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dzonga

4,284 karma · joined January 27, 2017

All in on Agentic Applications

engineer at everywhere with a knack for product.

email: ptdzonga \\ at \\ gmail dot com

I build things.

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dzonga··on Cloudflare Quick Tunnels
I have been considering using my other laptop as a place to run my agents in production since 1. my laptop is more powerful than the vps I can rent for cheap.

then just use Cloudflare tunnels to connect to the laptop.

dzonga··on Warren Buffett Steps Down as Berkshire Chairman, Names Son to Replace Him
for the downside - countless cultures have had preventative mechanism for that.

if your biological child is an idiot/wasteman - then you could adopt - the Roman Empire ran on adopted children, with biological children seen as wasteman.

the other way it's done e.g with Japanese businesses - again adopt your son in law and give him your surname.

the thing about giving helm to the sons - is usually you would've had a whole lifetime to evaluate the candidate 20+ years. do mistakes happen yeah, but honestly the risk is overblown.

dzonga··on Replacing Pull Requests with Delta
for a lot of teams that do pair programming etc and pairing with agents - this makes sense.

hell dare I say better than the pull-request model - since you don't have to wait on people to review the code and deal with the nonsense of merge-trains.

dzonga··on Warren Buffett Steps Down as Berkshire Chairman, Names Son to Replace Him
there's nothing wrong with leaving things to your kids to run.

that's the point of the effort after all.

warren as smart as he is was tryna go against the grain of thousands of human evolution. if you train your kids - then most likely they would've values similar to yours. hit or miss but most times a hit.

dzonga··on Astra for Law
open-ai have proven they can make good / decent models but business strategy is just spray and pray.

they need to pick a lane and optimize for it. coz at their size they can't serve the application layer (a.i startups who can fine-tune models will eat their lunch)

if they gonna do a consumer play - then go ham on that.

otherwise they're gonna get caught in the dreaded middle valley.

dzonga··on How GLM built its own inference infrastructure
very few people comprehend - how much of an asteroid level event for western AI labs this is.

china has cheap abundant power, now they can make their own inference chips (which was supposed to be a chokepoint), their models yeah can be 6 months behind the frontier - but most people don't need frontier models - small models r more than enough.

my only wish was labs like Mistral would make their own inference chips or partner up eg with established / new chip makers or companies like Oxide.

dzonga··on Xiaomi Mimo 2.6 live post-training dashboard
the open burial started when zAI served their latest model on all Chinese chips.

now we r just noticing the grave getting dug deeper.

dzonga··on AWS says it can't restore some data from mideast facilities struck by Iran
black swan events.

this is one of one of those things - were in the current era either a cloud provider should provide automatic backups in another geographic zone.

if you're in us-east, then your back-ups should ideally be in eu-west + africa for redundancy.

dzonga··on Java 27
yeah the performance, reliability & ecosystem of the JVM is unmatched.

if you gonna work in a big team or need a project with lots of devs then yeah go for the JVM.

but if you're doing things on the smaller / small scale side. - just use JS/TS or python. you benefit from cheap runtimes such as Cloudflare workers.

dzonga··on Why I'm still bearish on LLMs after Navier-Stokes
people on the ground know that small models are enough, since llms are good at directed work (i.e handholding) not the let loose go wild that the labs try to hype on.

the only thing that few people are willing to admit is that humans are the bottleneck as humans are needed to handhold / verify output - which puts a dent or might I say pause on the excessive valuations of a.i companies as that's against the narrative.

dzonga··on Vibe Coding is the new Internet Dating?
AI assisted coding all the way.

for someone like me who doesn't like to write tests - I could easily have an agent write a test for me.

I could lay the bricks then also have the agent do ornamental design that I'm not good at.

dzonga··on Most people prefer traditional architecture
the tragedy is that architects (experts) prefer the modernist buildings. while common people prefer the classical buildings which makes cities more livable. the other tragedy is before 'regulations' normies designed buildings - they didn't have architecture degrees. don't know if that's still possible anymore.

