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DebtDeflation
searching PlanetScale…
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31.
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DebtDeflation
11mo ago
Honestly, just learn it like anything else. Understand the basic components of an internal combustion engine (block, crankshaft, rods, pistons, camshafts, cylinder heads, valves, intake and exhaust manifolds), the 4 cycles the engine goes
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DebtDeflation
11mo ago
More like financial engineering. When Wall Street demands ever increasing EPS growth, but revenues are flat or declining and you don't have cash to buy back shares, cost cutting is the only option. Unfortunately, labor costs are the
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DebtDeflation
11mo ago
This summer was a lifetime ago.
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DebtDeflation
11mo ago
That's been true for the last year or two, but it feels like we're at an inflection point. All of the announcements from OpenAI for the last couple of months have been product focused - Instant Checkout, AgentKit, etc. Anthropic
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DebtDeflation
11mo ago
Did they even fail? Llama2 was groundbreaking for open source LLMs, it defined the entire space. Llama3 was a major improvement over Llama2. Just because Llama4 was underwhelming, it's silly to say they failed.
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DebtDeflation
11mo ago
> Generative AI in final outputs or productive work undermines the foundation of their future success vis a vis discounting or dismissing IP Law and Rights It goes beyond just IP law compliance. Creativity is their core competency and c
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DebtDeflation
11mo ago
That seems like something that should be handled with a simple takedown request and those behind archive.is would almost certainly comply. 99.999% of people using archive.is are using it to bypass news article paywalls nothing more. Which
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DebtDeflation
11mo ago
>But if you add a feedback loop where it can use tools, investigate external files or processes, and then autocomplete on the results, you get to see something that is (close to) thinking It's still just information retrieval. You&
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DebtDeflation
11mo ago
Yeah, the first article I linked says Poolside plans to spend much of the $1B investment from Nvidia on GB300's. It's all just one circular flow at this point with Nvidia giving everyone cash that they agree to use to buy GPUs fr
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DebtDeflation
11mo ago
I Google News searched Poolside and found this: https://techfundingnews.com/nvidia-prepares-up-to-1b-investm... >Poolside operates across the US and Paris, focusing on coding automation tailored for government and defenc
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DebtDeflation
11mo ago
Near as I can tell, the only valid point the author makes is that since mortality rates increase as cancer progresses stages and since progression through stages takes time, a 5 year mortality rate is not a great metric and it would be bett
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DebtDeflation
1y ago
WTF does it even mean to run a quantum error correction algorithm on a (classical) FPGA?
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DebtDeflation
1y ago
What about the people who die because a safe and effective drug that could have saved their life got rejected? The problem is that there's a fundamental asymmetry here - those deaths are invisible but deaths from a bad drug that got a
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DebtDeflation
1y ago
It was never true, unless you're a top 100 in the world AI researcher. 99% of AI investment is in infrastructure (GPUs, data centers, etc). The goal is to eliminate labor, whether AI-skilled or not.
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DebtDeflation
1y ago
>LLMs don't have any distinction between instructions & data And this is why prompt injection really isn't a solvable problem on the LLM side. You can't do the equivalent of (grep -i "DROP TABLE" form_input)
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DebtDeflation
1y ago
>Can't vibe code your way out of this issue... I feel bad for the people impacted by the outage. But at the same time there's a part of me that says we need a cataclysmic event to shake the C-Suite out of their current mindset
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DebtDeflation
1y ago
There is absolutely no way an OTA update should be able to impact anything powertrain related, it should be limited to the infotainment system and accessories. PCM updates should require a hard connection to the vehicle's OBD port at
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DebtDeflation
1y ago
That's why OpenAI is hard pivoting towards products now. The big one IMO is Instant Checkout and Agentic Commerce Protocol. ChatGPT is going to turn into a product recommendation engine and OpenAI is going to get a slice of every pur
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DebtDeflation
1y ago
Better than continuing to show me ads for vacuum cleaners two months after I purchased one after searching for them.
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DebtDeflation
1y ago
Meanwhile, there seems to be a massive pivot underway at OpenAI away from AGI hype and model development overall and towards just becoming a product company that monetizes their current tech via mundane stuff like Instant Checkout.
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DebtDeflation
1y ago
Google "round tripping". It's a tale as old as time and has led to many financial scandals and bubbles/collapses.
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DebtDeflation
1y ago
That sounds a lot like the "everyone has to live somewhere and historically house prices never decrease" argument circa 2006-2007. Equities are not the only asset class in existence and in any market people can sell just as easily
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DebtDeflation
1y ago
We're in this weird situation where: 1) the average American is heavily dependent on equities in their 401k for retirement, 2) so the stock market has to go up, 3) but the stock market is already at record valuations and it's diff
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DebtDeflation
1y ago
Even a couple of years ago it was mindboggling to look at their corporate structure: A non-profit parent entity with a wholly owned for-profit subsidiary (actually, the non-profit wholly owns and controls a third "manager" entity
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DebtDeflation
1y ago
OpenAI isn't giving AMD money to get AMD stock. AMD is giving OpenAI its stock (in the form of a call option with a $0.01 strike).
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DebtDeflation
1y ago
Not really. This is AMD investing in OpenAI (albeit in an unusual way, with stock options) not the reverse. Same as the Nvidia deal. Same as hyperscaler investment in OpenAI and Anthropic. The people selling stuff to the AI Labs are the
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DebtDeflation
1y ago
Oh, we saw it before. 1998-2000. Cisco, Sun, et al, "investing" in the dotcoms so those dotcoms could turn around and use the funds to buy servers and routers from them.
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DebtDeflation
1y ago
It's just round tripping with an extra step or two. AMD giving OpenAI money (via stock options) that they can use to buy AMD chips.
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DebtDeflation
1y ago
For the 95% of people who get all their income from W2/1099 compensation, bank accounts, and brokerage accounts and who either take the standard deduction or whose only itemised deductions are dependents, mortgage interest, and SALT, t
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DebtDeflation
1y ago
Historically, the worst busts following the bursting of an asset price bubble, in terms of real economic impact, have been from debt fueled bubbles (Great Depression, Global Financial Crisis). You can read Hyman Minsky and Irving Fisher fo
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