HardCodedBias

10 ms·

91.
by HardCodedBias 9mo ago
Nvidia direct silicon revenue is higher. Also Nvidia's margins are higher which means that they will be willing to pay a higher unit price. This seems like an open and closed case from TSMC's side.
92.
by HardCodedBias 9mo ago
He was a brilliant observer and reporter on the behaviors of humanity. He will be missed.
93.
by HardCodedBias 9mo ago
Think of how this opened up EM: https://ddcolrs.wordpress.com/2018/01/17/maxwells-equations-...
94.
by HardCodedBias 9mo ago
OpenAI has #5 traffic levels globally. Their product-market fit is undeniable. The question is monetization. Their cost to serve each request is roughly 3 orders of magnitude higher than conventional web sites. While it is clear people see
95.
by HardCodedBias 10mo ago
It seems pretty clear.
96.
by HardCodedBias 10mo ago
Never forget the continual parade of "experts" when the chip ban was being promoted who all said in unison: "China is 20 years behind" Horribly dishonest. But they all talked in lockstep: lawmakers + "experts".
97.
by HardCodedBias 10mo ago
"My point is that you can actually reduce it all to dollars." I'm not sure. A couple of points: 1) The regulatory landscape is enormous. It is unknown from which angle regulators will "slow you down." 2) As I mentio
98.
by HardCodedBias 10mo ago
I suspect that this orbital data centers isn't entirely about dollars (No doubt dollars are important). I suspect it is about the regulatory environment. The regulatory environment on data centers is moving quickly. Data centers used t
99.
by HardCodedBias 10mo ago
Huge fan that Gemini-3 prompted OAI to ship this. Competition works! GDPval seems particularly strong. I wonder why they held this back. 1) Maybe this is uneconomical ? 2) Did the safety somehow hold back the company ? looking forward to th
100.
by HardCodedBias 10mo ago
Unless: 1) LLM advances stop 2) The Chinese companies release open source/weight models which are as good or better than the West 3) Apple somehow turns it around with AI Apple is done for. AI is going to be central to the next generat
101.
by HardCodedBias 10mo ago
"There are four lights" And the AI has been RLed for tens of thousands of years not just a few days.
102.
by HardCodedBias 10mo ago
MTG does better than Nancy? https://www.quiverquant.com/congresstrading/politician/Marjo... https://www.quiverquant.com/congresstrading/politician/Nancy... Sure doesn't look like it
103.
by HardCodedBias 10mo ago
This is the system working. Competition is all you need.
104.
by HardCodedBias 10mo ago
Measuring the value is very difficult. However there are proxies (of varying quality) which are measured, and they are showing that AI code is clearly better than copy-pasted code (which used to be the #1 source of lines of code) and at lea
105.
by HardCodedBias 10mo ago
Two claims here: 1) LLMs have failed to live up to the hype. Maybe. Depends upon's who's hype. But I think it is fine to say that we don't have AGI today (however that is defined) and that some people hyped that up. 2) LLMs h
106.
by HardCodedBias 11mo ago
I thought Ilya said we have more companies than we have ideas. He also noted that our current are resulting in models which are very good at benchmarks but have some problems with generalization (and gave a theory as to why). But I don&#x27
107.
by HardCodedBias 11mo ago
Well of course it is not enough. This is well known. "Success" is hard to nail down. Is it academic success? SES succes? Job performance? It's all over the map. However we know that : IQ is correlated with the above somewhere
108.
by HardCodedBias 11mo ago
@complaintvc on X has been doing amazing work in this area. The EU, especially the EU post 2008, seems to be infatuated with regulation it has likely bitten them with their lackluster GDP growth and their very lackluster AI developments. I
109.
by HardCodedBias 11mo ago
"Hackers should understand governments are complex, dynamic and occasionally chaotic systems" No. Hackers should understand that government is force . This is the definition of government. And force is the antithesis of the hacke
110.
by HardCodedBias 11mo ago
If you believe another thread the benchmarks are comparing Gemini-3 (probably thinking) to GPT-5.1 without thinking. The person also claims that with thinking on the gap narrows considerably. We'll probably have 3rd party benchmarks in
111.
by HardCodedBias 11mo ago
What? The 4.5 and 5.1 columns aren't thinking in Google's report? That's a scandal, IMO. Given that Gemini-3 seems to do "fine" against the thinking versions why didn't they post those results? I get that PMs l
112.
by HardCodedBias 11mo ago
Big if true. I'll wait for the official blog with benchmark results. I suspect that our ability to benchmark models is waning. Much more investment required in this area, but what is the play out?
113.
by HardCodedBias 11mo ago
Bard was horrible compared to the competition of the time. Gemini 1.0 was strictly worse than GPT-3.5 and was unusable due to "safety" features. Google followed that up with 1.5 which was still worse than GPT-3.5 and unbelievably
114.
by HardCodedBias 11mo ago
It seems like there is a very strong correlation between identity politics and "AI skepticism." I have no idea why. I don't think that the correlation is 1, but it seems weirdly high.
115.
by HardCodedBias 11mo ago
"12k a year out of your paycheck for an advanced Clippy "assistant"? Sorry, this is not plausible" It's certainly possible. Will it actually happen? IDK.
116.
by HardCodedBias 11mo ago
I don't think it requires robots. Although that's possible too. I think that HoloLens has a reasonable demonstration of how to assist blue collar work about 10 years ago (AFAIK it flopped). I would bet a dollar that similar techno
117.
by HardCodedBias 11mo ago
This is clearly aggressive. Will this pan out? We don't know, no one knows. But this isn't "a scam" there is a plausible future where a large percentage of white collar (or dare I say it, blue collar) work will have an a
118.
by HardCodedBias 11mo ago
LeCun has been talking against the company's direction, in public, for a couple of years now. He's a great researcher, but that's abysmal leadership. He had to go. If he gets funding (and he probably will) that's a win f
119.
by HardCodedBias 11mo ago
I suspect that if GenAI starts to make content which can grab people's attention, and do it cheaply, then Netflix will become far more accommodating very quickly. They do not want to be disrupted.
120.
by HardCodedBias 11mo ago
Update: It looks like there has been some turnover at the universities since the quote from Eric Weinstein. I quick survey (could be incorrect!) says it is now more around 63. That's still high but not as high as what Eric Weinstein wa

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