Recent submissions

Comment · 7 days ago
Or they won’t give you a device if your intention is not to share back any exploits? Is the expectation that Apple gifts black hats research devices?
Comment · 25 days ago
How do we know 100% subscriptions are subsidized, it’s a possibility that they are actually ok (ie some people over use, majority under use and on net profitable) and the API pricing is actually just super expensive. Subscription is a buffet and API is a private chef :)
Comment · 1 month ago
Failing to get a permit is not an act of god, having to pay even when the site does t have power is poor milestone / payment planning. Also it’s quite hard to request payment if the thing you are buying is not working (appreciate this quite complex here), but if the people who are delivering the data center are responsible for delivering the power, it feels like oracle would be within reason to not pay?
Comment · 1 month ago
Then it would be taxed under inheritance tax (at the full value of the property - not just the gains).

Edit - I’m wrong, I am uk based - just read up on US, wild that you can inherit a house that’s gone up in value massively then sell it and experience no gains or inheritance tax.

Comment · 1 month ago
Is it not that the gains are unrealized? If they sold the house they would pay capital gains tax?
Comment · 1 month ago
I can’t see what the event that has caused a force majeure claim is, though local opposition is not unexpected in any infrastructure buildout - I would be surprised if that is permitted / accepted.

All the reporting is about delaying payments, not a good look, and definitely undermines the FM claim. FM generally speaking needs something truly in expected and outside of control - COVID / maybe a literal war in the region your a working in. Increased cost exposure and push back from local opposition would not clear the FM bar in my experience.

Comment · 1 month ago
It’s a blog post about work an LLM did though?

The pre print clearly states it’s a well defined problem limited by the man hours required to sift through the data. I think everyone knows it’s not setting the world alight?

Comment · 1 month ago
Edge based storage is very very viable, and very very cheap, people still use Apple / Google Photos (consumers don’t want any friction).

Coorperate people likely just want “the best” and are happy to pay a lot for it to make their workforce more efficient.

It’s hard for me to guess where the data center buildout will go, eventually there will be an oversupply, but we haven’t hit that yet, and at the moment the companies owning these high capacity data centers appear to be making lots of very real money in leases to hyper scalers, hard to imagine this premium continuing, but we need to see where demand for cloud based LLMs tops out.

Comment · 1 month ago
It’s a constant tension in computing that has been around since mainframes and clients… Neither is going to disappear. My general feeling is normal people care more about how thin and light something is than their privacy, so if data center powered LLMs will have a strong future.
Comment · 1 month ago
I think it’s clear that they are not turning back to use them exclusively, but clearly are ‘turning back’ in an additive way.

Eg putting these things on ammonia powered vessel will reduce the amount of fuel needed, which is probably a net benefit.

Comment · 1 month ago
As a technology demonstration it’s amazing, as a product it isn’t particularly compelling. It’s to expensive, to heavy, and just a pain to put on and take off.

A $500 light weight version that lifts on and off more like glasses than a headset, would be revolutionary. I know a lot of companies are racing towards this but Apple with their custom silicon and almost limitless reserves of cash, feel like the most likely to get there.

Comment · 1 month ago
I disagree with it feeling aimless - other than the Vision Pro, you can’t really point to a weak point in their lineup?

You can only invent the modern smartphone once then everything else is iterative. The iPhone, iPhone Pro, Air and now Duo is a crazy strong lineup. Same for the watches, same for the AirPods.

Vision Pro is super interesting but just not ready for prime time yet, but as a demonstration of what is technically possible it is fascinating. Immersive entertainment is a huge opportunity, watching a gig or a sports game like you are there. If they can repackage and get it down to $500-750 then they could have another hit category that largely doesn’t exist (like Bluetooth headphones pre AirPods - around but no one had nailed it).

Comment · 1 month ago
Difference is they made a mini, it sold poorly, every time they make a phone with a bigger screen it sells like hotcakes.
Comment · 1 month ago
I really don’t know how you can say he wouldn’t do this things.

The Air particularly - the thinnest, lightest feeling, nicest to hold iPhone ever made, I think that might have been his favorite.

The Vision Pro is clearly an interesting category of device, Apple needs to be in, if it would have seen the light of day under Steve Jobs is unknowable.

He was ruthless at Apple because back then he had to be - now they can run Vision Pro and it not impact their ability run the business, if Apple had A product that did not succeed in the 90s it might have sank them.

Comment · 1 month ago
LLVM / Swift / Webkit & XNU (I don’t really know of anything using Xnu up stream but the others are large open source projects?)

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