bilbo0s

38 ms·

691.
by bilbo0s 2y ago
I made a comment yesterday that the whole NVDA thing seemed eerily similar to the AMZN thing in the first dot com crash. [0]. If the market can get sufficiently irrational, and we start to see that same like 80-90% markdown that we got with
692.
by bilbo0s 2y ago
There's new stuff on lower layers. Some of the math is, interesting? A novel method of scaling mantissas and exponents. Yes, some of the operations have to use higher precision. Yes, some values like optimizer states, gradients and wei
693.
by bilbo0s 2y ago
The first two are not the same thing. DeepSeek never claimed to have trained the base models they used. Now maybe a lot of people inferred that they did, but that's not what they claimed. Their breakthrough was more along the lines of,
694.
by bilbo0s 2y ago
I do think they targeted the wrong business. I'm old enough to remember AMZN losing what I think was well over 80% of it's value over the course of the first dot-com crash if I'm recalling correctly. And it was one of the fir
695.
by bilbo0s 2y ago
I think it's probably more accurate to say that people are now a bit more bullish on what the Chinese will be able to accomplish even in the face of trade restrictions. Now whether or not it makes sense to be bearish on US AI is a tota
696.
by bilbo0s 2y ago
Well, you started off strong, but went off the rails. There is not a single society in the history of mankind that was not built on a foundation of lies. It's a matter of what the lies were. You may be surprised to learn that sacrifici
697.
by bilbo0s 2y ago
The secret sauce is the data. I wouldn't hold my breath on getting access to it.
698.
by bilbo0s 2y ago
Yeah it does. But that's not a very big thing right? I mean, they don't care what content you consume if you're not in China. (In fact, I'd wager there is a great strategic advantage in US and Chinese AI companies provid
699.
by bilbo0s 2y ago
Um, yeah. Pretty sure that's not gonna be an option for you. At least not in the US.
700.
by bilbo0s 2y ago
I agree. This is not an LLM problem. This is a people using LLMs when they should use authoritative resources problem. If an LLM were to tell you that your slab's rebar layout should match a certain configuration and you believe it, we
701.
by bilbo0s 2y ago
No. The Chinese just provide models aligned to global standards for use outside China. (Note, I didn't say the provided models were uncensored. Just that it wouldn't have so much of the Chinese censorship. Obviously, the male-fema
702.
by bilbo0s 2y ago
Tires as well. People think in terms of food packaging, and they certainly should. But the danger is actually everywhere in our modern life. The cars, the homes, the clothes, the food, the phones, the computers, the blankets, the sheets, th
703.
by bilbo0s 2y ago
Not even the experts, the MBAs did. Then the JDs did the lobbying to make sure government agencies were powerless to stop them. In reality, there was not a single "expert" in the room. In fact, if you were "expert" in an
704.
by bilbo0s 2y ago
Difference is, Trump's just shooting off his mouth. It's not a real threat to the EU. Russia is.
705.
by bilbo0s 2y ago
It’d be nice to blame politicians or Trump or Elon, but there is a lot of evidence that this is just who we are. The people voting Trump, really do believe in him and his policies. Places around the nation are not being run by centrist poli
706.
by bilbo0s 2y ago
If it makes you feel any better, law enforcement makes sure reddit, Home Depot, and instagram are "aligned" as well. Don't worry though, it's all on the up and up. No backdoors or google-like search facilities our anythi
707.
by bilbo0s 2y ago
probably more difficult to get app developers on board. You answered your own question. You have to build the ecosystem if you want to have the facilities your comment outlines. Whereas the facilities are already in place for "Operat
708.
by bilbo0s 2y ago
A bit off topic, but I thought this would be kind of a comedic fiction article a-la-Onion. I thought, "Oh here they go, unjustly skewering people from Florida again." Then I read the article. Sigh. I've tried to agitate again
709.
by bilbo0s 2y ago
Don't need regulatory capture to stop the small fries when the cost of entry is so high. Only ginormous entities can even realistically play in that game right now. Think about it, where are you gonna get 10000 H100s? Best you or I can
710.
by bilbo0s 2y ago
Even then nothing will get better. How much can you give in relation to Kelcy Warren? Or Diane Hendricks? Or Linda McMahon? And that's before we even get to Bezos or Musk.
711.
by bilbo0s 2y ago
OK. Respect for that one. That was hilarious!
712.
by bilbo0s 2y ago
I almost hate to be "that guy", but for most Americans, the sarcastic phrase could just as well be: " You could be one day the hypothetical person mentioned in the article with USD100000 net worth ".
713.
by bilbo0s 2y ago
Insect-bots are the penultimate search and kill. Also the penultimate mass kill. The ultimate would have to be nanobots if we can ever get to reliable swarms of them. But it’s not the weapons that interest me so much as what people come up
714.
by bilbo0s 2y ago
Have you been to Nigeria? Not all Nigerians can speak English. But there are a lot who can. It honestly felt about 50/50 to me. And I see some other commenters saying that 60 million Nigerians have some ability to speak it. (But you
715.
by bilbo0s 2y ago
In this particular market though it's a bit useless because only well funded entities are really able to play here. Where are any of us gonna get 10,000 H100's? So it's not like you're overwhelming small players by thr
716.
by bilbo0s 2y ago
Also when you look at the list of nations targeted it's easy to see that this is not necessarily only about China. I think on HN people get China blindness and maybe have a hard time seeing other threats out there. The list is controve
717.
by bilbo0s 2y ago
Those apartments would all cost more than 3k a month. Putting up high rises in LA is expensive. (Earthquakes, fires, etc). So there is zero motivation for developers to not get the maximum amount of rent possible for a given square footage.
718.
by bilbo0s 2y ago
Sure. And that’s where luxury condos and apartments come in. There is no scenario where building for less than luxury returns makes sense in these areas. Renting a set square footage for 1500 makes no sense when I can rent the same square f
719.
by bilbo0s 2y ago
Multiple luxury condos? Definitely. Multiple luxury apartments? Maybe? Depending on amenities and view. But multiple non luxury apartments for the hoi polloi? Not a chance. I challenge even the politicians championing non luxury apartment
720.
by bilbo0s 2y ago
Everyone wants to rebuild in accordance with their favorite urban planning theory. Very few want to give developers the profits they need to match the profits they get rebuilding in accordance with maximizing the return on their investments

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