& buildings shape lives.

the only way to reverse the modernist trend is to have laws that incentivize classical buildings otherwise we gonna keep getting ugly buildings.

dzonga··on I can't stop thinking about Papua New Guinea
if she was eating sweet potatoes how can that be ? unless she wasn't eating the sweet potatoes at all ?
dzonga··on XCancel service is suspended until further notice
I have a shitter account, I don't use the app but just the web app on safari iOS.

recently with videos I can't change playback speed. so I have to use xCancel.

before I just used to use Tweetdeck. but that went away or went pro.

dzonga··on Oracle’s 6am layoff emails hit staff amid new wave of cuts
oracle could've cruised nicely but nope greed and Larry Ellison's ego (add his son's too) - they bit off more than they can chew.
dzonga··on Amazon vs. Perplexity – U.S. Court of Appeals for the Ninth Circuit
this is a welcome ruling.

most of these search engine like companies including metasearch etc benefit from scrapping data on the onset, but then want to bring up TOS when they get scrapped.

in the age of agents - if your agent does work on your behalf on a particular site that should be legal.

dzonga··on Temporal raises $550M at a $12.55B valuation
btw does restate run on Cloudflare workers ?
dzonga··on Temporal raises $550M at a $12.55B valuation
in the age of agents, surely durable execution is a must.

but the money being raised - what is it for ? go to market ? sponsorship & I like that temporal sponsored Crystal Palace.

we've so many good durable execution engines.

this is the type of VC pollution that will cause companies to end up being acquired by an Italian silverware company (bending spoons).

dzonga··on Nike exits the S&P 100 after 18 years and a $200B market-cap wipeout
or underestimating the value of partnerships.

nike thought they were the storefront. reality and history proved otherwise.

dzonga··on Nvidia dismisses "circular financing", says every $1 it invests brings back $100
I'm not saying the bet is against Nvidia the company as in how it executes, or enters new markets.

the bet is against the high margins in inference - when other capable players have entered the market as models become commoditized and the inference serving chips as well. Cerebrus ai etc are already showing custom silicon can make a dent while being served cheaper & faster.

dzonga··on I spent $220 on Google app ads and 60% of the installs were robots
this is why people are going native / retail media. & some people i.e those with a lot of money are going to CTV as well.

search ads have negative ROI.

Facebook/Instagram & linkedIn work to a certain extent.

dzonga··on Nvidia dismisses "circular financing", says every $1 it invests brings back $100
80-90% of AI costs are related to inference. Once zAI served their new model entirely on Chinese chips for free then the nVidia jig is up.

who is going to pay back the money nVidia invests in AI labs, AI datacenter companies if the models are being served dirt cheap.

the Chinese are not the only competitor - Amazon with their Trainium, Google with their TPUs etc.

Nvidia might have a moat on training but on serving it's gonna be a blood bath.

But for now they're capturing 80% of all the AI spend so they gonna keep making money.

dzonga··on Ask HN: Did Google kill its enterprise workhorse model?
2.5 flash was also good to use with as the llm layer for voice products.

but google gonna google.

dzonga··on Houthis 'take control' of key island in global shipping route
the Houthis won't desert as they're fighting an ideological war vs the Saudi backed forces which are just mercenaries.

idealogical fighters fight to the death. & in almost every case besides the nazi's etc they always win. whether the ideology is right or wrong that's a conversation for a different day.

dzonga··on CIA Releases President's Daily Briefs in Commemoration of 9/11
what's worrying is they knew they were going after an operator whose organization they recognized as competent in terms of carrying out operations, recruiting and passing down information.

& they sat on it.

that's gross negligence honestly - if your adversary seems competent - you've to destroy them at the earliest chance before they amass more resources.

dzonga··on DeepSeek v4.1 Flash
that's my only gripe with deepseek honestly
dzonga··on Automattic's board forces CEO Matt Mullenweg into leave of absence
em-dash by Cloudflare looks interesting in terms of replacing Wordpress.

by garnering enough of an ecosystem to cause a migration will be the bigger challenge.

of course some people will say in the age of agents will people need to visit websites ;)

dzonga··on What do Visa and Mastercard do? An intro to card networks
in short they're TRUST networks.

which is also why crypto bros get confused.

dzonga··on Shopify acquires Tailwind
I agree. things like tailwind etc should come out as by-products of products making money.

react was not facebook's product. rails was not 37signal's product. Kubernetes was not google's product.

blaming AI is not facing the reality of how tech products / open source is financed in our industry.

dzonga··on iPhone Duo
for a first foldable iteration - apple has hit it out the park compared to other foldables on the market.

when the google & Samsung ones first came out they were plagued with problems.

but I think apple should've also had a foldable in the form of a razr ultra since they already have an iPhone air.

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