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He says he needs 200,000 GB300s or Huawei Ascend 950s. Now, the GB300 is much faster. So, probably he's just paying a little lip service to the 950 because of political pressure an…

It's heartbreaking to write this, but I think Cursor will be remembered as the Lotus 1-2-3 of AI coding.

So glad that I'm not the only one struggling with these huge generated PRs that are too big to honestly review, all while an AI reassuringly whispers in my ear "just trust me." Don…

I'm not affiliated with this company, but I personally believe that not having a website (or any public presence) is the future of our industry. The issue is that any information y…

It's already happening. Klarna canceled their IPO. So did StubHub. I think it's a safe bet that all planned IPOs have been canceled for the time being.

That is true. X=150 under the 1977 International Emergency Economic Powers Act, which is the authority under which Trump is establishing the tariffs. After 150 days, someone could …

Actually, that's not what I've found. When I have compared betting sites like Kalshi and Polymarket to the implied probability of Fed rate cuts in the interest rate futures market,…

The belief of Trump and his allies is that the last 40 years of free trade has been extremely favorable to college educated "elites" and extremely unfavorable to the working class.…

Not going to comment on the politics, but I'd point out that recession odds on Kalshi are currently 64% and 58% on Polymarket [1,2]. In other words, recession in 2025 is more likel…

Yeah, it's a Briticism. The FT is basically the Wall Street Journal of London, for those not familiar. I've been reading this paper for decades and they often use "group" for "comp…

I don't have any statistical data on this, but my impression is that it's more than "some people." It may be half or even most. You have one contingent that is anti-Trump and will …

That's a tragic story. However, I'm surprised that the transistor was supposed to come in a DIP package. Usually through-hole discrete transistors come in a three-lead package like…

I don't think it's just adoption and network effects, though that is part of the equation. The other big (bigger?) piece is that the CUDA landscape is very complete, with libraries…

Amusing.

Fair points. I think the difference is that AMD has other businesses that are much larger than GPUs, whereas NVIDIA was always just about GPUs.

OpenCL was definitely supposed to be the standard, but as the sibling suggests, it's just much harder to use than CUDA. Also, it doesn't feel like OpenCL has much of a community ar…

>I'm sorry I'm on withdrawal from quitting mass media and I'm very bored. Good choice! So many people doing that these days.

I've been telling people for years that NVIDIA is actually a software company, but nobody ever listens. My argument is that their silicon is nothing special and could easily be rep…

UX. Cursor is fundamentally no different from going to ChatGPT and asking it to write some code, but the Cursor UX is very nice. Shows you colored diffs of what it wants to change …

If your boss brings up "orange jumpsuits" in any context, you should probably start looking for a new job. Even if it's to tell you that you won't be wearing one, the fact that the…

We're living in a classic "pre-war era," similar to what people said about living in Germany between the wars. I don't know what the war is going to be about or even who the sides …

Like you, I watched the full hour. I had the same analysis. There are no winners from an exchange like this. Trump and Vance come across as bullies. Zelenskyy comes across as needl…

Who do you think should pay for those invasions? Currently, it is the US/EU taxpayers.