sábado, 22 de agosto de 2020

Following some arduino guides




Following some arduino guides

I ended up changing the resistors, using 1x 560-ohm and 3x 150-ohm since i already had those.

Posted by Daniel Rodrigues Parente on Saturday, August 22, 2020




Original project 

I ended up changing the resistors, using 1x 560-ohm and 3x 150-ohm since i already had those.



quarta-feira, 27 de maio de 2020

Brazil & World some considerations






Brazil





  • Looking back in history, crisis
    in Brazil are always something with a messy timeline. You don’t exactly know
    where or why it has started until you have realized you are living under a
    crisis, so you can finally start to develop a bunch of meaningless explanations,
    some ex-post bullshit.






  • Brazil has
    such a dysfunctional society, that entire neighborhoods could work as social bubbles.
    Maybe every country has their own bubbles, for an economical reading it’s somewhat
    importantly try to understand how people ascended to their positions, how they
    got their places in this stable and overprotected bubbles.






  • Living in
    Brazil you can see how our social structures are overly stable, probably the best
    way to make an image to that affirmation is to remember of public employees. On
    the other side of that same picture, we also have the fact that the admission system
    behind the government, jobs are the most efficient social transition channel as it
    doesn’t require any previous network.






  • On the
    network matter, besides the whole “Latino” thing we are far from being a society, were peoples actually enjoy being together. I would say that this is more of a social convention
    than a thing that people want to do. It becomes obvious as we look at
    how meaningless are our social interactions. Most of the time people don’t
    wanna hear what others have to say, they may be physically together but those
    are empty social interactions without meaningful results. There’s a traditional Brazilian
    expression that summarizes what I’m saying: “amigos, amigos negócios a parte”.






  • We are not
    a business-driven society, we are not even guided by our own ideas. Being a Family
    driven society we take as true most of the ideas from previous generations, we
    never get too far from family, one of those ideas say that those people are the
    only one that you can always count. Being poor also doesn’t make any good on
    the matter of individual development.






  • We have some unbelievable difficulty at looking at our own social problems and try to understand them in simple terms and develop some solution. We will import some solutions for problems that we don't even have. After all, our academy doesn't develop any theory.






  • (june-20)The main reason for the whole nationalistic ideology in Brazil comes from the fact that this country doesn't exist as a system where all the gears together can generate some meaningful results. This political (take the word by the geographical meaning) structure has only survived for so long as a result of efforts made in the '60s by the Globo Group and the Military. One acting to standardize and spread a form of culture throughout the country, and the other handling with the operational/hands-on side in the integration of such diverse local realities. Today it's becoming obvious again that throughout the country we have economical-cultural-political clusters that could be way more efficient countries if think we on the matter of conciliating local interests.




World






  • 2015-2020 Democracy finds out the power of propaganda, in the form of social media,  like many dictators had already known for a long time, in previous formats.






  • We are currently living in an age where we see too much of people. From politicians to celebrities, people are too real, too much of themselves. The results on that matter, are yet unpredictable, We may end Up having a society where people actually understand the good and the bad aspects of each other, or most likely they will forget what's good, and what isn't. Right and wrong will fall in a gray area way more frequently. Even though this gray area, has always been there, we only came to this point of global integration under a single culture, because those lines were there and have worked as a guide, This may result in the fragmentation of the society, not in the form of nations, as this format may be outdated, it will be something different this (or something so old and forgotten, that will sound like new).






  • (june-20) When seeing great results, sometimes really unbelievable, and mainly in the hedge fund industry,  I always ask myself is this guy a genius, or is he laundering money for someone. 






I may in the future, as things happen,  add some views in this post.



-First update on June-20





segunda-feira, 27 de janeiro de 2020

A look at the entertainmet sector and it's future









It’s
vacation time and to what kind of entertainment are you going for? I keep looking
at this whole Netflix price/earnings craziness and get to remember the context
from where Netflix emerged as a major player. It wasn’t for turn itself into a
major content producer, and yet in those days, the whole Netflix analysis gets
somewhat lost when deciding if it is a technology or an entertainment company.
As you can get better multiples being the first one, that ends up being the
choice.





But the fact that is that Netflix has grown being a better technological option to
torrent, most of its competitors besides the content offer, will struggle trying
to get at the same level as Netflix when we talk about servers. So NFLX, maybe
would have been in a way better position, if it had focused on supply it’s technology
and relation with small ISP around the world to the newcomers into the streaming
battle. If we think how NFLX can offer huge data package deliveries with low
cost and low latency, thanks to its relation with small ISP’s on a global scale
that could even be the solution to new services like Google Stadia, even though I’m
not sure if the real difficulty in this segment is exactly about having a bunch
serves, maybe here the right type of servers is the real problem.





So as I’ve made
clear, that I would prefer to buy NFLX more as a tech company, than as a content producer
(which apparently has been their focus), guess we can proceed to Disney, and besides
DIS being already a consolidated giant, I kinda think in the long run Sony could
be a way better option. Disney is too much of an old-style company, with too
much tradition to hold. Sony, on the other hand, has tradition (with the whole Japanese
thing) and is slowing turning itself into an entertainment company.







