Viewing profile — kalap_ur

How do you diversify now? I presume you don't refer to stock portfolio, do you?

Yeah. Hyperscalers who are building compute capacities became asset heavy industries. Today's Google, MSFT, META are completely different than 10 years ago and market has not repri…

I wonder if there is somebody here high up in the MSFT stack who understands the tech/code but also oversees more stuff to be able to opine.

great perspective and wisdom nuggets.

Well, this sounds like a "no shit Sherlock" statement: >>Finding 3: Natural "overthinking" increases incoherence more than reasoning budgets reduce it We find that when models spon…

Well, Linux reached ~5% market share in 2025. Imagine the incremental market share they have. https://www.reddit.com/r/linux/comments/1lpepvq/linux_breaks... My only issue is that …

It is not the scale that matters here, in your example, but intent. With 1 joint, you want to smoke yourself. With 400, you very possibly want to sell it to others. Scale in itself…

If there is one exact sentence taken out of the book and not referenced in quotes and exact source, that triggers copyright laws. So model doesnt have to reproduce the entire book,…

You can only read the book, if you purchased it. Even if you dont have the intent to reproduce it, you must purchase it. So, I guess NVDA should just purchase all those books, no?

I paid $150 for a 64GB DDR5 in Jan 2025. That is today $830 representing 5.5x.

I think this analysis has little to say. What would be important to know how those $ are being spent, not where they are collected from. We do not know how those $ are being spent.…

It claims that they can print 12nm features with their particle accelerator. This looks weird.

There is no need. The personnel cost multiplier is 3.6x, the non-acute drug multiplier is 6.25x and the "something else" multiplier 77x. So we can debate that there are ~4x more pe…

oh wow, i sense a bojler elado, here.

They sign the purchase order on 1/1/26. AMD issues invoice to be paid in 30 days, that is 2/1/26. OpenAI triggers warrant and informs AMD on 1/2/26. OpenAI receives shares on 1/4/2…

I did a calculation once. US spends $4.9T on healthcare: $2T on personnel, $500B on non-acute drugs (ie OTC + prescribed) and $2.4T on something else. Germany spends $550B on healt…

I mean, to be fair, Google's scam of how much GBs you have is very annoying and downright scandalous. I had 16.5GB or so used up so it was flashing red. When paid for Gemini, my to…

Likely not true re adoption. According to McKinsey November 2024 12% of employees in the US used AI for >30% of their daily tasks. I saw another research early this summer, it said…

I just heard a thesis that there is no bubble unless there is debt in it. Currently mostly internal funds were used for increasing capex. More recently started we seeing circularit…

There is a book called "Talent is overrated" it essentially says, you need to 1) invest time, 2) do targeted practice, and 3) have a mentor, who helps you in targeted practice. Pra…

If you upgrade to Premium Plus for only $5 more per month, I can offer you answer first with recommendations in the bottom.

I believe this is for the fringe cases where you have been diagnosed with hypertension, but your apple Watch does not tell you that you have hypertension risk, then you may decide …