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BeetleB

18,304 karma · joined December 13, 2009

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BeetleB··on US tech stocks see sharp falls over AI cost fears
I was speaking only of the cost to build. There's the cost to run/maintain it (salaries, etc).

Keep in mind Intel is losing almost $2B per quarter on their foundry business. It's not easy to make the economics work out.

If you think the promise is there, then are you willing to invest all your money in a company chasing this? I'm not.

If I'm worth $10M, it doesn't mean I'll invest $200K in something I'm fairly confident will lose money. If they're not investing in building more capacity, it's because they're being appropriately cautious.

BeetleB··on US tech stocks see sharp falls over AI cost fears
The reality is no one wants to be left holding the bag if the industry collapses. It costs $8-15B to build a fab for DRAM. If we rush to increase capacity, and the demand drops N-fold, everyone who rushed in will lose their shirt.

Also, fabs are easily the most complex manufacturing on the planet. You don't want to rush stuff like that.

BeetleB··on US tech stocks see sharp falls over AI cost fears
> You could have manufactured enough ARC video cards to meet demand.

Intel was at best breaking even and likely making a loss on each ARC card. They released them to stay in the space, but manufacturing more would increase their losses.

BeetleB··on I didn't know I was lacking in Vitamin D until I collapsed at work
Are you in India? I somehow doubt Indians in India are deficient. The rationale is that when you're closer to the equator, you need less sun exposure to produce the appropriate amount of Vitamin D, so people from that region have inefficient production.

It's when those people go to northern latitudes that the inefficiency starts to matter.

BeetleB··on I didn't know I was lacking in Vitamin D until I collapsed at work
Do what?
BeetleB··on I didn't know I was lacking in Vitamin D until I collapsed at work
> Link between Vitamin D and depression has been known for a long time. It is not a new finding.

The link has been disputed for as long.

> Again, there is extensive literature on this, you just have to read it instead of speculating.

There you go:

https://pmc.ncbi.nlm.nih.gov/articles/PMC4008710/

"Although low vitamin D levels have been observationally associated with depression and depressive symptoms, the effect of vitamin D supplementation as an antidepressant remains uncertain."

I'm not saying you should stop taking it. If it works for you - great. But don't get annoyed at people who point out that the link is tenuous at best.

(Incidentally, it did nothing to improve my mood - but I continue to take it for its other health benefits. I was in the severe depletion zone, and brought it up to mid-normal.)

BeetleB··on Intel plunges 25%, triggers global chip rout on bleak outlook
They were crazy overvalued. In August 2025, they were trading below $20 (which was crazy undervalued). When things were going great for them in the past, they were in the mid 60's.

Trump strong armed some companies to make deals with Intel, and the market went crazy - taking it all the way up to $120. But performancewise, all their gains have been incremental. I know many who work there, and nothing has changed from a year ago - other than the infusion of cash from the deals. The products are still behind AMD and Nvidia. The fab is losing money at almost the same rate that caused their stock to drop from $50 to 25 some years ago ($8B loss then - likely still over $7B this year). Revenue has gone up incrementally, and is still way down from the peak some years ago.

To give you an idea, they had reduced their ESPP offering to no lookback period - to save money. Employees get a fixed 15% discount - that's it. Their LLM budget is about $10/day ($200/month) per employee. The layoffs started by Lip-Bu Tan never ended. It's just become continual. They are trying to find any possible way to save money. That hasn't changed.

Their current price at $64 is, at best, a fair price, and likely still a bit overvalued.

BeetleB··on Study: Schoolwide phone bans show no significant impact on mental health
> Improve grades, improve classroom behavior, maybe. What about those?

Isn't that partly the goal with the ban? Fewer distractions.

BeetleB··on Claude Duet is the first personal-assistant-type harness that feels useful
Depending on what you need, you can build a custom harness via pi really fast. I tried OpenClaw for weeks, and it took me a lot less time building my harness than trying to figure OpenClaw out.
BeetleB··on Claude Duet is the first personal-assistant-type harness that feels useful
I said the same for years after smartphones came around.

