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jjfoooo4

1,646 karma · joined February 14, 2022

I write occasionally at tombedor.dev

Get in touch at hello@tombedor.dev, or at https://x.com/middleagedc0der

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jjfoooo4··on DHL suspends B2C shipments over 800 USD until further notice
That might work until too many people figure it out, then the constraint will be put on business too
jjfoooo4··on xAI has acquired X, xAI now valued at $80B
I don’t really see how X data, being riddled with spam and bots, is all that uniquely useful to an AI company. Even if it was, it’s not all that clear that access to data is a defensible moat.
jjfoooo4··on xAI has acquired X, xAI now valued at $80B
I think xAI investors were enthusiastically buying a ticket on the Elon rollercoaster
jjfoooo4··on New tools for building agents
The point of the bear thesis on OpenAI is that training frontier models is extraordinarily expensive. They can’t produce cutting edge models, charge a cheap price, and make a profit all at once
jjfoooo4··on New tools for building agents
From their perspective, if they don’t have your data, it’s too easy to switch providers.
jjfoooo4··on MCP vs. API Explained
I’ve used it to connect my open source memory application to Roo Code: https://github.com/elroy-bot/elroy

So, now when Roo Code does tasks for me, it takes notes and searches memory.

It’s good as a means to get a quick POC running, for dev oriented use cases.

I have seen very few implementations that use anything but the tools capabilities though.

The complete lack of auth consideration and the weird orchestration (really the “client” manages its own “server” processes), make me doubt it’s going to get serious adoption in prod. It’s not something I’d have a lot of confidence in supporting for non dev users.

jjfoooo4··on Supreme Court upholds TikTok ban, but Trump might offer lifeline
Because personal data about US citizens is up for sale to more or less whoever wants it, and the US government doesn’t seem to have a problem with this otherwise.

Which makes it seem far more plausible that the real national security capability that is being defended is that of the US gov to influence narratives on social media. And while even that might be constitutional, it’s a lot less compelling.

jjfoooo4··on Nokia's internal presentation after iPhone was launched (2007) [pdf]
Wasn’t it already too late by the time Ballmer left?
jjfoooo4··on GM exits robotaxi market, will bring Cruise operations in house
My impression is that we’re regulations to soften, Waymo would quickly expand to freeways - the lack of their ability to do so now constrains their usefulness
jjfoooo4··on GM exits robotaxi market, will bring Cruise operations in house
What I mean is that I’ve used it and don’t like how it drives / had bad experiences, so I won’t use it now even when it’s free
jjfoooo4··on GM exits robotaxi market, will bring Cruise operations in house
Why would this help Tesla more than Waymo?

Even supposing slanted regulatory rule making, Tesla’s autonomous capabilities are vastly inferior to Waymo. The rules can’t be that complicated, either you can drive a car autonomously on a given road or not.

FWIW I’m a Tesla owner who rides Waymos whenever they are available for a cab ride, and won’t turn on FSD despite a number of free trials

jjfoooo4··on What we know about CEO shooting suspect
It seems implausible that he was competent enough to locate his target and escape the day of yet so incompetent as to hold onto the gun. I think he definitely wanted to get caught.

I’m curious about what exactly prompted whoever called him in to become suspicious - was the profile released from photos good enough? Or was he acting suspiciously with his backpack?

jjfoooo4··on ChatGPT Pro
I haven’t implemented this yet, but I’m planning on doing a fallback to other Claude models when hitting API limits, IIUC they rate limit per model
jjfoooo4··on Model Context Protocol
But either way the interface is just providing a json schema of functions along with your chat completion request, and a server with ability to parse and execute the response. I’m not really seeing where a new layer of abstraction helps here (much less a new “protocol”, as though we need a new transport layer?

It smells like the thinking is that you (the developer) can grab from a collection of very broad data connectors, and the agent will be able to figure out what to do with them without much custom logic in between. Maybe I’m missing something

jjfoooo4··on 3 years ago, VCs in Bay Area tech were thriving. Now, they're 'bleeding cash.'
I wouldn’t yet be comfortable betting against 1 or 2 companies from that class becoming huge.. which is all they need for the bet to pay out
jjfoooo4··on 1M people have joined Bluesky in the last day
I’m skeptical it changes much. You don’t need different platforms to have echo chambers, a given platform can support more than one.

