discodave

5 ms·

1.
by discodave 21d ago
Pretty sure Nvidias dream is that OpenAI and Anthropic get into a hacking war using Nvidia cards. The problem for them is that the leading provider of training and inference is actually AWS...
2.
by discodave 21d ago
If they are mostly paid in NVDA stock and NVDA is also valued at 40x revenues or whatever insane multiple then it makes sense. > Here have some of my monopoly money I can print and come join us at Nvidia!
3.
by discodave 28d ago
AWS is too busy selling entire private AWS regions on "take or pay" agreements to Anthropic, OpenAI and Meta.
4.
by discodave 29d ago
Lots of good points in there but when you say "swapped out data center" that sounds very un-cloudy and unreliable to me - workloads in AWS are spread across many buildings unless you try really hard or pay $$$$
5.
by discodave 1mo ago
Is there any scaffolding or harness runnning around the model on the cloud/server side? Seems like there's a lot of opportunity to make changes/improvements without making your customers call a different API or change the mod
6.
by discodave 2mo ago
CDOs and SPVs have two things in common: They're acronyms and they are financial engineering. Maybe this time it will be different?
7.
by discodave 2mo ago
Ed mostly avoids talking about LLMs and instead talks about money.
8.
by discodave 3mo ago
EC2 is more scalable than your wallet. What do you need Kubernetes for?
9.
by discodave 3mo ago
Amazon / AWS is very efficient at it. They are the largest cloud by a significant margin. Much larger than Hetzner. Google and MS may be close behind. Not sure about Meta but they are also renting from Amazon so... Anthropic mostly ren
10.
by discodave 3mo ago
EC2 may have higher margins than that. But your point stands, ain't no way xAI competing in that game.
11.
by discodave 5mo ago
https://en.wikipedia.org/wiki/SOSUS Both the US and China have newer more advanced capabilities than a 50 year old system... > [SOSUS] was the primary cuing system that antisubmarine forces used to localize and pote
12.
by discodave 5mo ago
Nuclear weapons are a deterrent against somebody invading the US (or another NATO country) but that doesn't make conventional forces not a deterrent against other kinds of aggression. Many attacks have been made against the US and no
13.
by discodave 2y ago
Where you say AWS, you mean "a single AWS region" But anyway, from your YCombinator blurb: "When you’re done editing data, it automatically flows back to S3 within a few minutes" Does this mean Regatta trades co
14.
by discodave 2y ago
The statistics can be found in the public earnings of AWS vs the companies that would get paid for on-prem workloads (Equinix, Dell/HP/IBM, Intel etc).
15.
by discodave 2y ago
Amazon loves it when you run idle EC2 instances ($$$) rather than using Lambda. Most real workloads I've seen (at 3 startups, and several teams at Amazon) have utilization under 10%.
16.
by discodave 2y ago
Meanwhile, from Q3 Amazon earnings: * AWS segment sales increased 19% year-over-year to $27.5 billion. That means AWS brought in $4.3 BILLION more dollars in Q3 2024 vs 2023. That's a huge amount of incremental revenue growth. If the n
17.
by discodave 2y ago
This post itself is glorified marketing. I don't know what to call it, something like 'title hacking'. I have no idea what the OPs company does, but I do agree with the title.
18.
by discodave 2y ago
Yes, indeed HN is glorified marketing and networking for YC :) But I think a16z has spent a lot more time and money on their marketing efforts, especially as it relates to crypto. I for one am sick of hearing news stories, only to find that
19.
by discodave 3y ago
If you have one of the metal instance types, then you get the whole host, e.g. i4i.metal: https://aws.amazon.com/ec2/instance-types/i4i/
20.
by discodave 3y ago
I don't want to justify much, if any, of the behaviour of the incel/redpill crowd but... For me several years passed between thinking 'I would like to lose my virginity' and said event happening. Should anybody feel sorr
21.
by discodave 3y ago
Somebody didn't believe me that I thought (based on LinkedIn) that there were over 50k AWS employees in 2020. According to this article, there are over 100k AWS employeees now!
22.
by discodave 3y ago
They just... don't retire them? The most expensive thing in a DC is the chips, so it's worth it to just build more datacenter space and keep the old ones around. In 2019, before I left the EC2 Networking / VPC team, we were u
23.
by discodave 3y ago
Coinbase and Kraken are not registered as banks, and do not offer FDIC insured accounts. > Do banks require SEC registration to offer interest-bearing Non-Security Deposit products? No, because they are registered and regulated as ba
24.
by discodave 3y ago
> For what its worth, banks don't just co-mingle customer funds, they invest those funds on their own behalf and reap the profits for themselves. And that is why banks are regulated, must register, follow certain rules etc. > Kra
25.
by discodave 3y ago
I don't think the piece is arguing that it's fraud, just that it's bad (for investors), maybe immoral.
26.
by discodave 3y ago
From memory, the regionalization project ran from approx 2014 to 2015 or 2016. There were also other reasons given, like the amount of internal software that used e.g. IPv4 addresses. Also, AWS likes to have 'lots of small things'
27.
by discodave 3y ago
This is what many 'serial entrepeneurs' already do.
28.
by discodave 3y ago
Presumably part of the appeal of a small reactor is it's cost. If you're trying to do things on a budget, then there's smaller budget for safety.
29.
by discodave 3y ago
You just listed 3 choices, which range in size, weight and likelyhood of killing pedestrians. I.e. a minivan fits more people, but is smaller than some of the massive trucks I see driving around. I knew a family growing up that had six kids
30.
by discodave 3y ago
As a thought experiment, could a witness protection program (i.e. an arm of the government) issue a new/fake SSN? Yes. Could they change your retina? Maybe some surgery exists to do this, but it sounds risky/complicated!

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