overfeed

>> ... an H100, ...

> Good luck powering a 400kw rack in your basement

Wut? Open-weight models already exist and don't need a cottage industry.

I'd gamble on 1 million curious people with 1 SoTA GPU each over one AIaaS lab or company with 1M GPUs when it comes to developing delightful things and experiences. We still don't know what small, specialized models can do because AI labs only ship products that could justify the trillions invested so far. With a single Nvidia A100, I have trained small models that beat the brakes off "SoTA" models in niche areas (estimated TAM is <10M people, world wide) - the "Bitter Truth" doesn't apply to the long tail.

> there is usually carrier boards

You can order the SXM carrier boards on eBay/Alibaba today.

> You wouldn’t repurpose these for home gaming, it would still be for llms

When small businesses, home-labbers and prosumers have cheap access to potent GPUs, there will be a Cambrian explosion of grassroots creativity and innovation in areas that are "beneath" AI labs expansive ambitions; I want to see the OBS-equivalent of LLMs. Hell, I'd love to see what some broke artist can do with OBS, an H100, and an open video model.

The patches that reach Linux are typically filtered by 2+ layers (maintainer(s), then subsystem head). If those people — who should know better — let a 2kLoC slop patch reach Linus' mailbox, the old Linus will come out to dispense a righteous, well-deserved chewing out.

You absolutely should post about it when you short for good cause - there was a fund that earned it's money that way. Do research, find adverse fundamentals or malfeasance that are underreported, short the security, then publish your findings and let the market do its thing. IIRC, it was them that publicized that Nikola (Electric truck startup) faked their demo video by rolling a non-operative prototype truck down a stretch of slightly inclined highway.

The anti-datacenter sentiment is yet another expression of populism, or what the media, circa 2016 called "Economic Anxiety".

Except this time it's neither left-wing or right wing, and sonia harder to harness as a political dynamo.

> level to prevent another cold-war standoff situation.

The US built the SR-71 Blackbird in using titanium from the Soviet Union during the cold war; I don't think international cooperation was the seen as needed, just Reaganist margin maximalism taking root.

> But they're wrong. You are not too smart to be tricked. Nobody is.

If my password manager is entering my password for me, so how can I be tricked? That's the superpower for passkeys, right? It also applies for plain passwords. Infact, if a login page looks familiar, but my password manager doesn't show any matching credentials, that throws up red flags for me, because I only use my password manager.

> All you'd need to do would be to make some of the messaging conditional.

Ah, that's so simple and elegant since the state is in one place -the page - and not in multiple sub-systems and products! Thank you for clearing that up.

Does the notice make it any less of an opt-out?

Opt-out privacy isn't a policy an organization serious about Privacy - the sort Apple pretends to be - would adopt.

> But you don’t create a broken or confusing experience for the people who haven’t been added to the rollout group yet.

It's an unfortunate downside to conflicting requirements for release-engineering and marketing urgency. In a perfect world, rollout would go from 0-100% instantly, coinciding with the release of marketing material.

In the real world, the trade-offs are either the marketing lands first for some/most people, or delaying marketing is until after rollout reaches, 100%, at which point you're scooped by tech blogs, Twitter AI influencers, and regular media, and immediately lose framing the release from the jump.

Unfortunately, no company can afford entire data centers for staging, and sometimes you hit an unexpected snag while scaling up tht delays the rollout beyond the initial estimate.

> I don't know if that page was built by humans or AI, but clearly nobody tested it properly.

...or Gemini 4 is being gradually rolled out and is not available to everyone all at once.

> 3. They say he was an "engineer" who'd been there ~15 months. If you're an actual engineer at OAI and past the 1 year cliff, you're probably already sitting on RSUs likely to be worth at least $1M after OAI's IPO - and maybe much more.

They may have been thinking they could make >$5-10M on trading options on insider knowledge on upcoming OpenAI deals (or ending thereoff)

> That's a lot of incentive to not get fired and probably makes you pretty hard to recruit as an internal mole for cash.

Most criminals assume they won't get caught.

Perhaps dividends from the forced, company-wide panopticon RLHF.

