vmbm

9 ms·

1.
by vmbm 3mo ago
I am interested. Every few months, I loop back to using LLM's for this type of task but have always had fairly mixed results. Not sure if it is my prompt, model choice, or the part itself being too complex. And I haven't had the t
2.
by vmbm 4mo ago
What levels of wealth are you referring to. I could believe that a doctor or lawyer is more likely to use passive strategies compared to a retail worker, who might just have a small Robinhood account for gambling. But the levels I am talkin
3.
by vmbm 4mo ago
Sure, but it's the Americans that can least afford to be stood up as exit liquidity that have the most exposure here relative to their net worth. The ultra wealthy are going to be heavily overrepresented in the active basket. Meanwhile
4.
by vmbm 4mo ago
Yeah, I don't doubt that there was some abuse going on. But keep in mind there are plenty of reports out there that companies were setting up tokenmaxing leaderboards essentially encouraging this type of behavior from their employees.
5.
by vmbm 4mo ago
For the longest time Copilot was the best deal in town. For $10 a month you would get ~1300 requests. A single prompt was counted as a request, and it didn't matter how many tokens were used or how many loops the agent did. It was a sp
6.
by vmbm 4mo ago
Yeah, I think it is pretty obvious at this point that users have gotten over their skis a bit on the fixed rate plans. I suspect a lot of folks were playing around with agentic workflows on a $10-200/month plan and then started impleme
7.
by vmbm 5mo ago
If the market is "efficient", then the debt should work against the market cap. For example if we assume a $50B offer at 50%/50% debt and stock, then we should expect the market cap to only increase by $25B. And for GME share
8.
by vmbm 5mo ago
The jury is still out on this. Those tax based deprecation schedules are largely a relic of traditional data centers, where workloads are fairly moderate compared to AI use cases. Additionally, power and rack space constraints can complicat
9.
by vmbm 6mo ago
I am all for Europe establishing a bit more autonomy in regards to energy and defense, but let's not forgot there is a very real reason things are the way the are. Europe had a long history of warfare and the post-WWII was specifically
10.
by vmbm 6mo ago
It is very difficult to ship and store oil in the volumes that are relevant to modern economies. We are very much in a situation where some regions are business as usual, some regions can't get oil at any cost, and some regions have so
11.
by vmbm 6mo ago
Hard disagree. These are public markets we are talking about, which give companies access to financing from mom and pop investors. No one is forcing these companies to be public, they chose to be public because they wanted access to the liq
12.
by vmbm 6mo ago
I have stopped doing index investing and have switched to actively managing my portfolio, so I haven't spent much time looking into it. I have seen a few posts on reddit (r/bogleheads in particular) and it looks like there are som
13.
by vmbm 6mo ago
If you are an index investor, it is probably not worth your time and energy to make any drastic changes because of this particular incident. Space X will comprise a small percentage of the indexes in question, and any impact on your portfol
14.
by vmbm 6mo ago
Do you know if First Brand's actions are considered fraud? Or was this entirely on the lenders to make sure they were in the clear regarding the collateral? Doesn't excuse the lack of diligence, but curious if there was some assum
15.
by vmbm 6mo ago
It is incredibly hard to make money going short. Even if you are right about the direction, most short positions require interest payments to hold, or have some sort of decay built into the structure. So timing is everything and even then,
16.
by vmbm 7mo ago
I think a lot of the hype is coming from content creators who are actually finding it useful for content creation. Generating ideas, organizing notes and research, writing scripts and articles, managing schedules, editing, promoting, etc...
17.
by vmbm 7mo ago
I got into a bike accident yesterday and injured both of my arms. Fortunately the damage wasn't too severe, but it was bad enough that using a computer is rather difficult. So now I'm spending some of my idle time playing around w
18.
by vmbm 8mo ago
I have been assigning issues to copilot in Github. It will then create a pull request and work on and report back on the issue in the PR. I will pull the code and make small changes locally using VSCode when needed. But what I like about th
19.
by vmbm 9mo ago
I have trouble sleeping, and it gets particularly bad in the winter. I have figured out that at least one of the triggers for poor sleep has been evening screen time. Redshift style apps help a little but barely. I can get away with some li
20.
by vmbm 2y ago
Best guess is that they were all caught up in the arms race to try and make a better model, at whatever the cost. And if you work in this space you were probably getting thrown fistfuls of money to join in on it. I read somewhere on reddit