Recent submissions

Comment · 1 month ago
Response from LG says that they are DISHONEST! They massaged the statement to "sound like" instead of to unambiguously refute or admit and I hope most people read it carefully.

Burden of proof is on LG, not on us and instead of they play dishonest games!

So, it is double-confirmed dishonesty and they should not be trusted further on EVER!

Comment · 2 months ago
As the history rhymes, comparably we're at the mainframe era where limits of the 1st reach of fruitful capabilities could have been possible only with a big investment. Then came PC's and client compute. So, when we achieve mass RAM production and advance few more silicon nodes all within next couple of years, expect next phase of AI on the client with locally running AI (already some are doing it, but at a still prohibitive cost >$5K minimum upward to $20K).

Factor in inflation (which is unusually high and looks to be continuing until productivity effects materialize), so there could be market pricing adjustments/corrections (maybe short crash too, with repricing), although it is an interesting race dynamic where AI is progressing >2x than any previous cycle. In any case AI profits will materialize as they are already materializing at fastest pace than any tech cycle. There could be other re-pricing moments such as amortization/ROI of the AI datacenter cloud-s**. Near-mid term we'll overbuild power and memory production capacity, both harvestable in continuation and will drop price of KWh and GB, while cloud/datacenter buildings will not have such continuation.

So, it is actually easy to see >$30T TAM by ~2030 - buckle up, as that would shake many things and who survives might get to either paradise or hell.

Comment · 2 months ago
ARM invested significantly lately in CPU design, which can be seen through history of job openings and news, so they caught up to Apple. Xiaomi does only SoC integration and CPU configuration (i.e. choosing how much cache, how many units of what, etc whatever ARM gives as options to choose). So, this is not comparison of Apple CPU vs Xiaomi, but Apple vs ARM ;-) CPU design is very long term and risky. NVIDIA has had it (i.e. Carmel soft CPU) and trimmed it significantly (maybe they reignited it again, since they were not allowed to acquire ARM). However Apple has just launched M6. They all know what competition is going to have next few generations through covert/overt industrial espionage (I remember in Intel their competitive analysis team was sourcing info through chain of sources to "wash it")
Comment · 2 months ago
New CPU is 100% ARM design and nothing by Xiaomi other than "Chinese menu" configuration (i.e. how many blocks of this or that type,..). Apple CPU is a full custom design that just complies with ARM. Xiaomi Xring O3 CPU is designed by ARM and Xiaomi (as well as Mediatek) did not do any CPU design, other than custom bus interconnects, physical implementation on TSMC 3nm, an in-house NPU, and adopting next-generation LPDDR6 memory support.
Comment · 2 months ago
Opus 5 is more manipulative/political and as a result all that the author experienced. It could be result of a few things; intentional (mall or ill) or unintentional (if detected, which it should be then lack of addressing gets it back to intentional).
Comment · 11 months ago
I see hardest job market ever. Since 2023 I had ~dozen interviews and 0% up to offer pass rate (half fully passed interviews, with no offer at the end due to variety of cases like money change of mind, other candidates won, ghosting,..)! Up to recent couple years I had over 90% interview passing rate, even in dot com and 2010 (when I had 6 companies interview with 6 offers). I am 55y with rich experience vertically (from low level to high level) and horizontally (multimedia, high tech, many platforms and OS's, major programming languages and few good to pass hard leetcode like interviews). I am better than ever with my skills. (btw leetcode is "disease" and counterproductive the way it is used, I have to say that as that might be part of deeper explanation and I pass it majority of the times, although had few "walk on water" type that maybe only "Jesus of coding" could pass or maybe even he could not)
Comment · 11 months ago
MS has a history of flagrant abuse of user's privacy much before Win11, with Telemetry, Recall fiasco and Cortana, just try to analyze the traffic from MS Teams and you'll have hard time to find a bigger nosing spyware (Zoom as a Chinese cloaked is arguably close). Mindset of "anything goes" as long as it decorated with "nice sounding words and names" while under the hood is doing a mix of potentially quite nefarious things. I stopped at sanitized Win10 and can not trust that Win11 sanitation can hold (therefore won't switch to it likely ever and there is growing number of users like me). Once you start seeing this, you can't unseen it. Long term it is bad intent strategic direction that will end in loose-loose.
Comment · 1 year ago
This is typical medical "cartel" (i.e. gang/mafia) type of a move and I hope it does not last, since any other AI's do not get restricted in "do not look up" way, this kind of practice won't stand a chance for very long.
Comment · 1 year ago
https://www.nasdaq.com/articles/prediction-nvidia-stock-pric...

I'd welcome rational and logic substantiated thoughts on "Prediction: Nvidia Stock Price Will Skyrocket to This Range in 5 Years" (into range btw $1300 and $4K)

I was aware of market growth projections and I think there are many factors/bumps on that road. Additionally, investment in AI datacenters is already all or nothing kind of zero sum race, so much so that it has hit limits (power, available money, etc) so that there will be harder limits on such path (i.e. think of NVDA market cap value in a case of such valuations btw $35 and $75T which should fail this analysis). So, what do you think is more realistic (with sound end2end logic)?

Comment · 1 year ago
As "all birds know" US has the best MSM "the money can buy" and three letter orgs and NGOs extensively manipulate? The paid swamp in Washington is has made and facilitated it. Any surprise?

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