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From War, To Everest | Husein Farhat | TEDxAUB
TEDx Talks· 2026-02-04 16:22
هلا يمكن بالسبيكرز اللي قبلي كانوا شوي عم يحكوا عن هيك اشياء حلوه وانترتينين وكذا السبيت الشعولي ما بزعل بس يمكن شوي في بارت زعل هي الحرب انا بيرسوني بشوف فيها شوي شيء حلو الحرب مش رح احكي فيها هلا اوك انا حسين فرحات من جنوب لبنان مصور وصانع محتوى ومغامر ومن 24 سبتمبر 2024 ل 27 نوفمبر السنه نفسها بقيت بالضيعه ضيعتي اللي هي عرب صاليم وبهالفتره للي ما بيعرف شو صار اصعب 66 يوم مرق على لبنان والخاصه على جنوب لبنان وعلي كمان خوف صواريخ كل يوم بسمع انه فلان استشهد ماش موجود هيدا الشخص الناس عم تستشهد كل يوم اكثر ...
Govt. shutdown isn't something we focus on in my airline analyst work, says JPMorgan's Jamie Baker
CNBC Television· 2025-10-28 13:54
Government Shutdown Impact - JP Morgan认为,目前政府停摆对航空公司的损失可以忽略不计,不会影响行业结构性叙事 [2] - 尽管政府停摆受到关注,但并非航空公司当前主要担忧 [3] - 如果出现重大中断和航班取消,可能会增加业务复杂性,但预计不会发生 [10][11] - 认为政府停摆对旅客需求的影响有限,预计问题将很快解决 [11][12] Industry Structure and Trends - 行业结构发生显著变化,部分航司盈利能力强劲,而另一些则面临困境 [4] - 成功航司倾向于积极发展常旅客计划、国际旅行和高端市场 [5] - 面临困境的航司通常提供标准化的低端服务,这类消费者目前消费意愿较低 [6] - 经济结构(K型经济)对航空公司业绩有影响,高端消费者贡献了大部分收入 [5][6] Capacity and M&A - 关注Spirit航空公司的未来发展,预计该公司将拒绝约一半的飞机 [7] - 对Spirit航空公司的潜在并购持中立态度,更关注飞机运力是否留在美国 [7][8] - 飞机制造商的挑战导致飞机交付延迟,限制了运力增长,这在一定程度上对行业有利 [9]
X @BREAD | ∑:
BREAD | ∑:· 2025-10-25 23:52
User Experience & Performance - Users prioritize the capacity and latency improvements that chains can achieve, leading to better apps and UX [1] - Chains settling to Ethereum can offer performance identical to any L1 but with reduced overhead (consensus) [1] Security & Trust - While chains aim for security parity or improvement over time, this is not the primary concern for users [2] - Existing L2s have a permissioned multisig that can override the bridge contract without notice [2] - Escape hatch is a property of the bridge, not the L2 itself [2] Technical Feasibility - There is no engineering blocker to build a bridge on Solana [2]
X @Starlink
Starlink· 2025-10-13 23:52
V3 satellites will add an order of magnitude improvement in capacity compared to the V2 Mini, resulting in even greater coverage and faster speeds for Starlink customers around the worldSpaceX (@SpaceX):Starship has successfully deployed our @Starlink simulators https://t.co/muNMalZkbT ...
Frontier Airlines CEO Barry Biffle: There's been too much capacity in the U.S.
CNBC Television· 2025-08-26 13:07
Frontier Airlines' Expansion Strategy - Frontier Airlines is adding 20 routes, targeting areas where Spirit Airlines is strong, aiming to become the number one low-fare airline in America [1] - Frontier believes it would pick up the majority of Spirit's market share if Spirit collapses, potentially capturing over half of their customers on a non-stop basis and 85% on connecting flights [2][3] - Frontier is reallocating excess capacity rather than increasing total capacity with the addition of new routes [7] Low-Fare Business Model & Market Capacity - The low-fare business model is considered viable, but there is currently too much capacity in the United States, including legacy basic economy and low-cost options [4] - Frontier believes there is demand for low fares and aims to fill the void as other airlines adjust their capacity [5] - Total capacity is not increasing, but Frontier's share of that capacity is going up [7][8] Consumer Sentiment & Travel Trends - There is optimism about travel and the economy overall, despite concerns from 30 to 60 days prior [9] - The airline industry has experienced some of the busiest travel days ever, indicating continued consumer demand [8]
X @BREAD | ∑:
BREAD | ∑:· 2025-08-06 21:31
Capacity Comparison - HyperEVM 的容量即使立即增加 500%,也仅为 Base 容量的 1/3 [1] - Base 的容量是 Solana 容量的 1/12 [1] Market Prediction - 市场预测 HyperEVM 的容量将超过 Base [1]