keeda

14 ms·

181.
by keeda 2mo ago
Apple: OpenAI brazenly ignored our lawyer when he contacted them about this treacherous industrial espionage. OpenAI: Sorry but your lawyer never really contacted us because he was incompetent and maybe even racist. More entertaining than a
182.
by keeda 2mo ago
> Windows feels so basic and primitive compared to other operating systems. That's interesting, the complaints I hear most often are about bloat and lag. I'm on Mac as a daily driver but whenever I use Windows I don't fi
183.
by keeda 2mo ago
My surprise is rooted in the point that he seems to be the biggest believer in AI there is -- to the extent the label "zealot" gets bandied about at times -- and he still underestimated the demand they would get. I would not have
184.
by keeda 2mo ago
Lots of comments about how OpenAI is posting this informal response to a lawsuit on a company blog, but ehh, they've been doing this forever: https://openai.com/index/the-truth-elon-left-out/ https:/&#x
185.
by keeda 2mo ago
> Microsoft, of all places, might sound like a weird company to target in 2026. Heh, Microsoft might actually have been weird to target in 2015, especially in SV / startup circles, given that pg had declared it dead in 2007 ( http
186.
by keeda 2mo ago
Makes sense, when a crash happens liquidity will be terrible -- almost by definition, as the hyperscalers won't have the cash on-hand to make good on their debts. But what I'm trying to understand is exactly what happens to those
187.
by keeda 2mo ago
Just in HTML?? I think it's up there with naming and cache invalidation!
188.
by keeda 2mo ago
Right, a stock market crash would be very likely given how concentrated it is on the Mag-7 (or whatever Big Tech is called now.) The reduced consumer spending due to the reduced "wealth effect" makes sense, and it could worsen the
189.
by keeda 2mo ago
Genuine question: these companies had double-digit billions of free cash flow per quarter, about $0.3T a year aggregate, before the AI boom started and they began splurging on CapEx; is the $1.65T number that bad in that context? Let&#x27
190.
by keeda 2mo ago
I think you're talking about a different type of expertise from TFA. Consider this: What if I never enjoyed frontend programming and so I never wanted to be an expert on that? In fact, I never enjoyed frontend programming because it
191.
by keeda 2mo ago
> If you look at most big tech earnings this quarter, with the exception of Amazon, almost all others lost significant value after reporting. Microsoft, Alphabet, Meta, and Apple did. Microsoft spiked on earnings, and is now actually a
192.
by keeda 2mo ago
> If models are becoming commodities, and the main bottleneck is actually serving them at scale, Anthropic does not appear particularly well positioned. That has been my thesis ever since Dario went on about how difficult it is to fore
193.
by keeda 2mo ago
There's a bit of Chinese whispers happening here. If you read the original piece they're talking about -- https://www.theregister.com/paas-and-iaas/2026/07/31/amazon-... (definitely worth a rea
194.
by keeda 2mo ago
I just left this comment: https://news.ycombinator.com/item?id=49137863 -- tl;dr I suspect it's his view of the Tech industry and Capitalism that is coloring his views, rather than an objective evaluation of state-of-t
195.
by keeda 2mo ago
This is very interesting coming from an author in whose writing autonomous, super-powerful AIs have been a common theme. Consider his book Accelerando (which I'll take the opportunity to plug again, especially as he's made availab
196.
by keeda 2mo ago
Thanks! I do believe I’ve read that piece (I worked in a similar area in a past job) it indeed is a good one. However I do think a big portion of the articles on blog.google are semi-marketing pieces, e.g. check this list: https:/&#x2
197.
by keeda 2mo ago
> What about fuzzers, linters, typecheckers and formal tooling? Pretty sure Chrome has been using all of those forever, along with some of the best security researchers in the world, yet AI (which is what GP really means by “machine” h
198.
by keeda 2mo ago
Fine, but then why put specialized silicon in a billion devices, and then leave it totally unused by outsourcing their intended functionality to a competitor? And what do you do when that competitor (and others) release agents to manage use
199.
by keeda 3mo ago
> Your suggestion that "anything popular cannot be morally wrong" is proposterous. It’s not about being popular, it’s about facing a new economic reality. Once machines were invented there was no going back to human labor, no
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by keeda 3mo ago
> Looking at it from another angle: how many tons of CO₂ added to the atmosphere or liters of fresh water supplies disrupted is a tolerable price for a better code review? Fewer than if a human had done it without AI: https:/&#x2
201.
by keeda 3mo ago
The same source ( https://www.nber.org/papers/w34836 ) also says: > ...these same executives predict sizable effects over the next 3 years, predicting that AI will boost productivity at their firms by an average of 1
202.
by keeda 3mo ago
There are numbers in TFA that explain the current CapEx craze, but they're not called out. (Also it's a big selective in which numbers it reports, see below.) > The Bundesbank finds that about half of German firms using AI do
203.
by keeda 3mo ago
That's totally fair, I was saying that Zitron has not discovered anything new, he just seems to have latched on to the next thing that lets him harvest anti-AI sentiment. What I meant by "sensible" is, if you were in the hype
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by keeda 3mo ago
But they already have a billion devices with NPUs doing essentially nothing. I don't see any strategy at all, other than outsourcing a potentially core function to Google.
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by keeda 3mo ago
The SPV thing has been known for months though; here's Matt Levine talking about it in his inimitable way last October: https://www.bloomberg.com/opinion/newsletters/2025-10-29/put... ( https:/&#x2F
206.
by keeda 3mo ago
Nvidia had a free cash flow last quarter of $48.5 billion , a 36% quarter-over-quarter increase. $750B does not seem that huge in comparison. (Yes, the gravy train could theoretically stop anytime, but that still seems like a large but loc
207.
by keeda 3mo ago
Curious, why would Apple want to wait for "all this" to implode? They've had on-device silicon for AI for eons now (in AI-years), so they could have been executing their strategy, whatever it is, all this time, no? My outside
208.
by keeda 3mo ago
I mentioned elsewhere ( https://news.ycombinator.com/item?id=49060382 ) but this is because it references a study from 2023, at which point Copilot probably was the most advanced AI-assisted coding tool. The amazing thing i
209.
by keeda 3mo ago
I would deeply implore you to not put to much faith in this technology as there are many very dangerous edge cases, including as I personally experienced, jumping red lights after coming to a full stop : https://news.ycombinator
210.
by keeda 3mo ago
A couple of important points to note: 1. Most of the productivity studies in Figure 3 about are from the 2023-2024 era. (Which is why as some comments note, Copilot is actually way up there in the numbers. Note that this was from the era of

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