kalap_ur

6 ms·

1.
by kalap_ur 7mo ago
How do you diversify now? I presume you don't refer to stock portfolio, do you?
2.
by kalap_ur 7mo ago
Yeah. Hyperscalers who are building compute capacities became asset heavy industries. Today's Google, MSFT, META are completely different than 10 years ago and market has not repriced that yet. These are no longer asset light businesse
3.
by kalap_ur 7mo ago
I wonder if there is somebody here high up in the MSFT stack who understands the tech/code but also oversees more stuff to be able to opine.
4.
by kalap_ur 7mo ago
great perspective and wisdom nuggets.
5.
by kalap_ur 8mo ago
Well, this sounds like a "no shit Sherlock" statement: >>Finding 3: Natural "overthinking" increases incoherence more than reasoning budgets reduce it We find that when models spontaneously reason longer on a probl
6.
by kalap_ur 8mo ago
Well, Linux reached ~5% market share in 2025. Imagine the incremental market share they have. https://www.reddit.com/r/linux/comments/1lpepvq/linux_breaks... My only issue is that i am not a developer, I
7.
by kalap_ur 8mo ago
It is not the scale that matters here, in your example, but intent. With 1 joint, you want to smoke yourself. With 400, you very possibly want to sell it to others. Scale in itself doesnt matter, scale matters only as to the extent it chang
8.
by kalap_ur 8mo ago
If there is one exact sentence taken out of the book and not referenced in quotes and exact source, that triggers copyright laws. So model doesnt have to reproduce the entire book, it only required to reproduce one specific sentence (which
9.
by kalap_ur 8mo ago
You can only read the book, if you purchased it. Even if you dont have the intent to reproduce it, you must purchase it. So, I guess NVDA should just purchase all those books, no?
10.
by kalap_ur 8mo ago
I paid $150 for a 64GB DDR5 in Jan 2025. That is today $830 representing 5.5x.
11.
by kalap_ur 10mo ago
I think this analysis has little to say. What would be important to know how those $ are being spent, not where they are collected from. We do not know how those $ are being spent. 1. Doctors, Nurses, Administration (management and field ad
12.
Can Substrate disrupt ASML using particle acceleration?(nytimes.com)
23 points by kalap_ur 11mo ago|12 comments
13.
by kalap_ur 11mo ago
It claims that they can print 12nm features with their particle accelerator. This looks weird.
14.
by kalap_ur 11mo ago
There is no need. The personnel cost multiplier is 3.6x, the non-acute drug multiplier is 6.25x and the "something else" multiplier 77x. So we can debate that there are ~4x more people in the US and CoL is higher maybe by 0.5x tur
15.
by kalap_ur 11mo ago
oh wow, i sense a bojler elado, here.
16.
by kalap_ur 1y ago
They sign the purchase order on 1/1/26. AMD issues invoice to be paid in 30 days, that is 2/1/26. OpenAI triggers warrant and informs AMD on 1/2/26. OpenAI receives shares on 1/4/26. On 1/5/
17.
by kalap_ur 1y ago
I did a calculation once. US spends $4.9T on healthcare: $2T on personnel, $500B on non-acute drugs (ie OTC + prescribed) and $2.4T on something else. Germany spends $550B on healthcare: $430B on personnel, $80B on non-acute drugs and $31B
18.
by kalap_ur 1y ago
I mean, to be fair, Google's scam of how much GBs you have is very annoying and downright scandalous. I had 16.5GB or so used up so it was flashing red. When paid for Gemini, my total space jumped to 2TB and my usage dropped to 12GB. D
19.
by kalap_ur 1y ago
Likely not true re adoption. According to McKinsey November 2024 12% of employees in the US used AI for >30% of their daily tasks. I saw another research early this summer, it said that 40% of employees use AI. Adoption is already prett
20.
by kalap_ur 1y ago
I just heard a thesis that there is no bubble unless there is debt in it. Currently mostly internal funds were used for increasing capex. More recently started we seeing circularity (NVDA -> OpenAI -> MSFT -> NVDA), thus this is le
21.
by kalap_ur 1y ago
There is a book called "Talent is overrated" it essentially says, you need to 1) invest time, 2) do targeted practice, and 3) have a mentor, who helps you in targeted practice. Practice alone is not enough, it must be targeted at
22.
by kalap_ur 1y ago
If you upgrade to Premium Plus for only $5 more per month, I can offer you answer first with recommendations in the bottom.
23.
by kalap_ur 1y ago
I believe this is for the fringe cases where you have been diagnosed with hypertension, but your apple Watch does not tell you that you have hypertension risk, then you may decide to not take your drugs, since your watch told you all clear.