larrysalibra
Joined 12 years ago
Joined 12 years ago
Stewart overcame immense adversity as a child, found a passion and calling into which he poured his heart and soul for decades before “making it” in middle age as Picard. He struggled with family and relationships as many do, but was honest and open about his challenges and regrets. And he continued to hone his passion and craft until the end of his days. Truly a life well lived and an inspiration for all.
Yes, Picard was a fictional role model, but what made Picard unique is that he introduced us to Stewart who was just as much of a real-life role model as the character he played. Picard will live on forever but Stewart will be sorely missed.
The fact that 25 years later it's still being described as two completely different names with a slash between them ("Jabber" SLASH "XMPP" ) makes me pretty confident it's not coming back.
Don't get me wrong...I'd love open, interoperable chat that everyone is reachable by as much as anyone, but it's important to recognize when one approach isn't working and why it isn't.
There's a lot of lessons to be learned from the death of jabber which I outlined in a post back on 2019: https://larrysalibra.com/the-death-of-jabber/
according to the article, the denominator is ~235.
1. US frontier lab unit economics are better 2. US frontier labs are moving up the stack making tools that are "stickiness" and will prevent users from switching.
For 1...he doesn't provide any evidence for US lab unit economics being better...the major input to unit economics is electricity...which is cheaper in China. And building data centers and connecting them to electricity is both cheaper and an order of magnitude faster in China. The main input that US labs might have an advantage in is in cost/access to chips, but that given the level of chip investment in China it seems unlikely to hold.
For 2...there's little evidence these tools are sticky. At least in programming, the trend seems to be tools like opencode that support multiple models and providers.
And even when they are sort of sticky, as we know on hacker news, people figure out how to point the tools they like to competing models even when the app doesn't official support it.
And every improvement in model capability makes it increasingly easier to make your own tools.
Wrote more on this in a blog post that has an earlier HN discussion: https://news.ycombinator.com/item?id=48982061
Direct link: https://larrysalibra.com/ben-thompson-is-wrong-us-frontier-l...
This list (https://www.globalpetrolprices.com/electricity_prices/) has US prices at 14.9 US cents/kwh and China at 10.8 US cents/kwh as of Q2 2026.
Tbh hard to tell how accurate those are either.
The larger issue is that (apparently) new US data center bills aren't getting connected to the grid because of lack of capacity (and the lack of planned growth in that capacity) compared to the very high growth in Chinese installed capacity.
[ my public key: https://keybase.io/larry; my proof: https://keybase.io/larry/sigs/l1lPhhit-pC8PVBatjzQ8IPZ2rt79IvfaSIcwfeSvUY ]