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basiccalendar74
searching PlanetScale…
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31.
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basiccalendar74
2y ago
mental load of driving is already reduced quite a bit (50%?) by Basic Autopilot.
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basiccalendar74
3y ago
they announced a cloud service NIM that hosts LLMs using Nvidia software stack. https://developer.nvidia.com/blog/nvidia-nim-offers-optimize... so there is a push towards a platform company, but probably not well expla
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basiccalendar74
3y ago
a similar blocking effect happens in Joshua Tree. Very clear skies even though LA is not far away.
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basiccalendar74
3y ago
Yes, it’s cable news. But US has restrictions on foreign owned news.
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basiccalendar74
3y ago
Even if data doesn’t leave US, we want to avoid algorithmic manipulation via TikTok feed.
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basiccalendar74
3y ago
Twitter board disagrees
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basiccalendar74
3y ago
that earnings remain same as this quarter for a few quarters (higher revenues, lower margins ofc). forward P/E is 30-40 range, typical for tech companies. Apple has been making a bank on iPhones, with no major leap frog in 10 years. Nv
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basiccalendar74
3y ago
market was definitely undervaluing at end of 2022. compare to end of 2021 or even pre-pandemic (end of 2019) and returns are quite sensible.
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basiccalendar74
3y ago
mostly because Meta did not develop a custom AI chip, like Google.
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basiccalendar74
3y ago
yes, it is.
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basiccalendar74
3y ago
this seems like a good but small research project by a research team in Apple. far away from what product teams are working on for next generation of apple products.
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basiccalendar74
3y ago
by opening up supercharging network, Tesla becomes eligible for billions of federal money. that tips the scales towards open superchargers.
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basiccalendar74
3y ago
this makes a lot of sense. I wonder if board's goal in firing Sam was to make everyone (govt., general public,) understand for-profit motives of Sam and most employees at this point. Either Sam forms a new company with mass exodus of e
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basiccalendar74
3y ago
if the same invention happened at a university, no one would say MIT/Stanford invented transformer. We credit the people involved. Somehow, if it happens at a company, company gets most of the credit. Even when the papers and authors a
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basiccalendar74
3y ago
if your watch time is mostly for top 3 creators, they anyway get a big chunk of 51% of subscription price.
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basiccalendar74
3y ago
everyone in the org can read them. One can also subscribe to other org's mailing lists.
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basiccalendar74
3y ago
In practice, each org has a top5 mailing list to which employees send weekly updates. Jensen samples from these mailing lists.