jmccaf's comments

jmccaf | 4 months ago | on: AGI fantasy is a blocker to actual engineering

I think the water use arguments are relevant, particularly in regions of the world and US (CA) where potable water is scarce, but land and electricity are available .

NYT article gift link where people reported wells ran dry after data centers moved in. : 'From Mexico to Ireland, Fury Mounts Over a Global A.I. Frenzy' https://www.nytimes.com/2025/10/20/technology/ai-data-center...

From https://www.eesi.org/articles/view/data-centers-and-water-co... , I understand there are two types of cooling with water in DCs, open-loop that's simple but water-intensive, and closed-loop that's expensive but efficient.

>> This can be achieved through air cooling using water evaporation, which is an open-loop and more water-intensive method, or through server liquid cooling.

jmccaf | 2 years ago | on: Origins of the Sicilian Mafia: The Market for Lemons (2017)

Article mentions the climate and growing conditions for citrus are specific so there were few locations where citrus was produced that were integrated to world trade; mild temperatures above freezing, irrigation, and rich soil. The article mentions large lemon exports from Sicily all the way to New York; and California wasn't a united state or developed market producer of fruit at this time.

jmccaf | 2 years ago | on: Goodbye, San Francisco

Also, in my learning 'street smarts' as an adult , one lesson tougher people including my wife have taught me , is to trust your gut instincts if you are in a neighborhood or situation and you feel unsafe.

jmccaf | 2 years ago | on: Westfield Pulling Out of Downtown SF

Valley Fair did complete a major renovation about by December 2022, and I agree that is a glaring omission in Westfield's PR statement.

It doesn't refute that Westfield Valley Fair is booming and bustling, since the renovation. I live in Santa Clara like 1 mile from Valley Fair, and visit frequently to shop for gifts. Subtly, completing the renovation improved the pedestrian circulation in the mall, there aren't dead-end wings now.

Valley Fair is very busy, like many people there on any weekend and most evenings, but not inconveniently so. Busier than any other commercial venue I've seen post-pandemic. On weekends some restaurants there have long lines that I don't understand to wait in, I'll go eat later at a neighborhood restaurant.

The slow driving traffic that I've encountered is when I leave at 9pm when the mall closes and there is mass exit. I could the 1 mile too, or bike or scooter, but I often drive.

jmccaf | 2 years ago | on: When markets melt down, these traders cash in

I'm less familiar with put and call options , compared to common shares and selling short; But one of the challenges to sell short, compared to buying long, is that your upside is limited and liability unlimited. Whereas the inverse for common stock, upside is unlimited and liability is limited. If you place 176 bets and win big 8, I think will be more successful buying long , like the venture capital model.

jmccaf | 3 years ago | on: Is wine fake?

As a Finger Lakes, NY alumnus, I appreciate the respectful comparison to our regional vintage. Reportedly the moderated microclimate of the region due to lakes, and the glacial soil terroir are good combination. Cornells agricultural school also researches experimental varietals.

My NY family puts as much pride in the local apples and the summer sweet corn as the regional wine.

jmccaf | 3 years ago | on: Elon’s Out

Most of the middle class in America has a salary, or at least a paycheck, but distressing little cash saved. But they do pay the taxes that pay the bills.
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