Viewing profile — lumost

It's been discussed for decades that the US would run out of precision munitions in any multi-week conflict. The presumption was that the US would either be in a nuclear war at tha…

how do you optimally balance code generation and virtual function calling patterns for the best performance? Is there a standardized OLTP format on object storage? How do you perfo…

I'd ascribe "deep tech" to anything that you can reasonably get a PhD in and have it not be unusual. There are dozens of academic conferences on DBs pushing the frontier forward.

Deep tech fields have a more complex relationship with academia than other industries. Engineers often need license to test ideas that may not see adoption for years, or require te…

If you are asking a human to review something, it should have been verified/reviewed by a human first. I have no interest reading someone else’s ai output that has not been verifie…

There will be cloud/SaaS vendors who have lower cost of labor/capital due to automation and financing terms. Having these models in the open caps the inference margin.

We also may be at the wealth inequality level where prices become… weird. If there is really only a few dozen people doing the buying and the selling at the top on a weighted basis…

These companies have valuations reflecting a debt light business. At a minimum, 420 billion in debt is enough to change the stock price by 10-20%. If the company plans to add anoth…

yes, above 50% I don't observe a significant improvement, the models scoring above 65% like opus4.8 seem worse than gpt5.5/opus4.6. DeepSWE appears to align more closely to my pers…

Does this even look like a timing race at this point? Moonshot only really got going this year. Why couldn’t any well capitalized firm get to a leading position?

Honestly my anecdotal experience is that fable is benchmaxxed. I have not observed useful gains for Claude since 4.6, with each model iteration making progressively poorer decision…

The nature of ML is to reach for easily measured proxy problems which can then be optimized. Why worry about a backoffice integrated micro-service you have no data on when you aren…

There is a big divide between “application ai” and “model ai” startups. Model ai startups start from OSS models, and use them extensively for different purposes as their work would…

The fear is that we can’t tell when the ai advice is bad on these subjects, and as such probably accept confidently terrible advice. How often do managers just regurgitate ai advic…

I unfortunately have to use grok via tesla. The grok voice chat is objectively decent.

I think most nuclear folks would rather divert the "big coal, and nat gas" plant building budgets to "build nuclear." I understand the motivations for solar/wind, but there are rea…

This is a potentially strong indicator of how institutional investors view spacex. Given that Spacex is in a high depreciation/capital intensive business, a high cost of capital an…

The risk here is that either AI commoditizes the software "why ask duolingo to ask chatgpt when I can do so directly?" or simply adds cost to an existing service "why does every co…

I do wonder if the productivity gains control for increased bug findings and token costs.

I think the counter point for these projects is that you may not need a deep understanding if you can measure the outcome. While this may not be true every time today, it plausibly…

When I was in a large org, it was a common failure that a manager would come in from a smaller firm - and assume that our design practices etc. were meaningless overhead. Inevitabl…

I think the theory is that they can expand the infrastructure enough that conventional fiber etc. stops being competitive.

if super chargers were always within 5 minutes, located around desirable locations to spend an hour, did not charge idle fees, and everyone had 30 minutes of free stuff to do at th…

This math is bad and shouldn't be used as a justification. It presumes that every charger is always available, that variable battery conditions and traffic conditions make reaching…

the counter point is that building or selecting the specialized model may cost as much as the lifetime inference costs of the task with the specialized model. If I need to pay some…