Sunday, October 6, 2024

Montana Re-Fracks -- October 6, 2024

Locator: 48514FRACKING.

Link here.

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Apple, TSMC, Amkor -- October 6, 2024

Locator: 48513APPLE.

Link here.

Also, Brazil, link here:

 2-nm, link here:

2-nm, link here:

Great archival clips of Steve Jobs, link here.

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Rivian, Tesla -- October 6, 2024

Locator: 48512EVS.

From Electrek, link here. 


 


Social media:

Commodities: commercial vans, pickup trucks -- they can only compete on price. Period. Dot. Except perhaps Tesla. This is even worse that ICE sedans, pickup trucks, etc. where they, too, are pretty much commodities -- only able to compete on price -- the difference being loyalty, brand recognition, and 100 years of building a legacy. 

Photoshoot: commodities.


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Tesla Foundation Series

Quick: what's the Tesla Foundation Series.

Not much written on it.

Link here.

Basically, one paid $20,000 extra to get to the front of the line.

In our neighborhood, I generally see two Cybertrucks on the road daily. I assume they're the same ones I see every day. They really stand out.

And, those folks paid $20,000 extra just to be first in line.

And, wow, if you thought the F-350 was a big truck, the Cybertruck is a huge behemoth. Yes, it can fit in standard parking space, but just barely and completely obstructs view of drivers parked alongside it.

Other than the "cool" factor, I don't see the attraction ....

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Sunday Morning -- Reflections -- Part 1 -- October 8, 2024

Locator: 48511ARCHIVES.

Reading: twelve reasons why reading books should be part of your life. Link here.

Reading: reminder, two articles of interest --

Primary book this week:

  • Prairie Man: The Struggle Between Sitting Bull and Indian Agent James McLaughlin, Norman E. Matteoni, c. 2015.
  • should be on recommended / required reading book like for high school students

Deep Dive:

  • Microelectronics and Computer Technology Corporation, wiki.
  • originally the Microelectronics and Computer Consortium (MCC);
  • ceased operats in 2000; formally dissolved in 2004
  • private consortium in response to announcement of Japan's Fifth Generation Project launched in 1982, aimed at producing a new kind of computer by 1991 (whatever happened to quantum computing?)
  • headed by Admiral Bobby Ray Inman (serious investors interested in tech need to read his bio)
  • 17 cities bid for HQ; went to Austin; San Antonio was in lead but had not research university;
  • most interesting: an alternate option for those engineers not wanting to be part of the Strategic Defense Initiative
  • at least fourteen companies were spun out of MCC
  • book:

College football yesterday:

Vandy's quarterback, link here:

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Production Data For Wells Coming Off Confidential List This Next Week -- October 6, 2024

Locator: 48510NEWWELLS.

The wells:

