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>"According to Isaacson's biography of Musk, Musk relentlessly challenges the existence of every part in Tesla and SpaceX machines."

This removal of surplus-age is common in the automotive industry, and one of the reasons that cars are such an amazing value. It seems like Musk's remarkable ability to achieve cost reductions (at least in the aerospace context) is attributable to his pursuit of vertical integration. Airframers (aeronautical vehicle designers & manufacturer) are bound by the costs dictated by their component suppliers, especially after a configuration has achieved regulatory approval. SpaceX has managed to avoid being 'held hostage' by pseudo-monopoly suppliers.


>This removal of surplus-age is common in the automotive industry, and one of the reasons that cars are such an amazing value.

You say that and then a company like Ford releases this as their EV to show the world that they are competitive with Tesla.

[1]: https://youtu.be/C1dQtlrI7uU?t=70

How does something like this happen despite Ford knowing all the 'secrets' a company like Tesla or the Chinese know? I have a few guesses:

1. Its the structure of the company. In this video the presenter talks a lot about all the hoses and clamp connectors etc. The cooling department thinking they had to stay relevant made sure the car incorporated a design that had all this nonsense.

2. Maybe they didn't put their 'A' engineers on this car. Its plausible: the F-150 is their massive money maker. However this car was supposedly developed under some skunkworks program and yet here we are.

3. Maybe there was sabatoge from elsewhere (suppliers, middle management etc.) You watch a movie like Ford vs Ferrari and while im sure a lot is dramatized, I can't help but think man they were talking about the dysfunction of Ford way back then?!

Then we have Youtube documentaries like this one about the Ford Taurus SHO talking about how they screwed up so much that they had one chance left to get serious...like what? Shouldn't they be serious every day? Thats what the Chinese are doing.

[2]: https://youtu.be/5VTRhCC3gZI?t=56

The presenter further added how they had to ship entire engine blocks to Japan so that they could 'fix' them and unlock 80 more horsepower that Ford just left on the table. If factual, this should be a total embarrassment: You had to send your handiwork to a entity with a better reputation so that they could 'fix' your mess?

[3]: https://youtu.be/5VTRhCC3gZI?t=212

At some point, you have to acknowledge that the naysayers were wrong: Thinking (especially among the short community) was that Tesla had some cool ideas but their implementation was horrific, they couldn't just make up for 100+ years of institutional knowledge that the legacy companies had. The Tesla cars showed some of this thinking: quite poor build quality, poor after sale support, poor parts network. These things improved over the years but still isn't perfect.

But at the same time you have to acknowledge that the legacies suffer from their own problems that dont put them as far ahead as newcomers as you'd think. Sometimes a lot of that institutional knowledge becomes a liability when a paradigm shift occurs.


You can always get help from subject matter experts.

yes and no. Like you said, automotive and aviation industries are bound by a lot regulatory and path dependent constraints.

Elon's strength is his willingness to pull the plug and transition away from suboptimal solutions. This is bolstered by his willingness to double down.

Imagine if Boeing said "screw all this recertification technical debt for the 737 MAX airframe, we will start fresh. Customers can take it or leave it"


According to a version I heard, Boeing engineering did say more or less just that, at which point Southwest, the near-monopoly in some regions, said something like, "Oh yeah? Then we'll plan to leave it."

And Boeing upper management overruled the engineers.


Color me skeptical.

There was nothing wrong with the MCAS concept. The implementation of it, however, wasn't very good.

Unfortunately, two of the 3 crews did not understand the runaway stabilizer trim procedure. The 3rd crew did, and landed safely, and the media never reports on that.

The runaway stab trim procedure is a "memory item", meaning pilots shouldn't need a checklist to deal with it.


> The runaway stab trim procedure…

But doesn’t apply to MCAS because the symptoms and recovery procedures are distinct.

The MCAS system wasn’t documented, pilots weren’t trained on it, it didn’t indicate anything distinct in the cockpit, and it could rapidly put the plane into an unrecoverable attitude where pilots no longer had the physical strength to overcome the forces involved.


I know how the stab trim system works. I worked on it (for the 757) for three years.

Yes, it applies to MCAS.

> the symptoms and recovery procedures are distinct

Nope. MCAS failure manifests itself as runaway trim, and the emergency procedures for it are exactly what is needed to recover from it.

1. the stab trim switches override the MCAS signals. Override. That means the pilot can trim to normal using the column mounted trim switches. The column switches will power the trim back to normal. No physical strength is required.

2. there's a "stab trim cutoff" switch on the console. That turns off the trim system. MCAS cannot bypass it.

The proof is the 3rd MCAS incident. The pilots trimmed it back to normal, and turned the stab trim system off.

