bormaj

Sourdough baking

So mortgages are bad too? How about retirement assets later in life? What financial products are going to give elderly stable cash flows to live off of?

If a company goes under, debt is generally higher in the asset recovery waterfall. If you own equity, you're last in line to recuperate losses. Of course not all debt is equal, but it does enable people and businesses to attempt things without needing all the cash up front.

Where would you say the gaps are? As someone who has been in an environment of excel power users for several years, the quality of that program has declined YoY due to all the excess bloat that MS stuffs into that thing. The plugin/macro ecosystem is one aspect that comes to my mind.

The level of regulation applied to Meta is very different from Philip Morris.

It's the impending and inevitable heat death of the universe... several billions of years away...

Great explanation of why a branchless approach results in such a speed up. I've never really had to deal with performance optimization at this level. Generally it's probably best not to get too involved letting the CPU black box do its thing.

I do wonder, would the performance characteristics of branchless vs branching be consistent across different CPUs/architectures? If you had a CPU that wasn't trying to be fancy with branch prediction, would the regular algo be faster?

Any source on this? Market data was already implying a hike by year end and the Fed held steady so not sure what the takeaway is here

Slightly off-topic, but can anyone comment on the quality of the EV charging infrastructure in the EU? Outside of owning an EV and charging it at home/work, are fast chargers reliable and abundant enough for road trips?

I recently looked into renting an EV in Spain and instead opted for gas. It seems like the public charging infrastructure is just not all that reliable there (e.g. broken chargers + delivering less power than advertised) and fragmented when it comes to paying across many apps. Maybe this is specific to Spain after all.

Yes, but also this particular company has the means to justify the expense. I think there's enough opportunity at scale in the industry to really change the business landscape.

Aside from that (and assuming a large enough sample size) I think it's a safe experiment to at least bet on finding profitable use cases. In 1-2 years, after this experiment runs its course, not everyone will have "unlimited" usage.

What's different this time around?

The author made compelling points regarding capex cycles and supply/demand imbalances. So how does NVDA continue to deliver these returns over the next 10 years? Are the 4 firms driving >60% of NVDA's revenue going to maintain that high capex?

All it will take is a market shock that forces just one of these companies to pivot modes from spending to cost cutting for NVDA's bottom line to see material compression. This is not to say that NVDA will disappear, but it's a very real risk that sets the stage for contagion given how coupled all this growth is.

Pretty neat suite of visuals there! What's the helix intended to represent?

> By the way, this post was totally built with the help of another language model which is not Claude!

Was an LLM really necessary to write this article? The LLM fluff glosses over a few interesting points/questions:

- Is the current claude debacle the result of compute supply that cannot match the demand? Or is it that Anthropic is being pressed to monetize its work?

- If LLM inference quality is downshifted because of those constraints, that becomes a very real problem for the end users as it effectively amounts to rug-pulling the product. It is plausible that this eventually materializes itself into the consumer/enterprise plans. E.g. paying up for "high IQ" models and not just token usage.

- As another comment here noted, this is all driving the commodification + privatization of intelligence. The competitive landscape is changing and the effectiveness of "high IQ" models and those that can afford them may very well be table stakes going forward thanks to the (manufactured?) scarcity.

As someone who hasn't yet jumped into working with multiple agents simultaneously, where does a tool like gastown help you the most?

The exception rather than the norm, yeah but IMO his takes are refreshing/insightful.

Gappy is one of the more decorated, public figures in the space. That PDF gives a candid overview of what it's like to interview/work in the industry.