jmyeet

30 ms·

301.
by jmyeet 5mo ago
The market cap of the S&P 500 according to Google is ~$65T. Anthropic, OpenAI and SpaceX could well amount to $4T+ in market cap. That's ~6% of the entire index. It's like adding another NVidia. That's a big deal. The rul
302.
by jmyeet 5mo ago
ZIRP (also, Quantitative Easing or QE) was the policy since 2008. Rates actually rose in the first Trump admin [1] so this isn't quite as causative as you suggest. Other things did happen that contributed to the inflation shock of 2020
303.
by jmyeet 5mo ago
Ok, I have to comment about the chart on oil prices that shows a massive rise from 2020 to 2022, which the article blames on the Russian invasion of Ukraine, even though that didn't happen until early 2022 and the spike began 2 years e
304.
by jmyeet 5mo ago
The percentage increases here don't really tell the full picture. Look at it in terms of pure TWh [1]. China just dwarfs any other country in terms of wind and solar deployment. I guess that's the difference between putting engine
305.
by jmyeet 5mo ago
We live in a post-factual world [1]. I'm not sure people realize just how dire this is. The politics of the largest, most powerful country on Earth are dominated by people who truly believe in dispensational premillenialism [2]. For th
306.
by jmyeet 5mo ago
As a fellow family IT specialist, about a decade ago I took the stance that if it's not Apple, I'm not fixing it. I'm not dealing with some bullshit issue with weird proprietary drivers or crapware. The straw that broke the c
307.
by jmyeet 5mo ago
This is just a slippery slope fallacy and I'm honestly confused as to why it's so sticky. Are we really concerned about possible repression by Marquette, MI? And what would that look like exactly? Also, what are we comparing it to
308.
by jmyeet 5mo ago
It's not really advocating for open source games despite evoking Richard Stallman and Free Software. A lot of people get all up in their feelings when it comes to "private property", like (hypoerbolic) "if they allow red
309.
by jmyeet 5mo ago
How is this not just a "rich gets richer" scenario? What of the majority of the population that don't have excess funds to invest? The funny thing about AI is that the LLMs were trained by stomping on private property rights,
310.
by jmyeet 5mo ago
The impacts of AI amplify the system we live in. We live in a society that is quite happy to let people starve on the street and die to protect home values. We're bouldering towards minting trillionaires at the same time as people are
311.
by jmyeet 5mo ago
The "brutal communism of China" is just hilarious on its face. It's like a Freedom House type position [1]. Funded by the State Department btw. I'm sure it's unbiased. Surveys of Chinese citizens show very high leve
312.
by jmyeet 5mo ago
So I have some DDR4 RAM that I should probably just sell because I've looked multiple times at building an AM4 PC and it's just not worth it. These parts originate from a PC where the temps were high and I wanted to redo the therm
313.
by jmyeet 5mo ago
People on HN generally love municipal broadband. For good reasons. It is almost without exception better than any of the national ISPs. Cheaper too. Municipal broadband is just 100% publicly-owned. That's what that means. When you have
314.
by jmyeet 5mo ago
I bought a prebuilt mid-2025: 32GB DDR5-6000, 2TB SSD, 9800X3D, 5070 Ti for $1900. This happened to be good timing but you can still get these specs for a similar price occasionally eg [1] was $1899 last week. Luckily for me I bought a DDR5
315.
by jmyeet 5mo ago
Have you any source for this? Because all I've seen is that the Army is expanding and upgrading THAAD (eg BGIs to NGIs) and seeking to replace munition stockpiles, which like all anti-missile munitions, are seemingly running critically
316.
by jmyeet 5mo ago
In January 2026, the US Naval Institute wrote [1]: > Rising ocean temperatures will change operating environments in every theater. But planning for specific effects requires first understanding the fundamental dynamics of warming seas.
317.
by jmyeet 5mo ago
This has been known for awhile and it was widely rumored but never confirmed that critically low missile inventories were the primary reason for ending the 12 day war last year [1]. If so it makes the current great misadventure a startling
318.
by jmyeet 5mo ago
I think there's going to be blowback from this because this is "every other horse can only use three of their legs" levels of fixing. I looked into the how the rule-changing works. NASDAQ is what's called a Self-Regulati
319.
by jmyeet 5mo ago
So I don't fundamentally care if SpaceX is overvalued or not. Like, that's on you for whatever you want to invest in or not. What I object to is all the rule changes by NASDAQ to essentially fix the IPO so massive pension funds an
320.
by jmyeet 5mo ago
What you seem to be asking asking is if this is just NIMBYism or not. And it's not. At least, I'm not a NIMBY. As an example, just recently I commented on how NIMBYism added billions of points to the UK's HS2 project by build
321.
by jmyeet 5mo ago
No, it's not a proxy fight about AI. The data centers are just bad, for several, easy-to-explain reasons: 1. They get massive tax breaks; 2. Everyone else pays for the electricity infrastructure that they need to suppor tthem; 3. They
322.
by jmyeet 5mo ago
Technically, the model is a depreciating asset too. Just consider the difference between a model you need a B200 cluster to run vs one you can run on a Raspberry Pi. One's going to have a moat around it that gives it value and the othe
323.
by jmyeet 5mo ago
You forgot the part where NASDAQ already enacted a rule change that normally prohibits small floats from index inclusion (and thus forced purchase by index funds), which was normally 10% [1]. SpaceX is only floating ~4.3% of their stock and
324.
by jmyeet 5mo ago
So what people seem to be unaware of or are purposely ignoring is that OpenAI and Anthropic have invested trillions in a rapdily depreciating asset. There was a HN post from a day or two ago where someone bought a V100 for 150 pounds and
325.
by jmyeet 5mo ago
Not an EE but I'll add an anecdote as a user. I went through a period of using a Macbook Pro with a dock. At the time the best option seemed to be the Caldigit TS3. It's a sleek device but luckily someone else was footing the bill
326.
by jmyeet 5mo ago
Here's a pretty detailed breakdown of this [1]: > tl;dr - For software development, Qwen3.6 27B, 5090 gives you ~3x speed over M5 Max, letting you plow through code, while M5 Max gives you ~4x memory, letting you use higher quantiza
327.
by jmyeet 5mo ago
I really respect all the work done by enthusiasts to, for example, make DOS games work on other OS as well as all emulators more generally. Obviously all these binaries can be decompiled into assembly. I really think this is somewhere where
328.
by jmyeet 5mo ago
I didn't see this in the article but elsewhere I've seen the memory bandwidth quoted as 600GB/s [1]. For comparison: - 5090/6000 Pro: 1792GB/s - 5080:: 960GB/s - 5070Ti: 892GB/s - M3 Ultra: 819GB/s -
329.
by jmyeet 5mo ago
I came across Henry Fudge recently, who is a former wealth manager, economist and I think startup investor. He did a video on the cost blowouts of the UK's HS2 [1] where, apparently, £5.3B was spent on a tunnel to take the train underg
330.
by jmyeet 5mo ago
Keep reading Wikipedia [1]: > The tradition of human enhancement originated with the eugenics movement that was once prominent in the biological sciences, and was later politicized in various ways. This continuity is especially clear in

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