pwarner

6 ms·

61.
by pwarner 1y ago
The market should fix this, but it doesn't appear to be holding these folks to account.
62.
by pwarner 1y ago
Hopefully the panic continues and we get a lot of extra electricity, ideally via nuclear, wind, solar - and then if AI is a flop at least we get big progress on global warming.
63.
by pwarner 1y ago
I want real time updates from satellite imagery!
64.
by pwarner 1y ago
Donations you say?
65.
by pwarner 1y ago
There was a proposal for an auction. Highest prices get the visas.
66.
by pwarner 1y ago
Is someone else launching something next week?
67.
by pwarner 1y ago
Presumably all hyperscalers who aren't Amazon could be a customer for this? One of them might be enough to keep it viable. See sibling comment on b Google being a customer for presumably the previous generation.
68.
by pwarner 1y ago
Presumably first hire a few developers to program it.
69.
by pwarner 1y ago
I believe they have other custom silicon beyond TPUs so it wouldn't be crazy to take this in house if Intel really cans it.
70.
by pwarner 1y ago
Meta is planning to spend $65B+ on capex this year. That's a lot of data centers. Why do they need a tiny bit more from Google?
71.
by pwarner 1y ago
But that's a supply problem. Create the supply, prices will drop and that bubble and generational wealth challenge begins to heal.
72.
by pwarner 1y ago
Presumably this https://cloud.google.com/blog/topics/threat-intelligence/voi...
73.
by pwarner 1y ago
berkshire hathaway
74.
by pwarner 1y ago
Yeah drawing the right line on what's rural is probably key.
75.
by pwarner 1y ago
or not spent by the government? I mean, unless this is for some really specific thing that really needs a push, I think there's sort of enough money flowing this way already, today. (5 years ago, again a different story)
76.
by pwarner 1y ago
It's an integration adventure. This is why much AI is failing in the enterprise. MS Copilot is moderately interesting for data in MS Office, but forget about it accessing 90% of your data that's in other systems.
77.
by pwarner 1y ago
OK agreed as others have pointed out there if enforcement in other places. I get the sense, but can't quantity the push seems different by state and city. Perhaps the reaction is different as well.
78.
by pwarner 1y ago
If I was Japan I'd be interested in some of the "one time use" use cases as well given the current geopolitical state of affairs.
79.
by pwarner 1y ago
Exactly The aggressive raids aren't in Florida or Texas, or even California farm county, they're targeting urban areas, and getting the intended headlines.
80.
by pwarner 1y ago
Also as someone else noted https://www.bis.doc.gov/index.php/other-areas/office-of-tech...
81.
by pwarner 1y ago
There are other avenues, but I think those last tariffs were targeted. Another scenario where executive branch appears to have power, delegated from Congress, to enact tariffs https://www.usitc.gov/press_room/usad.htm
82.
by pwarner 1y ago
Congress seems to want a king?
83.
by pwarner 1y ago
I'm in the US, but I'd be happy if social security ages were pushed out to 75 or 80 but benefits preserved. I'm saving heavily for retirement, but the biggest challenge is figuring out how long you're going to live. If
84.
by pwarner 1y ago
But they lack the power to raise taxes, and print money. Also an army.
85.
by pwarner 1y ago
Both need to happen, and people hate both. The data makes it clear though, taxes are low, spending is high both in comparison to GDP. Any argument you can do one and not the other is insane.
86.
by pwarner 1y ago
It was probably Elon
87.
by pwarner 1y ago
I believe this was ratified into a standard so it should show up in more new cars. https://carconnectivity.org/car-connectivity-consortium-publ...
88.
by pwarner 2y ago
Parallels to Microsoft investing in Apple in 1997? A little bit maybe? Keep your competitor alive so the antitrust folks don't come down on you? https://wccftech.com/microsoft-invested-150-million-in-apple...
89.
by pwarner 2y ago
To me a lot has to do with what a human does with them one the tool generates them no?
90.
by pwarner 2y ago
They certainly need to make chips for others to retain the scale needed to make chips. As far as x86 goes, it's not as sexy as GPUs or mobile chips but they're still selling a ton of x86.

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