marcyb5st

7 ms·

91.
by marcyb5st 8mo ago
China might purchase the data and train their models just to make the AI bubble pop. A few billions to throw a wrench in your competing superpower economy might be totally worth it
92.
by marcyb5st 8mo ago
It Is more likely that people are cashing out very liquid assets (tech stocks) to pay back their loans in Yen as interest rates are rising over there. Tech stocks with all the hype are second only to crypto in terms of how easy and fast are
93.
by marcyb5st 8mo ago
In my European mind (I have 25 mandated days off per year), if there was not a mandatory paid vacation limit two things would happen: 1. Further exploit desperate people since those that don't need to work at any cost would steer clear
94.
by marcyb5st 8mo ago
I am more afraid if AI will actually deliver what CEOs are touting. People that are now working will be unemployable and will have to pivot to something else, overcrowding these other sectors and driving wages down. If that comes to pass yo
95.
by marcyb5st 8mo ago
Yeah :) happy on the money front. I didn't mention this earlier, but I'm a Googler and my role is to make sure that big customers are as happy as possible on GCP. And Google still pays well (talking with my SWE friends my total co
96.
by marcyb5st 8mo ago
I am a solution engineer mostly on the traditional ML side of things but have good knowledge of K8S/GKE. The most fun I had last year was helping a customer serve their models at scale. They thought it was cost prohibitive (500k infere
97.
by marcyb5st 8mo ago
It is not the same and your metaphor is bad. Furniture generates revenue when sold, loans generate revenue just by holding them as there is an interest that needs to be repaid. Hence the shop sells the inventory as fast as they can, while b
98.
by marcyb5st 8mo ago
Invest into stuff that people will need regardless of the bubble popping like medicine, food, internet access, energy, ... . Stay away from luxury/travel stuff. Also, during a crash there is the so called "flight for quality"
99.
by marcyb5st 9mo ago
AUAU ETF crashed 11% today... Ask me how I know that :(
100.
by marcyb5st 9mo ago
I would argue that parts of the economy should (hopefully) remain healthy. I mean, AI bubble or not, people need medicine, food, internet access, energy, ... . Invest in that. Also (not a financial advisor), when a crash occur there is a so
101.
by marcyb5st 9mo ago
Well, you can go to another bank so that they can cover your mortgage and open a new one with new rates/conditions. That you can do anywhere as long as you have a collateral/guarantor.
102.
by marcyb5st 9mo ago
You really said 12 USD/KWh? Time to put solar panels/batteries over there. Even if you resell to the grid at 1/10th of that you recoup the investment in O(months) and not O(years)
103.
by marcyb5st 9mo ago
Similar to my thoughts. If we are still scrambling to find stuff the average Joe finds useful, the 100s of Billions poured into this gold rush are wasted (IMHO).
104.
by marcyb5st 9mo ago
My take is that if we are still scrambling to find something objectively useful (as recognized by the median person) then we really are in AI bubble territory. When non techie friends/family bring up AI there are two major topics: 1) t
105.
Satya Nadella: "We need to find something useful for AI"(pcgamer.com)
162 points by marcyb5st 9mo ago|216 comments
106.
by marcyb5st 9mo ago
That is fair. Sorry, colored by the fact that I actually live in Switzerland and so investing them in Swiss treasuries is like keeping the cash for me.
107.
by marcyb5st 9mo ago
It is the second substantial sell from EU. Additionally, those things gain momentum fast since the later you sell the less money you make from the bonds you are selling. So everyone doesn't want to be last and the sell-off takes off fa
108.
by marcyb5st 9mo ago
+1 for Interactive Brokers. You can migrate super easy by having them filing a full ATAC. I came from Charles Schwab, which I have to keep because my employer sends GSUs to either Schwab or Morgan Stanley. Additionally, the UX is much bette
109.
by marcyb5st 9mo ago
Swiss bonds are super safe, but they have ~0 interest rate and so you lose out on inflation.
110.
by marcyb5st 9mo ago
Yeah. Spain in the 1500s, the Netherlands in the 1600s and the British empire in the 1800s are good examples of countries considered too big to fail that they eventually crashed and burned and lost their world leader statuses rather fast. I
111.
by marcyb5st 9mo ago
I think the flaw in your thinking is that you assume the US is self-sufficient. If that was the case there would be a very small trade deficit and given the sherade about tariffs early last year, this is not the case (IMHO). As an external
112.
by marcyb5st 9mo ago
Elderly care? With an aging population in most of the western world it will become more and more important IMHO
113.
by marcyb5st 10mo ago
You can't, but circumventing anti cheats already happens on windows with all their fancy kernel level anti cheats. I believe the goal is to make it so uncomfortable and painful that 99.999% of the users will say fuck it and they won&#x
114.
by marcyb5st 10mo ago
Great point. As I mentioned there are other attack vectors and you can mitigate them. For mitigating what you are mentioning for instance you don't just run one eBPF program, but you run a cluster of them that watch each other: (The fo
115.
by marcyb5st 10mo ago
I always wondered. Isn't exactly what eBPF would allow you to do? Assuming that cheats work by reading (and modifying) the memory of the game process you can you can attach a kprobe to the sys_ptrace system call. Every time any process
116.
by marcyb5st 10mo ago
That assumes that supply production means can scale up instantly. Fabs for high end chips don't and usually take years from foundations being laid to First chip out of the production line. In the interim, yeah, they will force prices u
117.
by marcyb5st 10mo ago
Currently in a similar situation. Stuck at L5 and failed the L6 transition due to: "The trajectory is good, but there is not enough evidence showing that you are consistently performing at L6". It's ok. I am in Zurich and an
118.
by marcyb5st 10mo ago
If you dive deeper into Switzerland most delayed trains are the ones that orginate in Germany. DB is really the worst. I wonder if that is partly due to the automotive industry being so important in Germany that they roads siphon money from
119.
by marcyb5st 10mo ago
I jumped to Vivaldi. I was drawn to it by the amount of personalization it offers and after spending a bit of time setting it up to my liking it is now my daily browser. I don't use the integrated calendar or mail client, just the brow
120.
by marcyb5st 10mo ago
Yeah, but that is for everything. YouTube, Amazon itself, AWS, Azure, GCP, ... not just AI stuff. I mean, it is still a lot of water, but the numbers are not that easy to calculate IMHO

More ›