mNovak

8 ms·

61.
by mNovak 10mo ago
People don't seem to realize that Oracle is deep in the AI play, taking on a bunch of debt to make speculative leases and buildout of datacenters to rent to other players. It's been great for them so far, but if there's an AI
62.
by mNovak 10mo ago
Is there a video clip of the simulation anywhere? Would be interested to see it
63.
by mNovak 10mo ago
So would a $300B Anthropic get included in the SP500?
64.
by mNovak 10mo ago
Of all the players, I'd argue Google certainly knows how to give away a product for free and still make money. The local open source argument doesn't hold water for me -- why does anyone buy Windows, Dropbox, etc when there's
65.
by mNovak 10mo ago
Nice article; far from bullet-proof, but it brings up some interesting points. HN comments are vicious on the topic of AI non-bubbles.
66.
by mNovak 10mo ago
As I recall, it doesn't incorporate the historic price of stocks. So if I bought 1 share of Nvidia for $10 10 years ago, it'd say I had a net worth of $180 then, not $10 (as it uses today's stock price).
67.
by mNovak 10mo ago
Broad estimates I'm seeing on the cost of a 1GW AI datacenter are $30-60B. So by your own revenue projection, you could see why people are thinking it looks like a pretty good investment. Note that if we're including GPU prices in
68.
by mNovak 10mo ago
My interpretation of that moment was that they had already decided to give away protein sequences as charity, it was just a decision of all as a bundle vs fielding individual requests (a 'service'). Still great of them to do, and
69.
by mNovak 10mo ago
I think most people (namely high school seniors) go to college for neither. They go because that was the expectation, and was assumed to be at least approximately productive path. While arguably that's indirectly 'for the piece of
70.
by mNovak 11mo ago
The chatGPT endorsement is /chefs kiss/
71.
by mNovak 11mo ago
Issue was only with add account, so continuing to try to onboard myself. Is there more detailed documentation available? A few troubles I've run into: - Having trouble with stock splits -- Schwab simply reports the added shares, not th
72.
by mNovak 11mo ago
I still use GNUcash [1]. Only drawback is comparatively poor handling of equities, with no good way to view historic portfolio value / net worth. Great for general purpose accounting though. [1] https://www.gnucash.org/
73.
by mNovak 11mo ago
Looks really cool, very much appreciate making it free/select price. Just downloaded it on Windows 10, but unfortunately the modals (add account etc) aren't scrollable and cutoff the bottom of my screen, making them pretty much un
74.
by mNovak 11mo ago
Does the refrigerator magnet system prompt leak [1] still work? [1] https://minimaxir.com/2025/11/nano-banana-prompts/#hello-nan... .
75.
by mNovak 11mo ago
Am I misreading, or does SPXT still hold >20% GOOG, TSLA, META, AMZN? "Information technology" apparently just means Microsoft and Apple.
76.
by mNovak 11mo ago
Really seems like the reason logarithmic scales were invented..
77.
by mNovak 11mo ago
Maybe you ignore it, but Google has stated in the past that click-through rates with AI overviews are way down. To me, that implies the 'user' read the summary and got what they needed, such that they didn't feel the need to
78.
by mNovak 11mo ago
Site looks nice, best of luck! I'd be curious just to learn more about who's the typical buyer of brick and mortar local businesses -- not something I've ever thought about
79.
by mNovak 11mo ago
I got a set of 25ml Erlenmeyer flasks to use as shot glasses. Also fun, and with the bonus feature that if you can't pour into the very narrow neck, you probably don't need a shot.
80.
by mNovak 1y ago
As an aside, I have a slightly masochistic desire to implement an online-playable version of Campaign for North Africa. It bothers me that they can credibly claim there is no documented case of someone finishing the game.
81.
by mNovak 1y ago
My understanding is no, they are collecting a cache of documents from the training set, then after pre-training prompt about those topics. A separate verifier is given both the relevant source documents and generated response, and tasked wi
82.
by mNovak 1y ago
And frankly a Kryptos solution is much more interesting than some arbitrary CIA secret!
83.
by mNovak 1y ago
Tangentially related to the question of legality of prose describing otherwise illegal instructions, I'm reminded of the epic DeCSS haiku [1]. (CSS here being 90's era DVD DRM). [1] https://www.cs.cmu.edu/~dst&#x2F
84.
by mNovak 1y ago
A lot of fair criticisms of the splash page here. But, I'll say the slide deck has a nice comprehensive review of research headlines over the year, at least.
85.
by mNovak 1y ago
The article is implying throughout that these two things are mutually exclusive, and while that makes some intuitive sense (only so much money to invest after all), the last chart [1] doesn't give any indication that data center invest
86.
by mNovak 1y ago
* Oracle sinks 7%, after having jumped 36% earlier in September.
87.
by mNovak 1y ago
http://archive.today/6dfLp
88.
by mNovak 1y ago
I figure these GPUs are typically around 1kW (unclear if 6GW is including overhead like cooling, which might double(?) the power), so in the range of 3-6M GPUs. If these are somewhere in the range of $10-30k (who knows what current or futur
89.
by mNovak 1y ago
I must thoroughly second this! It has been fascinating to learn about the process of woodblock carving; something I got obsessed with after seeing a Hiroshige and Hokusai (e.g. "the wave") exhibition during the pandemic.
90.
by mNovak 1y ago
The Bo staff in the koi pond also seems to involve some impossible wrist movements

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