2,069 karma · joined July 7, 2011
48V is under the SELV voltage limit, even with some margins.
But historically, some countries have had lower limits. I recall Japan being one of them for a while. I'm not confident that SELV is a harmonized standard worldwide, or at least it wasn't until recently, if it is now.
And the discussion mentioning wrap/unwrap testing kind of feeds directly into the fear that either:
1. These weak keys were created outside the HSM and then imported.
2. These weak keys were meant to be the wrap keys somehow. Like, if they hadn't paid for some of the wrap/unwrap features on one of their HSMs and so were using easy-for-humans keys to handle the wrap/unwrap operations so they could more easily move keys between HSMs.
It's not like engineers didn't know that project management, voice of the customer, and organizing tasks as an intermediary between engineering and management was a thing that could/should/needed to be done. It was just a delegation of tasks before because there was more work than one person could do. Now, all of these roles can be partly offloaded to LLMs, but still having a human in the loop to guide engineering and interface to the business/customer will still be valuable.
Knowing what to build overall, what to build next, what's coming later, and how the product relates to the business goals is still very much a human endeavor.
Hiring people is hard, takes time, and timing of big sales closing causing income may not line up well enough with the hiring process to offset that income fully.
Their machines are sold for high prices. It’s not small and not cheap. If a buyer pays in a lump sum that can be a big income and Oxide may not be able to time that ideally for tax purposes.
Buying electronics components is funny. Want to buy 1000 units? Price X. Want to buy 100,000 units, price is X/25. But till you can place an order for every component at the 100,000 quantity, you can’t get those price breaks so your cost to manufacture machines is much higher. $400M may let them buy at those bigger quantities and get those price breaks and it may not have been worthwhile to buy inventory at the lower quantity pricing if the investment round was looking to close real soon now. Cash flow is king, and hard, for hardware companies.
Obviously nation states will likely have significantly more resources than this, but this is not script kiddie levels of GPUs.
I put up with it when I'm actively using an LLM tool, because I just accept that this is how these tools write, but when reading a blog I expect to read words written in one of the vast varieties of normal human-written blog formats.
It reads to me an argument for self hosting, maybe a less capable model to deal with smaller compute resources, but when starting to use that model and inference software to build a benchmark you can easily rerun when you change things to observe the impact of the change.
Maybe that’s a similar level of diligence but they feel different to me.
Catching cheaters is still hard but it will keep honest people more honest.
Are the contracts actually take-or-pay-style? What are the terms? What are the amounts of compute and money involved for each future time period? What happens if the datacenter costs spiral upwards? What happens to the datacenter investment if the buyer goes bankrupt, goes public, or gets acquired (potentially by the datacenter owner)?
I personally think the datacenter build-outs are going to generally be a big swing and a miss. The problem 1-2 years ago was making models good enough to be useful for a variety of tasks. Now we have that. The next problem is making the models efficient enough to run a profitable business. Recent Chinese lab model releases (because they're already constrained on compute resources) and OpenAI price cuts on Luna seem to indicate that this transition to chasing efficiency has already started.
Comparable adult parent things would be up at 6am, prep kids for school day, in the office by 8am, 8 hours of work plus a lunch, departing the office around 5pm, transporting kids to/from some activities, dinner, helping kids with homework, somehow fit in regular shopping needs (food, essentials, etc), maybe some volunteering or hobby things, if lucky in bed by 10pm, and we're easily at 15 hours of "work" on a weekday.
Yes, it's a lot.
Still leaving manual approval for all edits. Combined with reading the full transcript of the exploration, I feel I stay in the loop pretty well in this first test.