Source at page 15 here 





The company
is yet carrying some legacy sectors as a hardware maker, but even though this part
of the business is not that sexy, the company has been making some money in the
semiconductor segment.





But the
main point on Sony is that they have been strongly growing in a sector that giants
like Disney are stupidly ignoring (even though Warner [under ATT] has been able
to produce some hits).


When we
talk about the videogame industry, we are usually talking about companies with
strong communities around themselves, and some lack of good management. And as
one good product, with good sales, can hide all the troubles a company may have, it’s
hard to do the usual stock picking at this segment. If we go around, we can
find companies with good Intellectual Properties, such as Rockstar, but as it
comes with the whole TTWO package It becomes way less interesting. EA has a
good management, but lacks on the creation of new IP’s, and even though the old
ones are strong enough to support the company, I yet do feel EA somewhat disconnected
from it’s community which may justify the low P/E the stock has been trading
lately.





Besides, that
I haven’t offered much of conclusion until now, my point is that amazing IPs are
emerging in the videogame industry, so it’s not out of reality to think on a a theme park based on Uncharted, and under that scenario Sony could be a good bet.
I don’t think that the future of the industry is on expensive consoles, but the
Playstation brand and it’s IP’s could easily go far Beyond that.



terça-feira, 7 de janeiro de 2020

Don't worry dear Greta










The highest
moment in 2019, was Greta Thunberg, and I’m not the kind of person that goes
around hugging trees, but you have to admit that she was fully passionate on
his believes. Probably had read, talked... basically studied a lot about that theme
before that specific moment and then she gets there, in front of the most
important persons of the world, and notices that nobody really cares about what
she has to say. She is there just to fill some kind of quota, something like “make
the world a better place for future generations”, not only for the next generations
of a specific region but for the whole, of people that are yet to be born.





Most of
world leaders probably don’t spend not even twenty percent of their time
thinking in the world as a whole. Most of those people’s thoughts are dedicated to
their inner circles, some time is spent pretending to care with their
populations. Even when they think about international topics, those are mainly
local questions. Can you imagine someone in Pakistan giving the same level of attention
to Thailand as they do India? This does not even make sense.





Global matters,
and mainly those that are far away don’t have any weight. When Greta brings to the
table a point that is seen as being far away both in time and space, is expected
that nobody will care. But she has put it in a way that was at once far from reasonable,
messed up and perfect for the moment. She brings that theme and gets some
global attention. Don’t think she was ready for what she achieved, but the
world needs more people like her.





It's reasonable
to say she’s is as bit of a time agent, as twitter has proven, at least for me
I guess that she will be in my mind when in the future I get back to think about
this decade, in the same way, I remember Zidane but don’t remember who won that
world cup.










Having
lived some time in Mato Grosso, I can’t say that I think we should save the
world. From what I have seen there, humanity as a whole is just following its
path. Being there, and traveling through the region on buses or airplanes, I don’t
remember much of the local native forest, and there are yet some nice things there
like Pantanal. But I do remember huge soybean fields.  An amazing way to summarize the matter is by
saying that the Rondonopolis airfield was surrounded by some plantations, not sure
if it was soybean or Cotton. And when landing in Cuiabá in the airport hall you
would find some pictures of soybean fields.





For us humans,
it’s too pretentious to think about ourselves as world saviors, nature will take care
of us no matter what we do. In our short modern history, it’s not that hard to
find numerous moments where we had been close of extinction… sometimes it was
through wars, on other times it was because of diseases spreading too fast, and
it was way before we had such a global society.





At the same
time, I remember a discussion between Jack Ma and Elon Musk. While the Tesla
guy seems to be worried about the machines revolution, I keep thinking on the Tacoma
plot, an amazing French game (such an underrated industry) where a crew of a
mining spaceship is waiting to be rescued, but under the guidance of the spaceship AI, which
according to its programming weren’t supposed to do that,  find out that they have fallen between a fight
were the mining company and the government are the contests.  Basically, the company wants to stop using
human crews, but the government won’t allow, so under a marketing strategy the company
is going to let the spaceship crew die, as they hope that under this context government
must allow no human crews.










An amazing
simple game, but the main point is that we do indeed have more things to solve
before we can start worrying about AI’s taking control of the world.





Today the
main mess is the whole Iran thing. As a GE holder, I can’t really say that I’m
not waiting for a war but besides a proxy war, I don’t see Iran as a real threat
to Trump. The main point is that Iran is an isolated nation, even in the muslin
world, with very few resources to support a war, even if we consider the oil
laundry scheme that Russia runs today. Maybe China could indirectly finance
this to develop and put under stress test it’s military-industrial complex, but
it’s hard to know what’s inside Beijing leaders’ minds. Even though sooner or
later the heat will get there, but China has been betting on some financial
soft power.





So don’t worry
Greta, we will probably destroy ourselves before nature have a chance to do that,
either way, we are following the extinction path.