arder

8 ms·

1.
by arder 3mo ago
This is only a partial solution to a problem though. If x ai fails to build a good model they rent to Google. But that means all these companies are incentivised to build as much compute as possible. If they win their margins look great, if
2.
by arder 2y ago
This was covered in some of the coverage much earlier about the bankruptcy proceedings. Essentially it's within the court's power to not only pay the creditors but to pay them interest on their losses if that's possible. That
3.
by arder 2y ago
While that's true, if you have a good understanding of bankruptcy law, and a reasonable understanding of what assets FTX owned you could make a reasonable guess of how much money the eventual bankruptcy would pay out. Since the adminis
4.
by arder 2y ago
In our libertarian utopia every employee at every company would receive a complex set of financial derivatives to incentivize them to manipulate the stock in exactly the way we want. Will Bob from Accounts push out recognising some revenue
5.
by arder 2y ago
The difference between a betting company the stock market is that in the stock market you have regulation to separate the exchange from the market maker. So in the stock market you go to the exchange, you buy or sell at the market price (or
6.
by arder 2y ago
The problem is the other way around. A: Can you hear me? B: Yes B: What time is it? A: ... At the point that B has replied Yes, B knows that it can hear A and that it can send to A but it doesn't know that A can hear B. As long as A m
7.
by arder 2y ago
Well this just goes to the core of your view on the role of luck in life. Are there 1,000 startups coming out of YC every year and 5 of them are run by geniuses who single handedly disrupt loads of markets. Or are there 1,000 startups comin
8.
by arder 2y ago
I think the most acheivable way of having some verification of AI images is simply for the AI generators to store finger prints of every image they generate. That way if you ever want to know you can go back to Meta or whoever and say &quot
9.
by arder 2y ago
Well for a start to run an even passable market making operation and to get into the jobs Sam did you have to be atleast fairly good at the mathematics behind probability. He's definitely more able to reason about probabilities than th
10.
by arder 2y ago
Nate Silver interviewed as SBF as part of research for his book and I think the big take away from it was basically that Sam's attitude to risk was pathological - he was willing to take any sized bet that he thought was positive expect
11.
by arder 2y ago
It's difficult to see when the 80% will ever pay off. They're a year in and he's got 94% health - but with that limit in place that's an effective battery capacity of 73% (0.94*0.8). At the rate that the others' bat
12.
by arder 2y ago
Hold up, they didn't do nothing. They tried and failed. There were several attempts at packaging an FPGA with a CPU and none of them worked.
13.
by arder 2y ago
It's really sad to see how far Intel has sunk, back in the good old days they'd lay off 10,000 at the drop of a hat. These days they're so rubbish it's taking them months to deliver those juicy juicy firings. Nice to see
14.
by arder 2y ago
Mr Beast videos do single digit millions in revenue per video, and he operates on razor thin margins re-investing everything. Youtube does $8.5Bn a quarter in revenue. For startups the target is the Youtube exit, not the Mr Beast exit. In f
15.
by arder 2y ago
This, like a lot of the advice is "Things that worked for me that likely won't work for you". A lot of people are going to talk to Mr Beast that won't talk to you, Mr Beast is doing a variety of one off projects that he&
16.
by arder 2y ago
You know this guy gets paid by the word because he spends about a thousand words saying "The earth is more hospitable than Mars and there's still places on earth where life basically doesn't survive". Which is one argume
17.
by arder 2y ago
The argument he makes about buybacks just doesn't work. If the money didn't go to buybacks it'd go out in dividends. If there were no way to extract profits from a company and return them to shareholders then the whole invest
18.
by arder 2y ago
Yeah I think this encapsulates really well what I don't like about "founder mode". Is it really "founder mode" or is it "Here are the reasons why I'm amazing and you all suck". A huge amount of these
19.
by arder 2y ago
I'm not sure this is really good advice. I'm a hardware engineer and my industry is ~decades behind software engineering. Our compilers are slow, closed source, poorly documented. Every build system is some level of custom and bro
20.
by arder 2y ago
The Altera merger was a perfect storm. I could write for pages about what went wrong. But here's a few key things: First FPGA companies have been massively hit and miss with their product - they were perfectly capable of screwing up th
21.
by arder 2y ago
It's the old Ex Machina problem though. If the machine is more intelligent than you, any protections you design are likely to be insufficient to contain it. If it's completely incapable of communicating with the outside world then
22.
by arder 2y ago
This is just capitalism though. Like, what else are you suggesting? Opt for companies whose products are more expensive in the hope that they are less likely to hike prices later on? The real issue is when these companies become monopolies
23.
by arder 2y ago
This really sets the government up for failure. The next time there's a tragedy on our rail system the question I'm going to ask is "Would this have happened if the person in charge took safety concerns seriously". This
24.
by arder 2y ago
Well they're specifying the AMD EPYC and one of the things that the server line of AMD CPUs do that the consumer grade ones don't, is they have lots of connectivity. So for example an AMD EPYC 8324P is a 32 core CPU with 96 lanes
25.
by arder 2y ago
I think the plan with this all along was George went off and built exactly what he thinks he needs for his specific work and then just makes it available. So is the wildly underpowered CPU bad? I don't know, I don't know his use c
26.
by arder 2y ago
To be honest, I don't really see how it affects employees either, they've had multiple rounds of layoffs, their peak valuation was $11Bn and they got to the point where they were offering a share buyback program at a valuation of
27.
by arder 2y ago
If I were youtube I'd be concerned about the opposite. The whole point of youtube is you have all these different creators doing different things in different ways and youtube has stepped and said "No, don't do it your way, s
28.
by arder 2y ago
Sure, but the "PC Market" isn't anything like what it was. In the data centre their market share probably looks more like 20% and they have almost no presence on mobile. So yes, they continue to dominate 1 sector (and even t
29.
by arder 2y ago
One thing that I think this article misses is a way in which Intel explains it's business internally. The author kind of presents it as "You have CPU design companies, CPU design companies use companies like TSMC to fab the chips,
30.
by arder 2y ago
Well to push the point a little - Imagine that Microsofts anti-trust case was in 2008, not 1997 and the iPhone was out and clearly gaining traction. Suddenly Microsoft doesn't look like some perpetual juggernaut. That's where we a

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