peri-cl
Joined 3 months ago
Joined 3 months ago
They're all sharing with each other. Anthropic's S-1, for instance, shows $100 billion+ commitments each to renting datacenter space from AWS, xAI, and Google (two of whom compete with Anthropic on AI). None of theme are idly sitting on unused depreciating hardware for no reason.
I've never heard anyone accuse FAANG's of not trying hard enough to optimize their own resource usage.
> "An employee appears to be offering Medvedev access to intelligence information" [...] "This recording shows Michael Shurygin, then-head of GCore Russia, apparently discussing plans with former Russian President Dmitry Medvedev in April 2021."
> [...] "The group laughs. Shurygin had made a pun that only works in Russian: “Introduced”—that is, внедрять (vnedryat’)—is ambiguous. It can also be understood to mean “to penetrate” or “to infiltrate.” So they would have infiltrated Luxembourg. Medvedev says, “I hope on behalf of the state.” And they laugh again."
https://correctiv.org/aktuelles/russland-ukraine-2/2023/02/1...
I'm unsure, but I have to ask: isn't this company Russian-controlled (with Luxembourg and Cyprus shell-company fronts)? Their Wikipedia entry[0] features a controversy involving RT (Russia Today); and a number of their top employees (i.e. Vsevolod Vayner) seem to live in Russian cities; and Moscow was their 2nd cloud location, after Luxembourg[1].
I'm not sure if I've got this right (most of the primary sources are Russian websites that block me and also block Western internet archives; I'm gleaning some things from Google preview caches). But: is it possible the #1 "European sovereign CDN" has been acting as a white-label reseller for Moscow? Is it possible they willingly trusted all of their customers' TLS certificates to a contractor operating from Russia?
Someone kindly fact-check me.
[0] https://en.wikipedia.org/wiki/Gcore#Controversies
[1] https://web.archive.org/web/20260420215140/https://www.strea...
- Tell HNN: pets.com was *not* owned today
- Tell HNN: about:blank was safe, too
- Show HNN: my new gopher protocol project—no currently known CVE 10's
https://news.ycombinator.com/from?site=githubstatus.com
It's driven by aggregated user complaints, so it's pretty high-quality. Comment counts are a proxy for "how bad was the outage" + "how long was the outage thread topical for".
edit to add: Here's a scatterplot of the same,
It's a very typical failure mode for publicly-traded companies. For a CEO to have the incentive to do something that will kill their company, in a few quarters' time—in exchange for a one-off windfall that will boost the stock price, CEO compensation, &c. Short-termism at the "eating the golden goose" level.
> [May 2024] "In its IPO prospectus, Reddit revealed that it has contractual agreements to license its data to customers including Google worth a combined over $200 million. And, in its first earnings report as a public company, Reddit reported a 450% year-over-year increase in non-ad revenue, attributable mainly to those agreements."
> "Reddit stock was up 11% in extended trading following the announcement of the OpenAI deal."
https://techcrunch.com/2024/05/16/openai-inks-deal-to-train-...
These problems don't really need extremely powerful hardware, and extremely large and expensive frontier AI agent swarms. I'm certain a good engineer could get away with a lot less than the OP, working with care under hard budget constraints (i.e., no 50x Sol); optimizing things thoughtfully and deliberately from first principles.
I get a sense, reading OP, reading in between the lines, that: one, those agents really, just, suck at playing Minecraft. And, two: that's not a limitation of "Sol 6.1 is too weak an AI" (hah!); or some hard CS problem of scaling and coordinating agent swarms (though that is a thing); but it's that their harness and tooling setup is bad. You can see all over the logs agents struggling with absolute basics of how to handle their tool calls[0], and how to interact with their world; fundamental basics that could easily be fixed, but weren't.
I think if you're passionate about something related to this, and you want to make a real product (not a one-off slop demo) and are willing to put in your serious-engineer effort into it, you could do way better than this demo, on way smaller hardware. (HN has lost sight of some fundamentals I can't now articulate in words. The AI burnout is clouding our eyes).
[0] e.g.: [B_Wren → B_Theo] "Failure was automatic tool selection with enchanted sword held" [B_Esme · private reasoning] "I could buy shears for 20, but that's pointless since breaking is bugged anyway"
or: [R_Cleo/memory.md] "Died chasing B_Theo off island edge. Use max_distance ~6 when attacking on base... Died AGAIN: attack chase pulled me onto south wool bridge (-40,-10), fell. Use chase=false or max_distance 3."
Chapter 7, please! I would like them to *liquidate* Smaug's GPU hoard; and I would like them to do that all at once, in a swift and efficient fire sale.
edit to add: Seems this is a well-known idea in ML / robotics already.
https://labs.ycombinator.com/projects/games/index.html#fishi...
https://en.wikipedia.org/wiki/Convertible_bond
I don't understand the accounting aspects, and they seemed very weird to me, when I tried to read about was happening with Anthropic. Basically: the rules says the convertible debt has to be valued at the predicted IPO price—because that's the value of the thing (Anthropic stock) Anthropic will be obligated to pay. At the point they re-calculated this debt, the valuation went up drastically, so the rules say that counts as a very large quarterly "loss". But: on the other side of the scale, the increase in predicted IPO price does not count as a quarterly "profit"—even though they should cancel out. Even though the increase in share price exactly cancels the size of the debt they're paying back—the debt denominated as a fixed number of shares.