In my book, if you use a Smartphone that's either Android or iPhone, I can't take seriously the claim that you value your privacy.

Privacy is a continuum.

BeetleB··on After 28 years walking across the globe, he's almost home
I'm sorry, but: Post-hoc justification.
BeetleB··on After 28 years walking across the globe, he's almost home
> There’s no way to spin it so that Bushby isn’t an absentee father and a selfish person.

I never understood why people are so willing to advertise their lack of imagination.

BeetleB··on Patrick Stewart has died
Having both is just plain terrible, although I suspect the latter dominated before the former really had an impact.

And to think he was filming Picard just a few years ago.

BeetleB··on DoorDash is acquiring Instacart for $17B
I have no idea how much I pay for public broadcasting, but I'd give up all my streaming services before I give that up.
BeetleB··on DoorDash to acquire Instacart
Yes, but the city then gets to dictate the quality of the service.

(And no, I don't want the city involved in food/grocery delivery).

BeetleB··on DoorDash to acquire Instacart
No. Freaking. Way.

I'm not going to pay taxes for a service I think shouldn't even exist! Let the (strikeout expletive) people who want this luxury pay for it - I don't want to subsidize them one bit.

(And I'm a pro-socialist who believes university education should be almost free, and we should have universal healthcare).

For the few who really, really can benefit (e.g. disabled), fine - they need to qualify and I'm happy for the city to subsidize them. For those who just don't want to go out and do groceries? No. Way.

BeetleB··on Dayjob: Tax – evaluating AI agents on 50 professional tax assignments
> From my perspective K1s, RSUs, & ESPPs are as simple as a W2 with state tax withholding and I think that is why I am struggling with so many of the comments on this post - I simply can't relate.

Well, you are an accountant :-)

With my K1, the issue was that it was for a real estate investment, and you have to be careful about things like bonus depreciation/cost segregation etc. One tax accountant I used was not carrying over the loss (or perhaps not applying the prior year's loss, or something like that). Another accountant was deducting that loss from my W-2 income, which I can't do as I'm not a real estate professional.

When I finally brought these points up and got all these corrected, I studied the final result and then continued doing them myself. But it was a pain getting the online tax SW (TurboTax, TaxAct, etc) to mimic what they did. I had to be really careful what things I said "Yes" to and what I didn't. I would never have figured it out on my own by reading the relevant tax publications (which I did peruse).

And then later, I formed a partnership with a friend so we could both invest in something. Now I also have to issue K-1s! Not fun! RSUs are much easier.

BeetleB··on Dayjob: Tax – evaluating AI agents on 50 professional tax assignments
In his defense, he did say "... for most people".

And that's true if all you do is have W-2 income, and RSUs/ESPPs. ESPPs were the most complex thing I had to deal with until I stupidly decided to do things and get K-1s.

BeetleB··on Career Success: Focus primarily on making everyone around you succeed
> Won't others get all the credit and recognition if I do this?

He dismisses this, but I've experienced this. In my first job, I wrote a lot of automation that improved the turnaround time to process units. In the annual review, it was made clear to me that I need to distinguish myself from the others, and so if I made everyone go faster, that didn't count.

My advice: If you're in such a job, leave.

BeetleB··on Dayjob: Tax – evaluating AI agents on 50 professional tax assignments
My obligatory comment about my experience with tax accountants:

https://blog.nawaz.org/posts/2022/Nov/do-you-trust-your-tax-...

BeetleB··on Start Doing Graph Theory
The same way you'd verify a textbook's solution.

(Assuming it's a proof or something - if it's just a number - oh well).

BeetleB··on Start Doing Graph Theory
I see a perfectly good, non-AI submission. Open the comments, and the top comment is about AI.

