randbyte

7 ms·

1.
by randbyte 6d ago
When Chinese tech report is tech report and US tech report is bible scripture.
2.
by randbyte 2mo ago
Blatantly lack of principles.
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by randbyte 2mo ago
Long history of open source projects already have answers on how to monetize a free and complex open source product. - Low development cost: collaborative efforts from open source contributors, innovative model training and serving for llm
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by randbyte 2mo ago
When people say “US government” they usually mean the federal government…
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by randbyte 2mo ago
Bibi tried many times. Every president before Trump understood the risks and refused the wild plan. Only Trump fell for it. China’s factory outputs are in fact increasing. So is their export. You wouldn’t see this if they are energy constra
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by randbyte 2mo ago
You think too much. Trump got duped into a gamble and didn’t win as he thought. If the hope is to hurt China it’s unlikely to be working very well. Their energy sources and oil sources are very diversified.
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by randbyte 3mo ago
In your example, service providers may be allowed to collect IP address or cookies or referer which are either critical to how they provide service (IP and cookies) or part of the established norm (browser sending referer). That doesn’t mea
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by randbyte 3mo ago
> a model that runs on my own machine will never have the capacity of a model that runs in a datacenter. I don’t think so. A local run model only needs to serve one or a few people. It seems possible to run a DeepSeek v4 model at full ca
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by randbyte 3mo ago
> Releasing open weights seems to be an effort to slow down competition. Why? I don’t get it. Open weight models enabled a lot more foundational model trainings. I believe R1 was benefited from llama. The proliferation of alternative, op
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by randbyte 3mo ago
Instead we got home solar system become very affordable over the past decade. And driving out US manufacturers isn’t even the main goal for China. They know their huge risk on reliance on petroleum and was doing everything they can to mitig
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by randbyte 3mo ago
I never say these pieces are the equivalent of a cloud platform. What I said is that with them, it is entirely possible for someone to build their own. Why someone wants to do that is not my concern. But not being able to is.
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by randbyte 3mo ago
If you see this as people just want free stuffs you are missing the point. There is an entire different level of danger to allow a few entities to completely own a day to day technology. Imagine personal computers and open source operating
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by randbyte 3mo ago
> cloud providers should be commodity They are already. > and should open source all of their platforms Most of the cloud platforms are open source. Linux, container, k8s… it’s entirely possible for someone to build and deploy their p
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by randbyte 3mo ago
More like Anthropic’s priorities are not everyone else’s priorities. They are in the consistent culture of being in absolute control and dictating what is good and bad, while taking any opportunity to trash and crush potential competitors (
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by randbyte 4mo ago
You examples are great… at supporting my points. CRWD ipo’ed at 7bn and NET at 5bn. Unlike the mega IPOs like abnb and uber and now 10x worse spacex. There is very limited upside left after high valuation milking.
16.
by randbyte 4mo ago
What’s your argument besides name calling? Please have it all, as long as don’t force my passive investments to be part of it.
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by randbyte 4mo ago
If price is fully discovered right after ER then you will see price stabilized right after ER. But in fact post ER prices can wildly differ from the next minute, next day and next week price. It’s speculation and anticipation.
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by randbyte 4mo ago
> it doesn't really matter because the float will be tiny due to the 6 month lockup. Not really: https://www.reuters.com/legal/government/spacex-allow-early-...
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by randbyte 4mo ago
Not after the insiders and investors milked most of the upsides already. As of today: - ABNB right at around their IPO price. - Uber is 75% up… after 6 years. - SNOW came back to break even only after the recent surge.
20.
by randbyte 4mo ago
By the time they drop and being kicked out (if they do) the insiders already dumped their shares. Not to mention now all the index fund holders will rush to sell creating even more price pressure. Shorting (itself being a bad idea for regul