Viewing profile — Spinnaker_

Has the article been updated? 2nd paragraph starts with: "We used Claude and Allium" And later on: "With that obligation written down, Claude traced every path that runs after gyro…

The consumer gpu market is a rounding error compared to enterprise AI. And Intel is zero threat to Nvidia there.

It's close to 90% of their revenue. They will sell about $115B this year, $180B in 2026 and $230B in 2027, with margins staying fairly constant. Their only real competitor is Broad…

The contracts are now 10 figures for multiple hyperscalers. And they aren't abandoning gaming, but it's 8% of revenue and falling fast.

You are way off. A single B200 costs $70k. They sell them in racks for over $3mm each. And they have 55% net profit margin.

You think that they hate paying the government money so much that they.... give it all away instead? Yeah, that's some brilliant tax avoidance.

That's just a healthy relationship with food, not a risk for anorexia.

Everyone is focused on teacher salary, but the national average expenditure per student was $16,281. In New York it was $30,876. This seems insane. A handful of student's expenditu…

My brother does it for about 70k a year. 3 kids. He lives just outside a 10k person town. It's quite a nice life they live.

The average person is on their phone for over 4 hours a day. You can have a very meaningful hobby with less than a quarter of that.

If advances in solar continue, yes. Currently, the IRA provides very lucrative investment and tax credits for green hydrogen projects (solar and wind powered electrolyzers). Power …

The mention of air travel was strange. I wasn't aware of anyone who thought long range flight would ever be electrified. At least not without some fundamental breakthrough. S-curve…

The comparison to Oil is interesting. Because people have also been saying we would hit a production wall there, and have been saying that for about 90 years now.

Agreed, it's amazing what you can do with an idealized grid. But that grid does not exist, and is still quite far away from ever existing. Meanwhile, the costs they present are for…

And hidden away in the footnotes, they hide the fact that they are modeling 4 hours of storage. It is so blatantly dishonest.

That system has 4 hours of storage. It is extremely disingenuous to compare that to fossil fuels.

Right, but the plan has still failed. If all the key players are on board and you can't even begin to implement the plan, then it was a bad plan, and the people who developed it ha…

There are many schools where over 70% of kids live in single parents households. I'm sure you have bad stories, but it's not comparable overall.

From my comment, >> don't take it seriously enough. A serious comparison would be to schools in fairly well off neighbourhoods in the suburbs. But they don't do that.

I think this can be misleading in the same way some charter school results are. The easiest way to improve a school's results isn't to improve the education provided, it's to get r…

And not just old school financial institutions. Jane Street used to run out of an excel sheet. Many hedge funds still do.

That's just electricity generation, which is only a portion of total energy usage. Both countries use about 15% renewables overall. The exact number is hard to measure, complicated…

Electricity mix is a fairly useless number on it's own. Especially for an industrial powerhouse like Germany. Renewable's share of total energy consumption in Germany is about 15%,…

Excel has an editor. Try hitting alt+f11. "Open in vscode" would be an excellent feature though.