mustyoshi

If they keep it running at near constant usage, you'd only need 80-120 million tokens an hour to hit 38$ of revenue (at off peak pricing, half as much for peak pricing).

Phones aren't disposable because of the lack of replacement batteries.

I keep my phones for 3-4 years, and the battery life while degraded isn't really an issue.

And that's with recharging it just about every night even if it's not dead.

Nuclear fills a base load role better than solar+battery though, imo.

A healthy power network will have a variety of generations sources available.

I don't see how we'll ever get to widespread local LLM.

The power efficiency alone is a strong enough pressure to use centralized model providers.

My 3090 running 24b or 32b models is fun, but I know I'm paying way more per token in electricity, on top of lower quality tokens.

It's fun to run them locally, but for anything actually useful it's cheaper to just pay API prices currently.

The drop in memory stocks seems counterintuitive to me.

The demand for memory isn't going to go down, we'll just be able to do more with the same amount of memory.

Just about everyone on the left has been saying these tariffs were illegal since day one.

It's not insider trading that they acted on that consensus.

I don't buy that it's because of the monopoly. TSMC has been starting a fab for close to 5 years.

It doesn't matter how many companies are in this market, it takes a real amount of time to add capacity.

>Instead, we should make it illegal to discriminate based on criminal conviction history

Absolutely not. I'm not saying every crime should disqualify you from every job but convictions are really a government officialized account of your behavior. Knowing a person has trouble controlling their impulses leading to aggrevated assault or something very much tells you they won't be good for certain roles. As a business you are liable for what your employees do it's in both your interests and your customers interests not to create dangerous situations.

But realistically, I just had 2 flights last month, checking what model of aircraft I was on didn't even cross my mind. I survived both flights btw.

Anything the government does should be viewed with the lens of "do I want somebody who hates me to have this power".

It's hard to put into words, but you're eroding the social contract through your actions. People with conditions get accused of faking it all the time, and it sounds like you're actually faking it.

Cars are the most time efficient though, assuming you can find parking relatively quick.

The framing of 100% of people getting a prescription as being bad seems weird to me. We live in the age of AI we don't need a doctor to tell us the side effects of medication anymore, people should be free to buy for themselves whatever they want to take.

Obviously involving insurance and (other people's money) makes a difference, but for direct to consumer, I don't think doctors should be gatekeepers any more.

Hyundai is partnering with Boston Dynamics to deploy 30k robots a year.

Amazon is looking to replace 600k employees over the next decade.

Why do you believe demand for humanoids isn't high?

>Robotaxi has to be cheaper than a normal taxi to kill taxis. The margin of that company can't be that much more than a company like uber.

This just isn't true. If you're a woman, choosing a slightly more expensive robotaxi over a ride share where you might meet your end is a valid choice.

There are provisions in federal law which allow non citizens to receive federal Medicaid dollars in some circumstances.

Not the guy you're responding to but I'm not going to willingly pay money for pork rind ads to be shown to Muslims. In fact I'd go so far as to suggest that should be illegal as a hate crime.

I politely disagree. I spent maybe 8 hours over a week rightsizing a handful of heavy deployments from a previous team and reduced their peak resource usage by implementing better scaling policies. Before the new scaling policy the service would scale out and new pods would remain idle and ultimately get terminated without ever responding to a request quite frequently.

The service dashboards already existed, all I had to do was a bit of load testing and read the graphs.

It's not too much extra work to make sure you're scaling efficiently.

Ads are how they get paid until they're big enough for alternative revenue generation.

What if the medicine costs 100$ to produce, should uninsured have to pay that rather than a subsidized 20$?

It's not a bad game, I played for about a year in a relatively well run clan. Never spent any money on it though.

Yeah this is the thing people miss a lot. 7,32b models work perfectly fine for a lot of things, and run on previously high end consumer hardware.

But we're still in the hype phase, people will come to their senses once the large model performance starts to plateau

Doesn't this just fall apart if a video is reencoded? Something fairly common on all video platforms.

I'm not part of Oxide, but I think you're assuming everyone is okay with not controlling the hardware they run on.

There is plenty of addressable market where a public cloud or even a colocation of hardware doesn't make sense for whatever bespoke reason.

I don't think their target customer is startups, and that's okay. You likely aren't their target customer. But they've identified a customer profile, and want to provide a hardware + software experience that hasn't been available to that customer before.

An entire hotel probably wastes less from the mini fridge specifically than a family of 4 for a year.

As an American. I'd rather a single well established player get a large contract and actually deliver, than 20 disjointed companies each get 1/20th of the problem, have to work in concert, and possibly not even deliver at all.

This is no different than spending 98c per roll to buy 32 rolls of toilet paper vs 1.33$ per roll to only buy 12.

We have a Sam's Club membership because buying in bulk is cheaper.

Edit: checked prices Sam's vs Meijer

Arguably, CUDA is the current best in class software for it's market.

Next week's volume will be down, but the next next week is back up to last year's volume...?

That was an incredibly long interview for them to just say the COGS is only 100$ higher, but we feel the margin should be 1200.