re-thc

27 ms·

541.
by re-thc 11mo ago
> The EU is a big place with a lot going on. Like investigations into Apple, X and others...
542.
by re-thc 11mo ago
Soon the European Commission will investigate the EU for all its investigations. They might as well just ban all non-EU tech at this point.
543.
by re-thc 11mo ago
> This really is what businesses want and always have wanted. There's a difference between what they really want and executives knowing what they want. You make it sound like every business makes optimal decisions to get optimal ear
544.
by re-thc 11mo ago
> J2ME was an alphabet soup of incompatible implementations So Google? (alphabet)
545.
by re-thc 11mo ago
> I wouldn't be surprised if there isn't some plan to make all of GitHub's backend "legacy" > and switch everyone to the dumpster fire that is Azure DevOps The other way around. Azure DevOps is 1/2 a back
546.
by re-thc 11mo ago
Switch everything natively to Typescript.
547.
by re-thc 11mo ago
On the same note they should make a Face ID camera like Windows Hello.
548.
by re-thc 11mo ago
Which is small considering the Mac market itself is small relative to the PC market.
549.
by re-thc 11mo ago
> It certainly generated more revenue, so this is not surprising? Anything is greater than 0
550.
by re-thc 11mo ago
> I say don't muddy the water with the public panic over "will it won't it" bubble burst predictions. It does matter. The public ultimately determines how much they get in funding if at all. > The effective demand
551.
by re-thc 11mo ago
Congrats... > Long-term stability. a home and resources so people can safely bet their stack on Bun. Isn't it the opposite? Now we've tied Bun to "AI" and if the AI bubble or hype or whatever bursts or dies down it&#x
552.
by re-thc 11mo ago
> Open weight LLMs aren't supposed to "beat" closed models, and they never will. That isn’t their purpose. Do things ever work that way? What if Google did Open source Gemini. Would you say the same? You never know. There&
553.
by re-thc 11mo ago
> AWS has never tried to compete as the “low cost leader”. Marketing 101 says you never want to compete on price if you can avoid it. Despite all that and whatever you say, the fact is you do compete. It doesn't have to be a race to
554.
by re-thc 11mo ago
> I think this is intentional by Altman. It's the other way around. It was a non-profit before. He even got kicked out.
555.
by re-thc 11mo ago
> I don't know that it's actually prohibited. Chinese models generally aren't but DeepSeek specifically is at this point.
556.
by re-thc 11mo ago
> I can’t think of a single major US company that is big internationally that is competing on price. All the clouds compete on price. Do you really think it is that differentiated? Google, Amazon and Microsoft all offer special deals to
557.
by re-thc 11mo ago
It's not. This isn't about competition in a company sense but sanctions and wider macro issues.
558.
by re-thc 11mo ago
They "can". It happened during COVID and they got trapped by it so they're not taking the bite anymore.
559.
by re-thc 11mo ago
If you believe the US government will reopen the door to China sales, then yes. Highly rumored to be a thing soon.
560.
by re-thc 11mo ago
Nvidia just got hit by Broadcom / Google on TPUs. There's also AMD behind its back. Not so simple.
561.
by re-thc 11mo ago
Those 2 are close to monopolies anyway. Wouldn't matter either way.
562.
by re-thc 11mo ago
The clear winners of AI are memory makers.
563.
by re-thc 11mo ago
Air cooling doesn’t scale. Try having thousands of computers all in your room.
564.
by re-thc 11mo ago
> Copilot lets you access all sorts of models It's not exactly the same since e.g. Copilot adds prompts, reduces context, etc.
565.
by re-thc 11mo ago
Downflare
566.
by re-thc 11mo ago
Downflare
567.
by re-thc 11mo ago
> "circular" risk more refers to the recent 100B "investment", and that is quite misleading No it's not. It refers to a web of companies sending money back and forth. Nvidia investing in OpenAI, OpenAI investing
568.
by re-thc 11mo ago
> Nvidia would pay out nothing to OpenAI if OpenAI turns out to be too poor to pay for capacity. So they are not that exposed to the death of OpenAI specifically. Nvidia has invested billions in previous rounds of OpenAI raises also. Pre
569.
by re-thc 11mo ago
No, it's not "corruption". It's that very little real money changes hands. The smaller investors and debt providers get sucked into funding it but that's about it. You get GPU rentals. Not the actual billions raised
570.
by re-thc 11mo ago
That's what Coreweave etc does and Nvidia already invests in them (i.e. has a stake).

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