dzonga

5 ms·

1.
by dzonga 3d ago
I'm not saying the bet is against Nvidia the company as in how it executes, or enters new markets. the bet is against the high margins in inference - when other capable players have entered the market as models become commoditized and
2.
by dzonga 3d ago
this is why people are going native / retail media. & some people i.e those with a lot of money are going to CTV as well. search ads have negative ROI. Facebook/Instagram & linkedIn work to a certain extent.
3.
by dzonga 3d ago
80-90% of AI costs are related to inference. Once zAI served their new model entirely on Chinese chips for free then the nVidia jig is up. who is going to pay back the money nVidia invests in AI labs, AI datacenter companies if the models a
4.
by dzonga 4d ago
2.5 flash was also good to use with as the llm layer for voice products. but google gonna google.
5.
by dzonga 4d ago
the Houthis won't desert as they're fighting an ideological war vs the Saudi backed forces which are just mercenaries. idealogical fighters fight to the death. & in almost every case besides the nazi's etc they always win
6.
by dzonga 4d ago
what's worrying is they knew they were going after an operator whose organization they recognized as competent in terms of carrying out operations, recruiting and passing down information. & they sat on it. that's gross neglig
7.
by dzonga 6d ago
that's my only gripe with deepseek honestly
8.
by dzonga 7d ago
em-dash by Cloudflare looks interesting in terms of replacing Wordpress. by garnering enough of an ecosystem to cause a migration will be the bigger challenge. of course some people will say in the age of agents will people need to visit we
9.
by dzonga 7d ago
in short they're TRUST networks. which is also why crypto bros get confused.
10.
by dzonga 7d ago
I agree. things like tailwind etc should come out as by-products of products making money. react was not facebook's product. rails was not 37signal's product. Kubernetes was not google's product. blaming AI is not facing the
11.
by dzonga 7d ago
for a first foldable iteration - apple has hit it out the park compared to other foldables on the market. when the google & Samsung ones first came out they were plagued with problems. but I think apple should've also had a foldabl
12.
by dzonga 8d ago
the issue is largely with the community not cz of UI libraries. ruby is largely built around Rails. so when rails was hot & the trade-offs were worth it grew. now that Rails has a lot of controversy and not really worth then of course u
13.
by dzonga 8d ago
I also think their business model is interesting in that they can also serve Chinese models e.g GLM and fine tune them for enterprises. which is a market Chinese labs won't get into. they only other company they compete with is probabl
14.
by dzonga 9d ago
mass literacy without critical thinking begat communism - which had massive detrimental effects on the world. maybe the elites like the journalists e.g author above - who wanna control thought & media - in a roundabout way unleashed a b
15.
by dzonga 9d ago
systems of record & vertical integration wins time and time again.
16.
by dzonga 9d ago
people r tryin' to equate this to a franchise model, some the amazon 3rd party model. nope - this is just Elon raising money without going to the stock market or government but directly to Elon worshipping idiots. he benefits two ways
17.
by dzonga 9d ago
BillG discovering the negative effects of BigCo's not having a Directly Responsible Individual. in the whole email thread - no one owns up to fix it - they're just passing the hot potato around. 26 years later - windows is still a
18.
by dzonga 10d ago
with wasm and v8 isolates -- the world should move away from containers. you literally have a sandbox environment that behaves the same everywhere and is very performant. but I guess people don't know shit anymore since they delegated
19.
by dzonga 10d ago
congrats - this is massive. created in 2018 and already delivering payloads to space in 2026 - less than 10 years.
20.
by dzonga 11d ago
to me the biggest event more than deepseek launch was when zAI served their latest model on all Chinese chips.
21.
by dzonga 11d ago
rewrite it in rust might be a joke -- but damn most the massive improvements in dynamic language toolchains have come from the toolchains being rewritten in rust - Python, JS
22.
by dzonga 12d ago
a lot of educators in the frontend space are very good and had excellent material e.g Dr Alex. before 'A.I' - frontend was a tarpit - very few people did it well specially with SPA frameworks. There was always something broken whe
23.
by dzonga 12d ago
most goods in the US today are transported via trucks. most of the whole main-street runs on diesel as well think home services businesses etc. cost of diesel has a reverb effect across the whole economy. the shrinkage is felt but won'
24.
by dzonga 13d ago
people tend to have short memories though. late 90s and early 00s - even while growing up in the 3rd world - you bought or pirated a software license. so we've never really purchased or bought software.
25.
by dzonga 14d ago
that's a beautiful ui
26.
by dzonga 14d ago
based on your experience - if you were Tim Cook what would you have done ?
27.
by dzonga 15d ago
you can blame Tim Cook for other things - but giving trump that useless statue - you can admire Tim Cook for his shrewdness & political capacity. he knew he was facing an incompetent petty adversary. so instead of preserving his ego - h
28.
by dzonga 15d ago
whether vibe coded (which it is) or not - this is free work for a corporation. that could hardly care less for it's users / customers.
29.
by dzonga 16d ago
I have a feeling the author framed this the wrong way. my take is - the author wanted to express that there's always a demand for human prose / writing that captures the subtleties of expression, thought & ideas. which is very
30.
by dzonga 16d ago
Firefox sucks on memory though on MacOS. I use Firefox when I want disposable tabs / containers. then majority of stuff - Safari. private window work stuff set to chrome - since I can resume the session unlike safari.

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