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Eridrus
searching PlanetScale…
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1.
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Eridrus
6d ago
Unclear that this sort of thing wouldn't already be quite well served by the existing gpu/npu hardware optimized for neural nets. If you're doing traditional CV, you can run it on the CPU just fine.
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Eridrus
7d ago
I had this same thought and think this is a generally interesting direction, but I think we're in a bit of a weird spot where the compute heavy stuff is on GPUs already and most infra stuff is not compute bound (it's often I/
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Eridrus
9d ago
Oh, for sure. I think this is definitely failure to execute and not a strategic choice. Their "acquisition" of Windsurf was a clear desire to be in this market.
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Eridrus
11d ago
OpenAI/Anthropic are being valued at 25/50% of Alphabet respectively in secondary markets. Maybe everybody is wrong about how valuable these companies will be, but atm it looks very dumb to not be competitive in coding.
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Eridrus
18d ago
You just described the benefits of customers being locked in?
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Eridrus
18d ago
Seeing mathematicians such as Terry Tao being unhappy with open problems being solved makes me sort of question the usefulness of any of this pure mathematics. If we're not happy that the problems are being solved, why care about this
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Eridrus
21d ago
You can just ask ChatGPT these questions these days, but it was a fun read: fly.io depends on Firecracker microVMs, so you should be concerned if you're running untrusted code, but not concerned about other people interacting with you
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Eridrus
28d ago
In a world where AI is writing all of the code, the difficulty of the task may no longer be a blocker.
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Eridrus
28d ago
On one hand, yes, it doesn't make sense to give out subsidized tokens forever. On the other hand, subscriptions create lock-in in a way that API pricing doesn't. I think a more likely end is that subscription value decreases over
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Eridrus
1mo ago
AFAIK You can use WSE/LPU for prefill, it's just less efficient to do so.
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Eridrus
1mo ago
This makes sense for HN as a marketing project for YC. This doesn't make sense for ad supported platforms where the value is the eyeballs on their site.
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Eridrus
1mo ago
Cerebras is targeting a distinctly different point on the cost/latency curve. They are betting that there will be some high value applications where latency and not just throughput is super important.
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Eridrus
1mo ago
This is less relevant for logos & creative works, but things that enable companies to do production will go back to being closely guarded and sharded secrets, which is what the patent system was trying to resolve (though we can certainl
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Eridrus
1mo ago
Yes, but they do not compensate you based on your lost revenue, they compensate you based on how much you spent with them. The best you can get from them is a refund.
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Eridrus
1mo ago
FAISS is no longer close to SoTA: https://ann-benchmarks.com/index.html https://vector-index-bench.github.io/ https://big-ann-benchmarks.com/neurips23.html
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Eridrus
1mo ago
> In the general case, if you enter into a contract and pay for a service, then don't receive that service, you're entitled to sue the service provider for your losses. Do you think this is how companies sell things? With uncap
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Eridrus
1mo ago
Comparing revenue across industries/verticals is not sound. Mercedes has a ~5% profit margin on this revenue. SaaS, even AI SaaS is expected to have much higher profit margins at scale. And on top of that, Mercedes shrunk by 10% revenu
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Eridrus
2mo ago
This was pressure on the founders and the fact that they have their families effectively hostage, not on Meta.
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Eridrus
2mo ago
I guess you're looking at consumer hardware then since servers have exactly what you pay for. Can you say more about the application space you're targeting?
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Eridrus
2mo ago
Given the massive demand for GPUs for LLMs, what sorts of work do you expect to economically benefit from utilizing GPUs more?
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Eridrus
2mo ago
I think there is a chance that this changes. I think there might be space for "source available" enterprise software where you can use an LLM to modify it in a way that is cheap to continue reintegrating in new releases. It may al
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Eridrus
2mo ago
Are there many copycats that are meaningfully impacting the revenue of games? You can argue that games are derivative, but I think most revenue still goes to premier titles, not knock offs.
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Eridrus
2mo ago
I am a fundamental believer that technological efficiency is the reason life is better now than it was hundreds of years ago, and will be the reason that life in hundreds of years is better than it is now. There may be disruption to me as a
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Eridrus
2mo ago
Managing sampling is itself not totally trivial. Much easier from a DevX perspective to just have a library that can render all the datapoints.
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Eridrus
2mo ago
This is a problem that will solve itself, people will continue to work on the problems that AI fails at, likely by telling AI the approaches they want AI to take.
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Eridrus
2mo ago
I'm sure there will be a next generation of jet drones that are cheaper, but the autonomy kit here is probably still cheaper than new jet drones. I think most fully autonomous jet drone programs are also designed to work with a main cr
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Eridrus
2mo ago
I pulled it out of my ass based on anecdotes of talking to engineers and customers, but actual surveys back this up as well with numbers from 84-91%: https://www.digitalapplied.com/blog/ai-coding-adoption-stati...
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Eridrus
2mo ago
This isn't a perfect survey, but I am a Codex user and most of my employees are pretty stuck in their workflows and were not really interested in trying even when I was saying good things (even pre-Opus 4.8). When we work trial people,
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Eridrus
2mo ago
I don't think it's that early tbh, agentic coding has ~90% adoption in the US. Claude Code has largely won individual developer mindshare and has been on top ever since it came out. The benchmarks change, but almost nobody opts to
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Eridrus
2mo ago
I think artists are too attached to solo work and should hire people to crank out variants on their successful vision or license their ideas so that they can continue having new ideas.
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