JCM9

7 ms·

1.
by JCM9 8mo ago
You’re getting downvoted because you touched on a sensitive spot with some folks, but you’re right. If other countries want to stop their reliance on US tech then they need to build better tech. Your BlackBerry quote shows that playing out
2.
by JCM9 10mo ago
Amusing that the bits the “manufacturer asked to be redacted” in the images appear to be the identifiers for common off-the-shelf electronic components, including a standard memory card. Is that really super secret IP?
3.
by JCM9 10mo ago
A lot of banks just have one of those coin counting machine things (like Coinstar but not Coinstar). Coinstar also often has zero commission options like gift cards that are an easy way to cash in extra change without paying fees.
4.
by JCM9 10mo ago
Thanks and fixed. Darn autocorrect.
5.
by JCM9 10mo ago
At this point if you don’t think AI is a bubble then I don’t know what to tell you.
6.
by JCM9 10mo ago
This is all a bit hyperbolic. Stopping minting pennies made sense and has precedent. There used to be half penny coins. Also, pennies are still legal tender. Folks can take them to a bank or other venue and cash them in. They’re not “trash.
7.
by JCM9 10mo ago
Perplexity is one small iteration away from just a classic AI wrapper. It was amazing early on in demonstrating what search could be, but frankly there’s not much reason for it to exist much longer. The big players can, and are, just replic
8.
by JCM9 10mo ago
The author isn’t wrong here. With the Wall Street wagons circling on the AI bubble expect more and more puff PR attempts to portray “no guys really, I know it looks like we have no business model but this stuff really is valuable! We just n
9.
by JCM9 10mo ago
It’s not good, and is a sign the market is getting increasingly bearish on the future of AI from a business standpoint. That doesn’t mean the tech is bad, but these are signs Wall Street is saying the math doesn’t add up here and thus there
10.
by JCM9 10mo ago
Coreweave has taken on a ton of debt to pay for everything they’re building. Investors can make money by lending Coreweave money and charging interest (aka a bond). Separately, investors can buy a derivative product that is a bet that Corew
11.
by JCM9 10mo ago
Yes, the price of Coreweave default swaps has jumped 53% since October. In the eyes of the bond markets they’re basically toast… a ticking debt bomb waiting to implode.
12.
by JCM9 10mo ago
I’m bullish on AI as tech but folks are starting to sniff out that the financials of everything going on at the moment aren’t sustainable for much longer. I hope we have more of a “reality correction” than full blown bubble bursting, but th
13.
by JCM9 10mo ago
This would basically start to turn cloud providers into CoLo facilities that just host these servers. Makes sense longer term for NVidia to build this but adds to the bear case for AWS et al long term on AI infrastructure.
14.
by JCM9 10mo ago
Good article although especially in tech it’s not so simple. Thanks to games with depreciation and other financial engineering a company may look “profitable” but still be quite unhealthy or at risk. One generally needs to look at “profit”
15.
by JCM9 10mo ago
The issue is, in part, a concern that ChatGPT responses are often just simple derivations of the original content in ways that wouldn’t be considered fair use.
16.
by JCM9 10mo ago
This sort of thing is pretty trivial to implement from the start, they just chose not to because they wanted the data themselves
17.
by JCM9 10mo ago
Get the popcorn ready for when that all implodes. Most of these folks getting funding don’t have the slightest clue on how to build a sustainable business. When the bubble pops, and it’s very close to popping, there’s going to be a lot of b
18.
by JCM9 10mo ago
This is BS. It’s like saying “We robbed a jewelry store and sold the jewelry. Now the police are poking around to see if anyone is wearing the jewelry we stole. Blasphemy! But don’t worry we will protect your privacy!” Of course the Times w
19.
by JCM9 10mo ago
For all the AI slop and studies saying AI is more hype than substance I will say that this use case is one that seems very legit. The stock photo industry was always pretty bad and silly expensive. Being able to custom generate visuals and
20.
by JCM9 10mo ago
By low, sell high. Any Nvidia shareholders would be foolish not to sell at least part of their holdings right now. Don’t ride the bubble to the bottom.
21.
by JCM9 10mo ago
With AI slop showing up everywhere, there’s a real danger that folks will just no longer be motivated to produce real original content. With all major models not basically trained on nearly all available data, beyond the financial AI bubble
22.
by JCM9 10mo ago
Nice job! I love these sort of projects.
23.
by JCM9 10mo ago
Boeing had a tough patch, but anyone that follows aviation knows Airbus has had its fair share of massive screw-ups over the years too.
24.
by JCM9 11mo ago
The article is a case study in playing with statistics to give the message you want. A different, and simpler, way of saying the same headline is that it’s much harder for ideas to get investment in the UK. While the “unicorns per dollar in
25.
by JCM9 11mo ago
We see business go through this cycle a lot. Some new “better cheaper” thing comes along. Everyone implements it to keep up with the Jones’s. Suddenly there’s no differentiation because everyone has it and everyone thinks it sucks. Suddenly
26.
by JCM9 11mo ago
Microcenter feels like going back in time (in a good way). It has a very 90s vibe to it. The staff wear khakis and blue collared shirts. Even the signage uses serif fonts in a way that looks, comfortably, dated. I hope they don’t change.
27.
by JCM9 11mo ago
The medical profession has generally been more open to AI. The long predicted demise of Radiology because of ML never happened. Lots of opportunity to incorporate AI into medical records to assist. The legal profession is far more at threat
28.
by JCM9 11mo ago
Unfortunately, lawyers make this sort of thing untenable. Partially self-preservation behavior, partially ambulance chasing behavior. I’m waiting for the billboards “Injured by AI? Call 1-800-ROBO-LAW”
29.
by JCM9 11mo ago
The other problem with free busses is that in NYC people of all income brackets use public transit. That’s rare amongst cities. New Yorkers know that the subway is way faster than a chauffeured SUV for most trips and so you’ll see millionai
30.
by JCM9 11mo ago
The “free bus” thing was sort of a classic political move of promising people free stuff and hoping nobody bothers to check if you’d even be in charge of the thing in question. In this case yes the mayor doesn’t control the busses, or any o

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