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DebtDeflation

6,954 karma · joined December 27, 2018

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DebtDeflation··on The $100B megadeal between OpenAI and Nvidia is on ice
Oracle is a perfect example of using empty AI partnership announcements to goose the stock price and also a perfect example of how unsustainable of a strategy it is.
DebtDeflation··on ASML staffing changes could result in a net reduction of around 1700 positions
Given that they have around 44,000 employees in total and they surely aren't firing all of their managers, it would seem they have a lot of managers. The press release indicates most of the reduction is in IT, so internal operations, not Engineering/Product or Sales/Marketing.
DebtDeflation··on Common Plastic Chemical Found to Feminize Males and Masculinize Females
Specifically, exposure during fetal development, and the changes it causes are potentially life-lasting.
DebtDeflation··on Claude is good at assembling blocks, but still falls apart at creating them
Information Retrieval followed by Summarization is how I view it.
DebtDeflation··on Indifference is a power (2015)
>these modern social media and influencer versions of Stoicism feel like something else entirely

Yes, the pop philosophy folks tend to confuse Stoicism with Spartanism, just like they confuse Epicureanism with Hedonism. It also helps to have a basic understanding of ancient Aretaic (Virtue) Ethics and the context in which some of these works were written (e.g., was one work or school of thought developed in response to some other one that preceded it).

As always, it's best to read the original works, and in the case of the Stoics (Epictetus, Aurelius, Seneca) they're really not difficult reads assuming a decent modern translation.

Also stay away from the manosphere influencers who peddle the weird self help stuff you allude to, whether under the guise of Stoicism or anything else.

DebtDeflation··on Eat Real Food
Eating real foods (e.g., whole foods rather than highly processed foods) is good advice overall. But replacing mono and poly unsaturated fats with saturated fats is total nonsense. We have thousands of studies spanning decades showing that increased saturated fat consumption leads to elevated LDL-C and elevated LDL-C is causitively associated with higher rates of CVD. There's no reason to replace olive oil with butter and beef tallow.
DebtDeflation··on Nvidia to buy assets from Groq for $20B cash
Hopefully they plan to invest in the technology and not just eliminate a competitor.
DebtDeflation··on IBM to acquire Confluent
And two years prior IBM acquired Ahana (PrestoDB SaaS). Totally agree that businesses need to much more carefully assess the risks of moving to these hosted open source platforms. Reminds me of when over a decade ago companies moved to Snowflake for their DWs because "our Teradata costs are out of control".
DebtDeflation··on Covid-19 mRNA Vaccination and 4-Year All-Cause Mortality
A 25% reduction is huge, even if you account for the fact that people who get vaccines tend to be more health conscious to begin with, when you consider that outside of the very sick and very old Covid has a mortality rate under 1%.
DebtDeflation··on Microsoft drops AI sales targets in half after salespeople miss their quotas
>So how to explain the current AI mania being widely promoted?

CEOs have been sold on the ludicrous idea that "AI" will replace 60-80% of their total employee headcount over the next 2-3 years. This is also priced into current equity valuations.

DebtDeflation··on IBM CEO says there is 'no way' spending on AI data centers will pay off
Yes. GTS was infrastructure services and was spun off. What's left is the old GBS - business services and systems implementation services.
DebtDeflation··on I don't care how well your "AI" works
Likewise with experienced devs who find themselves out of work due to the neverending mass layoffs.

There's a huge difference between the perspective of someone currently employed versus that of someone in the market for a role, regardless of experience level. The job market of today is nothing like the job market of 3 years ago. More and more people are finding that out every day.

DebtDeflation··on Gymkhana's 1978 Subaru Brat with 9,500-RPM Redline, Active Aero
Honestly, just learn it like anything else. Understand the basic components of an internal combustion engine (block, crankshaft, rods, pistons, camshafts, cylinder heads, valves, intake and exhaust manifolds), the 4 cycles the engine goes through (intake, compression, power, and exhaust), how fuel delivery and ignition systems work. And then there are tons of resources on tuning and you can get the software for a laptop.
DebtDeflation··on Verizon to cut about 15,000 jobs
More like financial engineering. When Wall Street demands ever increasing EPS growth, but revenues are flat or declining and you don't have cash to buy back shares, cost cutting is the only option. Unfortunately, labor costs are the bulk of most companies' costs, so that means layoffs. It would be nice if companies had a financial horizon that extended beyond the current quarter but that seems more and more like a pipe dream.
DebtDeflation··on Yann LeCun to depart Meta and launch AI startup focused on 'world models'
This summer was a lifetime ago.
DebtDeflation··on Yann LeCun to depart Meta and launch AI startup focused on 'world models'
That's been true for the last year or two, but it feels like we're at an inflection point. All of the announcements from OpenAI for the last couple of months have been product focused - Instant Checkout, AgentKit, etc. Anthropic seems 100% focused on Claude Code. We're not hearing as much about AGI/Superintelligence (thank goodness) as we were earlier this year, in fact the big labs aren't even talking much about their next model releases. The focus has pivoted to building products from existing models (and building massive data centers to support anticipated consumption).
DebtDeflation··on Meta chief AI scientist Yann LeCun plans to exit and launch own startup
Did they even fail? Llama2 was groundbreaking for open source LLMs, it defined the entire space. Llama3 was a major improvement over Llama2. Just because Llama4 was underwhelming, it's silly to say they failed.
DebtDeflation··on Using Generative AI in Content Production
> Generative AI in final outputs or productive work undermines the foundation of their future success vis a vis discounting or dismissing IP Law and Rights

It goes beyond just IP law compliance. Creativity is their core competency and competitive differentiator. If you replace that with AI slop, then your product becomes almost indistinguishable from that of everyone else producing AI slop.

