fspeech

15 ms·

181.
by fspeech 2y ago
Your focus on the JVs missed the point that the Chinese JV partners are not the competitive ones in EV. These are state enterprises widely ridiculed in China for clinging to the fat margins of ice cars, getting played by their Western partn
182.
by fspeech 2y ago
It's commonly used here to prevent erosion.
183.
by fspeech 2y ago
Buddhism has always associated desire with suffering https://www.csueastbay.edu/philosophy/reflections/2011-2012/... . Tang ping does not have to be political.
184.
Nvidia cuts China prices in Huawei chip fight(reuters.com)
2 points by fspeech 2y ago|0 comments
185.
by fspeech 2y ago
In general they have a cash discount available in lieu of a rate concession. So no, car financing is definitely not cheaper than homes. To make a fair comparison one needs to look at offered rates by independent third parties.
186.
by fspeech 2y ago
It takes time for capacity to turn into usage. As the installation in 2023 is so large relative to the total solar capacity the time lag would have more pronounced effect. The number one issue is geographic distribution. The largest install
187.
by fspeech 2y ago
Chang'e 6 is the spare for Chang'e 5. So this is more like a bonus for the program.
188.
by fspeech 2y ago
No real need for marketing as project funding is set by bureaucrats and engineers.
189.
by fspeech 2y ago
Well, they invested a lot of capital in US factories. Of course they are concerned that they may end up not qualifying for incentives because they can't make the cars without Chinese parts.
190.
by fspeech 2y ago
The definitions of what constitutes a city may not be comparable. In China the administrative region of a city usually encompasses counties around the urban core, while in the US it's the other way around (with NYC the only exception I
191.
by fspeech 2y ago
Arm gave up voting control in order to demonstrate the independence of Arm China when it was set up, so investors other than Arm own a majority interest in the "subsidiary". While the CEO's action was bizzare he was eventuall
192.
by fspeech 2y ago
The speedup here would be very dependent on the context -- the kind of texts that the models are working with, as it proposes a rather naive n-gram generator (maybe I should say it does not provide any details on this critical component, in
193.
by fspeech 2y ago
The angst against HFTs is odd, as their revenue come from market growth and taking shares away from traditional Wall Street investment banks. Things like ETFs, that most people seem to be positive about, depend on market makers to work. Wit
194.
by fspeech 2y ago
There are an infinite number of distributions that can fit the training data well (e.g., one that completely memorize the data and therefore replicate the frequencies). The trick is to find the distributions that generalize well, and here t
195.
by fspeech 2y ago
Tweets count. HN posts also count (actually as high quality texts :). IOT devices reporting status based on the same templates should not qualify as unique pages (count the number of templates if you want). Now if I do a search for some new
196.
by fspeech 2y ago
The real interest rate was zero or slightly negative for a long time. It only turned positive in the last two years.
197.
by fspeech 2y ago
What is the irr for Softbank's investment in Alibaba? If given another chance would they do it again? I believe the answer is yes, so there is no lack of risk capital. Is China willing to pay for talent? Absolutely. Given these two fac
198.
by fspeech 3y ago
You can't finance other countries by running a trade deficit. For example through the Marshall plan US ran a larger trade surplus than otherwise possible to help other countries rebuild. That's an example of financing others. The
199.
by fspeech 3y ago
130T unique pages? That seems highly unlikely as that averages to over 10000 pages for each human being alive. If gp merely wants texts of interest to self as opposed to an accurate snapshot it seems LLMs should be quite capable, one day.
200.
by fspeech 3y ago
A lot of non-native speakers likely use LLMs to help improve their English writings.
201.
by fspeech 3y ago
"What I am aware of is that there's around 5-7 trillion that were moved from stocks to t-bills since the Fed raised rates in March 2022." This doesn't make much financial sense. Since every T-Bill is held by someone the
202.
by fspeech 3y ago
Are you calling for the government to pick a winner? The Chinese word for this fierce if at times chaotic competition is "juan". It worked for them in EV and PV. The outcome remains to be seen in chips and commercial space launche
203.
by fspeech 3y ago
This is merely a demonstration of China's general competence level in CPU design and fabrication. Loongson is poorly resourced and has only niche applications and sales. Huawei and Alibaba are at a completely different level of resourc
204.
StarCoder 2 and The Stack v2: The Next Generation(arxiv.org)
2 points by fspeech 3y ago|0 comments
205.
by fspeech 3y ago
Nvidia p/e is less than 40 based on their most recent quarter run rate. If they get 15% growth from here their current valuation is more than justified. The problem is their revenue is their customers' cost. And generative AI comp
206.
by fspeech 3y ago
What about containers? China makes almost all of them.
207.
by fspeech 3y ago
Because there's no gain without risk? If it were riskless it would not have paid 5 percentage points higher than US Treasury.
208.
by fspeech 3y ago
In what sense did the rating agencies do a terrible job here? First B is a junk rating, not investment grade. Secondly if you get paid 7.9% for six years plus a market price of 30 cents on the dollar you get back more than 75 cents on the d
209.
by fspeech 3y ago
You can design supervisory nodes and routing elements with relaxed design rules that guarantee high yield for these critical elements.
210.
by fspeech 3y ago
Not all transistors have to yield the same. You can use more forgiving design rules to ensure that critical network elements don't fail. There is also post fabrication repair. It all comes down to economics. There is no fundamental pro

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