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dofm

4,852 karma · joined June 3, 2026

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dofm··on I'm not convinced the AI bubble exists
But they are becoming more scarce while staying on Nvidia’s shelves buy-and-hold, or being leased back in some cases. They are not being installed by customers at anything like the rate the sales figures suggest. So yeah, these H100s will last a long time in the packaging.

Meanwhile, Meta is selling their spare AI data centre capacity.

dofm··on I'm not convinced the AI bubble exists
Unless I misread it, this article simply doesn’t mention training or the cost of it.
dofm··on Declarative Dragging
What does that look like mid drag, and how?

If you are dragging within the page, then the draggable “ghost” is your problem too (it’s not automatic). As is deciding whether the ghost should affirmatively snap out of and into the source and target containers (that is, whether the destination container should appear to “make room” for the ghost at some transitional point), whether there’s a transition on that, etc.

Drag and drop in desktop non-web GUIs have all sorts of visual affordances that users expect for consistency that are your job in HTML.

I was once quite up-to-date with raw frontend work and I tried to implement this; it’s actually not trivial.

dofm··on Statement from Nvidia board of directors
Unless he has been up front with the board from the beginning about his affair, he has done something wrong.

This is Jensen Huang we are talking about. One of the most significantly influential people on earth right now, one of the planet’s most obvious espionage and blackmail targets, someone who both companies and nations will be spying on, and he is shagging a foreign national — a Chinese citizen! — in secret.

Even if he has enlisted no company employees or resources in his deception of his wife, this is remarkably negligent behaviour on a professional level. Just enormous.

Be serious: this is a huge deal and they are for sure looking at his conduct.

dofm··on OpenAI raises $11B at a $1.25T valuation
https://finance.yahoo.com/technology/ai/articles/wall-street...

Blackstone think that post-IPO Anthropic will start out with a junk credit rating.

FT seemingly covered it too if you can see it (I can’t):

https://www.ft.com/content/59383c7f-8d82-493f-bf01-d2e862a10...

dofm··on KetchUp – Open-source SketchUp alternative built with Rust and WebGPU
Ahh. OK. Both mesh formats, perhaps not so useful for buildings CAD but it is what it is.
dofm··on Goldman Sachs is pulling Claude Code from its bankers and traders
I guess in some situations it's already baked in, right?

A news organisation's liability for AI hallucination falls on the same person that the liability for printing a lie does: the publisher.

dofm··on KetchUp – Open-source SketchUp alternative built with Rust and WebGPU
Is OBJ a viable form of geometry export here? Not clear what else it can export.
dofm··on Goldman Sachs is pulling Claude Code from its bankers and traders
> Employees should never be liable for something that happens if they are using a work-supplied tool at work in the manner in which it is designed to be used.

Architects and properly-designated publishers both have potentially long liability that is to an extent independent of their future employment. (The same is true of hospital consultants and others)

In significant cases, the way you provoke companies to do the right thing (security, sticking to the facts, not cutting corners in building plans) is to make someone legally responsible if they don't. That person's liability is limited by their actions — if they can demonstrate they discharge those responsibilities appropriately, they are in the clear.

That person takes on that designated role, does the job, and is rewarded properly for the responsibility it involves. They embody the push to reduce that risk.

So an average employee using the tool as directed by their employer, they do not have liability if the company has designated someone in this role. (And in this scenario, if they have not, there would be a punitive fine for that, independent of other outcomes).

I have no particular problem with the notion that a corporate AI safety/responsibility officer is a plausible way forward. If you are delegating responsibility to a machine, someone has to be on the hook. Without such things it's a wild west with lawyers. That's not sustainable.

dofm··on Dux: Free, open-source Wayland desktop shell with file manager and theming
Was it Caldera that shipped a linux with Motif?

(We're talking three decades ago now)

dofm··on Goldman Sachs is pulling Claude Code from its bankers and traders
Very well put. "But humans also" is not applicable here :-)
dofm··on Statement from Nvidia board of directors
> I, as a shareholder, do not care if the CEO is having an affair so long as the business is not affected.

This is actually a pretty challenging standard, because the moment the CEO tries to gaslight their spouse/partner that it's not an affair, they are already at risk of bringing the company into a deception: working late is almost always the cover, for one thing. But at that moment you have a substantially compromised person as a CEO.

This might seem a silly place to draw the line, but consider what the escalations are — the CEO's PA being asked to mislead the spouse, inventing a meeting they were at, inventing an away trip, etc. etc.; they always mount up. There is no executive who has an affair who doesn't pretend they are at work, and there's no pretence that doesn't ultimately put an employee in a difficult position.

It's entirely reasonable for a board to say that if the CEO or the chairman is having an affair it is their business.

And this is before you even consider that the affair is ordinarily likely to be with an employee.

Now, if a CEO at Huang's level of geopolitical importance is having an affair with anyone, it's the government's business, and the shareholders', because it makes them a (local and international, commercial and state-level) blackmail and espionage target even if they are not literally boffing a spy, which in this case he evidently is.