IMO, they're striking exactly the right balance - use AI as a creative aid and productivity booster not something to make the critical aspects of the final product.

DebtDeflation··on FBI tries to unmask owner of archive.is
That seems like something that should be handled with a simple takedown request and those behind archive.is would almost certainly comply. 99.999% of people using archive.is are using it to bypass news article paywalls nothing more. Which, if we're honest, is the real reason why the FBI is going after them.
DebtDeflation··on The Case That A.I. Is Thinking
>But if you add a feedback loop where it can use tools, investigate external files or processes, and then autocomplete on the results, you get to see something that is (close to) thinking

It's still just information retrieval. You're just dividing it into internal information (the compressed representation of the training data) and external information (web search, API calls to systems, etc). There is a lot of hidden knowledge embedded in language and LLMs do a good job of teasing it out that resembles reasoning/thinking but really isn't.

DebtDeflation··on Nvidia to invest up to $1B in AI startup Poolside
Yeah, the first article I linked says Poolside plans to spend much of the $1B investment from Nvidia on GB300's. It's all just one circular flow at this point with Nvidia giving everyone cash that they agree to use to buy GPUs from them.
DebtDeflation··on Nvidia to invest up to $1B in AI startup Poolside
I Google News searched Poolside and found this:

https://techfundingnews.com/nvidia-prepares-up-to-1b-investm...

>Poolside operates across the US and Paris, focusing on coding automation tailored for government and defence clients.

>The company is also working on bold infrastructure expansion. Earlier this month, Poolside partnered with CoreWeave to build one of the largest data centres in the US under an initiative called Project Horizon. Set in West Texas, the facility is slated to reach 2 gigawatts of capacity, which is enough to power about 1.5 million homes.

Searching for Project Horizon led to this:

https://poolside.ai/blog/announcing-project-horizon

So another data center company, but focused on the Defense/Intelligence community. A hardware equivalent to Palantir?

DebtDeflation··on Cancer survival rates are misleading
Near as I can tell, the only valid point the author makes is that since mortality rates increase as cancer progresses stages and since progression through stages takes time, a 5 year mortality rate is not a great metric and it would be better to also have 10 and 15 year mortality rates to determine the degree to which early detection + treatment actually increases life expectancy.
DebtDeflation··on IBM says quantum computing error correction algorithm can run on AMD chips
WTF does it even mean to run a quantum error correction algorithm on a (classical) FPGA?
DebtDeflation··on Meta is axing 600 roles across its AI division
What about the people who die because a safe and effective drug that could have saved their life got rejected? The problem is that there's a fundamental asymmetry here - those deaths are invisible but deaths from a bad drug that got approved are very visible.
DebtDeflation··on Meta is axing 600 roles across its AI division
It was never true, unless you're a top 100 in the world AI researcher. 99% of AI investment is in infrastructure (GPUs, data centers, etc). The goal is to eliminate labor, whether AI-skilled or not.
DebtDeflation··on The security paradox of local LLMs
>LLMs don't have any distinction between instructions & data

And this is why prompt injection really isn't a solvable problem on the LLM side. You can't do the equivalent of (grep -i "DROP TABLE" form_input). What you can do is not just blindly execute LLM generated code.

DebtDeflation··on AWS multiple services outage in us-east-1
>Can't vibe code your way out of this issue...

I feel bad for the people impacted by the outage. But at the same time there's a part of me that says we need a cataclysmic event to shake the C-Suite out of their current mindset of laying off all of their workers to replace them with AI, the cheapest people they can find in India, or in some cases with nothing at all, in order to maximize current quarter EPS.

DebtDeflation··on Jeep pushed software update that bricked all 2024 Wrangler 4xe models
There is absolutely no way an OTA update should be able to impact anything powertrain related, it should be limited to the infotainment system and accessories. PCM updates should require a hard connection to the vehicle's OBD port at the dealership/mechanic (or a home user with the appropriate software and cable). NHTSA should investigate this.
DebtDeflation··on It's OpenAI's world, we're just living in it
That's why OpenAI is hard pivoting towards products now. The big one IMO is Instant Checkout and Agentic Commerce Protocol. ChatGPT is going to turn into a product recommendation engine and OpenAI is going to get a slice of every purchase, which is going to disrupt the current impression/click adtech model and potentially Google and Amazon themselves. It's an open question how hard they can do this without enshittifying ChatGPT itself, but we'll see.
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