twoodfin

10 ms·

271.
by twoodfin 6mo ago
And it even got re-upped on the second-chance queue despite plenty of engagement a few days ago!
272.
by twoodfin 6mo ago
What it really is: LLM-generated puffery.
273.
by twoodfin 6mo ago
How did this article get back on the front page with all its comments time-shifted? My trite slop bashing was days ago: https://news.ycombinator.com/item?id=47862726
274.
by twoodfin 6mo ago
One of the most valuable software products in the world is Instagram. Tens of billions of revenue annually. Any of Meta’s competitors could reproduce Instagram “the software” in every meaningful detail for (let’s say) $100M. They still don’
275.
by twoodfin 6mo ago
Why those particular five years and not always?
276.
by twoodfin 6mo ago
Google is right (I think) to invest in winning compute share from Nvidia over winning token share from other frontier model builders.
277.
by twoodfin 6mo ago
This is, incidentally, why experts are important. Agree, but we don't live in a technocracy—or at least we usually don't. If the government had widely publicized the (imperfect, of course) thinking of experts and allowed informe
278.
by twoodfin 6mo ago
How in the world are you able to “just so” all this stuff? What are the principles or theories behind how these decisions were made? Boy at the time they seemed panicky and capricious. Wrong?
279.
by twoodfin 6mo ago
https://www.forbes.com/sites/nicksibilla/2020/04/16/michigan... It’s nice that you have all the answers when it comes to risk/reward tradeoffs. Trust the Science!
280.
by twoodfin 6mo ago
“I want my father to have a proper funeral with his family.” “I want to visit my aunt in her nursing home.” “I’d like to do some gardening in my Michigan backyard.” The issue wasn’t risk/reward tradeoffs, it was who was allowed to make
281.
by twoodfin 6mo ago
NoVA is one of the richest areas of the entire country and is loaded with data centers.
282.
by twoodfin 6mo ago
This reminds me of the infamous Sid Sheinberg memo to Steven Speilberg and Bob Zemeckis on changing the title of “Back to the Future”. https://imgur.com/gallery/producers-memo-to-speilberg-during... “Behind the note”,
283.
by twoodfin 6mo ago
I’m just spitballing here, but how about a commercial property tax?
284.
by twoodfin 6mo ago
SQLite WAL?
285.
by twoodfin 6mo ago
Few people know this, but it turns out a major bipartisan education reform bill was passed in the early 2000’s. Constituencies of both parties found reasons to hate it, so its foundational accountability requirements were watered down by su
286.
by twoodfin 6mo ago
This tends to happen when a lot of government “free money” is on the table. See also: War profiteering.
287.
by twoodfin 6mo ago
Wasn’t in the prompt.
288.
by twoodfin 6mo ago
I don’t think so. https://www.theregister.com/2024/03/18/nvidia_turns_up_the_a... A Blackwell 8X node consumes about 15kw, let’s up that to 50kw to generously account for cooling and everything else. A US kWh
289.
by twoodfin 6mo ago
Wow, Planet Money has indeed kept rolling downhill.
290.
by twoodfin 6mo ago
The main operational expense of a million LLM tokens is pennies of electricity. Even if you generously depreciate the GPU and other hardware, it’s hard to believe inference at scale in April 2026 isn’t highly profitable.
291.
by twoodfin 6mo ago
The basic business math is (to start) software companies realizing that spending $10k, $20k, $50k (more ?) per year, per developer for current models at current token rates might not be particularly insane, given the value return. Model
292.
by twoodfin 6mo ago
Is it crazy to imagine Anthropic can leverage short term cash flow now to build the models and products that will let them resell $100B in AWS infra with nice margins tomorrow? If Amazon believes that story they’d be crazy not to invest.
293.
by twoodfin 6mo ago
Indeed, Tesla is probably the bull case for an “Apple Car”. IIRC there were rumors a decade ago that Apple even considered buying Tesla rather than develop “Titan” entirely in-house. But I think Tesla shows the limits of Apple’s approach in
294.
by twoodfin 6mo ago
How much bigger is Amazon’s cut than Walmart’s?
295.
by twoodfin 6mo ago
From the perspective of a deal like this, “total costs in the field” matter less than incremental cost per token served. The unit economics for today’s frontier models should be great, and this suggests Anthropic believes they’ll get better
296.
by twoodfin 6mo ago
From the limited perspective of software development, today’s models are well-worth their per-token cost. This reads to me like Anthropic anticipating demand and making a commitment to acquire supply. Not unlike airlines committing to futur
297.
by twoodfin 6mo ago
Right, but clearly the tech & regulatory environment was such that the use of a general purpose computer beyond the infotainment screens wasn’t going to add enough value. If self-driving had worked, and a fully vertically integrated tec
298.
by twoodfin 6mo ago
The mobile app now shows you your aggregate balance on the login screen as soon as you authenticate, which can be via Face ID.
299.
by twoodfin 6mo ago
If Apple had gotten to the point of making a real product with “Titan”, all the signs were they would be engaging with a manufacturing partner in the US. Hyundai, most likely. As for why they did it: Apple makes computers. If what you’re in
300.
by twoodfin 6mo ago
Another way to phrase this is that they “strong-armed” these manufacturers to keep their prices as low on Amazon as anywhere else.

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