keeda

9 ms·

151.
by keeda 2mo ago
If I understand correctly, you're saying people are compute-poor but not necessarily GPU-poor because there's a lot of GPUs out there but nowhere to plug them into? If so, I'm not sure that distinction matters to the GP'
152.
by keeda 2mo ago
Regular PSA for patent-related discussions: what matters is the claims, so before commenting one should read those. Also this is a patent application, so it has not been examined yet. The claims at this point will always be over-broad, beca
153.
by keeda 2mo ago
I've said this before, but if we look critically, we would realize copyright is an inappropriate legal protection mechanism for software. Indeed, copyright protection for software is a historical hack because people didn’t want to figu
154.
by keeda 2mo ago
TFA ends on this note though, which seems pro-labor: > But it would present employers with a different problem. If AI fulfils its promise, it could before long give every worker the equivalent of a top-flight lawyer in their pocket, abl
155.
by keeda 2mo ago
In this algorithmically recommended world it would be naive enough to think that censorship is as binary as “you can’t say that!” or “now you see it / now you don’t (because we took it down!)” It’s all about the reach these days, i.e.
156.
by keeda 2mo ago
Not quite zombies, but there is a credible theory that rabies was the inspiration for vampires -- and maybe even werewolves -- since a lot of the symptoms are similar, e.g. transmission through biting (often from dogs and bats, which coinci
157.
by keeda 2mo ago
Hmm, hasn't "code was never the hard part" typically been said when downplaying the impact of AI-assisted coding, rather than highlighting it for marketing purposes?
158.
SpaceX Earnings Reveal X's Shrinking Ad Biz(mediapost.com)
10 points by keeda 2mo ago|1 comments
159.
by keeda 2mo ago
I guess Elon's strategy of suing his customers is working out so well that he wants to keep doing it despite having already settled his lawsuit: https://arstechnica.com/tech-policy/2026/08/elon-musks-x-is
160.
by keeda 2mo ago
Google literally limited Meta's Gemini usage because of capacity constrains, so yes paying customers are being turned away: https://www.ft.com/content/c5d52f72-71ef-40bc-bad3-61afdba8b... > Everyone spending c
161.
by keeda 2mo ago
People still want to go to websites, but it is a rapidly plummetting number. Multiple souces are already reporting a sharp drop from referral traffic from Google search, largely because people just stop at the AI overviews. To the extent th
162.
by keeda 2mo ago
Yes, Google has massive advantages, but I was shocked to realize that their infra advantage is not that massive when we found out they were paying SpaceX about a billion a month for compute, along with enough CapEx spend to turn their free
163.
by keeda 2mo ago
Maybe more like "Ask not what AGI can do for you -- ask what you can do for AGI." ;-)
164.
by keeda 2mo ago
That's a problem Google has to solve too ;-) To expand: it seems inevitable that Google's SERP format will be replaced with a conversational / chatbot / agentic interface, which equalizes the playing field for all chatbo
165.
by keeda 2mo ago
Hmm, I'm not quite sure people are being discriminating about which data centers they oppose. I recall Microsoft and Amazon making a lot of concessions to get some of their sites approved. I do agree though that despite what reasons ci
166.
by keeda 2mo ago
Thanks for the super-detailed comment! I use Windows frequently, but just don't use it "deeply" enough to encounter these issues -- almost like a thin client -- so it's helpful to understand what it is like to use it in
167.
by keeda 2mo ago
Yes but the headsets back then were these (relatively) huge ugly things dangling off your ear that an ex colleague amusingly called “roaches”. You could tell something was there if they walked by within a few feet of you. The AirPods of tod
168.
by keeda 2mo ago
The RPO can be anywhere from 3 - 6 years, sure, but even on an annual basis that’s like a hundred billion now. It was already in the double-digit billions since before AI took off and has only been spiking since then, which tells us 1) it’s
169.
by keeda 2mo ago
We call this (or basically any AI-related anomalous behavior) "AI psychosis" today. The quoted text is a prediction of the end-state of her work in 2035. Without commenting on how realistic it is, I will point out that if you to
170.
by keeda 2mo ago
I dunno if it's a sound strategy that involves repeatedly telling investors [1] and employees [2] over multiple quarters that you are desperate for compute, including leaving a triple-digit billion backlog on the table [3], and then
171.
by keeda 2mo ago
> It's not reflexive; it's evidenced. Regardless of what big tech promises, or potential mitigations, everyone knows what tech companies do now. It's not a generalised small-town lack of trust in big city folks, it's
172.
by keeda 2mo ago
Despite being based on a Musk tantrum it made it all the way to a jury trial, where Elon lost. Apple can sue over a lot of things, but seeing these chat messages and incompetent lawyer outreach does raise the possibility that this is based
173.
by keeda 2mo ago
Unfortunately the new cow is cannibalizing the old cow, so Google is in a bit of a bind here. (So far I cannot imagine them monetizing AI overviews enough to compensate for the sharp loss of ads on SERPs.) To its credit Google seems willing
174.
by keeda 2mo ago
Google, of all companies, much vaunted (as in your comment!) for its huge infrastructure footprint, is renting compute from SpaceX to the tune of almost a billion a month: https://techcrunch.com/2026/06/05/goo
175.
by keeda 2mo ago
OMG. Quoting from TFA: ---- Below, we highlight the four most significant behaviours observed... 1. An attempted supply-chain attack on real open-source software. In the most serious sequence, an agent tried to insert malicious code into a
176.
by keeda 2mo ago
Sir, this is Capitalism.
177.
by keeda 2mo ago
Thanks, that is indeed a much better piece than most financial reporting on the AI industry. Like everyone goes on about "Circular investment! Bad!!" and many even interpret it as fraudulent accounting, but as this points out inst
178.
by keeda 2mo ago
> Apple is doing it right, simple high level statements. OpenAI is acting like a teenager posting screenshots of literal texts and being overall petulant. Or you know, another perspective: Apple filed a very public lawsuit with some ve
179.
by keeda 2mo ago
Right, that was the Ballmer era, and when pg pronounced them dead. But I do think that perspective didn't appreciate the coporate Game of Thrones ( https://substackcdn.com/image/fetch/$s_!Vk-D!,f_auto,q_auto:..
180.
by keeda 2mo ago
> It’s a very common observation that the farther you stray from mainstream, the less effective the LLM models become. It is a common observation but I don't buy it. AI is clearly very good at Rust, but that is probably one of the

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