mmmBacon

6 ms·

31.
by mmmBacon 1y ago
If you think of it, what is Meta going to do with AI? Their business model is ads. Maybe AI can improve ads some. For Meta, how does the billions spent on AI impact their bottom line? The reality is that if AI training requirements kee
32.
by mmmBacon 1y ago
The supply chain is already dispersed, even outside Taiwan. Particularly as we move from single die devices to MCM, many processes are outside of Taiwan. JCET is in Singapore and Amkor is in Arizona and Korea for example. There is some c
33.
by mmmBacon 1y ago
The overhead cost of a fab is fixed. So hard to understand why that would have such a wide variance. It may be true that the facility hasn’t been fully amortized so in principle it’s more expensive to make chips there. I can understand
34.
by mmmBacon 1y ago
The article doesn’t say why the chips have a cost difference. The wafer cost of advanced nodes is ~$30k per wafer. Is the wafer cost different or is the yield different and hence the reason for the variance of 5-20%? All else being equa
35.
by mmmBacon 1y ago
You need look no further than the poster child of red tape delayed construction projects: California High Speed Rail. https://www.nytimes.com/2025/05/04/us/high-speed-rail-califo...
36.
by mmmBacon 1y ago
If you think how much of our collective lives the shoebomber wasted making everyone take their shoes off, I’d say that was terrorism enough.
37.
by mmmBacon 1y ago
For any fire, once the fire gets hot enough, it can be difficult or impossible to extinguish. The fundamental problem is that battery fires get to be very high temperatures 1200C and cannot be extinguished at that point. I think the distin
38.
by mmmBacon 1y ago
I have no idea what this says. Quite literally every single English language reference returned by a simple search refutes the assertion that EV fires are not more difficult or toxic than a regular car. The fact that EV fires are more diff
39.
by mmmBacon 1y ago
This is fundamentally incorrect and even a basic Google search returns: EV and gas-powered vehicle fires pose different challenges to firefighters. EV fires are harder to extinguish due to deep-seated heat in batteries, potential for reign
40.
by mmmBacon 1y ago
You made an account just to respond? Generally it’s a good idea to sell what’s good about your product and not say things that are not true about other peoples products. Also I wouldn’t brag about Kaiam.
41.
by mmmBacon 1y ago
It’s not correct to say that lasers are unreliable. Last year more than 20M transceivers shipped. Your statement is not at all supported by real field failure data. The reliability of micro LEDs. and specifically GaN based micro LEDs is
42.
by mmmBacon 1y ago
Quantum computing is still a technology of the future. When we are still talking about 12 qubits as a breakthrough, there’s a long way to go. Optical interconnects are the least of quantum computing’s problems. However, it’s not correct
43.
by mmmBacon 1y ago
I would love to try this. I couldn’t tolerate CPAP. I used a dental appliance and that worked really well for a while, although was not perfect. I’m now on a path to have jaw surgery to move my lower and upper jaw by 1cm. I’ve started
44.
by mmmBacon 1y ago
If you’re Microsoft you may just want to give customers a choice. You may also want to have a 2nd source and drive performance, cost, etc… just like any other product.
45.
by mmmBacon 1y ago
In the 2 mixed reviews the hosts substantially misrepresented the property and the legality of their listing impacting the quality of our stay and the value we were receiving. As someone that has a backbone and isn’t afraid of the consequen
46.
by mmmBacon 1y ago
Maybe they do now. I have only left 2 mixed reviews. One when the place they rented was not the one showed in photos. The people weren’t allowed to rent in their building and this was not something that was advertised. This meant none o
47.
by mmmBacon 1y ago
Basic problem with Airbnb is that you’re dealing with small proprietors and the quality and value can be pretty inconsistent. Airbnb has relied on reviews to enforce this but what I’ve found is that “hosts” usually wait to file a review o
48.
by mmmBacon 1y ago
If you’re making very low end HW maybe this is true. Because HW is something that you put into the real world there are other constraints such as power, cooling, space, security of supply, ability to ramp, cost, reliability, etc. The cal
49.
by mmmBacon 1y ago
The main problem with renewables is their capacity factor (amount of time they can produce their max capacity). In the US this is ~24%, in Germany I think it's ~12% (can be wrong here). The reason for nuclear here is that it has the
50.
by mmmBacon 1y ago
I think you missed the forest for the trees. I did incorrectly cite GPT-4 as I was going from memory and that's suspect sometimes. I also didn't elaborate and maybe I should have given the snarky comments I'm seeing. Actual
51.
by mmmBacon 1y ago
It took about 1GW to train Chat-GPT4. If you look at the locations in the United States (>70% of all AI is in the US), there are only ~63 geographic regions you could put a 1GW data center. As AI models are growing at ~5x per year, it
52.
by mmmBacon 1y ago
For the tire you can also use a penny. If you stick the penny in the tread with Liconln’s head down and his hair isn’t covered, then you need new tires. No AI. ;)
53.
by mmmBacon 1y ago
Partially correct. A private group is building high speed rail to connect Vegas to the Inland Empire. Construction has started and expected to be complete in 2028. https://www.dot.nv.gov/projects-programs/transportat
54.
by mmmBacon 1y ago
Sure for InGaAs. The paper is claiming faster for AI so the relevant metric is to compare to what can be shipped today for such applications. To scale for AI we need devices that integrate with standard CMOS processes. More exotic mater
55.
by mmmBacon 1y ago
Sure. But it’s on them to prove their claim that the device is faster and they haven’t done that. There are faster scopes and you can rent them.
56.
by mmmBacon 1y ago
While interesting this approach is not any faster than the Ge based photodiodes that we have currently. State of the art is ~-110GHz in Germanium Si photonics using standard fabs. This is only 50GHz.
57.
by mmmBacon 1y ago
I wonder what they did with the Fry’s 747.
58.
by mmmBacon 1y ago
When Intel acquired Altera, Altera’s market share was at 36% and Xilinx at 51%. Today Xilinx remains at ~50% while Altera’s share has dropped to 29%. Altera has lost share to Microchip and Lattice. I’ve said it before, Intel is where tec
59.
by mmmBacon 1y ago
I was a physics student back when the SSC was cancelled. At the time it seemed like a terrible decision but years on I’m not sure the expense was worth it. In the end I think it worked out and was a good call to let the Europeans fund CER
60.
by mmmBacon 1y ago
AI is essentially a hardware/electricity arms race. Whatever model is at the top can be surpassed if a competitor has enough compute scale. We are rapidly approaching the era where it’s difficult to have enough power in one campus.

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