SlinkyOnStairs

6 ms·

31.
by SlinkyOnStairs 4mo ago
> Is supply actively constrained, or is this mostly in anticipation of future shortages? Both. AI datacenters create immense demand on DRAM, NAND storage, even HDD storage. Then Sam Altman went ahead and "bought" 40% of the wor
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by SlinkyOnStairs 4mo ago
> This money being poured is likely to end up being a huge boon for a lot of economic sectors, including in the US. No such thing as a free lunch. Whilst a lot of industries are doing extremely well right now (i.e. everything involved in
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by SlinkyOnStairs 4mo ago
> You can ask the same for the median 330k salary in the US for Uber Engineering People DO . It's well known that most tech companies are ran incompetently. As you say, it's not the engineers' fault. But most projects and
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by SlinkyOnStairs 5mo ago
Respectfully, do a Google search and not a ChatGPT one. Facebook's recent nonsense is fairly well documented. (They have also gone back and forth on this a few times) https://www.theguardian.com/global-development/
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by SlinkyOnStairs 5mo ago
> And while Cisco, which like Nvidia sold actual things, took a long time to regain their stock price, they made money selling actual things all along. This is the key comparison. It's not the "Pets dot com" side of the Do
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by SlinkyOnStairs 5mo ago
It'd be illegal if they overtly lie. But what they can (and do) do is structure (in the not financial jargon sense) the reports such that the given datapoint does not exist individually. E.g. If you want to hide AI revenues or costs, t
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by SlinkyOnStairs 5mo ago
> as sad as it is that there is a need for this It's just a fact of being a writer. Sounding like AI is the big current problem, but it's hardly new. A big awkward one is politics; Certain turns of phrase and idioms are used ex
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by SlinkyOnStairs 5mo ago
> But we don't have visibility on the COGS until they IPO and file, right? So where is all this premature judgement coming from about their unit economics? It's the lack of visibility that causes the judgement; Were the numbers
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by SlinkyOnStairs 5mo ago
> Doesn't inference have very good profit margins* but all the losses come from training? There is no source for this. Amodei just pulled a hypothetical explicitly distanced from Anthropic out of his ass and kickstarted some citogen
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by SlinkyOnStairs 5mo ago
You're not modelling the contagion here. The problem is that while any single one isn't that big a share of the S&P 500, similar companies do make up a lot collectively. Excl some non-tech/AI firms: NVIDIA Corp NVDA 8.02%
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by SlinkyOnStairs 5mo ago
> I wonder if prompt injection (and the thousands of vectors for hiding injection attempts) is actually un solvable. YES?! This is not a secret. ALL context/prompt is instructions, there is no data. It is just unsolvable, period.
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by SlinkyOnStairs 5mo ago
> The job-hoppers made it obvious that it was just cheaper and faster to hire intermediate and senior developers (rather than investing in juniors to learn the basics, then have to pay them to stay). Critically: While this is the common
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by SlinkyOnStairs 5mo ago
> Why not have an agent version? Why have one? There are no benefits, and innumerable downsides. > It saves the client agent and the website host time and money. I do not care about the users' budget, if they don't want to s
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by SlinkyOnStairs 5mo ago
> How is Tesla destroying the planet? In my mind, Tesla is one of the most important companies in transition to clean energy. Yet it got dropped from the S&P ESG index. ESG is more than just the environment. In Tesla's case, Elo
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by SlinkyOnStairs 5mo ago
"You just don't understand bro" has been the trite handwaving of criticism for a over decade now. It already wore out when the bitcoin bros kept saying it to all their critics. > I can tell you are in the unaware group, si
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by SlinkyOnStairs 5mo ago
> There is absolutely zero meaningful competition to Starlink in the maritime, aviation, and remote internet markets. There are roughly 100,000 ships at sea. There are roughly 15,000 planes in the sky. The remote internet markets are rem
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by SlinkyOnStairs 5mo ago
It's maddening how quickly ESG and similar programmes have been thrown in the dumpster once the political climate in the US swung back to "anti-woke". > "but our job is to earn money and we can't do that if you h
48.
by SlinkyOnStairs 5mo ago
The datacenter thing is mostly just a meme that billionaires say because it makes them feel smart and gets them media attention, it doesn't seem to move stock significantly. The actual distortion field is around Starlink. Which is the
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by SlinkyOnStairs 5mo ago
> I'm aware of what you refer to in (2), I see the results of all the "use our agent to write content in your voice, _totally_ human" tools, I'm fed up with everything needing a recurring subscription. I'm sorry
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by SlinkyOnStairs 5mo ago
> If I do not have a friend who's into fly fishing, or if I need an answer quickly, am I...just out of luck? Consider the ways this actually would happen but a mere 3-5 years ago. You would Google search for information about fly-fi
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by SlinkyOnStairs 5mo ago
> At the same time the poem is published on Substack, instead of a hand-crafted custom blog. Look. I am a massive fan of the janky old manually created website. <marquee> will never die and it is hilarious that browsers will have
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by SlinkyOnStairs 5mo ago
This post is now gone. Click the down button and stop reading. It seems we have arrived at the "HN does not read license texts" hour again.
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by SlinkyOnStairs 5mo ago
It's just plain fraud. LLMs are hallucinatory, this is a basic fact of their basic design. You can't have them write product descriptions especially in advertisements , without any human supervision. If the LLM invents a product
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by SlinkyOnStairs 5mo ago
> It's basically standard SEO but it also manipulates AI like ChatGPT very very easily There are key differences. 1) Google doesn't get paid for the SEO, so even is crime is involved, Google isn't directly responsible. 2)
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by SlinkyOnStairs 5mo ago
> My Google search usage is easily down 50%+. I doubt I am unique here. The question though: Why is that? Is your Google search usage down because LLMs are "so much better"? Or because Google actively chose to destroy the qua
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by SlinkyOnStairs 5mo ago
> part of the reason why valuations are so high is because there is so much money The primary mechanism behind that is liquidity; Passively held assets decrease liquidity, and with there being a lot of passively held assets, liquidity is
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by SlinkyOnStairs 5mo ago
The risk is no longer a single company with a dumb CEO tanking. Now the risk is a massive stockmarket wide collapse. Over a third of the S&P 500 is AI heavy tech stocks. With how reliant Nvidia is on AI compute sales, there's a re
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by SlinkyOnStairs 5mo ago
There are two possibilities here: 1) This tool breaks the Claude TUI. Exactly as described by the comment. 2) The Claude TUI itself is broken. The comment is wrong, but assuming the "billion dollar TUI product" is capable of basic
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by SlinkyOnStairs 5mo ago
> The actual blunder was exposing that weakness to the world. The world already knew. The real strength of the prior admins was in simply not needing the military force. The 2015 Iran nuclear deal is a relevant example here. It didn&#x27
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by SlinkyOnStairs 5mo ago
That reply is utterly baffling. We can set aside Bezos and Musk, but the exploitative actions of Zuckerberg and especially Gates are extremely well documented.

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