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hodder

HN member
Joined
Thu, Jan 26, 2012, 5:29 AM UTC
HN karma
1,930
Public activity
505 items

About hodder

Forgive me because I do not understand the supply chain for memory. With Micron et al effectively scalping their customers with an oligopoly on probably the lowest intellectual IP in the chain, does this not guarantee 10 years from now a) We are either overbuilt as hyperscalers cut capex, or b) hyperscalers vertically integrate. Or is it truly that hard to make memory? And if that is not true, perhaps it isn't really a commodity at all.

Recent public activity

  1. comment
    Comment #49199794

    This is like the stupid Meta Portal. It doesnt matter how good it is, no one will use it bc no one trusts them. Right or wrong.

  2. comment
    Comment #48935620

    Economically if you are vastly outcompeted by other programmers on productivity, yes that is "no longer of value" from a purely employment perspective. Much like an old person who …

  3. comment
    Comment #48935092

    Sure. But the market is littered with companies you can invest in. You don't "need" to bet on any single one of them.

  4. comment
    Comment #48934128

    But why would you want to buy a company where the valuation reflects an extremely optimistic outcome already? Basically you are assuming obscene growth from SpaceX in AI, datacente…

  5. comment
    Comment #48675674

    I agree man. I’m just quoting Donald.

  6. comment
    Comment #48675297

    Forgive me because I do not understand the supply chain for memory. With Micron et al effectively scalping their customers with an oligopoly on probably the lowest intellectual IP …

  7. comment
    Comment #48673946

    Forgive me because I do not understand the supply chain for memory. With Micron et al effectively scalping their customers with an oligopoly on probably the lowest intellectual IP …

  8. comment
    Comment #48645923

    [flagged]

  9. comment
    Comment #48645819

    [flagged]

  10. comment
    Comment #48635637

    The claim that Alberta is actively trying to get rid of all wind and solar development is internet hyperbole that ignores real capacity data. Alberta actually ranks second in Canad…

  11. comment
    Comment #48609559

    Your arguments are much lower quality than an LLM will generate. You are so transparently biased against them it is shocking. I’d certainly rather learn from an LLM than someone li…

  12. comment
    Comment #48609549

    They absolutely are good at checking work. It really depends on the level and you are grossly underestimating their ability and over generalizing their limitations. To say an LLM c…

  13. comment
    Comment #48609539

    On average yes this is almost certainly true. As I said above technology is a lever and most people are incredibly lazy. However if one has drive and determination they are also in…

  14. comment
    Comment #48603067

    Spot on analogy.

  15. comment
    Comment #48602941

    [flagged]

  16. comment
    Comment #48602912

    See my response above on this.

  17. comment
    Comment #48602892

    recently vibe-coded a personalized skateboarding block-training app. The platform maps curated YouTube tutorials to specific tricks I want to learn, logs my daily progress, and tra…

  18. comment
    Comment #48602776

    Once more, you are making massively blanketed biased assumptions about me. You seem to believe LLMs cannot even produce simple exams and rubrics is that right?

  19. comment
    Comment #48602741

    When did I say I wasn't doing and just reading. That is your own heavy bias creeping in.

  20. comment
    Comment #48602724

    Your initial response post was to me, and you absolutely injected the heavily biased assumption that I was doing no active learning.

  21. comment
    Comment #48602616

    Sifting through information to separate truth from fiction is a modern, experience-based skill that I’ve developed YES. However, your perspective on how LLMs are used might be too …

  22. comment
    Comment #48602519

    You are very closed minded. LLMs can absolutely give pragmatic and fast information in a useful (non-sycophantic form). You need to examine your extreme biases here. Just because y…

  23. comment
    Comment #48602500

    Nonsense. Absolute nonsense. Ive crafted LLMs to create drills and practice exams etc. Im not just reading about new sport activities, or videography/photography or linear algebra …

  24. comment
    Comment #48602466

    You really just need to augment with tight prompting and know how to extract information and links to peer reviewed literature and well sourced information. Once again, technology …

  25. comment
    Comment #48601832

    Im learning new things at a pace I never imagined at 40 years old. New sports, new businesses, new academic pursuits. Technology is a lever and AI is the biggest lever we've ever h…