jmyeet

22 ms·

181.
by jmyeet 4mo ago
The word "China" isn't mentioned once here and that really highlights how shallow this piece is. I've scannned the comments and there's the usual tropes about lack of freedom of speech but let's look at some re
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by jmyeet 4mo ago
Imagine two computers A and B. A has two NICs, A1 and A2. B has B1 and B2. So 4 NICs total. You connect directly A1 to B1 and A2 to B2 with crossover cables. You then route all the traffic from A to B over A1 to B1 and all the traffic from
183.
by jmyeet 4mo ago
So this is kind of fascinating. The main hardware costs here seem to be: - 2x Framework Desktop AI Mainboards with 128GB of RAM for $3150 each - 2x 100G Ethernet controllers for ~$500 each So the Framework board has a single PCI-e 4.0 x4 sl
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by jmyeet 4mo ago
So I was curious about how A100s would do running DeepSeek v4. I can't find any instances of running v4 Pro on even an 8xA100 cluster. So you need to run Flash at ~284B params. A100s don't support FP8 so you're running FP16 s
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by jmyeet 4mo ago
I personally think not owning their own compute is going to be an advantage. There is a meteor headed towards all this AI investment that I don't think has been properly accounted for and that is, what happens to all the existing hardw
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by jmyeet 4mo ago
I 100% agree with you and want to add something. If you simply take what the Chinese government says at face value, you will be correct way more often than 95% of Western policy wonks, media talking heads, "analysts" and so forth.
187.
by jmyeet 4mo ago
Projection is a funny thing. It causes people to misread situations all the time. Southern slaveowners feared violent retribution from freed slaves, for example [1]. It was pure projection and said more about the South than it did the slave
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by jmyeet 4mo ago
Chinese companies (and labs) operate in conjunction with the CCP so whatever they're doing, it's because it's Chinese state policy. What became clear when DeepSeek came onto the scene was that China was seeking to commoditize
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by jmyeet 4mo ago
Lincoln disagrees [1]: > My paramount object in this struggle is to save the Union, and is not either to save or to destroy slavery. If I could save the Union without freeing any slave I would do it, and if I could save it by freeing all
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by jmyeet 4mo ago
Considering there's no such thing as a "free market" I've been laughing for a real long time. Markets require regulation and enforcement to function. The US government was created to protect the interests of rich, white,
191.
by jmyeet 4mo ago
Yeah, this is, to be perfectly blunt, cope, for several reasons: 1. It's unclear if there is a law of diminishing returns with ever-larger models. They're more expensive to run and for many applications, you'll probably find
192.
by jmyeet 4mo ago
How is this a complaint? Once you have the model, you have the model. Download DeepSeek-R1 671B and you have it. You might not get improvements in the future, just like you may not ever get a future release of an open source project. Is tha
193.
by jmyeet 4mo ago
> For the purposes of most financial discussions, the market cap can be ignored. If you issue $70B in stock, which was your point btw, market cap absolutely matters. $70B is less than 2% new shares issued. If it was a $100B company, it w
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by jmyeet 4mo ago
It's fascinating to watch the US government paint China as the new bogeyman and utterly fail in it's policy of containment. The first obvious conclusion is that China has been utterly vindicated to keep US tech giants out of China
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by jmyeet 4mo ago
Google has a market cap over $4 trillion and it's 2025 financials were $130 billion profit on $400 billion revenue, which was something like 15% Y/Y growth. $100 billion in equity and bond offerings is not betting the farm on AI.
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by jmyeet 4mo ago
There is built-in demand for local LLMs. An obvious example is law firms where using remote AI tools may be breaking privilege [1]. Any medical applications may likewise run into legal issues. The problem is basically that we can't hav
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by jmyeet 4mo ago
I find this rumor at least plausible. As we all know, Intel used to be famous for their engineering and their ability to scale up a newer, smaller process with way earlier commercial viability. This all ended with the Sisyphean 10nm move th
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by jmyeet 4mo ago
So I think it's fair to say that AI isn't going away. That doens't mean that SpaceX, OpenAI and Anthropic won't crash. But I've long believed that within 5 years we'll have access to relatively cheap hardware t
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by jmyeet 4mo ago
"Apple tax" is such a lazy and inaccurate accusation to level. Sure we've had expensive wheels on the cheese grater (ie Mac Pro) but we've also had: 1. When Apple came out with the real Macbook Air in 2010/2011 (not
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by jmyeet 4mo ago
My predictions: 1. NVidia aggressively segments the market on VRAM and will continue to do so. A 5090 with 32GB of RAM, ~21k CUDA cores and 1800GB/s of memory bandwidth is $3-4k. An RTX 6000 Pro with 96GB of RAM, ~24k CUDA cores and 18
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by jmyeet 4mo ago
As for those popups, I get enraged at the "subscribe to our newsletter" screen-grabbing dialog within seconds of going to a webpage. I really wish there was a good extension for automatically getting rid of them without me having
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by jmyeet 4mo ago
It's complicated. The AMA seeks to restrict supply. The number of medical schools has been cut dramatically from historic highs. The AMA relented in WW2 because of the need for combat physicians but then went right back to their old wa
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by jmyeet 4mo ago
I can explain what's going on here. For context, you need to know how somebody becomes a doctor in the US. 1. You get a 4 year degree in college. You hopefully get a very good GPA. You need to do so-called pre-med classes that really d
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by jmyeet 4mo ago
Saying the Democrats were the Southern secessionists ignores the revolt against civil rights in the 1950s and 1960s and the Southern Strategy [1]. All the Dixiecrats simply became Republicans. Also, the slave owners who got strung up should
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by jmyeet 4mo ago
> The common read of the boom in the 1950s is that America leveraged its success in WW2 into a global imperial economy, exporting its goods everywhere in the world. I absolutely agree that the US massively benefited from WW2. For one, no
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by jmyeet 4mo ago
That's just not looking back far enough. The war on terror was a continuation. I'd say we're seeing the results of not stringing up all the slave owners after the Civil War. American industrialists going back to the robber ba
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by jmyeet 4mo ago
Many people seem to think racism begins and ends with using a slur. You can usually get a measure of this by seeing someone's reaction to the statement: > There is no such thing as anti-white racism. If you find yourself wanting to
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by jmyeet 4mo ago
The fascinating thing for me to watch in real time is Crypto Bros discovering in real time exactly why the financial system works the way it does. It didn't happen by accident. It's 5000+ years of incremental changes. Reversible t
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by jmyeet 4mo ago
This is understandable given the market but part of me really wishes this would wait a year even though it won't. Mac hardware is so close to being really useful for local LLMs and it's shared memory architecture could be a direct
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by jmyeet 4mo ago
Computer game studios love player vs player ("pvp") games. Why? Because user-generated content is cheap and the ideal goal is an endless loop of players coming back. This is the motivating factor behidn games like Call of Duty, Ba

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