gitfan86

7 ms·

61.
by gitfan86 2y ago
Trump won in big part because he said he was going to bring Elon in to fix the government. Just because you don't like Trump and Elon doesn't mean that democracy isn't working as intended. Yes the people who were suing SpaceX
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by gitfan86 2y ago
Your numbers are wrong. The last quarter profit was $19B and the projected profit is 21B next quarter. That is 84B/year profit with zero growth. If META,STARGATE,xAI,etc.. all increased spending rapidly you could get to 200B profit rat
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by gitfan86 2y ago
Up until recently there was a belief by some investors that OpenAI was going to "cure cancer" or something as big as that. They assumed that the money flowing into OpenAI would 10x, under the assumption that no one else could catc
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by gitfan86 2y ago
People owned NVDA because they believed that huge NVDA hardware purchases was the ONLY way to get a AI replacement for a Mid Level software engineer or similar functionality.
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by gitfan86 2y ago
Yes, it is still a valid business model and I would expect MSFT to continue to make profits.
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by gitfan86 2y ago
What has changed is the perception that people like OpenAI/MSFT would have an edge on the competition because of their huge datacenters full of NVDA hardware. That is no longer true. People now believe that you can build very capable A
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by gitfan86 2y ago
As someone who bought NVDA in early 2023 and sold in late 2024 I can say this is wrong. There was never a question of if NVDA hardware would have high demand in 2025 and 2026. Everyone still expects them to sell everything they make. The re
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by gitfan86 2y ago
They could if their living expenses went to zero because everything was automated
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by gitfan86 2y ago
Just look up the history of the word on wikipedia. You think a right wing person got edit access to that page and added the most recent change?
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by gitfan86 2y ago
Just read the threads here. People are specifically saying Obama's criticism of Woke are no longer valid because the word has changed. But Paul is using the same definition that Obama used. Is is the progressives who have decided unila
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by gitfan86 2y ago
That is kind of the point Paul is making in his essay. The most progressive people are pushing an ever evolving definition of what it means to be racist or anti-science or a bigot. This is why Trump won. People got tired of being told they
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by gitfan86 2y ago
You obviously didn't read the article. He calls out how virtue signallers quickly change what the rules are around which word are OK. Here is someone who you may or may not consider to be a far right bad actor explaining what woke is:
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by gitfan86 2y ago
You are dismissing the issue by implying it is a right wing thing. Obama is using the term and criticising people who do it in this clip. I in no way consider him to be right wing. https://www.youtube.com/watch?v=qaHLd8de6nM
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by gitfan86 2y ago
I've made millions of dollars and my car drives me around today because of Elon. I'm not sure why you think I should hate the guy like you do? Because a Tweet from 2016 wasn't accurate?
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by gitfan86 2y ago
Yes that is what i'm saying but people still have the "I HATE ELON" blinders on and can't think for themselves.
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by gitfan86 2y ago
Tesla Driver assistance as it exists today makings driving far easier. You can relax and once you learn where it needs help very rarely take over. It only needs to continue the rate of improvement for another 9 months and you have robot ta
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by gitfan86 2y ago
The concerns are not around excessive pay but future demands related to seniority. 170k sounds reasonable today, but when you add in a yearly 5% pay raise AND inflation adjustments AND overtime and sick time and retirement contributions it
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by gitfan86 2y ago
Bird scooters operating margins are very good if you only measure specific locations on specific times of the week. It is risky to ignore total profit and loss of the entire company
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by gitfan86 2y ago
Reasoning and MultiModal are emerging out of the larger LLMs. That opens up more use cases, which then drive demand for inference. And that also drives demand for more research. It is hard to say exactly which use cases are going to be huge
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by gitfan86 2y ago
I agree that AGI is a meaningless term. I'm intentionally including FSD and LLMs under the same category of technologies that will have a huge impact. The point of this thread is that the demand for inference is going to skyrocket beca
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by gitfan86 2y ago
I would point you to tow pieces of data. 1. Drive a new Tesla with the latest Supervised FSD and measure how often you have to intervene to stop a crash. 2. Go back and look at your own expectations around AI two years ago. Did thing progre
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by gitfan86 2y ago
The cost to run models of a specific quality goes down by about 90% a year. So the unprofitable $50/month cost becomes profitable in about 6 months. But the big deal isn't OAI being a profitable company. The big deal is that GPT6
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by gitfan86 2y ago
That is wonderful that there are Bitcoin ATMs. The profit generated by the owners of those ATMs isn't a scam, it is real revenue. The scam is comparing some ATMs to what is happening in AI. Trillions of dollars are going into AI and ac
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by gitfan86 2y ago
Beanie Babies, Tulips, NFTs, Web3 tokens were all obviously not going to change the world. The bubble was pure emotion and greed. All the cash inflows were speculation. Nvidia made 18 billion in profit last quarter, and expects to make 20 n
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by gitfan86 2y ago
People got burned by crypto, they promised that it would replace Fiat money but all that happened is that they lost all their money investing in NFTs or Web3. So now they are jaded against any new hyped technology, and have no interest in i
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by gitfan86 2y ago
Yes, because NASA and Boeing have been both putting their own spin on the things they say. If you read his threads on X you can get a good idea of what I'm talking about
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by gitfan86 2y ago
The highest quality and most up to date source is EricBerger on X https://x.com/SciGuySpace
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by gitfan86 2y ago
The good news is that they should be able to replicate real world events to validate of this is true or not. Tesla FSD is a good example of this in real life. You can measure how closely the car acts like a human based off of interventions
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by gitfan86 2y ago
Type 2 has had a high correlation with obesity and high carb diets.
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by gitfan86 2y ago
They probably don't get to claim agile story points until the ticket is in finished state. And they probably have a culture where vanity Metrics like "velocity" are prioritized

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