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next_xibalba

2,272 karma · joined March 11, 2022

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next_xibalba··on Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
Doubtful. His destination is both funded by Google and has a compute deal with Google.
next_xibalba··on Situational Awareness down 67% in July in AI stock rout
And yet:

> Despite the July losses, Situational Awareness remains up about 80% on the year and holds a portfolio of investments in private companies including Anthropic.

80% return (YTD) is the type of performance for which many hedge fund managers would sacrifice their first born.

next_xibalba··on Is the fall of Situational Awareness the first domino?
What is your theory of how the dominoes fall and why?

My understanding of this situation (ahem) is that SI was highly leveraged and where tech (ai and adjacent) stock prices fell, they got margin called ABs were forced to liquidate. Why would this lead to cascading events beyond SI? It appears to have been a very orderly liquidation. No counterparties are reported to have been blown up. Nothing systemic.

next_xibalba··on Google Discloses $94.1B in SpaceX Stock, Marking 6% Stake
There is quite a bit of information out there as to how Google is achieving short term growth in their core search business. And boy, it is ugly. It does not signal long term continued growth.
next_xibalba··on How My Images Are Dithered
It tickles me greatly how much HN’ers are fascinated by dithering. It seems like a few times per year a post about dithering makes the front page.
next_xibalba··on Codex starts encrypting sub-agent prompts
You could replace “gesturing at” with “describing,” then explain why the description is technically wrong.
next_xibalba··on Codex starts encrypting sub-agent prompts
This is very obviously a countermeasure against distillers, illicit resellers, and the like. The scale and competence of the Chinese black (grey?) market has become a serious threat that can’t be ignored.
next_xibalba··on “Beyond the limit”: Satellites and mirrors in space pose threat to the night sky
I think it is dead obvious to anyone willing to be honest that the value created by more satellites absolutely dwarfs the value of ground based telescopes.
next_xibalba··on Is The Economist Always Wrong?
Surely you don't think the two are equivalent, right?

Biden was clearly experiencing major cognitive decline over the course of his presidency. Trump was/is not. I've not seen any serious argument or evidence that Trump has experienced a cognitive decline, whereas the evidence for Biden's decline was his every public appearance. Are you being facetious, or is this your actual belief? If so, what is the evidence?

next_xibalba··on Is The Economist Always Wrong?
Wait, what? People were offended by that? It seemed an apt cover in light of the situation.

For those unaware, the economist ran this [1] image after Biden’s historically disastrous debate in ‘24 (as a result of Biden’s age based senility being on full display after months of party and media complicity).

[1] https://www.economist.com/leaders/2024/07/04/why-biden-must-...

next_xibalba··on “Beyond the limit”: Satellites and mirrors in space pose threat to the night sky
Fortunately, no one owns space, so we don’t have to listen to these decels.
next_xibalba··on Claude Code is steganographically marking requests
It is a violation of their terms of service.

There are plenty of good reasons to not use Anthropic's services. If you don't like their terms of service, do stop using them! I personally think Anthropic's increasingly successful attempts at regulatory capture are even more distasteful.

next_xibalba··on Claude Code is steganographically marking requests
People keep throwing this idea around haphazardly, but U.S. courts have pretty consistently decided that training on copyrighted works falls under fair use. You may not like it, but that doesn't make it "illegal".
next_xibalba··on Words Are a Byproduct of Consciousness. For LLMs, It's Backwards
> Do you first feel a thought inside you, and only after that go searching for the right word to wrap around it

There are enough neuroscience experiments demonstrating how we create post hoc explanations of our actions that I wouldn't trust this intuition prima facie.

next_xibalba··on International investment and local rules push prices up faster than supply
Here is the abstract of the paper this article is about(Global Capital and Local Assets: House Prices, Quantities, and Elasticities):

“”” We estimate price elasticities of housing supply for U.S. cities by examining the impact of foreign purchases on housing prices and quantities. After other countries introduced foreign-buyer taxes beginning in 2011, both house prices and quantities increased more in locations with high foreign-born populations. A 1% increase in global capital inflows, instrumented with tax policy changes scaled by immigrant exposure, increased prices and quantities by 3% and 0.5%, respectively, over 2011–2018. We combine these estimates to construct new local supply elasticities. Compared to prior estimates, our elasticities are more inelastic and change cities’ relative rankings. “””

So it would seem the focus of the research was very much foreign investment in housing.

next_xibalba··on Elastic lays off 7% of employees
4,000 employees (pre layoff). That’s quite large.
next_xibalba··on Flock-Powered Police Chiefs Stalking Women Shows Why Warrants Are Needed
Sure. But if we have enough surveillance cameras, we can just trace the full path of the car from the moment of theft to now. I'm reminded of Gorgon Stare [1]. Stolen cars suck. But how about murders? I'm sure all of the people who've had loved ones murdered in, say, South Chicago, might have a more positive opinion of such a system. Especially since it wouldn't have to rely on witnesses who are cowed by the threat of reprisal and anti-snitch culture.

[1] https://en.wikipedia.org/wiki/Gorgon_Stare

next_xibalba··on Steam Machine launches today
I'd love to know how the demographics of steam's actual users compare against those represented on the marketing page (https://store.steampowered.com/hardware/steammachine).
next_xibalba··on Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct
This is not true.

