dmitriy_ko

You forgot ransomware

OpenAI cracked these frontier math proofs using models and amount of compute not available to general public. It's not the case that anyone can put "solve Navier–Stokes" in ChatGPT and get solution. Although less well-known problems can be solved with publicly available models.

Microsoft is a company where you get promoted for playing politics, not taking ownership, improving things, fixing bugs.

Latest LLMs that have good visual understanding (Gemini and GPT) are able to tell if construction work is up to code. You can give it a picture of electrical wiring, plumbing, framing and it will tell you if it's up to code with very good accuracy.

R-19. You can see label in the picture.

The current version of FSD drives better than most humans. You literally put in the destination address, press Start Self Drive, and it gets to your destination without you ever touching the steering wheel, and parks for you in the end. IMO it's ready for large scale robotaxi deployment. I only take steering wheel if I want to take a different route or park in a different place vs where Tesla decides to park.

Uber rides are around $1.5 per mile on average. Assume Waymo car drives 200K miles over it's lifetime, 3mi/kWh EV efficiently and $0.20/kWh electricity cost. It will generate $300K over it's lifetime and use $13K worth of electricity. Right now it costs $150K to manufacture Waymo car because they are custom built and Lidars are still expensive. Even at $150K unit economics should be OK. But the cost of self driving cars will go down as they are manufactured at larger scale and will eventually approach cost of regular mid-range car. In a few years they will be under $50K per car. Mapping is a one-time cost and the need for mapping will eventually disappear. This will be a massively profitable business for self-driving fleet operators.

Take-or-pay contracts appear as "contractual commitments" in 10-K. They are not hidden. That's the way they are reported in all industries where take-or-pay contracts exist. There's nothing nefarious about it.

Data centers use miniscular amount of water. Data center water use is a fake issue.