paulpan

9 ms·

61.
by paulpan 4y ago
Historically Nvidia's professional-grade and consumer products were artificially segmented. The only difference was in their amount of VRAM, with recent example is the Pascal-generation GeForce 1080 vs. the P100 that someone else has c
62.
by paulpan 4y ago
For what it's worth, Google should be taking a page out of Netflix's playbook in pivoting their search business: not by improving/adding LLM features to existing search algorithm and results, but instead fork into a new site
63.
by paulpan 4y ago
Not if Microsoft kills itself in the process? At best it's a Pyrrhic victory as both companies sink enormous infra costs to outdo one another. Worst case could be like Nokia acquisition debacle a decade ago when Microsoft desperately t
64.
by paulpan 4y ago
Most interesting tidbits: 1 - Sam Altman onstage all but confirmed the underlying LLM model as GPT-4 as he kept saying "next gen" without providing a name 2 - Microsoft is all-in by making this front-and-center of Bing, as well as
65.
by paulpan 4y ago
It boils down to 2 things: 1) Fact that whereas camera technology in smartphones has & is continuing to develop rapidly (computational photography as mentioned is latest major jump), it has largely stagnated within the mid-low tier came
66.
by paulpan 4y ago
The fact that DoorDash was unable to turn a profit during the height of the pandemic is very telling: it's just a bad business model. Maybe they should get into people-carrying business to diversify? /s On a more serious note, the
67.
by paulpan 4y ago
> seems like nothing more than a nerd's dream Interesting description as that's similar to the perception of Facebook when it was first widely launched. It was even popularized in films like The Social Network with the insinuat
68.
by paulpan 4y ago
I think "design" is overused in this case. Sure some users base their purchase decision on actual design/look of a console, but that's a rarity. Success is more dictated by 4 main constraints or factors: - Game selection
69.
by paulpan 4y ago
Another Google example of great potential sunken by bad/terrible execution. Why didn't it launch as a true "Netflix for Games" solution? Similar to what Microsoft is doing now with its Gamepass. Sure the gaming partnersh
70.
by paulpan 4y ago
Personally I'm very eager to see AMD's upcoming RX 7000-series from a pricing as well as performance standpoint compared to Nvidia's new 4000 series. As noted in the article, "Nvidia likely has a worse cost structure in
71.
How to Hit Back: The desperate, confused, righteous campaign to stop Asian hate(theverge.com)
32 points by paulpan 4y ago|2 comments
72.
by paulpan 4y ago
Adobe is the new Oracle or Intuit. Somehow it escapes the antitrust scrutiny that other Big Tech companies are subject to. Buying up smaller competitors left and right.
73.
by paulpan 4y ago
To put it bluntly, the new page layout and color scheme absolutely sucks. Probably lost me as a regular reader. Clearly it's intended to optimize mobile browsing experience since it's very vertically stacked - but at the cost of a
74.
by paulpan 4y ago
The implication is how it holds for the most recent cryptomining cycle, since this settlement was for 2018 and we've definitely seen another surge in demand in 2021. Coupled with the chip shortage, this most recent cycle could well be
75.
by paulpan 4y ago
Agreed, though to add, there's also other ARM chip companies that will undoubtedly challenge Qualcomm: Mediatek, Samsung, Altra, etc. Even if the incumbent x86 duopoly of Intel/AMD loses, Qualcomm's track record doesn't
76.
Qualcomm’s M1-class laptop chips will be ready for PCs in “late 2023”(arstechnica.com)
75 points by paulpan 4y ago|121 comments
77.
Tim Cook delivers speech railing against “data industrial complex,” sideloading(arstechnica.com)
11 points by paulpan 5y ago|13 comments
78.
by paulpan 5y ago
I think you're referring to AMD's 3D V-Cache, which is already out in their Epyc "Milan X" lineup and forthcoming Ryzen 5800X3D. https://www.amd.com/en/campaigns/3d-v-cache Whereas AMD's s
79.
by paulpan 5y ago
Great point. Apple is lauded for their 5-6 year of iOS updates but it's not an altruistic move - the updates enable users to keep using their apps/services. Also there's an upper-bound on price for an iPhone Apple is able to
80.
by paulpan 5y ago
I think Apple's stubbornness at keeping their commission ~30% underscores how critical that percentage is to their bottom line profitability - both present and future. "Services" is foundational to Tim Cook's vision to c
81.
by paulpan 5y ago
Spotify may have won this battle but will lose the war. Ultimately it's not a question of revenue but whether Spotify has to follow the footsteps of Meta/Facebook and YouTube to moderate content on their platform. This was largely
82.
by paulpan 5y ago
Agreed except there's only 2 outcomes: #1 (win) or #3 (lose). The chips business is a winner-take-all market where if your product isn't the best (in efficiency, performance, whatever metric), then it can't command a price pr
83.
by paulpan 5y ago
It'll depend on the perspective. For the gaming industry, this seems to push Microsoft into 3rd place (by size) behind Sony and Tencent. So hardly a monopoly and akin to T-Mobile's acquisition of Sprint a few years ago. It makes M
84.
by paulpan 5y ago
Would really love to hear the Qualcomm lead PM on the real world use cases where this would be valuable. As for now, it's an extra reason to stay away from Qualcomm-powered devices.
85.
by paulpan 5y ago
The X factor will be the external factors outside of Qualcomm's control. Sure they have the Nuvia team likely designing a new architecture but the 2 other major pillars are: 1. Microsoft's work to "ARM-tize" Windows 11.
86.
Qualcomm’s next-gen CPU for PCs will take on Apple’s M-series chips in 2023(theverge.com)
4 points by paulpan 5y ago|1 comments
87.
by paulpan 5y ago
Looks like the i5-12600K is the real value play for Intel's 12th gen. It essentially beats Ryzen 5600X at similar power consumption. LTT review: https://www.youtube.com/watch?v=-EogHCFd7w0 That said, the cost of owners
88.
by paulpan 5y ago
Also value-oriented builders probably wouldn't want to use the ITX form factor given they're always more expensive than mATX with a on-par feature set at best. ITX builders likely are not price conscious. mATX cases can also be qu
89.
by paulpan 5y ago
The article title is a bit bait-clicky but the M1 Pro/Max GPU performance does beg the speculation of "how far can Apple take it?" Without a doubt Apple has the resources to take it pretty far by scaling the GPU core count fu
90.
Apple’s MacBook Pro Is a GPU-Shaped Warning to Nvidia and AMD(theverge.com)
2 points by paulpan 5y ago|1 comments

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