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malthaus

1,054 karma · joined March 14, 2011

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malthaus··on Y Combinator urges the White House to support Europe's Digital Markets Act
you have to judge people for their actions, not their philosophical essays.

ycombinator (which, nota bene, also spawned sam) is nothing but distilled capitalism with a fig leaf to appeal to a subset of nerd culture and you all ate it up

malthaus··on Y Combinator urges the White House to support Europe's Digital Markets Act
i can't believe the elon musk anti-hype train turned ketamine (which is pretty non-addictive as far as drugs go) into the posterchild drug, impressive
malthaus··on Gemini Robotics brings AI into the physical world
just having the right ingredients doesn't make you a great cook
malthaus··on New tools for building agents
outsourcing state to openai & co is great for them as vendor lock-in. the real money in AI will be business- and user-interfacing tools built on top of the vendors and it would be a terrible business decision to not abstract away from the model provider in the background and keep all private data under your domain, also from a data protection / legal point of view

i can understand them trying to prevent their business from becoming a commodity but i don't see that working out for them except for some short term buzz, but others will run with their ideas in domain specific applications

malthaus··on MacBook Air M4
same here. it even runs most of my demanding ableton projects just fine.

i need more compute? using a saas solution i need more storage? tiny external ssd or cloud storage

the 8gigs of ram also aren't holding me back, i think most people just cry based on principle and would be fine with it in a double-blind test

malthaus··on GPT-4.5
but while there is a plateau in the transformer architecture, what you can do with those base models by further finetuning / modifying / enhancing them is still largely unexplored so i still predict mind-blowing enhancements yearly for this foreseeable future. if they validate openai's valuation and investment needs is a different question.
malthaus··on GPT-4.5
warren buffet got rich by outperforming early (threw his dice well) and then using that reputation to attract more capital and use his reputation to actually influence markets with his decisions / gain access to privileged information your local active fund manager doesn't
malthaus··on GPT-4.5
you would still be better off in the long run even just putting everything into an MSCI world unless you value being able to scream at a human if markets go down that highly
malthaus··on Musk-led group makes $97B bid for control of OpenAI
"Markets can remain irrational longer than you can remain solvent"
malthaus··on Bank CEO: Retract your debanking piece? Me: No
no, but like with paul graham's essays, people have an unhealthy obsession with both their writing (which is irrelevant outside of the ycombinator/sv bubble) to the point where it seems to signal to be part of an insider club more than provide actual value, which may lead to fuel one's ego a bit too much.

turning this into another overly verbose blog post doesn't really help my thinking on the matter (which, to be fair, is even less relevant than his musings)

malthaus··on Open Euro LLM: Open LLMs for Transparent AI in Europe
you get money to sustain a bunch of academics and startups past their good-by date

the eu gets some publicity

and the public gets nothing but another bite out of their taxes

malthaus··on El Salvador abandons Bitcoin as legal tender
and the true believers of those are maybe 0.001%, the rest are just hoping for a quick buck by riding the wave

cryptocurrencies are a failure and net negative, and the longer we hold on to believing they aren't, the more damage we are doing

malthaus··on The young, inexperienced engineers aiding DOGE
so musk re-invented mckinsey?
malthaus··on Anything threatening to be a subculture is commodified before it can walk (2014)
as soon as there is a common hashtag on instagram, tiktok & co (or let's call it a 'label') any subculture is dead
malthaus··on I am (not) a failure: Lessons learned from six failed startup attempts
because tech people don't want to start a lifestyle or low-growth business. they are reading about giga rounds, unicorns and hockey-sticks as well as the VC/PG propaganda on hackernews etc all day and think that this is the only way to do it.

they eat ramen for 10 years, often even believing in someone else's dream without substantional equity to match the risk/reward profile. meanwhile, the plumber next door who started his own plumbing business is driving a ferrari on weekends.

malthaus··on Does current AI represent a dead end?
i'm so confused by these discussions around hitting the wall.

sure, a full-on AGI, non-hallucinating AI would be great. but the current state is already a giant leap. there's so much untapped potential in the corporate world where whole departments, processes, etc can be decimated.

