elbasti

7 ms·

1.
by elbasti 2mo ago
This is incorrect. SpaceX has a trillion in Market Capitalization, not a trillion in Equity. These two concepts are no the same. The equity value is the theoretical intrinsic "worth" of a company, and has a very simple definition:
2.
by elbasti 2mo ago
Here's what this means for SpaceX for those of you uninitiated in bond-math: 1. SpaceX issued long-term bonds whose coupon (ie, "interest rate") was 6.5%. 2. Those bonds are now trading for less than their face value. That me
3.
by elbasti 3mo ago
I would love to have this image available!
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by elbasti 3mo ago
I have an android phone which means I use android auto fairly often. The sheer quality destruction it's experienced since transitioning to Gemini is incredible. I experience this mostly when asking for music. Before gemini, mistakes
5.
by elbasti 4mo ago
Your daily reminder that there is no scenario in which putting data centers in space is easier than putting them in Texas, or Morocco, or literally anywhere else. The only problem that "data centers in space" solves is the problem
6.
by elbasti 4mo ago
This is correct. The only problem that "data centers in space" solves is the problem of trying to scale a rocket company where the potential demand for rocket launches is simply not that big.
7.
by elbasti 4mo ago
> The question will be: how much of the current compute capacity craze will local hosting give the kiss of death to and what that means for the market. This will depend on how much inference happens for consumer (desktop, local) vs enter
8.
by elbasti 6mo ago
There are some people that believe that writing is an act of creative expression. In other words, that writing is primarily about the act (and as such, it's a quite selfish activity). Editing destroys the expressive act and must be a
9.
by elbasti 6mo ago
> Compare that to ~30% of all energy use for transportation. So approximately 40%*4% = 1.6% vs 30%. I find your correction to be more wrong that the initial statement. I don't follow. The comparison is 30% of energy use for transpor
10.
by elbasti 6mo ago
This is wrong. AI uses ~4% of the US grid, and projections are that it will grow to 10%+ in the next 6 years. And most of that new capacity will be natural gas. That increase would basically whipe out the reduction in CO2 emissions the USA
11.
by elbasti 6mo ago
> relativity was only recently fully backed up with experimental data. Gravitational deflection (General relativity) received pretty important confirmation in 1919, only 8 years after Einstein first proposed it. Time dilation (Special re
12.
by elbasti 6mo ago
What is the "ELI5" summary of the practical limits & scaling laws that govern robotics? The current "futurist" vision is one of humanoid robots taking over many/most jobs done by humans today, but - as someone t
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by elbasti 6mo ago
If by "survival" you mean surviving against a bloodthirsty regime that killed 10,000 people in January alone, then yes: the people of Iran are fighting for survival.
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by elbasti 6mo ago
This is correct. I regret that assertion and have added a comment reflecting that.
15.
by elbasti 6mo ago
If those numbers are correct, then my assertion that "Almost certainly, any reasonable depreciation schedule of the cost of training will result in leading labs being presently wildly unprofitable." is incorrect. And I admit that
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by elbasti 6mo ago
"Any conversation about token costs devolves into an ad-hoc, informally-specified, bug-ridden implementation of half of generally accepted accounting principles." We have a way of determining if Anthropic is, or has the capability
17.
by elbasti 7mo ago
Founders: this is what an excellent job posting looks like. Well done.
18.
by elbasti 8mo ago
Elon's superpower is commanding insane valuation premiums. The trouble with this is that "the bill eventually comes due", so to speak, which forces Elon's companies to take wilder and wilder bets, or to make wilder and w
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by elbasti 8mo ago
The key word is coereced (as in, forced, not convinced).
20.
by elbasti 8mo ago
You'll find those claims in sibling comments to yours, so they are clearly pretty real! (At the time of writing this comment there's a sibling claiming that the comment cannot possibly understand this POV because they are not &quo
21.
by elbasti 8mo ago
Voting is not a monolithic process. It's actually a combination of 3 things: - How votes are cast - How votes are counted - How votes are custodied In order for an election to be trusted, all three steps must be transparent and auditab
22.
Elixir 1.2 changelog: type system improvements(github.com)
2 points by elbasti 9mo ago|0 comments
23.
by elbasti 10mo ago
Composition, not inheritance.
24.
by elbasti 11mo ago
With all due respect, I don't think you understand what the "worst case" scenario looks like for global warming, and how close we are to that scenario. For reference, check out figure 1 in this nature article [1]. That has wa
25.
by elbasti 1y ago
About 40% of AI infrastructure spending is the physical datacenter itself and the associated energy production. 60% is the chips. That 40% has a very long shelf life. Unfortunately, the energy component is almost entirely fossil fuels, so t
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by elbasti 1y ago
Allied General | Northern Mexico | REMOTE (Mexico) with frequent travel or ONSITE | Full time - Can you handle projects that seem unsexy and uncool but are actually incredibly gratifying and great businesses? Read on. We’re building softwa
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by elbasti 1y ago
I think you're pushing the metaphor a bit far, but the parallel was to something like ore. A power plant "mines" electron, which the data center then refines into words. or whatever. The point is that energy is the raw materi
28.
by elbasti 1y ago
I work in the datacenter space. The power consumption of a data center is the "canonical" way to describe their size. Almost every component in a datacenter is upgradeable—in fact, the compute itself only has a lifespan of ~5 year
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by elbasti 1y ago
It's not some "magical way"--the ways in which a human thinks that an LLM doesn't are pretty obvious, and I dare say self-evidently part of what we think constitutes human intelligence: - We have a sense of time (ie, ask
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by elbasti 1y ago
The steel/al content is taxed only for some products. Veterinary vaccines have tariff code `3002.42.00` which is not subject to these Section 232 tariffs :)

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