nwiswell

6 ms·

31.
by nwiswell 2y ago
The expectation return for having your money in equities is lower because of the high valuations, but it's not negative.
32.
by nwiswell 2y ago
The "fundamental value of the business" is not an exact amount. The day-to-day variation in price (to the extent it isn't correlated to the index, anyway) can generally be viewed as a side-effect of uncertainty about what it
33.
by nwiswell 2y ago
Can you elaborate on the distinction between these? What is a "direct response"? Any change in price is still the result of individual actors expressing directional opinions.
34.
by nwiswell 2y ago
> AMD has nothing of the sort, and it's hurting them. What are you talking about? Have you looked? https://www.dell.com/en-us/shop/amd-mi210-300w-pcie-64gb-pas... https://www.bitworks.io/pr
35.
by nwiswell 2y ago
Yes, that's why you'd choose AMD, I'm saying that you don't enter the ecosystem for the first time by purchasing the absolute cutting edge hardware. As far as I'm aware you can't simply buy an Nvidia B200 PCIe
36.
by nwiswell 2y ago
Why would you be looking to dip your toe into the AMD ecosystem for the first time using an MI300X? It doesn't make any sense. It's not entry level hardware.
37.
by nwiswell 2y ago
> I don't see a "buy now" button or a PCIe version anywhere here "Buy now" buttons and online shopping carts are not generally how organizations looking to spend serious money on AI buy their hardware. They have
38.
by nwiswell 2y ago
While I agree with you in principle, sometimes you actually don't know what you want until you see it on the shelf. HSC had that magic... I would see stuff and suddenly whole projects would form around it in my head. And the prices wer
39.
by nwiswell 2y ago
This is like saying that if you've only seen 250 people in your life, it's hard to imagine someone who is at the 99.8th percentile of height.
40.
by nwiswell 2y ago
I think it's important to separate "crypto, the technology" from "crypto, the financial system". But, yes, I agree. It's not good for the original value proposition, but I'm not sure that's relevant a
41.
by nwiswell 2y ago
The timeline might be compressed for crypto, but this seems to be true for banks as well. Looking back to the financial history of the 1800s, it seems to be the case that it is only the massive intervention of government beginning in the 19
42.
by nwiswell 2y ago
> If (fake name) EconoAir's manager at your local airport did not understand Flight Plans well enough to quickly draw one up - would you want to own EconoAir's stock, or fly on their airplanes? So since universities obviously d
43.
by nwiswell 2y ago
In general the incoming power from the sun is so many orders of magnitude greater than the amount of power we usefully extract that it's hard to imagine it having any material impact on the biosphere. The physical presence of solar c
44.
by nwiswell 2y ago
I definitely agree, but in the meantime we cannot depend on these strategies when making long-term plans to combat climate change because we don't know whether their side effects will prove to be tolerable.
45.
by nwiswell 2y ago
Yep. Geoengineering like seeding clouds or atmospheric aerosols (albedo modification) and fertilizing the ocean could absolutely have an impact on global temperature and CO2 levels respectively, but also would almost certainly cause environ
46.
by nwiswell 2y ago
Yeah, what? "If you're young, handsome, educated, and cartoonishly well-endowed, you might be qualified as a gigolo to an unfaithful heiress!"
47.
by nwiswell 2y ago
A great deal of the money trickles down from the Olympics/IOC (WADA). Individual sporting bodies are also under a great deal of pressure to comply with WADA standards, since there is a very real threat of being kicked out of the Olympi
48.
by nwiswell 2y ago
I guess we know that they'll regret this? https://news.ycombinator.com/item?id=40580549
49.
by nwiswell 2y ago
It's probably not feasible to stock every piece part for every legacy product. Imagine how many parts that is just for one keyboard. Maybe that could be subcontracted out but I can see why it's just simpler to replace the whole th
50.
by nwiswell 2y ago
Mmm, pasta hydrocarbonara is my favorite.
51.
by nwiswell 2y ago
> Is success measured by the biggest budget or the complexity of the problem? Certainly not by the budget, spending money isn't hard -- but by success in the face of complexity, yes, absolutely.
52.
by nwiswell 2y ago
> Are Voyager 1 & 2 the greatdst scientific achievement of the human race? I think it's an easy argument to make. I can't really agree. Voyager 1 & 2 have been extraordinarily successful machines but that's aided b
53.
by nwiswell 2y ago
> Is this mostly an anthropomorphization of the events Yes. Basically everything is bumping around until the desired reaction or configuration is obtained. The irrelevant proteins are generally not shown. The length scales involved are e
54.
by nwiswell 2y ago
Vegetation reporting in, can confirm I have no mouth with which to eat avocados.
55.
by nwiswell 2y ago
> it's training data for the brain. Has the word "education" fallen out of favor recently?
56.
by nwiswell 2y ago
> No, but I do expect any reasonably competently run company to figure out that the person they hired isn't actually able to do their job, especially after 7 years. Oh, they did. This person probably did not get paid as much as thei
57.
by nwiswell 2y ago
Not at home, but at professional printing houses absolutely. This isn't hypothetical, I've done it -- in grad school we would send out (I believe) 30000 dpi print jobs on transparent polyester film, and then adhere those to glass
58.
by nwiswell 2y ago
I can't believe that worked. Industrially (by which I mean how it was done circa 1970), silicon oxide and silicon nitride was etched using a buffered HF solution known as BOE (buffered oxide etchant). The buffer was typically ammonium
59.
by nwiswell 2y ago
You'd spend far more than 6400 euros to do it at home. If you did it often and didn't count your own labor costs, then maybe the average cost would be less, but that's an incredibly specific situation. > I believe the
60.
by nwiswell 2y ago
It's very similar to creating clothes by hand at home. Can you do it, given the right tools, training, and patience? Yes. Will they be any good? No. Will they be cost-competitive? No. Getting chips made on a shuttle run for an old node

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