That's all they had to do.

This is supposed to be a "memory item". The other two crews did not remember the memory item. Boeing even sent out an Emergency Airworthiness Directive reiterating this information. It was ignored by the EA pilots, who did everything wrong (including overspeeding the airplane at full thrust).

The narrative you wrote is the typical one in the mass media, which is utterly wrong. The proof of that is they ignore the 3rd incident which didn't fit the narrative.

I've talked with two 737 pilots about this. They agree with me, though I knew I was right anyway.

Food for thought: ever wonder why the stab trim cutoff switch is in a prominent place on the center console in easy reach?


You just took Boeing adding a secret system that can cause a plane to crash and then blamed the pilots who were unfortunate to be a victim of malfunctioning sensors and then put all the blame on them because pilots who didn't want to die inside a deathtrap aircraft figured out how to avoid their own death the moment they realized that the MCAS crashes were not an isolated incident?

What exactly are you accusing the pilots involved with the accident of? That they had some perverse incentive to die?


> put all the blame on them

Nope. I wrote: "The implementation of it, however, wasn't very good"

> What exactly are you accusing the pilots involved with the accident of?

Not following the runaway stabilizer trim procedure. This is supposed to be a "memory item", meaning a checklist is not required.

There were 3 MCAS incidents:

1. crew trimmed to normal with the thumb switches, then turned off the trim system. Flew the rest of the flight, landed safely.

2. crew trimmed it back to normal at least 11 times (if I recall correctly) and never turned off the trim system. Crashed.

3. Boeing Emergency Airworthiness directive was sent to all MAX pilots. In a nutshell, it says to restore normal trim using the thumb switches then turn off the trim system. EA pilots instead turned off the trim system while the airplane was pointed down at full throttle. Crashed.

The two 737 pilots I talked to about this both asserted pilot incompetence.

Personally, I assign half the blame on Boeing and the other half on the pilots. Flying is not a joke. Not paying attention to an Emergency Airworthiness Directive is not acceptable.


> "The implementation of it, however, wasn't very good"

It was purposefully deceptive -- Boeing management actively decided to hide its existence from pilots.

The narrative that the pilots were at fault was Boeing leadership covering their ass.

The MCAS symptoms did not match runaway trim. It's not continuous. It stops and starts.

MCAS would also re-activate with a five second delay, just long enough to confuse pilots.

More importantly, deactivating the electrical trim system would make it all too easy to enter a regime where the pilots couldn't physically recover the plane.

This is a Catch-22 scenario: Activate the electrics and be killed by MCAS, or deactivate the electrics and be killed by physics.

I could go through each of your comments in this thread and point out how NTSB crash investigators proved that Boeing was directly or indirectly at fault in almost every aspect, but I don't want to write out ten pages. Others have done so already, more eloquently, and often with more colourful language. Most professional pilots were rightly furious with Boeing.

Boeing's arguments have been mutually exclusive with each other: "Just remember how to operate MCAS... which we hid from you!" and "Just disable the electric trim... which will pit you against forces you can't overcome"... "Which is not a problem because you can turn electric trim back one... but then MCAS will try to kill you again"... "It won't do that because it is dual redundant... an option... that nobody purchased... and we didn't even tell most customers about."

I expect this kind of self-contradictory "logic" from narcissists and sociopaths -- I know one of each and I'm now intimately familiar with the self serving arguments that make no sense, especially in combination.


This is exactly correct in the context of the decision as it played out, but stretches and re-engines are very common in commercial airlines. Changing that decision without reinforcing the safety culture probably would have ended in the same place.

Wasn't the whole point of the MAX that they had reached the limit of what their existing design had, but due to the demands of the airlines, as well as their current position in the market, they felt it was an easier idea to extend the lifespan of their already tired design by using software to overcome the physical limitations of the aircraft? I do understand that the airplane would have flown fine without the MCAS system, but then it would not have satisfied all their requirements.

Taking a step back, I think it's more than that. It's just the company structure. It remains to be seen if SpaceX and Tesla survive long term. But if they do, a lot will be attributed to the company structure that Elon designed. When you have a company that does stuff like this: https://www.youtube.com/shorts/1InUlHXv718

Compared to Airbus: https://www.youtube.com/shorts/KS9Xt6hmbTU

You just think to yourself, even if the airplane was completely safe, and they are incredibly safe, this is just not a great look. Both doors accomplish the task but little thought was put into the operator of the door. The little things matter and I notice them more and more everywhere I go with a lot of legacy American companies.


My point was more too highlight his approach to problems, not make the argument that this would have been successful or profitable for Boeing.

