spacebanana7

3 ms·

31.
by spacebanana7 2mo ago
There are huge military advantages right now. The US military will not willingly give up starlink, and they can use it in every country without permission.
32.
by spacebanana7 3mo ago
It's hard to get right when OSs, programming languages, browsers and sometimes other applications have their own opinions about trust stores. I understand why our IT department want corporate devices to use internal CA certs on paper b
33.
by spacebanana7 3mo ago
Not your keys, not your computer
34.
by spacebanana7 3mo ago
The (optimistic?) take is that xAI is genuinely better at building datacenters at scale than anyone else, and the freedom to use Nat Gas as the primary energy source allows them to have lower marginal costs. The (pessimistic?) take is that
35.
by spacebanana7 3mo ago
Franco, at least in the sense of GDP per capita indicators and escaping WW2.
36.
by spacebanana7 3mo ago
But with RT, my government does the ad blocking and the Russian government pays the paywall
37.
by spacebanana7 3mo ago
One major benefit of Russia Today’s news site is that there’s no ads, because of sanctions. If you’re comfortable ignoring the Russian government propaganda on many topics it’s actually pleasant to browse as one of the least bloated major n
38.
by spacebanana7 3mo ago
Yes but that’s a blunt instrument, which would risk reaction. However putting an individual on a sanctions list is routine and easy. And a president could always just call up the CEOs and ask for their least favourite Norwegian to be cancel
39.
by spacebanana7 3mo ago
Most of the GDP per capita divergence has happened since 2008. My same comment could’ve been written when Biden was president.
40.
by spacebanana7 3mo ago
A couple of decades ago both France and Britain had higher per capita GDP than the US. Now they are significantly behind. Similarly top European companies used to rival American companies in profitability, power and valuation. There’s not r
41.
by spacebanana7 3mo ago
Usually export controls are applied to stuff where some significant % is made in America so a few US based engineers could make the project export controllable.
42.
by spacebanana7 4mo ago
There’s a difference from being able to protect privacy, and doing so in a way that complies with EU law
43.
by spacebanana7 4mo ago
Cars can still show that they're poorly made pretty quickly.
44.
by spacebanana7 4mo ago
Additionally, vertically integrated companies don't get to tag along on innovations produced by upstream suppliers. Many EV companies will effortlessly have their range increase by a couple % each year, with battery costs falling, just
45.
by spacebanana7 4mo ago
I used Gemini to fix my new boiler by taking various photos and asking it for help. It saved me a plumber call-out (this was a user error issue, nothing safety critical). Gemini also told me about some obscure procedures to fix my wedding p
46.
by spacebanana7 4mo ago
Google too, and this was in the long term best interests of shareholders. Imagine in 2010 if investors had real transparency into how much money YouTube or Maps was losing, along with the governance structures to enforce their concerns.
47.
by spacebanana7 4mo ago
Why not Anthropic? They’re a very rare company capable of charging $200 per month per seat level fee across the corporate workforce. Yes their compute costs are astronomical, but that can be managed down over time by more efficiency or mild
48.
by spacebanana7 4mo ago
Google is capable of burning truly huge amounts of money on projects that look exciting and have long term prospects (e.g Youtube). They could lose $10-20 billion a year on Waymo for a decade if needed. You can't just cancel Sergey&#x2
49.
by spacebanana7 4mo ago
You won’t see “resell electricity” on the IPO brochures. They’ll say something like multi billion dollar ARR hyperscaler business. To the extent both are true, it’s non trivial to have large grid connections in the US these days or even gas
50.
by spacebanana7 4mo ago
SpaceX's data centre business is much more valuable than Grok, so this wouldn't make sense.
51.
by spacebanana7 4mo ago
There's an interesting economic contest here as well - is it more sustainable for a malware group to spend $500 in tokens looking for an issue in my app? or for me to spend $500 scanning for issues on every deployment? Systemically thi
52.
by spacebanana7 4mo ago
I may be misunderstanding your concern but the idea would be for Tesla to dump the energy into car batteries or powerwall storage.
53.
by spacebanana7 4mo ago
Would the voltage drop before the fuse blew in local transforms? Modern grids have batteries to manage instantaneous spikes of demand so there’d be a race.
54.
by spacebanana7 4mo ago
In the event of an internet outage, wall box chargers are legally required to default on. In practice most chargers interpret this as taking the full 7kw - whether this is a bug or misreading of the intent of the law doesn't really mat
55.
by spacebanana7 4mo ago
Is your business plan essentially to run mid tier models on hardware in the UK? I do see the value in this as some enterprises need local data residency, the UK energy grid realistically can't handle new multi GW xAI-style data centres
56.
by spacebanana7 4mo ago
One thing I'm really scared of is EV charger software being modified by users, hackers or bugs to pull max power at times that don't suit the grid. In the UK, for example 10 million EVs all pulling 7kw would overwhelm the roughly
57.
by spacebanana7 5mo ago
To be fair, you could also be a real world user of a commodity and productively use futures markets. For example, an airline or trucking company using them to hedge fuel prices.
58.
by spacebanana7 5mo ago
I also hope that we’ll find effective ways to distribute load between small local models and heavyweight remote models. Sort of like what Apple tried to do in iOS. So much of what I ask codex to do doesn’t require full GPT 5 intelligence, a
59.
by spacebanana7 5mo ago
It doesn't necessarily take a full blockage of sunlight. Extreme weather conditions that create multi week collapse in solar outputs is enough to create grid stress, if one is totally dependent on solar and 24hr batteries.
60.
by spacebanana7 5mo ago
Gas is an excellent compliment for renewables. It scales up and down quickly, and can cover all the weak spots around intermittency and dunkelflautes. The carbon emissions are relatively low too, because in renewables/battery heavy gri

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