As I noted in a reply in another subthread: RIM also moved a lot of BlackBerry phones once.

Also, Meta smart glasses are reverse-Metaverse devices; they are instances of the machine navigating the human world, as opposed to humans navigating the machine world.

> Very difficult to call this a failure if you understand technology.

BlackBerry phones also outsold the XBox (and the Quest), and one doesn't need to understand technology to call it a failure.

> I think senior engineers find it very difficult to give up on line-by-line review, no matter how much better the agents have gotten.

Interesting framing that casts senior engineers as the impediment. If the models are now good enough now, perhaps engineering leadership could[1] do away with code review entirely - or maximally automate code reviews. I'm sure seniors would love to get their individual productivity unleashed for performance metrics/bonus reasons.

1. I'm stating this as a hypothetical, but this "vibe-coding your core product" experiment has been repeated many times and I'm yet to hear a single success story

> That’s precisely my point, Muse isn’t a new product space at all.

How about the Facebook phone then?

Super Intelligence refers to intelligence beyond what humans are capable of, which some believers profess is the next step after (and in contrast to) human-level AGI (Artificial General Intelligence). Calling pre-AGI AI "super intelligence" is pure vice-signalling and publicly kissing the ring.

Shine, Shimmer, Glow, and ultimately, Cherenkov Radiation.

> especially when they aren’t innovating in a completely new and unproven product space.

I have no doubt at all that Muse will turn out as great as the other product space Meta pioneered under Zuck - the Metaverse and it's constellation of devices.

> I struggle to believe that someone would find it worth that much money to have a decompiled version of a game they also commit to keeping private.

The tone of the blog suggests they are using the game to build out tooling and expertise; the capability to decompile large projects on the scale of AAA games is not worth nothing, e.g. security or "competitor analysis" that lays trade secrets bare.

AI is a great at laundering code, I thought open-source software was the prime prey, but I should have thought bigger.

Counterpoint: Arbitrageurs cannot outsupply the OEM, and with enough supply, whatever delta the arbitrage itself has will be recursively arbitraged in turn until a stable low price is reached, cf. Chinese solar industry dominance, and keep an eye out for Chinese EVs.

> The reason why the memory cartel fucked everyone over isn't exactly the pricing

Let's not rewrite history: Sam Altman kicked this off by trying to corner the memory market to get an edge over his competition...in return for only a year's supply of memory. The resulting supply squeeze has been very profitable to the RAM manufactures, and will last many multiples of OpenAI's initial contracts, so they can't be too mad at him for bot disclosing his other wafer deals during negotiations. They can afford to gift him a thank-you yacht named the "Adverse Supply Shock"

> Which is what I thought kept everyone using Nvidia.

Once an organization is big enough to have AI-platform or AI-infra teams, you stop being hung-up on details like CUDA; resources will be invested to make whatever abstractions the AI researchers and engineers rely on (e.g. Torch) will be made to work, and work well.

> It never amazes me to encounter people who still don't know that Russia is not a democracy

It doesn't matter, just like it didn't matter to British citizenry who endured the blitz that the Nazis had self-couped, and Germans couldn't vote Hitler out. The only 2 choices available are to roll over and be occupied, or fight back against the aggressor state.

Is Flock equally liable for criminal use of its data by law enforcement officers?

Edit: Flock is/was breaking California state law by allowing outside partners to illegally access data collected in California.

> It's not the SF Bay area tech scene anymore

...or the Bay Area scene has become - or no longer cares to hide its misanthropy, as examplified by senior leadership at YC, a16z and other places telling us how they really feel. Even Paul Graham went mask-off in the afterglow of Trump's second inauguration - February 2025 has some truly wild, victory-lap takes that almost seemed coordinated.

> [...]the fact that nobody was able to see it before typesafe is a testament of what they might be able to come up with next.

Counterpoint: there are a lot of one-hit wonders, and they vastly outnumber the idea-factory people. This is not to minimize those people, a single idea can be very successful (see Zuckerberg), but it doesn't mean your subsequent ideas will also be great (see Zuckerberg)