eigenvalue

12 ms·

91.
by eigenvalue 2y ago
This is a manifestation of Google drowning in excess headcount and unable to innovate because of endless fake make-work nonsense, where a team of highly compensated designers make the site less usable (gradient on the progress bar? Really?)
92.
by eigenvalue 2y ago
I made a site like that, fixmydocuments.com Also check out my open source project for that: https://github.com/Dicklesworthstone/llm_aided_ocr
93.
by eigenvalue 2y ago
Writing is incredibly fun and rewarding for me. It also makes you think harder about things that you’re generally already interested in. And it gives you huge leverage: instead of trying to explain your thoughts to one or two people at a ti
94.
by eigenvalue 2y ago
This is the point of it: https://github.com/ggerganov/llama.cpp/pull/11016#issuecomme...
95.
by eigenvalue 2y ago
lol I posted the 12,000 word article that caused the sell-off: https://x.com/doodlestein/status/1884712920543621148?s=46
96.
by eigenvalue 2y ago
That wasn't the case in 2009. And yeah, I do use 7zip mostly now, but it was a different story back then and WinRar was really fast and had really great compression and features. And who cares, it was like $20 or something.
97.
by eigenvalue 2y ago
Maybe I'm a sucker, but I bought a license for Sublime in like 2009 and re-upped for a later version. I also actually bought WinRAR from Eugene. It's good to support dedicated devs who make high quality tools that you use all the
98.
by eigenvalue 2y ago
I use both Sublime and Vscode every day for different things. Sublime is just so fast and responsive all the time, while vscode can get annoying slow and laggy, often because of all the many plugins I have running. If I just need simple tex
99.
by eigenvalue 2y ago
Yes this is exactly correct! Well said
100.
by eigenvalue 2y ago
90% of the comments in this thread make it clear that knowing about technology does not in any way qualify someone to think correctly about markets and equity valuations.
101.
by eigenvalue 2y ago
Yes exactly. The actual impetus this time was the article I posted here and how it got echoed and amplified by massive X accounts like Chamath and Naval.
102.
by eigenvalue 2y ago
Yes this is exactly right. All you need is the right incentives and enough capital and markets will find away to breech any moat that’s not enforced via regulations.
103.
by eigenvalue 2y ago
A thinly veiled ad? You must be joking.
104.
by eigenvalue 2y ago
I really don't think he's a bad guy. He helped accelerate timelines and backed this tech when it was still a dream. Maybe he's not the brains behind it but he's been the brawn, and I think people should try to be more ch
105.
by eigenvalue 2y ago
Was arguably not that polite and caused them some bad PR IMHO
106.
by eigenvalue 2y ago
Yes, that is a very apt analogy!
107.
by eigenvalue 2y ago
I had no idea this would get so much traction. I wanted to enhance my organic search ranking of my niche web app, not crash the global stock market!
108.
by eigenvalue 2y ago
Actually, compression is an incredibly good way to think about intelligence. If you understand something really well then you can compress it a lot. If you can compress most of human knowledge effectively without much reconstruction error w
109.
by eigenvalue 2y ago
Yes, AMD drivers work fine for games and things like that. Their problem is they basically only focused on games and other consumer applications and, as a result, ceded this massive growth market to Nvidia. I guess you can sort of give them
110.
by eigenvalue 2y ago
Fair enough, but that still uses a lot more memory during training than what DeepSeek is doing.
111.
by eigenvalue 2y ago
I really appreciate that, thanks so much!
112.
by eigenvalue 2y ago
Hah thanks, that’s my favorite piece of feedback yet on this.
113.
by eigenvalue 2y ago
Thanks Simon! I’m a big fan of your writing (and tools) so it means a lot coming from you.
114.
by eigenvalue 2y ago
If it were all so simple, they wouldn’t pay hedge fund analysts so much money…
115.
by eigenvalue 2y ago
Exactly. You just need to see a slight deceleration in projected revenue growth (which has been running 120%+ YoY recently) and some downward pressure on gross margins, and maybe even just some market share loss, and the stock could easily
116.
by eigenvalue 2y ago
Sorry, my blog crashed! Had a stupid bug where it was calling GitHub too frequently to pull in updated markdown for the posts and kept getting rate limits. Had to rewrite it but it should be much better now.
117.
by eigenvalue 2y ago
Try again! Just rebooted the server since it’s going viral now.
118.
by eigenvalue 2y ago
Thanks! I was a bit disappointed that no one saw it on HN because I think they’d like it a lot.
119.
The impact of competition and DeepSeek on Nvidia(youtubetranscriptoptimizer.com)
655 points by eigenvalue 2y ago|479 comments
120.
by eigenvalue 2y ago
Yesterday I wrote up all my thoughts on whether NVDA stock is finally a decent short (or at least not a good thing to own at this point). I’m a huge bull when it comes to the power and potential of AI, but there are just too many forces arr

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