mgh95

10 ms·

91.
by mgh95 1y ago
You're talking about roughly ~5T (the prior estimates I'm aware of) in costs for replacing the grid with a HVDC transmission line. That's a massive cost and undertaking. It's much more likely we see an incremental transi
92.
by mgh95 1y ago
> Or the wind generators across the continent if you have to. Transmission losses are typically very substantial in most grids that are AC based. For example, a cross-country power transmission with the USAs grid would result in ~36% lo
93.
by mgh95 1y ago
Reading this makes me angry. C# has its own share of warts when it comes to AOT -- it doesn't yet support OpenBSD; it does not yet support all reflection oriented keywords; it requires significant changes to msbuild to work with in a s
94.
by mgh95 1y ago
> Cloud providers are currently “un-differentiated”, but there are three huge ones making profits and some small ones too. Hosting is an economy-of-scale business and so is inference. Anybody who has worked in a compliance heavy segment
95.
by mgh95 1y ago
> I don't disagree but you're moving the goalposts. I never said that they could achieve the profits of a typical tech business, just that they could be profitable. Also, the whole distilling problem doesn't happen if the
96.
by mgh95 1y ago
Amazon was gross margin profitable -- and significantly so -- the entire time. It just turns out they were a server farm subsidizing a gift shop.
97.
by mgh95 1y ago
This only applies if you think one of two things; First, that it is guaranteed that this specific line of inquiry will lead to development of a form of superintelligence or otherwise broadly applicable development; or second, the form of
98.
by mgh95 1y ago
I think it's possible we are in datacenter GPU overcapacity already, and NVIDIA is burning its stock to avoid the music stopping. It's already happening in China that datacenters are at GPU overcapacity. I wouldn't be surpr
99.
by mgh95 1y ago
> OpenAI is profitable if they stop training their next generation models. Their unit economics are extremely favorable. But OpenAI can't stop training their next generation models. OpenAI already spends over 50% of their revenue on
100.
by mgh95 1y ago
"Marginally ROI positive" works in a ZIRP environment. These are huge capital investments; they need to at least clear treasury return hurdles and importantly provide attractive returns . I am fundamentally skeptical of "sca
101.
by mgh95 1y ago
Currently, selling LLM inference is a red queen race: the moment you release a model, others begin distilling and attempting to sell your model cheaper, avoiding the expensive capitalized costs associated with R&D. This can occur becaus
102.
by mgh95 1y ago
I don't believe I am. Investors (value investors, not pump and dump investors) provide capital to companies on the expectation of profit, not revenue.
103.
by mgh95 1y ago
Revenue != profit, and you don't need to become net negative margin to be net unprofitable. Expensive researchers, expensive engineers, expensive capex, etc. Inference has extremely different unit economics from a typical SaaS like Sal
104.
by mgh95 1y ago
What revenues do these GPUs generate for OpenAI? OpenAI is not currently profitable, and it is unclear if its business model will ever becomes profitable -- let alone profitable enough to justify this investment. Currently, this only works
105.
by mgh95 1y ago
I have a feeling if you hire more Indians in India (which is already coming out to ~40$ per hour billing rate) you are going to be stuck with the problem that you now have the typical Indian outsourcing problem which is why companies want t
106.
by mgh95 1y ago
> Theres the little matter of the US imposed Plaza Accords that have been skipped in the timeline there , which are widely acknowledged to have precipitated Japan's lost decades. Actually, no. The CPC generally argues this is the ca
107.
by mgh95 1y ago
Yeah the comment was aimed at people who think like this. I think you should spend more time in the physical world.
108.
by mgh95 1y ago
Ask any business if they care about revenue or customers. $ is the goal.
109.
by mgh95 1y ago
Ok. I think you drink the coolaid of China far too much. The problem with Chinas production has much more to do with the fact it has a substantial imbalance in consumption and production. This is what is at the root of why the involution cr
110.
by mgh95 1y ago
Oh sure. But the important thing -- especially for the OC, who is having a rough time in the job market -- is getting paid to do it.
111.
by mgh95 1y ago
I think the combination of birth rates in China and Russia banging on the door of the EU is going to help the US more than H1Bs for the US. With current demographics, the US is slated to be more populous than China at the turn of the next c
112.
by mgh95 1y ago
In your opinion, what is false about it? Canada's growth segment in exports was minerals and tourism services. That's Canada's situation, unfortunately.
113.
by mgh95 1y ago
I don't know what to tell you but on the front of: > There are plenty of other places to travel is the rationale. besides, if a strong greenback was the reason for decrease of leisure, wouldn’t it also be responsible for a decrease
114.
by mgh95 1y ago
Sorry - I mean the "only way" as a manager, not as a software/technical professional. You can't for example, use manager of a McDonalds to qualify as a manager under a TN as far as I understand it. If you are a manager,
115.
by mgh95 1y ago
Ok; all I can say is what the statistics indicate. It seems like at least some Canadians accept assignments which result in business travel to the US. As with the OC, this may result in more desirable employees to Canadian employers who wis
116.
by mgh95 1y ago
Business travel from CAN to US has remained stable (see: https://globalnews.ca/video/11436758/business-travel-to-u-s-... ). It's leisure that is declining. Meanwhile, total spending in the US from int'l v
117.
by mgh95 1y ago
The CV info you posted basically says upper management. I'm seeing increasingly that companies centralize management in an office (either city satellites or a hq) and permit developers to either work remote within the geographic region
118.
by mgh95 1y ago
Not really. I even live in one of the cities that is "under siege". It's basically another day. People read headlines, lock themselves in a cage of their own making, and assume the world is on fire. People would do better tru
119.
by mgh95 1y ago
Well, that's a personal decision. And personal decisions can have financial costs.
120.
by mgh95 1y ago
Yeah. That's actually the only way to get a TN -- to oversee technical work in a managerial capacity. Technical managers of software engineers are 100% able to enter under TN.

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