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elictronic
searching PlanetScale…
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61.
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elictronic
3mo ago
My comment from 15 hours ago. "There being squeezed by their own stock pumping and SpaceX pretending to be an AI company is driving down the exit strategy. I’m guessing one starts going full Theranos and begins claiming full AGI or g
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elictronic
3mo ago
This sounds an awful lot like pretending you have AGI so you can drum up your stock price. When you have a couple hundred billion dollars on the line I have zero faith in the messenger.
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elictronic
3mo ago
You sound like someone who believes online betting markets aren’t gambling because the company says so. Cryptocurrency is commonly used for personal transactions. You might not ever admit your argument is dumb but tomatoes are fruit is st
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elictronic
3mo ago
You make money on the sensor, not the photo. The sensor is basically a commodity at this point. Expecting a chemical company to become a software company aka Apple in the US investing environment is pretty funny to me. The CEO would likel
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elictronic
3mo ago
This argument starts falling flat when AI companies literally stole from every business and country on Earth. China’s government can f right off, but so can this failed argument.
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elictronic
3mo ago
It’s even worse. There operating costs are rising because of their own demand claims while those same rock bottom api prices are locked in. There being squeezed by their own stock pumping and SpaceX pretending to be an AI company is drivi
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elictronic
3mo ago
China is a currency manipulator who steals patents and ideas from other countries. The US uses the reserve currency as it's most beneficial soft power. The Petrodollar is the clearest example of this by a large margin. Both are true.
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elictronic
3mo ago
Company directly lies to governing body of city. Is found out the next day. Loses contract. Attacks city online afterwards. This isn’t about surveillance states, it’s about companies run by idiots.
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elictronic
3mo ago
I would love to see the reference you have for those numbers. Money approved is not money spent. Especially when those subsidies have been killed. You might want to glance and see which one of the subsidies your looking at are even still
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elictronic
3mo ago
Chinas interests today are a US with reduced power and a global economy more focused on China. Someone loses power for someone else to gain. It’s literally the definition of a zero sum game? China targets areas it thinks it can win and do
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elictronic
3mo ago
Money Why would you work for Insurance, Defense, military, Amazon, killing kittens R Us. Money.
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elictronic
3mo ago
The data center business is selling Tensor core GPU's which are used for Large language models nearly exclusively. I don't think of them as GPU's anymore considering a GPU is a graphics processing unit and this is not the p
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elictronic
3mo ago
Thanks generic LLM model response. Please upgrade to a higher tier model if you are going to waste our time.
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elictronic
3mo ago
It will take about 35 years for digital camera sales to reach Kodaks profit margins. The market growing and companies raising the economy are not zero-sum. Nvidia/Kodak killing the golden goose is zero-sum. When the difference is y
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elictronic
3mo ago
They resisted the idea because it did kill their legacy business. Kodaks peak was 16 billion in revenue in 1996. The digital camera market will be approaching that level of value inflation adjusted around 2030. 35 years to get back to sta
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elictronic
3mo ago
Why wouldn't they? They subsidized their EV industry with 230 billion dollars over the last 14 years. Solar was before that with about 17 billion. The US puts about 0.4% of GDP towards various subsidies, China is around 4%. This i
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elictronic
3mo ago
China is a centralized economy that has been fighting a tariff war against the US for the last few years. If we see an economic collapse like 2008 China loses money but we lose a whole lot more. China still ends up with production and a ea
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elictronic
3mo ago
GDP growth in the United States is in AI and healthcare. AI capital expenditure is around 5% of total US GDP. Housing right before the 2009 market collapse was around 6.7%. Biggest issue I see is housing has more real value than AI expe
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elictronic
3mo ago
It also has the benefit of crashing the US economy.
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elictronic
3mo ago
No one cares which company they use. They care about cost and does it act in a way they expect. Expecting anything else is pretty laughable and goes against human nature. You either create a moat so deep no one else can play or you have
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elictronic
3mo ago
China wants the US economy to flounder. Building our entire growth model on software that can be copied and taken by a small group of people will have no possible consequences.
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elictronic
3mo ago
Nvidia selling more GPU's at the cost of it's datacenter business is pretty close to Kodak selling digital cameras at the cost of film. The data center side is so bloated anything that eats into it is a huge negative. Their data
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elictronic
3mo ago
You don't need an X-ray for a board this simple. Every component has well defined input and outputs. Give a mildly competent freshman EE student or high quality high school student you could have the board recreated in a few days. Lo
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elictronic
3mo ago
I didn’t realize Claude owned half of the companies.
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elictronic
3mo ago
Any discussion on this topic within hacker news is pretty silly. To much financial incentive to keep the status quo, and to many bots pushing narratives. It’s like listening to the lawyers at a cigarette manufacturer, car manufacturers fig
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elictronic
3mo ago
Or just stop social media below a certain age and enact that policy for older adults. The tech giants have flown to close to the sun, real people are pissed.
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elictronic
3mo ago
Pretty sure most parents care about their kids more than nearly any other issue you mention. Social media excess has pushed to far and become less well liked than lawyers at this point. Thats only going to end one way.
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elictronic
3mo ago
I really like this idea but don’t like your tagline on the Apple Store. Life’s better with cheat codes is wrong. Cheat codes make games easier and less fulfilling, your app is the opposite of that based on what you’ve said. Life’s better
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elictronic
3mo ago
I just told you I have run multiple projects through at a large defense contractor. The entire system there is old projects dropped by some new manager, retiree, or corpse. I work on systems that are older than I am and I was born in the 8
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elictronic
3mo ago
Currently working at an older style defense company and this fits but I think momentum is a better reference. There are no financial incentives to risk on new process. Gatekeepers, siloing, bureaucracy, and risk aversion act to stop and s
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