In fact, I would say there's probably a very narrow set of circumstances where his back to the drawing board approach can be deployed successfuly.

That said, the 787 Dreamliner remains statistically one of the safest widebody long-haul aircraft in commercial aviation history, which I think is a Counterpoint. It achieves this despite any more globally diverse supply chain, and moving production out of unionized Boeing manufacturing plants.

Safety by Design and design for manufacturability can help eliminate the possibility of quality issues during production.


> very narrow

He applied it to Tesla and SpaceX, which are very very different.


Sure, that is no accident. Elon seeks out markets ripe for disruptive engineering innovation.

His approach probably wouldn't work as well if you threw him in as CEO of a random company like JC penny or Pizza Hut. Other CEO's are good at different things - like squeezing the extra 0.1% out of a 40 year old brand or product line

Now I'm thinking about him firing the pizza cooks and bringing in a crack team of engineers to redesign the concept of Pizza from first principles.


> Elon seeks out markets ripe for disruptive engineering innovation.

I.e. products that everyone else dismisses as impractical/impossible. And then people complain when he's late delivering the impossible products.



That's basically what happened at DOGE, there was a hilarious quote from one of the software engineers he brought in that they thought the government would be full of useless and overpaid people, like silicon valley.

I mean, they're not wrong, but it's a harder problem for real reasons. A lot of over constrained problems leaning to bizarre Solutions

The decision to re-engine the 737 rather than design a new airframe saved the airlines a vast amount of money.

Excluding foreign competitors is a classic ‘regulatory capture’-style approach. Regulatory capture is (typically) a ‘bootleggers and baptists’ scenario where there are both good and bad reasons to enact the rules.

The Soviets attached cannons to space stations, and the Chinese are believed to have deployed space-based weapons. The USA is actually a laggard in this field.

Exactly. Most of these things are just big world politics. Same for AI, btw. "OMG dont do this this is horrible" as the other country does it and hasn't talked about it or haven't been caught doing it.

It's all information wars at the end of the day, and HN is not impervious to any of it. Its like OAI and Anthropic saying we should all slow down AI model work. Like, lol, right. As if others would do that.

The only way to be safe, so far, has to be that everyone is second guessing everyone's capabilities - not "ahah they dont do it anyway lets go crush em".

Same as nuclear weapons basically, we all have them.


The Libyans gave up their WMD program shortly after the USA invaded Iraq…

and look what happened to them ....

>”This is what capitalism's all about. Take as much as possible and give as little as possible if you want to win. Ideally, give negative amounts.”

Your description is vague enough to encompass every system that I’m aware of, from feudalism, through to mercantilism, communism, and capitalism. It may best fit communism and feudalism, both of which are most notable for fostering negative-value-added firms.


I do not understand the type of psychosis which causes people to say that capitalism is communism.

But if someone says "dogs have four legs, and cats have four legs", they aren't saying that dogs are cats.

You do not understand the comment you're replying to either

As the saying goes: “the dose makes the poison”. Many (perhaps most) drugs cause harm at the wrong dosage.

> Many (perhaps most) drugs cause harm at the wrong dosage.

Not only drugs, almost everything is bad at the wrong dosage. Case in point: water.


Tonicity matters too. Deionized water will suck the ions right out of you. All the way to your death if you're so determined.

So for mold, low enough doses aren't poison? Can't you just say this about anything. If you have poison in a low enough dose it's not poison. So it means jsut about nothing to say alcohol isn't poisonous because you can have a small dose of it.

Fentanyl is actually much more toxic than the mycotoxins produced by mold (which I'm guessing is what you're referring to), and yet fentanyl is generally recognized to be a useful drug because of its therapeutic effects. If something has no possible therapeutic, recreational, nutritional, or culinary effect, while being toxic, it might be fair to characterize it as a 'pure poison'.

That's a good definition. Still, you can take it literally - anything small enough doesn't really harm you. and meanings can be stretched to support whatever conclusions you want.

> anything small enough doesn't really harm you

What about prions, or strange matter?


You think you can't make those any smaller?

I would assume you can't generally just shrink the size of basic particles, molecular bonds or fundamental forces, but maybe you can, who knows.

we used to think electrons were the smallest particles, until they were not.

and I think talking about breaking molecular bonds though or bringing "fundamental forces" into this is misleading and disingenuous. the point of the OP is to say, "you can take anything in a small enough dose and its not poisonous"

And when you say prions or whatever like you were, my point is if you take small enough doses even of those, you won't be poisoned. you get what I mean, so lets not waste each others time on trying to confuse impossibilities with reality. you won't be getting hurt or die or meaningfully poisoned by ingesting one "prion" or particle of "strange matter". and now when you describe any "poison" with this model, say you ingest 1 particle of even a pure poison, you won't be getting hurt or die.


