latentframe

6 ms·

61.
IMF: Fiscal Policy Under Pressure – High Debt, Rising Risks [pdf](imf.org)
3 points by latentframe 5mo ago|0 comments
62.
by latentframe 5mo ago
One of the most dangerous words in engineering is “statisticaly impossible” At enough scale edge cases stop to be theoretical and start become production events.
63.
by latentframe 5mo ago
The cost savings didn’t come from a single finding but from institutional alignment and standardization and political continuity. So seems that infra costs are often organizational problems as much as engineering ones
64.
Madrid Built Its Metro Cheaply(worksinprogress.co)
3 points by latentframe 5mo ago|1 comments
65.
by latentframe 5mo ago
If the growth is increasingly led by investment (like AI, infrastructure) more than by the consumption then the cycle dynamic could be very different from the previous expansions
66.
US economy expected to grow above 2% despite recent shocks(reuters.com)
3 points by latentframe 5mo ago|3 comments
67.
by latentframe 5mo ago
Seems to be an energy security trade, when oil goes up and geopolitics heats dependence gets priced again quickly
68.
by latentframe 5mo ago
The limit is changing from scaling parameters to scaling datas quality however compute is still the big constraint
69.
by latentframe 6mo ago
When critical infra becomes centralized then the reliability expectations shift from good enough to essential. Its normal that outages stop being simple issues and become production blockers
70.
by latentframe 6mo ago
This is mainly a cost structure because AI replaces variable labor costs with costs of GPUs, energy, infra etc... ; so at current prices running models at scale can easily be more expensive than human pay for the tasks with a low marginal v
71.
Replacing labor with AI shifts costs to compute – and compute is still expensive(finance.yahoo.com)
3 points by latentframe 6mo ago|2 comments
72.
Scaleway raises cloud prices after 3 years of absorbing costs(scaleway.com)
5 points by latentframe 6mo ago|1 comments
73.
by latentframe 6mo ago
This seems a classic capital cycle problem, with huge upfront investment, unclear pricing power and everyone scaling supply at once and so that combination usually doesn’t ends with great returns
74.
by latentframe 6mo ago
It's a big upfront capex with unknown monetization timelines : it's fine when the capital is cheap but it's much harder when it isn’t
75.
by latentframe 6mo ago
It seems that AI is stopping being just a compute problem and becomes now an energy problem Power infrastructure scales really slower than chips so this could become a real important constraint.
76.
US power demand to reach record highs in 2026–2027 driven by AI and data centers(reuters.com)
19 points by latentframe 6mo ago|10 comments
77.
by latentframe 6mo ago
The 1.6T number is nice but also eye-catching and what matters most is how few parameters are active in practice, that’s what brings the most of the efficiency
78.
by latentframe 6mo ago
That shows wealth can go up without people feeling better, if most gains come from assets then it mainly helps those who already have those assets while others mostly see higher costs
79.
by latentframe 6mo ago
31/1 is kind of wild and its hard to justify corn ethanol on efficiency alone; so it looks like this exists mainly because of the policy and not because it’s actually a good way to produce energy
80.
by latentframe 6mo ago
Solar scaling this fast looks to be less about the green against fossile but to be more about changing the cost structure of energy => fossil fuels are strongly marginal-cost, solar is capex heavy with almost zero marginal cost so that c
81.
by latentframe 6mo ago
The interesting point is that the 10Y–3M spread is still carrying the signal despite repeated claims the post-QE regime broken the yield curve. I am curious to see if people think that term structure still gets the recession risk or if the
82.
US recession probabilities implied by the yield curve(stlouisfed.org)
1 points by latentframe 6mo ago|1 comments
83.
by latentframe 6mo ago
Its an interesting argument but the main issue may be that the bottleneck is not bromine itself but qualification and purification infrastructure. That matters because physical scarcity have very different resilience options
84.
by latentframe 6mo ago
This isn’t really looking like AI scarcity it’s more like compute becoming the bottleneck : when the access depends on chips energy and capital it stops being a pure software game and the winners are often whoever can secure capacity first
85.
by latentframe 6mo ago
Intersting cases like this one are a good reminder that the market structure takes source directly into the pricing because when the distribution and access are concentrated then the pricing power often shows up as fees rather than headline
86.
by latentframe 6mo ago
This looks like a systemic issue and not just Backblaze : because we’ve layered cloud on top of cloud and call it backup but it’s very linked. When a provider changes the rules then a big part of that safety just disapears and its the same
87.
by latentframe 6mo ago
Interesting that global imbalances have never really disappeared but they were just hidden by low rates : cheap liquidity made deficits easy to finance and reduced the pressure to adjust ; now with higher rates those imbalances start to be
88.
Global imbalances are back with no clear path to resolution(reuters.com)
2 points by latentframe 6mo ago|1 comments
89.
by latentframe 6mo ago
This looks to be more than just a security bug and rather an incentive problem because you can buy trust with plugin installs numbers and reputation but there’s no mechanism to reprice that trust after the ownership gets changed so the atta
90.
by latentframe 6mo ago
Cases are very interesting but most rely a lot on hydro and specific geography : the real shift is not exactly 100% renewables in small systems but maybe more whether large industrial economies can replicate this with maintaining grid stabi

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