etempleton

9 ms·

1.
by etempleton 6d ago
I think the Duo is a really interesting product that I am not sure I would ever get, but the form factor is interesting. I don’t know if I would want it for out and about, but it is kind of the ultimate phone for around the house, which is
2.
by etempleton 8d ago
I remember feeling at the time that the Colbert Report’s satire was too on the nose for my tastes.
3.
by etempleton 11d ago
I think people constantly underestimate how destructive he is. They think Trump can be a pawn for their interests, but he is irrational, volatile, and stupid. The democrats and the Biden administration paved the way for Trump 2 by not havin
4.
by etempleton 11d ago
Simple. No one trusts the current administration and no one should. The long term damage being done is astronomical. They are a magical combination of malicious and incompetent. The only thing that could make it worse is if they were more c
5.
by etempleton 17d ago
My understanding is they are essentially traditional management consultants with fancy data analytic dashboards instead of PowerPoint decks and charge an even more obscene premium for the privilege.
6.
by etempleton 17d ago
It is a risky strategy but if people believe they are creepy they believe they are powerful.
7.
by etempleton 21d ago
I am just curious, and I genuinely want to know, how is a 150 million a year in revenue company worth 13 billion dollars?
8.
by etempleton 22d ago
Maybe in a year or so or maybe never. It depends on how 14a turns out and if it is comparable to TSMC 2NM. They may also choose to utilize 18a-p / 14a for other chips and not the M-series.
9.
by etempleton 24d ago
OpenAI is also now actively discounting their model. They just offered a free month to users. Both companies seem spooked by what I have to imagine is slowing user growth.
10.
by etempleton 25d ago
Components that are one of one. It would be bad for both countries and ASML. China is the biggest threat to ASML business, so there is incentive alignment.
11.
by etempleton 26d ago
ASML uses critical components made in the US that the US can put export controls more directly so they can effectively control who ASML sells to.
12.
by etempleton 27d ago
I think this would be a bad move because it would force China to move more quickly and further utilize their own technology. It is hard to justify using inferior domestic technology when perfectly good, proven ASML tech is available.
13.
by etempleton 1mo ago
I think you would be surprised, but yes, there will be a lot of battery tech on the field.
14.
by etempleton 1mo ago
I once thought that this would be true, but wars are fought with oil burning machinery. And so countries with oil will always be able to play bully. A country with strong access to oil also has the most important resource in war. Batteries
15.
by etempleton 1mo ago
This isn’t the first time Zuckerberg has espoused the benefit of openness and transparency and how that would create a better society. I get this is a bit different, but the language and sentiment are close enough. Facebook and Instagram ar
16.
by etempleton 1mo ago
Until they are public and they release full financials using standard accounting practices, I would take what they say with a grain of salt. SpaceX also painted a pretty rosey picture of their financials, but when they filed for IPO it beca
17.
by etempleton 1mo ago
You have to assume that they aren’t being too creative with their accounting, which Anthropic and Open AI most certainly are.
18.
by etempleton 1mo ago
Why do they both need to keep borrowing so much money if the margins are so fat?
19.
by etempleton 1mo ago
Most people won’t go beyond free. A lot of people will spend $20 and some will go above $50.
20.
by etempleton 1mo ago
Nvidia is basically the house loaning money to the gamblers. They don’t care if the gamblers win or lose. They just care that people keep playing.
21.
by etempleton 1mo ago
Timing is always next to impossible to predict. Open AI has managed to continue to find investors and as long as they continue to do that they will be around no matter how much money they lose.
22.
by etempleton 1mo ago
Microsoft and others report their stake in Open AI as net income. Open AI and others revenue comes in large part from large customers like Microsoft. Nvidia makes large investments into Open AI, SpaceX, and core weave and in return they buy
23.
by etempleton 1mo ago
Let's do some math with two pretty well understood variables. The cost of a SpaceX rocket launch and the cost to build a terrestrial 100 MW data center. An average rocket launch for SpaceX costs 74 million. A business they break even o
24.
by etempleton 1mo ago
I think he is early, but there is no doubt there is a bubble. It is just a question of what will pop it? One of the big heavily capitalized frontier models throwing in the towel might do it. If Open AI, for examples, starts to fall behind a
25.
by etempleton 1mo ago
From another rationalist perspective, it will always be cheaper to run a data center somewhere on earth under any conceivable scenario. It would be easier and cheaper to put a data center in the ocean. Just a few of the significant issues:
26.
by etempleton 2mo ago
Ahhh, my mistake. macOS 15 not to be confused with macOS 10.15
27.
by etempleton 2mo ago
Also on the beta. Agreed. Definite visual and UX improvement over 26, fixing the most egregious issues with 26 implementation of Liquid Glass, but maybe not quite as good as 25 overall.
28.
by etempleton 2mo ago
I was disappointed to read this and hear language and using allusions that parallel arguments made by hate groups. I think DHH can take a stance that overly lax immigration policy has led to issues, if that is what he believes. That may be
29.
by etempleton 2mo ago
Microsoft bundles enough things at a low enough price that it seems silly not to use Microsoft if you are a corporation, because the alternative is to buy a number of different SAAS products (which are generally superior) at a higher price
30.
by etempleton 2mo ago
I like Apple and think there is an AI bubble, but this article is kind of dumb. Apple is not doing anything magical with hardware that other companies, including Nvidia, cannot do for roughly the same price/performance. The M series i

More ›