Viewing profile — JCM9

You’re getting downvoted because you touched on a sensitive spot with some folks, but you’re right. If other countries want to stop their reliance on US tech then they need to buil…

Amusing that the bits the “manufacturer asked to be redacted” in the images appear to be the identifiers for common off-the-shelf electronic components, including a standard memory…

A lot of banks just have one of those coin counting machine things (like Coinstar but not Coinstar). Coinstar also often has zero commission options like gift cards that are an eas…

Thanks and fixed. Darn autocorrect.

At this point if you don’t think AI is a bubble then I don’t know what to tell you.

This is all a bit hyperbolic. Stopping minting pennies made sense and has precedent. There used to be half penny coins. Also, pennies are still legal tender. Folks can take them to…

Perplexity is one small iteration away from just a classic AI wrapper. It was amazing early on in demonstrating what search could be, but frankly there’s not much reason for it to …

The author isn’t wrong here. With the Wall Street wagons circling on the AI bubble expect more and more puff PR attempts to portray “no guys really, I know it looks like we have no…

It’s not good, and is a sign the market is getting increasingly bearish on the future of AI from a business standpoint. That doesn’t mean the tech is bad, but these are signs Wall …

Coreweave has taken on a ton of debt to pay for everything they’re building. Investors can make money by lending Coreweave money and charging interest (aka a bond). Separately, inv…

Yes, the price of Coreweave default swaps has jumped 53% since October. In the eyes of the bond markets they’re basically toast… a ticking debt bomb waiting to implode.

I’m bullish on AI as tech but folks are starting to sniff out that the financials of everything going on at the moment aren’t sustainable for much longer. I hope we have more of a …

This would basically start to turn cloud providers into CoLo facilities that just host these servers. Makes sense longer term for NVidia to build this but adds to the bear case for…

Good article although especially in tech it’s not so simple. Thanks to games with depreciation and other financial engineering a company may look “profitable” but still be quite un…

The issue is, in part, a concern that ChatGPT responses are often just simple derivations of the original content in ways that wouldn’t be considered fair use.

This sort of thing is pretty trivial to implement from the start, they just chose not to because they wanted the data themselves

Get the popcorn ready for when that all implodes. Most of these folks getting funding don’t have the slightest clue on how to build a sustainable business. When the bubble pops, an…

This is BS. It’s like saying “We robbed a jewelry store and sold the jewelry. Now the police are poking around to see if anyone is wearing the jewelry we stole. Blasphemy! But don’…

For all the AI slop and studies saying AI is more hype than substance I will say that this use case is one that seems very legit. The stock photo industry was always pretty bad and…

By low, sell high. Any Nvidia shareholders would be foolish not to sell at least part of their holdings right now. Don’t ride the bubble to the bottom.

With AI slop showing up everywhere, there’s a real danger that folks will just no longer be motivated to produce real original content. With all major models not basically trained …

Nice job! I love these sort of projects.

Boeing had a tough patch, but anyone that follows aviation knows Airbus has had its fair share of massive screw-ups over the years too.

The article is a case study in playing with statistics to give the message you want. A different, and simpler, way of saying the same headline is that it’s much harder for ideas to…

We see business go through this cycle a lot. Some new “better cheaper” thing comes along. Everyone implements it to keep up with the Jones’s. Suddenly there’s no differentiation be…