bwfan123

6 ms·

91.
by bwfan123 4mo ago
> $585B on new fabs, This is how overcapacity happens in a commodity. The is a rush to expand capacity to meet demand, and there will be overshoot. I hope these factories are built quickly so the memory crunch eases.
92.
by bwfan123 4mo ago
I like that the invisible hand of market is slapping the Mag-7 for capex which is the only way to discipline them. Investors are waking up to say: hey, you are spending all your profits on data-centers, where is the return for me ? But, it
93.
by bwfan123 4mo ago
> Nobody cares about the “how.” The rich man is also perceived by the lizard brain to be wise, intelligent, witty, and handsome.
94.
by bwfan123 4mo ago
Loved Bessis's book and his writings because of his human-centric view which is missed by the ai maximalists. I just cant wait for the upcoming AI bust to skim the froth in the debate.
95.
by bwfan123 4mo ago
Back in dot-com, there used to be a website called f'ed company that chronicled the dot-com dead pool. This time around there needs to be a similar website that records AI walk backs so it helps the mgmt class not make stupid decisions
96.
by bwfan123 4mo ago
Mojo seemed like a passion project. The fundamental problem was never the lack of a great programming language, and inventing a python bastard child of a language is not a solution. But, respect and congrats to the Modular folks. HW compani
97.
by bwfan123 4mo ago
Model makers need to get off their high-horse, and face the reality that they are selling a commodity.
98.
by bwfan123 4mo ago
> There is no leadership here They treat employees like shite, and the only folks left or willing to join are the mercenaries. It is a testament to their business model that it survives in spite of all this.
99.
by bwfan123 4mo ago
Security is a great business model. You sell locks, and if thieves break in, you sell more and stronger locks. There are no consequences for the lock-maker. Similarly, AI tools can both find and fix vulnerabilities. Not only that, AI can cr
100.
by bwfan123 4mo ago
> I don't want a model that says "I don't know", because I will verify the answer anyway. Few people actually review answers or code. Because they have been sold the myth that these models can do it all. The main prob
101.
by bwfan123 4mo ago
> To be done with doing, would appear to require passive income? who is asking this question ?
102.
by bwfan123 4mo ago
I immediately skip all youtube ads that are AI generated, and I can easily spot them. Not just that, I am planning to actively avoid those brands that are doing this. A small way to send a message that this form of AI sucks. In addition, I
103.
by bwfan123 4mo ago
Ooh Mythos - I am so scared. Nobody gives two shits about one model or the other. They are hoist by their own petard.
104.
by bwfan123 4mo ago
> but a response to that is to just make them more relentless which is a pretty poor solution for everyone involved I see two problems with LLMs & agents which wont be fixed possibly forever. 1) They dont have causal models. What the
105.
by bwfan123 4mo ago
Hilarious. Love the punishing of rogue agents and their operators. But I can bet there will be collateral damage along the way.
106.
by bwfan123 4mo ago
> In my frustration, I decided to punish this software Love this. I am frustrated by idiot software features everywhere, but am not triggered yet to punish them. AI automation is coming close however.
107.
by bwfan123 4mo ago
Part of the problem is that of human alienation. By excluding humans in the construction process, it has taken away any skin-in-the-game for humans. So, there could be a point where some bugs become unresolvable because LLMs dont have an ad
108.
by bwfan123 4mo ago
> Coding language is just an implementation detail Sure, but what machine model do the public contract docs and RFCs target ? While the specific coding language is a detail, programming languages target a precise machine model. There is
109.
by bwfan123 4mo ago
> We've built a better SpaceX! Well actually, spacex owned xai is now coding AI in C while earlier it was rust; I guess with the attitude that a language good enough to control rockets is fine for ai.
110.
by bwfan123 4mo ago
> I used to associate with C++ Template Demons. Reminds me of a colleague who rewrote the entire standard template library from scratch to demonstrate his uber-templating knowledge. He was the only one who could debug problems in that. T
111.
by bwfan123 4mo ago
> if people are being lazy and tribal? I have seen developers and managers having an attitude of arrogance just because they happen to code in a specific language. They also look down upon other developers just because they happen to cod
112.
by bwfan123 4mo ago
> It does not need consistent propaganda preaching how it's a better choice than "insert other language". Indeed. There is an irrational urge in some folks to become language-missionaries. Usually such folks have gained ex
113.
by bwfan123 4mo ago
> I hired a team of 3 to take it over There are large areas of software where the quality of code is measured by the mental model of its human maintainers. For these areas, LLMs are a net negative because their use degrades the mental m
114.
by bwfan123 4mo ago
> I pilot LLMs all day Love the metaphor. Planes are sophisticated machines capable of auto-piloting, but humans are still needed to ultimately pilot the beast.
115.
by bwfan123 5mo ago
Software is only as healthy as that of the mental-models of its "human" maintainers. This was implicit in the writings of Peter Naur (programming as theory building) and the Fred Brooks (mythical man month) ages ago. AI as a tool
116.
by bwfan123 5mo ago
You could also read it the other way. That there is a lot of stranded gpu-capacity which is not being allocated correctly. And buyers would rather rent - than build out themselves.
117.
by bwfan123 5mo ago
Circular financing at its finest. And Self-dealing between the hyperscalers, openai, and anthropic. google invests in anthropic and spacex - and shows appreciated values as earnings. Then it turns around and rents tpus to anthropic to show
118.
by bwfan123 5mo ago
> "look, here's how [other camp] behaves" Motivated reasoning in both camps. There are folks incentivized by AI: engineers and managers working for AI related companies who justify their beliefs with selective facts. And t
119.
by bwfan123 5mo ago
> Then they start clamoring for 'lets redo this in X!' Elon announces that spacex wrote its AI software in C. And now suddenly, C has become the new (old) kid on the block. Now we have folks saying, lets redo this in C as it g
120.
by bwfan123 5mo ago
What happens with IPOs is that wealth is converted to money by owners. When that happens the wealth bubble deflates because there are a lot of sellers and few buyers. After the IPOs (spacex,openai,anthropic) buckle up for turbulence.

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