So yeah, it matters.

dofm··on Nvidia Board of Directors Is Investigating Jensen Huang
Right. Nothing much that can be done here, though she might not want to visit relatives on holiday.
dofm··on How I Fight AI Brain Fry
I read this and I think, OK, that seems like a strategy. And then a bit of my brain says "dude, dude, you've seen Metropolis right?"
dofm··on RAM Altman: Linux Script Emails Sam Altman Daily How Much Unused RAM in Your PC
It doesn't actually email anyone anything, does it?

It's satire.

dofm··on Outlook.com is rejecting email from domains without DMARC
Delivery to Microsoft's products has been patchy for several years. I am not remotely an email deliverability expert but I have made different SMTP service choices based on how companies approach shared-IP sending plans.

Some can affordably deliver to Microsoft because they aggressively police what they are actually sending on their customers' behalf; others don't get involved and you end up having to spend a fortune on a dedicated IP.

The DMARC thing is just another part of this; one of my clients discovered this silent failure themselves a few weeks back and addressed this.

dofm··on Goldman Sachs is pulling Claude Code from its bankers and traders
I have come to this conclusion myself.

It's a bit like the idea of the additional responsibility/burden of the publisher of a newspaper.

dofm··on RAM Altman: Linux Script Emails Sam Altman Daily How Much Unused RAM in Your PC
Hey, it's not just the cynical AI haters.

You have to factor in all the people enjoying that the shitcoin-for-your-iris-scans guy is having his time in the comedy-drubbing barrel. Don't leave us out, we've been waiting a lot longer for this.

FWIW, "anodyne" is not the word I'd reach for when describing things Altman says — I much prefer "banal".

(Not sure you can classify me as a hater, at least not in my day job context. Cynical: it's a fair cop.)

dofm··on OpenAI raises $11B at a $1.25T valuation
He has been vibes-based since well before it was fashionable!
dofm··on Goldman Sachs is pulling Claude Code from its bankers and traders
Nobody is solving it, because it cannot be solved in the LLM architecture? They are mitigating it.

We should stop using "solve" when we mean "releasing products to target". Nobody will ever solve this problem with LLMs as they are currently architected.

dofm··on Goldman Sachs is pulling Claude Code from its bankers and traders
It is as simple as that, except:

1) everyone can run into the lethal trifecta

2) the product cannot, on an architectural level, be fixed to stop it

3) they are helping the maker of the product go to IPO

If banks are not stupid, they'd say "hey, this presents an unacceptable risk to our customers and by extension, to us, maybe this isn't something we should be involved with".

But no.

dofm··on OpenAI raises $11B at a $1.25T valuation
Why does HN have this "if they won't bet on it, they don't believe it" mindset?

In quite a lot of sectors, gambling on a prediction market for an outcome you can influence is frowned upon, unethical, even illegal.

To be clear, I am talking about the investment analysts who have a role in setting the IPO price, which is a (then-private) decision, not an outcome of a market. It would almost certainly be a crime for the analysts involved in pricing an IPO to make prediction market bets.

dofm··on OpenAI raises $11B at a $1.25T valuation
s/most/only/, cross fingers, make test
dofm··on OpenAI raises $11B at a $1.25T valuation
> but they are very accurate on high volume markets like this one

But this number isn't a matter of market volume, is it?

It's a matter of what analysts, regulators, banks, and investors choose.

And they appear to not be that keen on a valuation that high, judging by the press.

dofm··on OpenAI raises $11B at a $1.25T valuation
Prediction markets may say that — investors and analysts appear to be saying that $1.2T is a reach.
dofm··on OpenAI raises $11B at a $1.25T valuation
Sure makes it more entertaining for the guys choosing targets in Iran though.
dofm··on OpenAI raises $11B at a $1.25T valuation
It's because the CEO has AI psychosis.
dofm··on OpenAI raises $11B at a $1.25T valuation
> Anthropic is way more focused. That helps in a way that builds upon another: their product tends to be better and the people's perception of it as well.

But they are still not likely to be investment-grade at IPO.

dofm··on Llama-modchip: 284B DeepSeek on 64GB RAM, no GPU
Everyone else, yes. This one is particularly mindbendingly bad. It is almost not human-readable without LLM summary.
dofm··on Goodbye Claude, hello Pi
It is often very determined to continue, so it's a little difficult to steer when it gets the bit between its teeth.

The most peculiar thing is that it expects to be able to "read" directories? Harmless, so it fails, but it's a waste of a tool call. I am increasingly wondering about modifying Pi's read tool so it returns a directory listing in that context.

I have had some difficulty getting it to have a nuanced understanding of how I want to manage git, but I am reaching the conclusion that it's me that needs to change there. Basically I don't think you can say "only commit when I ask you to" and then actually ask it to more than a couple of times in any session, because it will tend to then assume it can go ahead. Scaling the context up might help me a bit there.

But apart from this, I really like it.

I will test Qwen 3.8 27B properly at some point, (though judging by the insane, empty noise making campaign that is going on on social media, Qwen 4 is near)

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