energy123

8 ms·

181.
by energy123 5mo ago
Resources curse
182.
by energy123 5mo ago
Europe can opt out if they want, hyperscalers are building in South Asia, SEA and MENA where they get tax breaks. We'll see how that plays out for Europe.
183.
by energy123 5mo ago
> so if the company goes to zero the PE parent company is not on the hook for a single penny. Sounds like a problem for whoever is providing the financing. Not really my concern unless you're saying there's some systemic proble
184.
by energy123 5mo ago
These things are biologically/neurologically caused. They're adaptations that worked well in our ancestral environment (effort -> reward = satisfaction, stress = effort) which are now possibly becoming maladaptations. We won&#x
185.
by energy123 5mo ago
I meant augmentation in an abstract way, like making you more productive and freeing up your time from drudgery. This is the sales pitch that AI labs have started to pivot towards in their communication with the public after realizing the p
186.
by energy123 5mo ago
There's many true crime cases where the spouse took out multiple life insurance policies then did the killing to earn money. It's a bounty. We should care about the effect in practice.
187.
by energy123 5mo ago
> Still seems like there’s something missing that is going to be hard to make happen. I think part of the negative societal response to AI is the uncertainty of it all. AI killing me, taking my job, augmenting me, curing me of old age, a
188.
by energy123 5mo ago
Would be a big deal if you don't have to care about quadratic attention cost. Some workflows become a lot cheaper.
189.
by energy123 5mo ago
Intermediation and Uber style network effects aren't long for this world. Personal agents will search every app for the lowest fare, when in the past the apps had a moat due to the economic frictions involved in sampling more than one
190.
by energy123 5mo ago
Which the Pope is against, the encyclical says that eliminating suffering is a bad thing because it's a necessity for good things to happen.
191.
by energy123 5mo ago
One of the rare cases where nimbys can't do damage because the hyper scalers will (and are) building their data centers across MENA, South Asia and SEA where they're welcomed with generous tax breaks and incentives. Sending kiloby
192.
by energy123 5mo ago
It's probably more predictive to model actors as being neither good nor bad but constrained by various collective dilemmas, such as prisoners dilemma, the security spiral, tragedy of the commons, race dynamics, collective action or fir
193.
by energy123 5mo ago
Oracle is getting sold because of how much capex they're spending on new data centers in the middle of a high rates environment. It's not like they're stockpiling cash due to doubting AI.
194.
by energy123 5mo ago
It's not really a bottleneck. US capital is building data centers in South Asia, MENA and SEA. Many of these countries offer tax breaks because they want US data centers, and they have abundant equatorial land for solar. You might say
195.
by energy123 5mo ago
. Mozilla found and fixed 271 vulnerabilities in Firefox 150 while testing Mythos Preview—over ten times more than they found in Firefox 148 with Claude Opus 4.6;
196.
by energy123 5mo ago
Losing money based on what ? COGS? It really sounds like you're hating on a growth company for not being an airliner.
197.
by energy123 5mo ago
Your concern about their business is that demand for their products is growing so stratospherically that they cannot meet that demand easily? I mean that's like an A+ scorecard for any business. Everyone in business would dream of such
198.
by energy123 5mo ago
The problem with fixating on earnings as you're doing is that it's a bad metric for a growth company. COGS is much more important. What you're doing is setting it up so every growth company is terrible until they've matu
199.
by energy123 5mo ago
Capex and revenue should not be compared like this, unless revenue is small and not growing.
200.
by energy123 5mo ago
What's your solution to the local knowledge problem? Capital markets are like other markets. Capital gets allocated to where it's needed, holding aside market failure (which is what regulations are supposed to fix). Capital owners
201.
by energy123 5mo ago
The majority of people in finance are working in low paid back office or retail roles. Less than an engineer on average. You only hear about the outliers. These finance jobs are low paid because they're not that skilled and many people
202.
by energy123 5mo ago
It's a problem with only one practical solution: taxation.
203.
by energy123 5mo ago
Basically that's Viktor Frankl's insight and it's more important than ever. Combined with the Buddhist precept of non-attachment.
204.
by energy123 5mo ago
Opinion polling of the public about AI paints a very unfavorable picture, so it's not delusional. People use it but they fear it's going to take their livelihood. At the very least it has injected a significant amount of uncertain
205.
by energy123 5mo ago
He posted that AI will kill everyone, then stopped when he started his own AI company. He tried to steal the OpenAI charity, then started complaining about someone else stealing the OpenAI charity after he failed. He attacks European democr
206.
by energy123 5mo ago
Plateau on a saturated benchmark where an asymptote to 100% is mathematically baked in? Or plateau as in it won't solve any Millennium Prize problems within the next decade?
207.
by energy123 5mo ago
The issue with this prediction is the gulf between problem-solving using known tools, versus creating new concepts for problems where existing tools aren't enough. All AI proofs so far, including this one, are using existing tools in n
208.
by energy123 5mo ago
An odd summary of a talk you didn't even listen to? He explicitly mentioned references and attribution as a special case of implicit goals.
209.
by energy123 5mo ago
Timothy Gowers said a proof (rather than disproof) would have been different and more impressive because it would have required new mathematical concepts.
210.
by energy123 5mo ago
In a way, young people have an advantage over middle aged people. I've spent countless hours as a middle aged person learning skills that are now useless. Better to be a young person than a skilled artisan during the Industrial Revolut

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