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you mean the chip that only has 44GB of memory on one chip and doesn't mention how fast chips can talk between each other?

Sometimes that is all that is needed to move the needle. Tik tok almost moved it but that just made certain swaths of the political spectrum ask for a direct ban (with other downsides eg. 1st amendment concerns) instead of overarching policy reform.

"Policymakers should consider the following steps:

Congress should pass a comprehensive U.S. privacy law, with strong controls on the data brokerage ecosystem. The most effective step to prevent harms from data brokerage for all Americans would be a strong, comprehensive privacy law."

The tegra series also still exists in all the nintendo switches of the world ;)

Agreed this whole things smells like a psyop

He says “My experience includes … running sources as a spy handler, surveillance detection and other advanced psychological operation strategies.”

And he uses his regular iphone with google?

I think fundamentally, if you have incomplete information and have to make some actions or judgements, either you are:

1. doing things to reason about or uncover more useful datapoints to increase certainty

2. you are accepting the probability that you are right/wrong at face value

The direction in which you decide to uncover datapoints is the "bias" that they are talking about. This process if further influenced by institutionalized assumptions or priors you are working with.

I really don't like lists like "Strategic Assumptions That Were Not Challenged" because they are factually true but also reek of survivorship bias.

Q2 guidance of 11B is the main reason imo -> 44B/year revenue if you are comfortable extrapolating

Actually if you listen to earnings call, 2H year is expected to be significant sequential increases

AFAIK AMD based supercomputers were chosen for their traditional HPC perf (eg. FP64) perf not AI perf (eg. BF16, FP16, FP8, INT8)

A100 is an enterprise class GPU like AMD's MI series and Intel Ponte Vecchio. In that regard the pricing is not unreasonable - They are in separate class from Geforce or Radeon cards.

They came to US ;)

So could regulation

/s

I think waymo has advanced the tech pretty far but I am still worried about the legal and business aspects of self driving cars:

1. liability cross section scales with size of fleet if waymo is solely responsible for developing their algorithms

2. added operational cost of running a self driving car - is it worth it to average consumer? This is something everyone throws numbers out for but here is what i'm thinking:

- we have lots of examples of transportation systems that have some level of automation (eg. train, subway, planes) but even after decades of robust operations, nearly all of them still require operators in the loop. This is especially striking since rail systems/subways are as closed-loop and simple as you can get in terms of automation. As an outsider, it's unclear to me why they are needed but they are there. Is it because as fleets age, their parts wear down in unpredictable ways? Is it some regulatory requirement?

- for self driving cars, will the same expectation be there eventually? either a remote assistance driver or a chauffer safety driver? If that is the case, then it will be difficult for a self driving car to be cheaper esp with the added cost of all self driving tech stack and operational costs.