pm90

Western (+allied) firms should 100% be worried but they are in a difficult spot: risk losing out on market share or risk overcapacity. The Chinese have the full might of Federal/State Governments behind them which may allow them to survive overcapacity, not so for the western firms.

Its a market signal; we’re going to see a massive boom in investment (mostly from China, but still) in capacity expansion. Eventually the prices will stabilize.

The part that seems to need emphasis is that the author happened to walk inside this neighborhood cafe while just walking his dog. To many Americans, the idea of just walking into a cafe is probably alien (you need to drive everywhere).

I'm over 30 and got it from CVS. No questions asked, and my insurance fully covered all the doses.

Did they ever learn to compete then? The only thing that protected them then was that Japan was a US “ally” and could be “persuaded” to go along with protectionism. China has no such need.

I would argue that the 70s were a trial run for whats happening today but instead of becoming more competitive the automakers focused on lobbying for Government help; a playbook that won’t help them today.

And even more stupidly, traditional American carmarkers are discontinuing EV models and shutting down factories JUST when they finally had an edge over their japanese competitors.

No it got gutted by Americans that were tragically fed a constant diet of misinformation as to the actual policies of the GOP. EVs still poll very well in the US and so does combating climate change.

Most researchers publish their papers to arxiv anyway which LLMs can freely access.

Is that … a bad thing? I know that peer reviewing takes time (although iirc journals don’t pay reviewers). And there is overhead around publishing which needs to be covered somehow.

This is a deeply personal decision and I categorically reject any kind of moralization around frugality.

To a certain extent this is true. You shouldn’t be going into debt just because your income level allows you to get more loans etc. But once you reach a certain income threshold it doesn’t really matter.

So what was the point of him living a frugal, simple lifestyle? I would argue that its just something he was used to and found joy in, and thats ok. Some people like that. Others might want to use their money to unlock new experiences that come with it. Thats ok too.

This is incredibly sad. From the complaint (https://news.ycombinator.com/item?id=46405847):

""" When she arrived at the hospital and learned that Annie had died, Ms. Connolly collapsed and screamed non-stop for hours. Hospital staff placed Ms. Connolly in a separate room for observation, and the doctor who declared Annie dead had to speak to other family members about what had occurred because Ms. Connolly could not bear to speak to him or to see Annie’s body. 88. Mr. Surman was alone in the back of a taxi to the airport when he received the call that Annie had died. He could hear his wife’s screams in the background while he was helpless to comfort her. He sobbed through his redeye flight to join Ms. Connolly.

"""

Reading the complaint, I don't see any way in which the company is not responsible for this. The about turn in requiring her to come back in couple of weeks or else be terminated is just cruel. Now, I know what companies can be like, and especially if they're doing layoffs, things can get quite bonkers. But ultimately, the responsibility rests with the company: like it or not, an employer in America is responsible for their healthcare, which means you need to be careful when dealing with what happens when you suddenly end it.

I agree with this take. Their insane focus on generative AI seems a bit short sighted tbh. Research thrives when you have freedom to do whatever, but what they’re doing now seems to be to focus everyone on LLMs and those who are not comfortable with that are asked to leave (eg the programming language experts who left/were fired).

So I don’t doubt they’ve done well with LLMs, but when it comes to research what matters is long term bets. The only nice thing I can glean is they’re still investing in Quantum (although that too is a bit hype-y).

Something hosted on Atproto would be nice

Congrats on the acquisition! I know its early but would existing cursor users get graphite for free/at a discount?

Its possible that they have tried that and the market isn’t giving them what they need at the price they want. I do mostly agree with you though; its the economics of the car thats gonna supercharge adoption.

EDIT: another commenter mentioned that their platform is used by other companies (VW perhaps?). With that information, it might make more sense to do this.

IPO'd at 45, high of 90ish, sold at 30. It depends on the strike price for employees, but its not clear if its universally a good outcome.

Agreed. He also mentioned these years being “some of the toughest at intel”. To me it read as 1) Amazing that he managed to get anything done at all with this kind of turmoil and 2) A not so subtle hint that things aren’t all good at Intel.

I have more respect for him because he chose to do this. It’s probably clear that he doesn’t have to, at all. But he’s choosing not to rely on his (somewhat) tech celebrity status and deliver on measurable outcomes.

thank you!

hey peter, Im on an h1b visa (year 10, have approved i140 and pending gc application). Ive never done an h1b stamping as I was paranoid about being denied. Will doing the stamping now trigger the 100k h1b fee?

This is not good. One major outage? Something exceptional. Several outages in a short time? As someone thats worked in operations, I have empathy; there are so many “temp havks” that are put in place for incidents. but the rest of the world won’t… they’re gonna suffer a massive reputation loss if this goes on as long as the last one.

I still don’t get the point of zig, at least not from this post? I really don’t want to do memory management manually. I actually think rust is pretty well designed, but allows you to write very complex code. go tries really hard to keep it simple but at the cost of resisting modern features.

SaaS is now a "solved problem"; almost all vendors will try to get SOX/SOC2 compliance (and more for sensitive workloads). Although... its hard to see how these certifications would have prevented something like this :melting_face:.

Yes, smaller firms and startups are still hiring aggressively.

Just because recessions do happen, does not mean that its good to have recessions, not does it make them necessary. Popping bubbles can be contained and not blow up the entire system if we have proper regulations, for instance.

> Democrats not allowing a recession to occur just makes the next bubble even bigger. And all kinds of inefficient businesses are allow to zombify when the resources could be used elsewhere.

This is honestly just horseshit. Both parties want to avoid recession, its just that one of them believes in established economic theories and is successful; while the other one is steeped in crackpot economics which have failed repeatedly.

Its a little strange for the article to not mention how much of the "stock growth" and GDP growth is mostly due to unsustainable, large investments in Data centers. Its not clear if that will continue into 2026, and what will happen when it stops.

My personal prediction is that, barring some kind of insurrection/revolution, Congress will flip in 2026 and force POTUS to back down on tariff nonsense, which will finally un-paralyze businesses which will resume capital investments and hiring. 2026 itself might be really rough though, if the AI bubble pops.

okta is the worst. Their support is the worst (we always got someone overseas who only seemed to understand anything, probably they were trained on some corpus) and would take forever to loop in anyone that could actually help.

I've been bit by the mass marketing nonsense of "Watson" but IBM Research does some pretty good work, and their progress on Quantum Computing seems to be "real"; and certainly more reliable than Microsoft (shocked!).

yeah something major is borked and they're unwilling to admit it. The status page initially claimed "https git operations are affected" when it was clear that ssh were too (its updated to reflect that now).

Github isn't in the same reliability class as the hyperscalars or cloudflare; its comically bad now, to the point that at a previous job we invested in building a readonly cache layer specifically to prevent github outages from bringing our system down.