mbesto

11 ms·

211.
by mbesto 10mo ago
> I assume they have records who redacted which documents (1) Considering it was a rush job (2) general ineptness of this administration and (3) the management wouldn't have defined the explicit job description ("completely bla
212.
by mbesto 10mo ago
I basically do this so my gf and I can connect all of our phones and computers.
213.
by mbesto 10mo ago
> The marginal cost of an API call is small relative to what users pay, and utilization rates at scale are pretty high. How do you know this? > You don't need perfect certainty about GPU lifespan to see that the spread between co
214.
by mbesto 10mo ago
> They are obviously making awful lot of revenue. It's not hard to sell $10 worth of products if you spend $20. profit is more important than revenue.
215.
by mbesto 10mo ago
> Inference is almost certainly very profitable. It almost certainly is not. Until we know what the useful life of NVIDIA GPUs are, then it's impossible to determine whether this is profitable or not.
216.
by mbesto 10mo ago
> Right now models have roughly all of the written knowledge available to mankind, minus some obscure held out private archives and so on. Sorry for the nit, but this is a gross oversimplification. Most private archives are not obscure b
217.
by mbesto 10mo ago
> I understand why it's unpopular to relate the fact that applications for serious surveillance/espionage CNE work at NSA are competitive, and that the USG is very open about soliciting those applications. And I'm not chal
218.
by mbesto 10mo ago
Flippant again. Nice.
219.
by mbesto 10mo ago
> If you think otherwise, you're in a filter bubble. Belittling. Excellent way to get your point across. > They actively recruit on elite engineering campuses over it. It is super fucking interesting work and candidates compete f
220.
by mbesto 10mo ago
Tesla UX gripes (may be specific to Model S 2020): - Yolk steering is terrible - Lack of physical knobs. Haptics are nice but haptics don't work well for cars. - Tesla menus are getting stuffed more and more with options, making afford
221.
by mbesto 10mo ago
> The bottleneck is still knowing what to build, not building. My hot take - LLMs are exposing a whole bunch of developers to this reality.
222.
by mbesto 10mo ago
Same. If this is the situation then what is the use case for most "average" consumers?
223.
by mbesto 10mo ago
From a purely technical view, skills are just an automated way to introduce user and system prompt stuffing into the context right? Not to belittle this, but rather that seems like a way of reducing the need for AI wrapper apps since most A
224.
by mbesto 10mo ago
Oracle's growth and value is in SaaS apps (NetSuite) and their cloud offering, not DB licensing. The economic impact of enterprises moving off Oracle DB is massively overstated here.
225.
by mbesto 10mo ago
> Or maybe these benchmarks are all wrong You must be new to LLM benchmarks.
226.
by mbesto 10mo ago
"There are only two hard things in Computer Science: cache invalidation and naming things."
227.
by mbesto 10mo ago
I own a Rivian too, and previously owned a Tesla. While I too have my gripes about the UX on the Rivian, it still beats the cr*p out of a Tesla.
228.
by mbesto 10mo ago
You completely missed the point of my comment...
229.
by mbesto 10mo ago
Objectively yes that's the case. However, people are irrational and their irrationality is being exploited.
230.
by mbesto 10mo ago
While there are justifiable comments here about how LLMs behave, I want to point out something else: There is no consensus on what constitutes a high quality codebase. Said differently - even if you asked 200 humans to do this same exercise
231.
by mbesto 10mo ago
> There's a significant blind-spot in current LLMs related to blue-sky thinking and creative problem solving. It can do structured problems very well, and it can transform unstructured data very well, but it can't deal with uns
232.
by mbesto 11mo ago
> Had the cost of building custom software dropped 90%, we would be seeing a flurry of low-cost, decent-quality SaaS offering all over the marketplace, possibly undercutting some established players. Aha. Are developers finally realizing
233.
by mbesto 11mo ago
> They do not offer better "value on the dollar" they offer units that individually cost less but over a year of buying what you need to survive you pay more. That's how items are generally priced; smaller packages, higher
234.
by mbesto 11mo ago
> The type of Private Equity that most here are referring to is the type that buys up existing businesses, squeezes as much money as possible out of them, and throws their desecrated corpses in the gutter. And this type of PE represents
235.
by mbesto 11mo ago
Everything you've said so far has been pretty spot on, however the Bain report says the average fund IRR does outperform the market: https://www.bain.com/globalassets/noindex/2025/bain-report_g... IRR co
236.
by mbesto 11mo ago
> PE puts very little of their own money into the deal though, while they own it they don't buy it. This is simply untrue. A typical PE firm creates a GP fund using LPs money. This GP fund typically does a management buyout (which m
237.
by mbesto 11mo ago
> It’s literally their business model It's literally not. It happens to be the business model for a subsection of private equity (usually large cap) and its the one that gets most headlines. There are roughly ~5,000 M&A events p
238.
by mbesto 11mo ago
> PE model is very different from regular private companies, and it often involves extracting maximum profits at the expense of the company itself. Not all PEs model. The ones you are referring to are often buying large businesses (lik
239.
by mbesto 11mo ago
Are you referring to Private Equity (as in MBOs/LBOs) or Venture Capital? None of what you're stating is rooted in reality or data. Source: https://www.bain.com/globalassets/noindex/2025/bain-report_
240.
by mbesto 11mo ago
To be fair, their license agreement is pretty much impossible to enforce.

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