bandrami

26 ms·

31.
by bandrami 2mo ago
In the early aughts the web was largely anonymous (MySpace and Friendster were just starting out and Facebook was still a Ivy league only thing). We thought we wanted to be able to find and be found by specific people, but in retrospect I d
32.
by bandrami 2mo ago
IDK, I ran an RSS feed that had ads 20 years ago (it was a niche hobby blog and every fifth post was an ad for supplies for that hobby). It made enough to pay for the hosting.
33.
by bandrami 3mo ago
I mean, go to an IBEW hall in a busy area and talk to the shop steward; he can probably start you tomorrow
34.
by bandrami 3mo ago
The xAI Anthropic deal was pretty widely covered, but the press release is here: https://x.ai/news/anthropic-compute-partnership The absurdly large discount was why Anthropic could claim a revenue-positive quarter for
35.
by bandrami 3mo ago
That's $25B before discounts , and their discounts to Anthropic in the current quarter alone are $12B of that.
36.
by bandrami 3mo ago
Because most of the capital assets depreciate over a period of 5 years or so so you have to make the expenditures back during that time or you can't book any revenue.
37.
by bandrami 3mo ago
They have to find a way to make inference profitable and they haven't yet
38.
by bandrami 3mo ago
Another silent inflation of token count. There's no force on earth that can overcome that incentive for the labs.
39.
by bandrami 3mo ago
And the hyperscalers have made the (questionable) choice of depreciating that hardware over 6 years rather than the usual 4.
40.
by bandrami 3mo ago
Yeah, it's definitely more of a consumable item than an asset, as the logistics guys would say.
41.
by bandrami 3mo ago
Sort of; it's like the itemizer systems at airport security. They're entirely theater (in the sense of "for show") but that show is itself important in that it makes entire categories of attacks significantly less feas
42.
by bandrami 3mo ago
I should expand that: the money goes from the end user to the lab and only in the cases where the marginal utility of the small app exceeds the cost.
43.
by bandrami 3mo ago
IDK, get Springsteen to record an aid concert for them?
44.
by bandrami 3mo ago
IDK I've got some rando Chinese product that looks pretty much exactly like a late-2000s iPod "classic" and has some fairly generic Android interface including a decent music player. I think it cost like $40.
45.
by bandrami 3mo ago
Right but if we're going to a small-batch bespoke development model then "marketing" more or less disappears because why would I pay someone to talk to an LLM when I can also talk to an LLM? The money goes from the end user t
46.
by bandrami 3mo ago
> few users, no revenue or minimal revenue The 900 pound gorilla has for a while been "where is all the output of these LLMs?", and this seems to be the answer; the number of apps on the various app stores has skyrocketed over
47.
by bandrami 3mo ago
> Its not my debt. Neither was AIG's, until we all woke up one day and suddenly it was
48.
by bandrami 3mo ago
> the companies do this because it works Until it doesn't. I'm not only old enough to remember Enron, I'm old enough to remember the S&Ls.
49.
by bandrami 3mo ago
Your house (hopefully) goes up in value. The datacenter goes down.
50.
by bandrami 3mo ago
People said that in 2008, too!
51.
by bandrami 3mo ago
Which is why lifecycle funds move you into bonds gradually as you approach retirement age
52.
by bandrami 3mo ago
It's even less like attacking merchant vessels without a letter of marque than it is like theft, though
53.
by bandrami 3mo ago
It's not really scale so much as circumvention; what got criminalized was circumventing protection mechanisms which AFAICT Anthropic didn't do
54.
by bandrami 3mo ago
That's why copyright infringement is legally different from theft
55.
by bandrami 3mo ago
They can't for the same reason that cab companies can't make their drivers employees: they would have to employ far, far fewer of them than they do on contingency.
56.
by bandrami 3mo ago
Copyright infringement is in most cases tortious rather than criminal.
57.
by bandrami 3mo ago
Gorilla also makes one though even they seemed surprised when I ordered some a few months ago
58.
by bandrami 3mo ago
Poe
59.
by bandrami 3mo ago
Why not just post the prompt you used? I have access to LLMs too.
60.
by bandrami 3mo ago
> you are doing that for LLM code right? Existentially weary infosec guy laughter

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