  • 40269, conf, Hess, EN-L Cvancara LS-155-93-2826H-1, Robinson Lake,
DateOil RunsMCF Sold
8-2024288070
7-20243029937426
6-20242477627523
5-20241857019391
4-202430072417
  • 39213, conf, BR, BoRink 5A TFH-ULW, Pershing, npd,
  • 40261, conf, Enerplus, MC-Kudrna 144-95-15-22-2H, Murphy Creek,
DateOil RunsMCF Sold
8-2024109646856
7-2024106165670
6-2024136037541
5-2024152087412
4-202489294001
  • 39212, conf, BR, Parrish-Kermit 5A MBH-ULW, Pershing, npd,
  • 40260, conf, Enerplus, MC-Kudrna 144-95-15-22-3H, Murphy Creek,
DateOil RunsMCF Sold
8-2024136898214
7-2024173089237
6-202434731795
5-202469203182
4-2024183728445
  • 39211, conf, BR, Boxer 4C MBH-ULW, Pershing, npd,
  • 40259, conf, Enerplus, MC-Kudrna 144-95-15-22-4H, Murphy Creek,
DateOil RunsMCF Sold
8-2024116746823
7-2024119126214
6-2024138367708
5-2024166098173
4-2024127885927
  • 40258, conf, Enerplus, MC-Kudrna 144-95-15-22-5H, Murphy Creek,
DateOil RunsMCF Sold
8-2024104046450
7-2024108725870
6-2024121656665
5-20242147311107
4-2024158818061
  • 40273, conf, Empire North Dakota LLC, Nuthatch 29-12 1H, Starbuck, 
DateOil RunsMCF Sold
8-202419790
7-202419920
6-202429130
5-202455170
  • 29659, conf, Grayson Mill, Moberg Federal 149-95-29-32-1H, Bear Den,
DateOil RunsMCF Sold
8-20242238048281
7-20242477540939
6-20242745843545
5-20241834914019
  • 37821, conf, Enerplus, Canidae 149-93-10B-15H, Mandaree,
DateOil RunsMCF Sold
8-202446922882
7-20242716
6-202454693655
5-20243476429481
4-20242604323106
  • 40308, conf, Phoenix Operating, Young 5-6-1-0H-LL, Burg,
DateOil RunsMCF Sold
8-20241605710587
7-2024181924418
6-20241990417225
5-20241398211577
4-2024107597108
  • 38206, conf, Petroshale, Bear Chase North 2TFH, Spotted Horn, npd,
  • 29658, conf, Grayson Mill, Moberg Federal 149-95-29-32-13HLW, Bear Den,
DateOil RunsMCF Sold
8-2024645017754
7-2024811718181
6-20241042125283
5-202453245724
  • 40276, conf, Phoenix Operating, Young 5-6-1 4H, Burg,
DateOil RunsMCF Sold
8-2024158719706
7-2024168102100
6-20241687610440
5-2024136888934
4-2024117796015
  • 40275, conf, Phoenix Operating, Young 5-6-1 3H, Burg,
DateOil RunsMCF Sold
8-20241700810234
7-2024180732095
6-20241780311265
5-2024157379958
4-2024132576703
  • 40274, conf, Phoenix Operating,Young 5-6-1 2H, Burg,
DateOil RunsMCF Sold
8-2024143518836
7-2024154791858
6-20241681810350
5-2024140068974
4-2024124586361
  • 40206, conf, Phoenix Operating, Young 5-6-1 1H, Burg,
DateOil RunsMCF Sold
8-2024162029982
7-2024183512344
6-20241957011843
5-2024144199740
4-2024135967314
  • 37822, conf, Enerplus, Fennec 149-93-10B-15H, Mandaree,
DateOil RunsMCF Sold
8-2024103756576
7-2024132047947
6-20242293115186
5-20243074925063
4-202439303559
  • 17924, conf, Grayson Mill, Moberg 1-29H, Bear Den,
DateOil RunsMCF Sold
8-2024951524027
7-20241116223827
6-20241676222102
5-2024112804208
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Wells Coming Off Confidential List This Next Week -- October 6, 2024

Locator: 48509NEWWELLS.

Wednesday, October 16, 2024: 30 for the month; 30 for the quarter, 544 for the year
40269, conf, Hess, EN-L Cvancara LS-155-93-2826H-1,

Tuesday, October 15, 2024: 29 for the month; 29 for the quarter, 543 for the year
39213, conf, BR, BoRink 5A TFH-ULW,

Monday, October 14, 2024: 28 for the month; 28 for the quarter, 542 for the year
40261, conf, Enerplus, MC-Kudrna 144-95-15-22-2H,
39212, conf, BR, Parrish-Kermit 5A MBH-ULW,

Sunday, October 13, 2024: 26 for the month; 26 for the quarter, 540 for the year
None.

Saturday, October 12, 2024: 26 for the month; 26 for the quarter, 540 for the year
40260, conf, Enerplus, MC-Kudrna 144-95-15-22-3H,
39211, conf, BR, Boxer 4C MBH-ULW,

Friday, October 11, 2024: 24 for the month; 24 for the quarter, 538 for the year
40259, conf, Enerplus, MC-Kudrna 144-95-15-22-4H
40258, conf, Enerplus, MC-Kudrna 144-95-15-22-5H,

Thursday, October 10, 2024: 22 for the month; 21 for the quarter, 536 for the year
40273, conf, Empire North Dakota LLC, Nuthatch 29-12 1H,

Wednesday, October 9, 2024: 21 for the month; 21 for the quarter, 535 for the year
None.

