dpflan

38 ms·

511.
by dpflan 3y ago
Yes, the affect of short positions during price jumps is not always discussed / hidden variable.
512.
by dpflan 3y ago
This post from Fullstack Deeplearing analyzed cloud GPUs, seems pertinent to discussions here about NVIDIA, competitors, and determining true value of related AI/chip stocks: https://fullstackdeeplearning.com/cloud-gpus
513.
by dpflan 3y ago
Yes, I can imagine commoditization of such models. Plus they own their chips/silicon and have billions of devices deployed. I think Apple is one to watch because UX is challenge for AI integration. ChatGPT made UX for LLMs user friendl
514.
by dpflan 3y ago
Agreed, the fundamentals are off and drunk on hype. Where else can investors put their money?
515.
by dpflan 3y ago
For sure, still, congrats on some gains.
516.
by dpflan 3y ago
AMD had a price jump on the same date range. Yes NVIDIA is higher but it was already so in absolute terms. - NVIDIA: https://www.google.com/finance/quote/NVDA:NASDAQ?sa=X&ved=2a... - AMD: https://ww
517.
by dpflan 3y ago
OK, thanks for reassuring.
518.
by dpflan 3y ago
OK, thanks for reassuring.
519.
by dpflan 3y ago
The original comments seems sarcastic now. The answer that stands out here and is really the only answer from MA is: "Money". Whoever has the most tokens and those tokens increase in perceived value, benefits because they sell the
520.
by dpflan 3y ago
Who is the master on how AI works?
521.
by dpflan 3y ago
I mean, the `canon` here is not created by experts in AI. It is to put something on the internet to make a16z look legit on AI and get traffic.
522.
by dpflan 3y ago
Looking at the authors, was this created by experts in AI? Is it sufficient to truly be a `canon`?
523.
by dpflan 3y ago
True, just playing the speculation game.
524.
by dpflan 3y ago
I think I follow, but then does that mean their product was an inferior substitute-able service for Google? What was the innovation that made them stand out more? I understand that information retrieval space has entered a new realm of hype
525.
by dpflan 3y ago
Ah, understood!
526.
by dpflan 3y ago
From your statement, it seems reasonable to assume that the people and their experience are what Snowflake is actually acquiring. (Another comment here suspects a soft landing for investors as both companies are Sequoia backed.)
527.
by dpflan 3y ago
What kept Neeva from "succeeding" on its own? I know there were previous discussions, but I am not in a position the moment to dig in (apologies). Is their current technology that good?
528.
by dpflan 3y ago
The statements says mainly "That’s why Snowflake is acquiring Neeva, a search company founded to make search even more intelligent at scale. Neeva created a unique and transformative search experience that leverages generative AI and o
529.
by dpflan 3y ago
What is the public data about the cost of this and its sustainability as a business? Seems like a facade if unsustainable...
530.
by dpflan 3y ago
"For us, it's way better if the industry standardizes on the basic tools that we're using and therefore we can benefit from the improvements that others make and others’ use of those tools can, in some cases like Open Compute
531.
by dpflan 3y ago
I agree here, some of these headlines are based upon the outlier effect of economic whiplash stemming from the pandemic -- hard to have economic models keep up. Now companies are returning to pre-pandemic activity, and apparently, it's
532.
by dpflan 3y ago
I mean wasn't the appeal of this ZIRP-period of startups-for-everything the potential financial gain of stock options packages, so non-techies become techies...if you're going to WS, what's the appeal -- isn't it the tra
533.
by dpflan 3y ago
Good point, there is more content than just discussing the series.
534.
by dpflan 3y ago
cauliflower99 shares similar ideas too: https://news.ycombinator.com/item?id=36029345
535.
by dpflan 3y ago
Do you currently have a manager? Trying discussing this with your manager; perhaps you can work out a plan which can get you the experience needed to transition into a new management role. Your company may have a definition and data that th
536.
by dpflan 3y ago
Seems like a common trend, pushing down true costs while pushing the difference up the management chain. (The trending growing chasm between wage growth and productivity seems apropos here.)
537.
by dpflan 3y ago
What made these decisions seems so poor? Is it a lack of thought about secondary, tertiary, n-ary effects? I guess the easier access places are that and so BLM can give those out more quickly? That harder areas would require more work to pr
538.
by dpflan 3y ago
It’s fun to learn facts, especially when presented well, indeed, but this article feels like it is really just an ad for the Very Short Introduction series, a project of Oxford University Press.
539.
by dpflan 3y ago
Nice. Combine this with an "ascii-art" the video converter in the terminal? There are some existing tools, a brief search yields this UNIX StackExchange discussion: https://unix.stackexchange.com/questions/160
540.
by dpflan 3y ago
Wondering if the supabase CEO or any customers here can discuss scale. What “size” applications are doing really well on supabase? Are there any customers with TBs (or more) of data? What sort of performance are they achieving? Any customer

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