Can we not do this? I understand your sentiment, but ... can we not do this?

BeetleB··on Emacs Turns 50
I've always told people: You can be a power Emacs user without learning elisp.

I myself used Emacs heavily for 9 years before learning elisp (clicked on my 3rd attempt).

IMO, the included Elisp guide is not good for beginners. My recommendation:

Separate the language from the ecosystem. First focus on simply learning the basics. How do you set a variable? How do you write a loop? How do you write a function? These things are as easy in Elisp as they are in other languages. Perhaps use Exercism to practice.

Of course, also learn the related keybindings (C-M-x to evaluate, C-x C-e, etc).

Only then start understanding some of the basics of integrating with the rest of Emacs (unwind-protect, save-excursion, save-restriction, etc).

BeetleB··on Emacs Turns 50
> though the minimalist in me always whined that "an editor" should not weigh 100+ megabytes

Heh. At work many in our department installed a (voluntary) tool that logs the apps we have in memory, and how much RAM they consume.[1]

My manager came to me and said "Your Emacs is taking 8GB of RAM?!"

Guess we should call it EGACS now.[2]

I had an LLM do some debug and it turned out my copy of Emacs is a bit buggy in MacOS. Every time I open a new frame, and then close it, it doesn't release a lot of GUI related stuff. Over several weeks, this leak adds up. I open new frames multiple times a day.

And of course, I got the LLM to make a package I can load in Emacs that cleans it all up without needing to quit.

After cleanup, it's taking "only" 1.5 GB of RAM.

[1] Company is dramatically reducing the amount of RAM on new laptops, so we want to gather data to show it's too little RAM.

[2] For those who don't get it, a common joke decades ago was that Emacs stood for Eight Megabytes and Constantly Swapping. Back when 8MB RAM was huge.

BeetleB··on Wikipedia's Cleanup of AI-Generated Content
I don't follow Wikipedia policies, but I imagine the solution is to break it up into multiple pages, and replace each long section (e.g. Origins) with a 1-2 paragraph summary.

And while I agree it's too long, do note that about 50% is the References section.

BeetleB··on US Government is hiding a secret court ruling about how it spies on Americans
There are plenty of good reasons to ban guns altogether.

But let's not say the 1st and 2nd amendments in the same breath. One is real, and the other is much less so.

BeetleB··on US Government is hiding a secret court ruling about how it spies on Americans
Whatever one may think of gun control, it's clear the 2nd Amendment is on a much poorer footing.

In a number of states, you need to take a safety course before you're allowed to purchase a gun.

Compare that with the 1st amendment. If they passed laws saying "You can say whatever you want in public, but only after you've taken this course that informs you on what is acceptable and unacceptable to say in public", would you say there is free speech?

Or "You are free to practice any religion, but only after you've taken a course that ..."?

BeetleB··on UK to charge universities $1,200 per international student
The article is complaining about people who are not completing their degree, though.
BeetleB··on UK to charge universities $1,200 per international student
I hear this complaint often, and when we scrutinize the numbers, it's always, always exaggerated.

I'm in a dual income high earner family, and my rate is lower than that (35%). I live in a high income tax state. I included medical + dental + vision, but NOT life/accident insurance, flex accounts etc.

Are you sure you're not counting SPP contributions? And are you deducting the tax refund you get every year (which eventually takes into account all the deductions, etc you get)?

My net pay is only 41% (i.e. 59% is taken out) - but that's due to 401K, ESPP and other voluntary insurances I pay for.

BeetleB··on Websites Should Be Printable
What really gets me is when docs aren't printable. When I want to explore a new tool, framework, etc, I don't want to stare at a screen. It's much easier on the eyes to print out the relevant portions, and make notes with a pen.

I used to file tickets for developers to check if their doc building tool supported output to PDF/HTML. A few humored me and did it, but mostly I'm ignored. So I stopped.

Haven't tried doing it myself with the help of an LLM!

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