thiago_fm

10 ms·

91.
by thiago_fm 1y ago
For inference there are many solutions like groq. The margins there will be small. The fat margins is in training, in NVidia hardware.
92.
by thiago_fm 1y ago
It's the final phase of the cycle. In theory, expect even higher amounts of "virtual" money being circulated (stock options deals), until people stop believing in it. It's the time you can be certain that NASDAQ will go
93.
by thiago_fm 1y ago
H100s have certain tradeoffs that makes gaming not as energy efficient. Funnily enough, H100s are already old hardware, and soon will all get fully depreciated. Billions and billions of depreciated assets!
94.
by thiago_fm 1y ago
This looks such a beautiful idea. Lovely.
95.
by thiago_fm 1y ago
When the bubble pops, the US' FTC will need to place limits on those circular deals like this. Literally the whole big tech will melt. There are banks that are backing up certain GPU deals and those will be hit with billion losses as w
96.
by thiago_fm 1y ago
I wonder if the solar panels could be tailored themselves to be a balcony, but with a rather distinct look. That would be a massive win. I bet some people wouldn't install it now because it looks kinda meh.
97.
by thiago_fm 1y ago
That will never happen in Germany. Most people in Germany don't live big and don't have any intentions of doing so. No AC and people have real concerns about the environment and our impact on it.
98.
by thiago_fm 1y ago
That is so wrong, both your take about transmission losses and the expectations that there is enough land in a 'neighborhood' to do that.
99.
by thiago_fm 1y ago
The thought about UBI is mostly "American". I understand this website is mostly used by people living in the US, but other countries and people have a very different understanding of... work and pay. The truth is that "UBI&qu
100.
by thiago_fm 1y ago
I have many friends that spent $10K+. Some see it as an investment as you can flip things. It's a digital market, NFT-esque, sold as a game.
101.
by thiago_fm 1y ago
FIFA the game, I guess this comes with the context of it being EA. Maybe this will be part of a bigger acquisition... or maybe they have already acquired everything they could, except that they don't want make FIFA look like a bad saud
102.
by thiago_fm 1y ago
Interesting feature, but I'm afraid of using it on Excel. It's so easy to mess up on Excel, there are no crystal clear diffs like on Git. And even if that on Git we make mistakes. Very often you have data that affects other data e
103.
by thiago_fm 1y ago
They basically bought FIFA (now called FC). It's a very simple money-printing machine, with plenty of people addicted to it with its gambling/gache style game. All the other IP barely make any revenue and will likely get even less
104.
by thiago_fm 1y ago
Isn't it obvious that a private equity firm will focus on profit and let people die? Public healthcare is the only way to go. This has been proven multiple times in so many countries.
105.
by thiago_fm 1y ago
I'm sorry, but you are very incorrect. In Amazon... You'd be surprised to know how many brands sell 90% of the products availabile there. The same applies to Youtube, you'd be surprised to know how many channels per country g
106.
by thiago_fm 1y ago
Playing games, it has a good graphics card
107.
by thiago_fm 1y ago
I love the design of his blog -- the use of dots, link highlights etc. It also brings back memory of 2000s internet, but merged into Today's design standards. I assume this was intentional.
108.
by thiago_fm 1y ago
Have you seen the environmental impact of shale gas? If the US is willing to destroy certain areas of its country in exchange for money, Europe will give them the dollars. If Europe has nobody else to do it for them, I'm sure they&#x27
109.
by thiago_fm 1y ago
Literally all new products nowadays come with a great degree of software and hardware. Whether they are a SaaS or a kitchen product. Programming will still exist, it will be just different. Programming has changed a lot of times before as w
110.
by thiago_fm 1y ago
I can understand that, but both the elite and the bottom will be pulled down with the policy. As I've mentioned, industrialization will happen benefiting jobs for blue collars, but you'll have lots of inflation. And inflation hurt
111.
by thiago_fm 1y ago
FED is caught between a rock and a hard place, in a double bind. Because of jobs data, it will 100% cut interest rates in the next 2-3 FED meetings with inflation clearly showing an upwards trend. US could print money for over a decade beca
112.
by thiago_fm 1y ago
They MUST. It doesn't matter if it looks fragile or how much money it is. LLMs risk most of those companies business, they can't afford to not be ahead. If they aren't ahead, there's a risk that the entire US's eco
113.
by thiago_fm 1y ago
Just read business books if you want to improve your decision making skills and leadership books, of course, network etc. Those publications' content are ephemeral and age quite fast, you don't learn much that can help you develop
114.
by thiago_fm 1y ago
This isn't Europe's fault. But the fact that US's diplomatic policy USED TO make us not want to do it. Europe using US tech was a bonding measure between the two parties. We can quickly and easy build european "FAANG&quo
115.
by thiago_fm 1y ago
I tried the Claude Code thing and the generated code is utter garbage. Also, it fails to iterate on complex features. If you are just creating CRUDs, it may work. But even on CRUD scenarios I've seen it completely lose context and use
116.
by thiago_fm 1y ago
Hardware is definitely extremely important. Dig more into the topic and you'll understand where all those chips sold to Singapure went to.
117.
by thiago_fm 1y ago
If you are asking about LLMs, yes we will. We have hit it already. All those LLMs benchmarks are terrible. LLMs gets better at it, but users don't perceive it. LLMs haven't improved that much the last year. For AI in general, the
118.
by thiago_fm 1y ago
Great article documenting PEZY. It's incredible how close they are from NVidia despite being a very small team. To me, this looks like a win. Governments are there to finance projects like this that enable the country to have certain s
119.
by thiago_fm 1y ago
It's a robots and AI company (with 0 revenue coming from those product lines)
120.
by thiago_fm 1y ago
Love my Polo, it's by far the best car of its category for what you get, with many ADAS features, very good infotaintment system. It's my first VW. VW software has improved a lot in the past 2 years, I went from a hater to a fan.

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