jamez1

11 ms·

1.
by jamez1 9mo ago
....Databricks has no revenue relative to its valuation either
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by jamez1 1y ago
To be a good engineer you had to be stubborn in the early days of your career, you had to have tenacity and persistence to understand and solve the problems you saw. Unfortunately that filter selects for people who are prone to going too fa
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by jamez1 1y ago
Skill loss works both ways. You might miss out on forming early skills in using llms effectively, and end up playing catch up in 3-5 years from now if LLMs mark all the skills you hold to be void. It is also likely LLMs will change programm
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by jamez1 2y ago
Ontological frameworks have been around for many decades. They have had limited success because it is very difficult to represent knowledge in an object oriented approach. An example is Ologs: https://en.wikipedia.org/wiki&#
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by jamez1 3y ago
Not sure why you are getting the downvotes, this was stated as the main reason that Meta disbanded FB News: https://about.fb.com/news/2024/02/update-on-facebook-news-us... "The number of people using Fac
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by jamez1 4y ago
Interestingly, no acknowledgement has been made on the stock exchange under the ticker (CLBT), despite the two days of public knowledge
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by jamez1 5y ago
It is logical to assume self driving cars start off in low risk areas, prove their concept, and gradually take on more and more use cases. Things like retirement villages and so on, where this incremental approach has already had success. S
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by jamez1 6y ago
Given the complexity of the setting, there is far more possible causations than the implied by the finders of this correlation. For example, perhaps better funded hospitals have more females on staff, and that drives the clinical outcomes.
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by jamez1 6y ago
Hornsdale power reserve derives most of it's revenue from selling ancillary services, it does not provide energy. Hornsdale's success is not foreshadowing a battery revolution unfortunately. The reason nuclear costs so much is bec
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by jamez1 6y ago
No, the enterprise value of the company doesn't change. It was owned by 4b of debt before and is now owned by 5b of equity, and has 1b in cash. It also has an intact business. Under your logic no company would ever raise equity to pay
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by jamez1 6y ago
Great example of how difficult statistical concepts are to understand for the layperson, even if that person happens to be a judge or a lawyer.
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by jamez1 6y ago
This would be far better if the currency was used to pay for connectivity, and the router was reimbursed for routing. Connectivity has a cost, and none of these networks will amount to anything unless the model can incentivize all aspects o
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by jamez1 6y ago
Subsidized polysilicon produced from coal in Xinjiang is a much larger contributor than the technology improvements. https://www.pv-tech.org/news/wacker-chemie-blames-chinas-pol...
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by jamez1 6y ago
They've made a terribly flawed assumption which drives that 90% number. VE is modeled using a beta binomial model with a fixed prior of an infection rate of 1.5% per year. Obviously this number is going to vary a lot depending on the s
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by jamez1 6y ago
And funnily enough, 50 years ago the only feasible solution to move off fossil fuels was nuclear. Which was then campaigned against by the green lobby, not the fossil fuel lobby. The irony is that the only reason we haven't de-carboniz
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by jamez1 6y ago
Uh this is just wrong, institutions use algorithms to trade, <10 contracts isn't confirmation that it's retail money. The algorithms purpose is to hide the flow, and they mimic order size at the very least.
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by jamez1 6y ago
BayesDB provides a toolset, what you've proposed is where you need knowledge of the underlying process. You've shown some initiative here, but I'd really recommend studying what's out there and doing a true contrast of y
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by jamez1 6y ago
Sorry, this is ludicrous. No analyst is basing their investment view on the 1 day post-IPO movements. Maybe a few months in, as an ancedote about market sentiment, but 5 years in the stock is traded totally differently, by different holders
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by jamez1 6y ago
This looks like a fairly low power monte-carlo system. You just store samples, and the inference is sampling that sample set? That's just bootstrapping and has been far more explored in a much more extensive way by random forests and s
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by jamez1 6y ago
So effectively, you've added a set of ML/statistics scripts to the query engine? But the query engine is otherwise still relational based?
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by jamez1 6y ago
I'd like to learn a bit more about your architecture/process and why it creates value over the standard ML toolkit. It makes sense philosophically to increase capability in the database to handle uncertainty and so forth. Database
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by jamez1 6y ago
Seems a bit funny, the top scorers didn't have a few massive bounties, but many many little ones. Both of these accounts made most of their hits on Verizon. To get those kind of rates it's probably the same type of flaw present in
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by jamez1 7y ago
This is just nonsense, patents don't accrue much of the revenue and the revenue for the entire telecommunications industry globally is probably only a trillion.
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by jamez1 7y ago
Taking the subsidies out and examining the profitability of all the companies on the supply chain tends to add up to a loss. Given there isn't much labor involved, energy costs are a good candidate for the lack of profitability. If the
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by jamez1 7y ago
It takes a lot of energy for matter to change states from frozen. This would be a large buffer: https://en.wikipedia.org/wiki/Latent_heat
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by jamez1 7y ago
Everyone in quantitative finance has built a back-test that would make them billions on paper. It is highly likely there is over-fitting issues, errors in calculations of returns etc. You should share the list of trades, rough high level id
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by jamez1 7y ago
The population is collapsing due to the decline in fertility, the only growth is from increased life expectancy in the elderly and sub-Saharan africa high fertility rates, both of which are slated to end in the next few decades.
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by jamez1 7y ago
There is no physical phenomenon that causes the log-linear trend, its just a model that happens to fit for a small select period of history. Moore's law isn't an actual law I hope you understand that.. Rising prosperity comes with
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by jamez1 7y ago
Renewables are less stable than fossil fuels, that results in too much supply at times, and too little at others. These are facts not FUD.
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by jamez1 7y ago
That is incorrect, most definitions you'll see of VaR are incorrect. Think about it logically - the purpose is to quantify the tail events you've observed in the past. Practically that would be the lower bound (as the future can s

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