Viewing profile — elbasti

This is incorrect. SpaceX has a trillion in Market Capitalization, not a trillion in Equity. These two concepts are no the same. The equity value is the theoretical intrinsic "wort…

Here's what this means for SpaceX for those of you uninitiated in bond-math: 1. SpaceX issued long-term bonds whose coupon (ie, "interest rate") was 6.5%. 2. Those bonds are now tr…

I would love to have this image available!

I have an android phone which means I use android auto fairly often. The sheer quality destruction it's experienced since transitioning to Gemini is incredible. I experience this m…

Your daily reminder that there is no scenario in which putting data centers in space is easier than putting them in Texas, or Morocco, or literally anywhere else. The only problem …

This is correct. The only problem that "data centers in space" solves is the problem of trying to scale a rocket company where the potential demand for rocket launches is simply no…

> The question will be: how much of the current compute capacity craze will local hosting give the kiss of death to and what that means for the market. This will depend on how much…

There are some people that believe that writing is an act of creative expression. In other words, that writing is primarily about the act (and as such, it's a quite selfish activit…

> Compare that to ~30% of all energy use for transportation. So approximately 40%*4% = 1.6% vs 30%. I find your correction to be more wrong that the initial statement. I don't foll…

This is wrong. AI uses ~4% of the US grid, and projections are that it will grow to 10%+ in the next 6 years. And most of that new capacity will be natural gas. That increase would…

> relativity was only recently fully backed up with experimental data. Gravitational deflection (General relativity) received pretty important confirmation in 1919, only 8 years af…

What is the "ELI5" summary of the practical limits & scaling laws that govern robotics? The current "futurist" vision is one of humanoid robots taking over many/most jobs done by h…

If by "survival" you mean surviving against a bloodthirsty regime that killed 10,000 people in January alone, then yes: the people of Iran are fighting for survival.

This is correct. I regret that assertion and have added a comment reflecting that.

If those numbers are correct, then my assertion that "Almost certainly, any reasonable depreciation schedule of the cost of training will result in leading labs being presently wil…

"Any conversation about token costs devolves into an ad-hoc, informally-specified, bug-ridden implementation of half of generally accepted accounting principles." We have a way of …

Founders: this is what an excellent job posting looks like. Well done.

Elon's superpower is commanding insane valuation premiums. The trouble with this is that "the bill eventually comes due", so to speak, which forces Elon's companies to take wilder …

The key word is coereced (as in, forced, not convinced).

You'll find those claims in sibling comments to yours, so they are clearly pretty real! (At the time of writing this comment there's a sibling claiming that the comment cannot poss…

Voting is not a monolithic process. It's actually a combination of 3 things: - How votes are cast - How votes are counted - How votes are custodied In order for an election to be t…

Composition, not inheritance.

With all due respect, I don't think you understand what the "worst case" scenario looks like for global warming, and how close we are to that scenario. For reference, check out fig…

About 40% of AI infrastructure spending is the physical datacenter itself and the associated energy production. 60% is the chips. That 40% has a very long shelf life. Unfortunately…