Spinnaker_

7 ms·

1.
by Spinnaker_ 5mo ago
Has the article been updated? 2nd paragraph starts with: "We used Claude and Allium" And later on: "With that obligation written down, Claude traced every path that runs after gyros_busy is set to true"
2.
by Spinnaker_ 1y ago
The consumer gpu market is a rounding error compared to enterprise AI. And Intel is zero threat to Nvidia there.
3.
by Spinnaker_ 1y ago
It's close to 90% of their revenue. They will sell about $115B this year, $180B in 2026 and $230B in 2027, with margins staying fairly constant. Their only real competitor is Broadcom, who has slightly worse margin on AI chips.
4.
by Spinnaker_ 1y ago
The contracts are now 10 figures for multiple hyperscalers. And they aren't abandoning gaming, but it's 8% of revenue and falling fast.
5.
by Spinnaker_ 1y ago
You are way off. A single B200 costs $70k. They sell them in racks for over $3mm each. And they have 55% net profit margin.
6.
by Spinnaker_ 1y ago
You think that they hate paying the government money so much that they.... give it all away instead? Yeah, that's some brilliant tax avoidance.
7.
by Spinnaker_ 2y ago
That's just a healthy relationship with food, not a risk for anorexia.
8.
by Spinnaker_ 2y ago
Everyone is focused on teacher salary, but the national average expenditure per student was $16,281. In New York it was $30,876. This seems insane. A handful of student's expenditure covers a teacher's salary. Where does the expen
9.
by Spinnaker_ 2y ago
My brother does it for about 70k a year. 3 kids. He lives just outside a 10k person town. It's quite a nice life they live.
10.
by Spinnaker_ 2y ago
The average person is on their phone for over 4 hours a day. You can have a very meaningful hobby with less than a quarter of that.
11.
Tenstorrent Gen1 Grayskull Devkit(tenstorrent.com)
2 points by Spinnaker_ 3y ago|0 comments
12.
by Spinnaker_ 3y ago
If advances in solar continue, yes. Currently, the IRA provides very lucrative investment and tax credits for green hydrogen projects (solar and wind powered electrolyzers). Power producers like AES are already building multi-billion dollar
13.
by Spinnaker_ 3y ago
The mention of air travel was strange. I wasn't aware of anyone who thought long range flight would ever be electrified. At least not without some fundamental breakthrough. S-curves are hard to predict. Basically every time someone att
14.
by Spinnaker_ 3y ago
The comparison to Oil is interesting. Because people have also been saying we would hit a production wall there, and have been saying that for about 90 years now.
15.
by Spinnaker_ 3y ago
Agreed, it's amazing what you can do with an idealized grid. But that grid does not exist, and is still quite far away from ever existing. Meanwhile, the costs they present are for today. When the public (and even policy makers who kno
16.
by Spinnaker_ 3y ago
And hidden away in the footnotes, they hide the fact that they are modeling 4 hours of storage. It is so blatantly dishonest.
17.
by Spinnaker_ 3y ago
That system has 4 hours of storage. It is extremely disingenuous to compare that to fossil fuels.
18.
by Spinnaker_ 3y ago
Right, but the plan has still failed. If all the key players are on board and you can't even begin to implement the plan, then it was a bad plan, and the people who developed it had little comprehension of reality. We should not attemp
19.
by Spinnaker_ 3y ago
There are many schools where over 70% of kids live in single parents households. I'm sure you have bad stories, but it's not comparable overall.
20.
by Spinnaker_ 3y ago
From my comment, >> don't take it seriously enough. A serious comparison would be to schools in fairly well off neighbourhoods in the suburbs. But they don't do that.
21.
by Spinnaker_ 3y ago
I think this can be misleading in the same way some charter school results are. The easiest way to improve a school's results isn't to improve the education provided, it's to get rid of the worst performing kids. Charter scho
22.
by Spinnaker_ 3y ago
And not just old school financial institutions. Jane Street used to run out of an excel sheet. Many hedge funds still do.
23.
by Spinnaker_ 3y ago
That's just electricity generation, which is only a portion of total energy usage. Both countries use about 15% renewables overall. The exact number is hard to measure, complicated by importation and exportation of energy and other fac
24.
by Spinnaker_ 3y ago
Electricity mix is a fairly useless number on it's own. Especially for an industrial powerhouse like Germany. Renewable's share of total energy consumption in Germany is about 15%, and has been decreasing. The number is the US is
25.
by Spinnaker_ 3y ago
Excel has an editor. Try hitting alt+f11. "Open in vscode" would be an excellent feature though.
26.
by Spinnaker_ 3y ago
Yes. "Piss off the GOP" is a very simple and accurate description of Albini's life.
27.
by Spinnaker_ 3y ago
Big Albini fan. Maybe the most principled person in the industry. I'm not so sure about the article though. There is a simpler explanation: Albini will act in the way that pisses off religious right wingers the most. When that meant be
28.
by Spinnaker_ 3y ago
Depends on the neighbourhood. I moved recently and now a salesman or charity is a 3-4x a week occurrence for me. I also get a bunch of teens selling various goods that I'm 90% sure are stolen, in order to raise money for their educatio
29.
by Spinnaker_ 3y ago
Markets were possible. But what about the current offering of ETFs and similar products? Despite all the fancy talk, many HFT firms are just market makers for the products that enable average joes to invest well and cheaply. You don't
30.
by Spinnaker_ 3y ago
I don't think Journalists have the skills to be able to actually dig into and verify most types of science. So I don't think it's realistic to hold them to such a high standard. But they absolutely do have the skills to shape

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