Broadcom is a public company. It doesn't have a single or even majority owner.

next_xibalba··on How to Earn a Billion Dollars
From the article:

> She wasn't saying, of course, that it's impossible to become a billionaire. Obviously that's possible. Nor was she talking about the distinction between income and capital gains. She wasn't making a point about accounting. What she meant was that it's impossible to get that rich without doing something bad — without cheating in some way.

IMO, that's a pretty fair interpretation, given Warren's rhetorical history.

> ...one doesn't earn a billion dollars through work alone > set up a structure that extracts a billion dollars from a market

If we accept that interpretation (which I don't), in what way is the latter not "work"?

next_xibalba··on Google will pay SpaceX $920M per month for compute
> this single deal boosts SpaceX's valuation by 94 x 11 billion = $1 trillion dollars

That's not how valuations work. Also, it is not unlikely that SpaceX's valuation drops post-IPO (tech was 6.65% in the most recent trading session) due to its very rich valuation and a long tenured investor based that is probably looking to get liquid.

Google is renting compute from SpaceX because they need GPUs and SpaceX owns a huge supply of them and has excess capacity bc no one uses Grok. Google has stated that this is a temporary arrangement while they continue to build out their own capacity.

next_xibalba··on Do teachers need advanced degrees?
Perhaps you could share what this person's history of unethical behavior is? Lasker is called a eugenicist by the GP and in the Wikipedia article, but when I read the cited sources, they look a lot more like opinion pieces pushing a viewpoint rather than hard news.
next_xibalba··on Do teachers need advanced degrees?
Most public K-12 teachers teach 9 months out of the year. So annualizing that salary gets you to $64,149. Supposing a two income household of two teachers earning that amount ($128,299), the household would be earning a good bit above the median household income of $83,730.
next_xibalba··on Do teachers need advanced degrees?
What do they call this type of argument, again? Ad hominem?
next_xibalba··on A.I. note takers are making lawyers nervous
See also the OpenAI vs. Musk trial, where Greg Brockman's diary and Sam Altman's texts have taken center stage.
next_xibalba··on The Disappearance of the Public Bench
> But, somehow ... it is prosecutors and police who need more help.

I'm not sure how you get that from what I wrote. My solution is (like many, many places in the world): "treatment or jail, but we will not tolerate a destruction of the commons". PDX/SF could do this with the police they have, and it might even imply force reduction as getting those people off the streets would reduce A LOT of crime.

Yes, the U.S. has many significant problems. I agree. Is your suggestion that we have to address them sequentially, prioritized according to your preferences... or else do nothing?

next_xibalba··on The Disappearance of the Public Bench
> SF has a famously broken city government. As does Portland (the metro I now live in). Note they have huge budgets for their police and there's still plenty of crime -- does that mean they should give up on having police?

I don't think the police analogy works. The relevant question is not whether a big police budget solves crime. Not the expected outcome. The real question is whether, when crimes happen, the system is allowed to investigate, arrest, prosecute, punish, deter, and incapacitate criminals.

If you port the SF/PDX homelessness model into criminal justice, the analogy would be something like this: we spend a lot on police, but we also prevent them from arresting people, prevent prosecutors from prosecuting, treat enforcement as inhumane, and then decide that the problem is insufficient “resources” or “coordination.”

Money isn't irrelevant. It's that money cannot overcome a policy framework that refuses to impose obligations on the people causing damage. You can spend billions on outreach, services, navigation centers, nonprofit contracts, and harm-reduction.. etc etc. But if the answer to refusal is always “try again tomorrow,” then the system has no endpoint and fails.

YEs, involuntary institutionalization should be used carefully. Jail should not be the first answer for people whose problem is psychosis, addiction, or incapacity. But that doesn't concedes the central point: for many, voluntary help will not work. The only real solution is compulsory: treatment, supervised placement, or jail. And it can't be after multiple years of attempts while the person languishes on the streets and the commons are destroyed.

A crisis care program for homeless youth might be good upstream, but it doesn't address acute problems: chronically homeless people who are severely mentally ill, addicted, violent, or destructive (usually multiple at the same time), and who refuse help. Those cases require either 1) shelter or treatment (won't work for most), 2) secure care, or 3) jail.

Again, the question isn't “should we give up because spending has not solved homelessness?” The question is whether the current model is even capable of solving it. A system built around voluntary services, weak enforcement, and tolerance of public disorder will predictably produce encampments, addiction zones, and unusable public spaces no matter how much money it receives. The missing piece isn't just funding. It is authority, conditionality, and a cultural choice to protect the commons.

Also, zealously dismantle and prosecute the non-profit homelessness grift complex.

next_xibalba··on The Disappearance of the Public Bench
SF spends more per capita than anywhere in the world on homelessness. And it’s barely made a dent. The solution is upstream of money. It’s policy decisions derived from cultural values. In other places in the world, where homelessness is vanishingly rare, these people are made to choose: “you will get treatment or you will go to jail, but we will not tolerate the destruction of the commons.”
next_xibalba··on How an oil refinery works
> an astounding 90% of chemical feedstocks are derived from oil or gas

What I often wonder is, as the demand for oil declines, the economies of scale in oil production should, too. If that is the case, will not the price of everything with oil byproduct inputs go up? In other words, will the transition to other energy sources actually be highly inflationary?

next_xibalba··on How to Build the Future: Demis Hassabis [video]
I'm referring specifically to preventing additional countries from becoming nuclear powers. There was massive effort and coordination expended to this end. It failed repeatedly. The Nuclear Non-Proliferation Treaty was signed in 1968. 5 more countries armed themselves thereafter.
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