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solenoid0937

1,695 karma · joined January 11, 2024

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solenoid0937··on Nvidia CEO Jensen Huang's letter to staff about affair
He did sell billions of dollars of chips to the shell company his spy girlfriend worked for, violating export controls. So there is that.
solenoid0937··on Nvidia CEO Jensen Huang's letter to staff about affair
I don't consider his children because they are nepo-babies that were hired into Nvidia, make tens of millions of $$$, and stand to inherit billions. They will be fine.

There are so many other children in the world that deserve consideration before his (grown adult, very rich) children.

Jensen should be apologizing to Americans for compromising NatSec.

solenoid0937··on Nvidia CEO Jensen Huang's letter to staff about affair
It is rewriting history to think that this was prescience.

They lucked into being the available useful product when the transformer dropped. This was not some megabrain multi year preparation they had been doing.

Jensen did attempt to hide the affair. That's why it was an affair. Even now he does not mention the fact that he sold billions of dollars of chips to his girlfriend's shell company, violating export controls and creating a NatSec risk.

solenoid0937··on Nvidia CEO Jensen Huang's letter to staff about affair
Acknowledging that he compromised US national security by selling billions of dollars of chips to the shell company his spy girlfriend worked for.
solenoid0937··on Nvidia CEO Jensen Huang's letter to staff about affair
Cheating is not "being tested", no one made him fuck a spy.
solenoid0937··on Silicon Valley Promises AI Will Cure Disease. Drugmaker CEOs Aren't Buying It
I swear half of HN has not used a frontier model since 2024.
solenoid0937··on Anthropic's growth just flattened
He's been right, what, <5% of the time? He will be complaining about the "inevitable bubble" as AGI transforms the world around him
solenoid0937··on Anthropic's growth just flattened
Why do you say this? If they get to even 100B RRR they will pay off all of their commitments in <10 years with money to spare. Does that seem so impossible to you?
solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
Nope.

If you're asking about my biases: I am significantly invested in AI (all US labs including Anthropic/OpenAI, and the hardware supply chain) because I believe it will be the most transformative tech in human history. I am also American, and so I'd prefer not to have a nation that blends thousands of human rights activists getting to superintelligence first.

My investments in the frontier have grown so I do not claim to be unbiased.

Another bias - I think HN's user base is on average consistently shortsighted when it comes to this technology:

1/ The HN zeitgeist has been consistently wrong about AI since LLMs were introduced. Old HN threads are hilarious time capsules demonstrating how headstrong+dumb the median HN opinion is. These same people post today as if they never said anything dumb a year ago, in the same overconfident and cynical tone.

2/ The median technologist's takes here are actively destructive to the likelihood of us surviving superintelligence. As technologists we all have a responsibility to ensure this goes well - our companies and societies look to our opinions. If people here introspected a bit more and reflected on the previous times they were wrong, and saw this tech for what it really is, we would all have a better chance of surviving superintelligence.

solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
Feel free to hand your business's data over to DeepSeek, that's not my problem.
solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
If you're looking for the engineering blog post, you can Google it. Welcome to the internet!
solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
No, distillation isn't a crime so Anthropic can't sue for it.

Credit card fraud and the illegal data routing is a crime, but that's something the affected customers would need to sue for.

solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
This is a very Redditor comment, you're equivocating "don't use bad API" with a defense of OpenAI/Anthropic.

There is a difference between "white-knighting" and pointing out that maybe businesses shouldn't use an API that has been proven to illegally route data elsewhere, resulting in literal state secrets being leaked.

There is nothing wrong with using DeepSeek's models locally or on your own cloud, and using another search provider! But using DeepSeek's own APIs is pure idiocy unless you really don't care about your data security/privacy (and that of your users).

solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
Of course credit card companies mind? It's not a problem they can magically solve just because they mind, though. Credit card fraud on massive scale has existed for years and is not going away anytime soon.

> And still continue to give them merchant accounts to continue with that?

The AI companies don't steal the credit cards. They instead fund unaffiliated grey-market transfer stations that steal credit cards. They feign compliance by simply funding another transfer station.

solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
What level of evidence would convince you? Raw packet dumps?

DeepSeek could sue for defamation if they are lying. There's a reason they aren't.

solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
Nothing short of unredacted network logs and packet dumps would convince people like you (and even then you could just say they are forged). In the eyes of HN the Chinese model providers can do no wrong.

Anyways, they can easily be sued by DeepSeek if they are lying.

> critical thinking is enough to know that Anthropic/OpenAI are responsible data sovereign and others are not

Critical thinking is not relying on a confirmed bad actor because you think the others maybe could be bad actors.

solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
Yes, routing your customers through relays is probably illegal and certainly violates any expectation a business using your API might have.

I don't think that X post from someone that sells relays is meaningful. Obviously Anthropic is aware of what relays are, they aren't dumb enough to conflate relays with DeepSeek.

solenoid0937··on DeepSeek search and fetch – $0.75 per 1000 successful requests
What an absurd question. We have actual evidence of DeepSeek using stolen credit cards and routing conversations to third parties. What evidence do we have of OpenAI or Anthropic doing something similar?

"Anthropic/OpenAI bad!" cynicism is not a replacement for critical thinking (as it increasingly seems to be on HN).

solenoid0937··on Anthropic's Scion is heavily inspired by Mononoke
Both things can be true, they're scaling fast and it looks good for IPO.
solenoid0937··on Anthropic's Scion is heavily inspired by Mononoke
Did they make a bunch of noise about it, or did HN? This place loses its mind every time OpenAI or Anthropic posts a blog.
solenoid0937··on Redesigning source control at Anthropic
So what? Anyone can make their own AI company.
solenoid0937··on Redesigning source control at Anthropic
All of the funds you name invest outside capital, just not publicly accessible.

You don't buy a hedge fund because it outperforms the S&P, that's just a bonus. You buy one because it has better returns for a given level of risk, and because the returns are uncorrelated with the S&P.

solenoid0937··on Redesigning source control at Anthropic
Okay, hire humans and build something better that actually sells.
solenoid0937··on Gemini 4 Argon
It depends on how expensive the model is to serve. If it turns out OpenAI and Anthropic can serve the models for a fraction of the price versus Google/Meta, then Argon/Muse remain a curiosity from the investor's perspective.

We won't know the answer to this until IPO and until each company reveals the economics of their models (training and serving).

solenoid0937··on Making big downloads resumable in Firefox
These people decided to build an entirely new browser in a memory-unsafe language? Why!!?
solenoid0937··on Recursive self-improvement through collective intelligence
Probably a bit ahead of it.
solenoid0937··on Recent AI models struggled to match a human algorithmic innovation
I certainly iterate through many drafts in my head before choosing a route.
solenoid0937··on Recent AI models struggled to match a human algorithmic innovation
Very interesting if it's not currently economically viable. Do have any sources on OpenAI's margins?
solenoid0937··on Recent AI models struggled to match a human algorithmic innovation
AI is not a calculator. OpenAI did not solve hundreds of open problems in math by "brute forcing the search space," there was a lot of intelligent and novel thought (gasp!) in the way AI chose the paths it did.

Yes, AI can explore thousands of ideas at once, no, that's not "brute forcing the search space" because the search space is way larger than you think it is.

solenoid0937··on Recent AI models struggled to match a human algorithmic innovation
Give it a verification loop and enough compute, and AI will soon cook algorithmic R&D like it cooked mathematics. There is just no question whatsoever of this happening, it is guaranteed.
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