Tuesday, October 8, 2024: 21 for the month; 21 for the quarter, 535 for the year
None.

Monday, October 7, 2024: 21 for the month; 21 for the quarter, 535 for the year
29659, conf, Grayson Mill, Moberg Federal 149-95-29-32-1H,
37821, conf, Enerplus, Canidae 149-93-10B-15H,

Sunday, October 6, 2024: 19 for the month; 19 for the quarter, 533 for the year
40308, conf, Phoenix Operating, Young 5-6-1-0H-LL
38206, conf, Petroshale, Bear Chase North 2TFH,
29658, conf, Grayson Mill, Moberg Federal 149-95-29-32-13HLW,

Saturday, October 5, 2024: 16 for the month; 16 for the quarter, 530 for the year
40276, conf, Phoenix Operating, Young 5-6-1 4H ,
40275, conf, Phoenix Operating, Young 5-6-1 3H,
40274, conf, Phoenix Operating,Young 5-6-1 2H,
40206, conf, Phoenix Operating, Young 5-6-1 1H,
37822, conf, Enerplus, Fennec 149-93-10B-15H,
17924, conf, Grayson Mill, Moberg 1-29H,

 

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Remember Clippy? He's Back -- October 6, 2024

Locator: 48508TECH.

Previously posted:

Final CNBC interview / graphic just before the close: interview with Cathie Wood while showing this graphic:

Having said that, it was a must-see interview. Her top four AI choices, IIRC: xAI. META (Llama), GOOG (Gemini), xAI, and OpenAI -- I could be wrong on those, but I thought that's what she said. See this post.

What was the most interesting thing about this interview? 

Answer: Microsoft's ChatBot was not even mentioned.

Quick: what does Microsoft call their Chatbot?

Copilot. Wiki. Aka clippy. Link here. Office Assistant.

Also, no mention of Apple Intelligence, yet.


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The Book Page -- Jargon: The Ocean; US Grant Vs The Klan -- October 5, 2024

Locator: 48507BOOKS.

From an essay, "What The Ocean Holds," Verlyn Kllinkenborg, from current issue of The New York Review of Books, October 17, 2024. The books:

  • The Blue Machine: How The Ocean Works, by Helen Czerski, c. 2024; and,
  • The Underworld: Journeys to the Depths of the Ocean, by Susan Casey, c. 2024.

Jargon:

"some of the deepest ocean trenches -- called hadal trenches (after Hades) ..." p. 48.

"Saying the ocean is terribly big is like saying it's totally wet. It doesn't get you very far. So let's talk about the deep ocean, one thousand meters and below, in the zones called bathypelagic, abyssopelagic, and hadalpelagic -- the midnight zone, the abyssal zone, and the hadal zone. Together they add up to three quarters of the ocean's depth ... it is now estimated that Earth's biosphere is '95 percent deep ocean.'"

Wiki -- layers of the pelagic zone:

  • epipelagic: surface to 200 meters subsurface / below sea level
  • mesopelagic: 200 to 1000 meters subsurface
  • bathypelagic: 1000 to 4000 meters subsurface
  • abyssopelagic: 4000 to 6000 meters subsurface, to bottom of ocean
  • hadopelagic: the rare deep trenches extending deeper than the abyssopelagic, 6 to 11 km below sea level

Pelagic birds:

Pelagic birds live on open seas and oceans rather than inland or around more restricted waters such as rivers and lakes. They feed on planktonic crustaceans, squid and hunt fish far from land.

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US Grant Vs The Klan

An essay by David S. Reynolds, "Grant vs. the Klan," p. 55, in the current issue of The New York Review of Books, October 17, 2024. The books:

  • Soldier of Destiny: Slavery, Secession, and the Redemption of Ulysses S. Grant, by John Reeves, c. 2024; and,
  • Klan War: Ulyesses S. Grant and the Battle to Sae Reconstruction, by Fergus M. Bordewich, c. 2024.

US Grant's memoirs: considered by many as the best memoir ever written. Said to have been edited by Mark Twain. 

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