I don’t experience twitter as a right wing app at all, for example

jjfoooo4··on Waymo closes $5.6B investment round
Scaling out now helps along their regulatory moat, being the first trusted operator in a given market means they get a seat at the table for setting the rules
jjfoooo4··on How Israel’s bulky pager fooled Hezbollah
That they are capable of this level of precision but choose not to use it in Gaza seems to imply that destroying and depopulating Gaza is the military goal there.
jjfoooo4··on How Israel’s bulky pager fooled Hezbollah
Is there really cause to believe a peaceful compromise would have been possible even without the settlements? Has there been any period where the borders between Israel and its neighbors have been peacefully respected by both sides?
jjfoooo4··on Alexa is in millions of households and Amazon is losing billions
You can set the volume to any number from 1-10
jjfoooo4··on Apple Intelligence for iPhone, iPad, and Mac
Do you think as much creativity and effort would have gone into the story if you had access to AI from the start?
jjfoooo4··on End of the Line? Saudi Arabia to scale back plans for desert megacity
Is Dubai really diversified away from oil? My naive impression is that it’s a major center for capital, with most of that capital coming from oil.

Saudi diversification from oil is a fantasy. The culture is medieval from the POV of the rest of the world, and the hostile climate is only getting worse.

jjfoooo4··on BART to offer final rides on original equipment on April 20
Can you elaborate on what you by them running three incompatible fleets?
jjfoooo4··on Vision Pro: What we got wrong at Oculus that Apple got right
To me the interesting bit is that an even a VR executive a decade plus into working in the field doesn’t find this device compelling enough to own it.

I get that the thesis is that this version is the devkit etc, but viable consumer product status (read: enough adoption for the device to be profitable) seems very far away

jjfoooo4··on House passes bill to force TikTok sale from Chinese owner or ban the app
No, the majority of US voters didn’t know of this effort until a few days ago. Support is currently polling in the low 30’s

https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vo...

jjfoooo4··on House passes bill to force TikTok sale from Chinese owner or ban the app
> Exactly what their opponents were afraid they had the power to do.

They notified their users that their elected representatives were fast tracking a bill targeted at the service they were using. Negotiated in secret because those representatives knew it would be enormously unpopular with their constituents.

jjfoooo4··on Posts, profiles, and user search are now available without login
The thread is discussing Blue Sky getting critical mass (ie casual users), my claim is that for this the algo and client choices are neutral to mildly negative value.

Take that away you’re really back to “just Twitter” with fewer features and less content.

I agree that algo and client choice would be a positive for a mature site like Twitter, but it’s unclear how a site with this strategy will get enough traction for the choices to be useful

jjfoooo4··on Posts, profiles, and user search are now available without login
Choice is only good if the options are differentiated and easy to understand.

A bunch of algo and client options sound good for someone who is already a committed user, but for a new user it just complicated the onboarding experience.

Not to mention, it’s unclear what the incentive to put real resources behind any of these clients is.

jjfoooo4··on OpenAI staff threaten to quit unless board resigns
Altman is already gone, if they fired him without a good reason they are already toast
jjfoooo4··on Details emerge of surprise board coup that ousted CEO Sam Altman at OpenAI
Uber has multiple moats: The mutually supporting networks of drivers and riders, as well as the regulatory overhead of establishing operations throughout their many markets.

OpenAI is an API you put text into and get text out of. As soon as someone makes a better model, customers can easily swap out OpenAI. In fact they are probably already doing so, trying out different models or optimizing for cost.

The backing isn’t a moat. They can outspend rivals and maintain a lead for now, but their model is likely being extensively reverse engineered, I highly doubt they are years ahead of rivals.

Backers want to cash out eventually, there’s not going to be any point where OpenAI is going to crowd out other market participants.

Lastly, OpenAI doesn’t have the users. Google, Amazon, Jira, enterprise_product_foo has the users. All are frantically building context rich AI widgets within their own applications. The mega cos will use their own models, others will find they can use an open source model with the right context does just fine, even if not as powerful as the best model out there.

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