JCM9

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181.
by JCM9 1y ago
Came across them a few times. There’s absolutely nothing special about the tech. If anything they’ve probably fallen quite a bit behind now. What is “special” is just a willingness to do things with data that others would consider inappropr
182.
by JCM9 1y ago
Market is super frothy and we’ve reached a plateau of what this tech can do right now. Unless someone comes forth with a true step change enhancement things gonna get messy soon. The current pace of meh models releases and everyone convergi
183.
by JCM9 1y ago
Social media is the 21st century’s tobacco company. The companies selling it know it’s terrible for people’s health, but they keep doing it because $$$. If one wants to work in that industry is a personal ethical one, but 20 years from now
184.
by JCM9 1y ago
JetBlue also flying narrow bodies across the pond. It used to be not a thing but with lots of ETOPS narrow bodies out there it’s pretty common now.
185.
by JCM9 1y ago
Excellent reporting and pretty devastating to JPMC. Keep digging.
186.
by JCM9 1y ago
They don’t really have the right frequencies available. In the GHz range they operate point to point comms at ground level with low powered radios wouldn’t be a great experience except for if you were so close to someone you could practical
187.
by JCM9 1y ago
It’s a sign of just how much the current AI hype cycle is a house of cards not backed by any logical business fundamentals.
188.
by JCM9 1y ago
When something like this happens there’s a non-zero chance some slimy hedge fund is behind this pushing conspiracy theories on gullible folks to tank a stock.
189.
by JCM9 1y ago
Tech sector is very frothy at the moment with bloated staffing. It’s going to get worse before it gets better. Big tech has been doing slow layoffs and would be surprised to see much bigger rounds soon as shops shut down unprofitable projec
190.
by JCM9 1y ago
Don’t approve of the font but do approve of hacking old tech
191.
by JCM9 1y ago
Tried Q Developer but it’s just not keeping pace with other competitive offerings. It’s like Amazon’s Chime to everyone else’s Zoom. It works, but unless you have no other option it’s not clear why I’d choose to use it.
192.
by JCM9 1y ago
In theory they should, but it’s increasingly looking like they’re struggling to attract/retain the right talent to take advantage of that position. On paper they should be wiping the floor with others in this space. In practice they’re
193.
by JCM9 1y ago
A few things, including: 1. Price-performance has struggled to stay competitive. There’s some supply-demand forces at play, but the top companies consistently seem to strike better deals elsewhere. 2. The way AWS is architected, especially
194.
by JCM9 1y ago
It’s unclear why Swami is put in charge of this stuff. He’s not a recognized leader in the space and hasn’t delivered a coherent strategy. However, per the article Amazon is struggling to hire and retain the best talent and thus it may just
195.
by JCM9 1y ago
It’s already playing out. Just look at recent results. While once light years ahead competitors are now closing ranks and margins are under pressure. AWS clearly isn’t going away, but on the current trajectory its future as the leading clou
196.
by JCM9 1y ago
Except they’re struggling here. The performance of their offerings is consistently behind competitors, particularly given their ongoing networking challenges, and they’re consistently undercut on pricing. For Amazon “renting servers” at ver
197.
by JCM9 1y ago
I generally agree with you, although Amazon is really paranoid about being behind here. On the last earnings call the CEO gave a long rambling defensive response to an analyst question on why they’re behind. Reports from the inside also say
198.
by JCM9 1y ago
They got away with this attitude in the earlier days but it’s really hurting them now. A good chunk of the best talent out there won’t even consider Amazon. Culturally it’s very hard to turn that around now and catch up. 90% of the folks th
199.
by JCM9 1y ago
Under Andy Jassy’s watch Amazon really just missed the boat on AI big time. Alexa was a huge missed opportunity. They had a huge foothold and then basically did nothing with it. AWS doesn’t really have compelling AI offerings. Bedrock shoul
200.
by JCM9 1y ago
Amazon, and AWS specially, just don’t have recognized leaders in this space at the helm. I think that’s OK as they should focus on the more boring but important infrastructure stuff. Jassy’s long rambling answer on the last earnings call th
201.
by JCM9 1y ago
The problem with trying to just throw money at a problem to hire a bunch of “top” talent and “leading visionaries” is that those egos rarely play well together under the same roof. Culture, or the lack thereof, eats your unlimited budget fo
202.
by JCM9 1y ago
Big tech companies will take every once of energy and time you give them. With H1Bs it can be horrible as they threaten firing folks that will often have to upend and leave the country if they stop working there. By most standards it’s almo
203.
by JCM9 1y ago
“Sorry, this test has too many users right now. Please try again later.” A Cognitive test struggling under load is ironic/amusing.
204.
by JCM9 1y ago
Generally speaking when Private Equity shows up you should run for the hills. Fast.
205.
by JCM9 1y ago
Not a surprise. All the major players have reached the limits of training on existing data—they’re already training on essentially the whole internet plus a bunch of content they allegedly stole (hence various lawsuits). There haven’t been
206.
by JCM9 1y ago
CEOs citing savings from AI should be able to show higher profits soon. The fact that they’re not means those tall tales are coming home to roost soon.
207.
by JCM9 1y ago
AI was so 3 month ago. Now you need to say Agentic
208.
by JCM9 1y ago
Running with your analogy having positive cash flow and buying a property to hold for the long term makes sense. Thats the classic mortgage scenario. But it takes time for that math to work out. Buying a new property every 6 months breaks t
209.
by JCM9 1y ago
I think the nuance here is what people consider the “cost” of “inference.” Purely on compute costs and not accounting for the cost of the model (which is where the article focuses) it’s not bad.
210.
by JCM9 1y ago
Yes

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