> misleading and disingenuous

It was a joke.


sarcasm is often a joke on you, lol. I get it now. but it can be hard to get across, especially if someone doesn't know you.

Depending on your definition of poison of course, but at least for LSD and magic mushrooms, all that's known is a lower bound for their biological toxicity. For LSD IIRC it's somewhere in the 30mg (!) range, for mushrooms it's more than can comfortably fit a stomach. I'm afraid I don't have sources handy though.

That said, the state of mind must be so wild that "is it poisonous in this specific/usual sense" is probably not the right thing to discuss.


> That said, the state of mind must be so wild that "is it poisonous in this specific/usual sense" is probably not the right thing to discuss.

I've struggled to tell the difference between doses of LSD that exceed 100µg. Maybe I just take it too frequently to make much of a difference. It's also possible that it only increases duration, but not intensity.


And at the right dosage.

One of the very early Nick-names for the EPA (shortly after its founding) was “Every Polluter’s Ally”, as it was viewed as more emitter-friendly than the state regulators which preceded it.

Reminds me of how HIPAA was actually created as a way to standardize patient data so it could be more easily shared. The stuff about doctors not being allowed to share your medical history with employers only came later. A lot of people think of it as a privacy bill but it's actually the exact opposite

A lot of industry regulation has basically been regulatory capture since the start


It was created by Nixon, so yeah I'm sure the early days were a little weird (and it hasn't gotten any better since).

That statement does not say that CAMP had agreements with all property owners, and it is possible that they did not have an agreement with this one.

>At the moment, it’s unclear whether CAMP has a written agreement for 3331 17th St. The organization, however, does have a verbal agreement with all the landlords/property owners where they have murals throughout the alley.

They claim to have arrangements with all property owners. Verbal arrangements are just as binding as written ones, though generally not a good idea as they are harder to prove.


This seems paranoid. There are many things which are technically possible, but there is no evidence of some super-advertiser doing. It's not even clear to me that much of the 'fingerprinting' (past basic re-targeting) actually works.

> This seems paranoid. There are many things which are technically possible, but [...]

Isn't this what people said pre-Snowden? Not that NSA spying is the same as corporate "surveillance capitalism", but if companies can make more money off it and the technology exists, it seems prudent to assume companies are trying it.


There was evidence of the NSA intercepting international communications before Snowden, but for some reason that didn't seem to make much of a lasting impression: https://en.wikipedia.org/wiki/Room_641A

It's also significant to note that while the government is quite bad at keeping 'problematic' behavior secret, companies are much worse at it.


Analogously, there's evidence that companies will make extensive use of available techniques (browser fingerprinting, cookies, etc.) to track and surveil users without their knowledge and often against their will. The exposure of that arguably also hasn't triggered an effective backlash against those companies. So, as with the pre-Snowden evidence for domestic communication interception by the NSA, I think there's ample evidence of the willingness of companies to exploit whatever technologies they can in order to surveil users.

The way this is typically handled is through compartmentalization, where no one working has enough of a global view to be able to claim that the behaviour is problematic.

There's a lot that's problematic that we suspect that is going on but don't have firm proof, because the organization actually is pretty good at keeping it secret enough. There's some exceptions where things do get leaked/revealed, but how would you know if this was 99% of wrongdoing, or 0.99% of it?


Cellular modems seem unlikely, because both they and the service plan they'd need are too expensive to be justified by any benefit to the manufacturer.

Cell plans are very cheap when you are a company looking for low bandwidth off-peak service for a lot of devices. As individuals you can't get those deals, but companies can.

I don't know if TVs have a cell modem, but it isn't unreasonable to say they could.

As a different poster mentioned, the FCC needs to know about this though and so it will be documented.


Not so far fetched when your advertising revenue is in the tens of millions of dollars.

They just need this revenue by tv to be higher than the price of the mobile plan per tv. For a few Gb per month it may be relevant in the not so distant future.


Yes. Considering 90%+ of users will just connect their TV to their WiFi, shipping a cell modem with every TV to catch that last 10% seems like bad ROI.

I could however see this happening in the future in response to regulation. For example some "think of the children" rule that makes TV makers responsible for blocking mature content.


Phones already have modems that do Wi-Fi, cellular and Bluetooth in a single chip.

It may at some point no longer be economical to manufacture a Wi-Fi only modem.


I doubt the modem would cost more than $5 at scale. No idea what sort of off peak data deals you could get at scale but I have to imagine it’s close to being feasible.

You can get special IoT cellphone plans in bulk for something like $1 per device per month, or even less.

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