donavanm

3 ms·

1.
by donavanm 9d ago
The normal term would be “velocity” of money, btw. Its a key consideration in addition to total supply whenever you need to evaluate inflation or manias.
2.
by donavanm 9d ago
Your understanding of monetary theory is somewhere between 110 and 5,000 years off. Furness had a pretty cogent explanation of a monetary system without central authority or functional currency about 100 years ago with the Yap. They even ma
3.
by donavanm 9d ago
Hahahaha, oh my. You think the world was some idyll halcyon pre bretton woods? My man Enmentrna is going to come back and declare a jubilee for your great revelation. When has any historic monetary system been “stable” for an appreciable
4.
by donavanm 10d ago
> The amount of data S3 stores "automatically replicating" to other geographical locations would make things prohibitively expensive It did work like this! And it was! My recollection is that the first S3 was out of SEA and had
5.
by donavanm 17d ago
> why should you continue getting money off me and my customers? Welcome to the concept of fair market value. Less snarkily you're conflating the concepts of price and cost; theyre not the same thing and theyre not the same for you
6.
by donavanm 19d ago
Thats the “what it costs” section? Im a bit impressed if they are down to ~3ms per handshake. When I last looked at TPM signing (many years ago) it was more like single digit transactions per second. That said, even 3ms TPM signatures are g
7.
by donavanm 21d ago
yes, and you can do it entirely in developer instructions (AGENTS.md/SKILLS.md). No hooks or other executables needed. Check out `codex-subagent-router` for an example. Its overly complicated, and has a few things wrong, but it mostly
8.
by donavanm 22d ago
Maybe cloudflares workload is substantially different, but i think youre missing just how long that tail was. A “lot”, maybe half, of unique objects werent requested a second time in any meaningful period time. Like days. And edge nodes hav
9.
by donavanm 24d ago
When I worked on a large CDN the content popularity distribution was heavily skewed. Think 20-40% of throughput from top 1% if content, and 80-90% from the top 10%. Anything outside of that had a very low probability if ever being read ag
10.
by donavanm 27d ago
NPUs, at least for apple, are built for relatively small scale efficient background processing. Theyre taking care of extracting structured metadata from freetext, recognizing people & text in photos, indexing file contents, etc. they d
11.
by donavanm 1mo ago
There are, internally, and theyre pretty good. I always tried to use the AWS Docs style guide when writing internally, for example. Theyre specific on how to refer to products vs services vs features, which nouns to use, tone, grammar, etc
12.
by donavanm 1mo ago
This is just the era of AWS (and amazon APIs). A lot of them look like SOAPy xml rpc because thats how they started, based on internal service frameworks. Check out SQS or S3 for similar examples. Around 2010-11 there was a shift towards RE
13.
by donavanm 1mo ago
The damage estimate they use will be hypothetical total replacement cost, including multiple employees time, truck use, permits etc. its very trivial for any sort of repair to have a nominal cost in the thousands.
14.
by donavanm 2mo ago
Same again here in AU. Pretty sure i paid about $800 for the labor of installation (inc in the $2500) on top of material. Im more than comfortable with construction/electrical/plumbing. But at that price I stay off the roof, off a
15.
by donavanm 2mo ago
Yeah, vaguely aware that you could diy the entire setup with refrigerant etc. But its not relevant at local prices here in AU. One of the interesting things I noticed here is that manufacturers are providing exchangers and head units that c
16.
by donavanm 2mo ago
Same in Australia/East Asia generally. Had a mid range daiken 3kw unit installed upstairs last summer; $2500 AUD and ~5 man hours to install including roof access and exterior wall mounting. A bigger 7kw multi head unit would have been
17.
by donavanm 2mo ago
> Would be great if companies only had to report once a year. Why and how would it be in the public or shareholder interest? Im unaware if any public market where similar reductions in reporting led to significant, positive, outcomes. FT
18.
by donavanm 2mo ago
> I have no financial stake in AI-related companies so zero exposure to any popular index? Even “ex-US” is tsmc and sk-hynix in a trenchcoat. I think it was BHP exclaiming that theyre an AI play because they cover 85% of the raw material
19.
by donavanm 2mo ago
Nope, different service. We were introducing new methods using POST and (iirc) some differential pricing based on the actual request params. Which made it a different code path, metering value, price, etc than the existing GET requests.
20.
by donavanm 2mo ago
It was the same old kona files for metering until at least a ‘23-24 when I last did metering/pricing work. “Luckily” the size of the EC2 pricing plan was so stupidly large that it was forcing improvements to how those were serialized,
21.
by donavanm 2mo ago
Thats not really how estimates work. The actual metering data is ingested in near real time. The metering * pricing plan is processed within a few hours; thats what youre seeing for “estimated spend” IIRC. The actual billing accumulation is
22.
by donavanm 2mo ago
> After 14 months I got a $7,000 refund. I was told it had to be approved by the head of AWS. $7,000 of credits is no problem. At that time a friendly neighborhood PM or director could issue the credit without much oversight. Your proble
23.
by donavanm 2mo ago
Ive dealt with this error at AWS. It’s a unit error. In my case we _meant_ to charge like 5¢/GB, but missed the unit (GB), and then the billing system defaults to bytes. 5¢ per Byte of data transferred meant some customers were seeing
24.
by donavanm 3mo ago
That’s not quite fair. As I recall there were about 1,500 people in that part of the hardware org circa mid 2000s. Before PA Semi there were pretty established teams already doing VLSI/PD/verification/validation, PCB, and of
25.
by donavanm 3mo ago
Youre out of date. The revenue numbers from cloud infrastructure (iaas) are HUGE the past few years. DB licensing etc are mixed in to “ Cloud services & license support” so it is hard to pull out. But youll notice that: - “iaas” (OCI) i
26.
by donavanm 3mo ago
I dont think those points are in conflict? I certainly read it as yet another example of centralization of power and advisors/advisees who are only interested in “yes.” I read the NSC/JSC/cabinet advise as the passive failure
27.
by donavanm 3mo ago
> maybe the Israelis managed to sell a story This was already reported a month or so back. It also matched some of the early, unprepared, statements along the lines of “acting before they (israel) do.” And matches previous reporting alon
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by donavanm 3mo ago
The VM layer gives you an aspect of fungibility that commodity hardware doesn’t. It’s being able to over provision, dynamically reallocate hardware resources, or do things like live migration and entire system snapshots. That hardware/
29.
by donavanm 4mo ago
Ive been out of the authoritative dns game for a while, but asi recall… Larger providers can also get bulk zone access for TLD’s and whois/registrar data. For this use case it’s relatively easy to create a time based filter on that. An
30.
by donavanm 4mo ago
As mentioned defaults do shockingly little to change future funding. Its been years since i looked but its something like a few years of “cool down” on issuance and a few points of coupon premium. The economist has done some great, very acc

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