

I still believe the answer to that, in the case of Facebook and most other "social media", is no.

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