doing this and dealing with the socio-economic and political fall-out from those efficiency leaps can happen while research (along multiple pathways) goes on, and this will take 5-10 years at least.

malthaus··on Ruby 3.4.0
but why does that language have to be one as braindead as javascript. path-dependency is the root of all evil.
malthaus··on Revisiting the DOS Memory Models
this brings back traumatic memories of fiddling for hours with various config files to make games work on DOS back in the day
malthaus··on OpenAI, Google and Anthropic are struggling to build more advanced AI
if my billion net worth were coupled to that being the case i'd tweet that as well
malthaus··on OpenAI, Google and Anthropic are struggling to build more advanced AI
it's the equivalent of the "we overestimate the impact of technology in the short-term and underestimate the effect in the long run" quote.

everyone is looking at llm scores & strawberry gotchas while ignoring the trillions of market potential in replacing existing systems and (yes) people with the current capabilities. identifying the use cases, finetuning the models and (most importantly) actually rolling this out in existing organizations/processes/systems will be the challenge long before the base models' capabilities will be

it is worth working on those issues now and get the ball rolling, switching out your models for future more capable ones will be the easy part later on.

malthaus··on Something weird is happening with LLMs and chess
https://youtu.be/zduSFxRajkE

karpathy agrees with you, here he is hating on tokenizers while re-building them for 2h

malthaus··on OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambition
in a negotiation where you have experts with good intuition for costs and practicalities on one side of the table and a non-technical failing-upwards-megalomaniac-kid on the other side, i doubt that's a sensible strategy
malthaus··on The Origin of Samples from Mars (2023)
lovely product, great prices, great philosophy

but as someone who hates subscriptions, this would actually be a really nice subscription - currently i just buy the "all samples from [year - 1]" on black friday instead but i wouldn't mind a more automated / streamlined approach

malthaus··on Traveling with Apple Vision Pro
nice stance to have if everyone around you has the same in a full plane.

as soon as one person starts reclininig, you can die on that hill all alone and i'm reclining faster than you can sigh in disappointment

malthaus··on Busy Status Bar
... or you could have communicated your boundaries & expectations first thing and explicitly instead of doing this weird song and dance and complain on hacker news about it afterwards?
malthaus··on Ask HN: What's the "best" book you've ever read?
a better strategy would be a follow-up question on how it changed their life

i'm with the parent commenter here as i find your response very much telling on how you evaluate things and frankly, more idiotic than someone's life being changed, even by the "intended" interpretation of the book

e.g. would you say that everyone who liked / was influenced by reading "mein kampf" is a nazi?

malthaus··on OpenAI and Anthropic Revenue Breakdown
you can't argue the valuation like that

the only way the valuation is put "in perspective" is if you estimate that we gonna have a race of heavy investments now to get to a point where the models are "good enough" and you no longer need to invest in training new ones, at which point you switch from running a immensely unprofitable business to a immensely profitable one.

the issue is that nobody knows when that will be the case (if ever) and it currently looks like whoever player is best equipped with capital to fund that race will have a winner takes all future ahead so you just place all your chips and hope for the best

malthaus··on Filed: WP Engine Inc. v Automattic Inc. and Matthew Charles Mullenweg [pdf]
given the previously disclosed communication style, do you think he cares?
malthaus··on Amusing Ourselves to Death (2014)
are you saying smart people are immune to the temptations of attention-dopamine?

because i'd consider myself above average in terms of intelligence and ambition but i still fall into the procrastination trap often. now you might say that this makes me in fact "stupid" per your defininition (or maybe arrogant as i overestimate myself) but i see this in other people as well.

i also would not say that being "productive" as in moving humanity ahead must be the KPI by which everyone is measured. you only have one life, you can spend it how you want, even if that is watching tiktoks 24/7.

malthaus··on TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'
indeed, that's about the most sane take on sam's plans i've seen so far from players in this craze

if this house of cards collapses, it will be magnitutes bigger than any bubble (be it hype or fraud) we've seen so far.

what a waste of resources and focus, i really can't take vc players seriously any more (from what is left after the crypto hype run)

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