Viewing profile — oezi

In Europe bonds are mostly out of fashion because they pay very little or have considerable risk of default. At least for retail investors.

3% less annual returns than the S&P500 over 10 years and the entire fund lifetime. That's a considerable difference.

I would be really interested to learn what the default advice for retail investors is across countries. In Germany the consensus is MSCI World or FTSE All-World ETFs. I believe in …

True but also each day they open slots due to cancelations or often have a system where you can just go in the morning and wait for somebody to not show up. Or allow things to be d…

Yes, the preference for bonds seems deeply ingrained. Have you found a way to steer LLMs away from old school allocation (bonds, gold, cash)?

One key thing with MoE I am still not understanding is why we don't keep the same expert in memory for a larger number of tokens than 1. Why do we route to some other expert every …

Your take is too fatalistic because any reduction in Co2 emissions is helpful. It isn't an all or nothing thing. The cost estimates for eliminating Co2 emissions are also not very …

Maybe we need LLMs which have an internal dialogue rather than the current monologue.

I also was confused by this and the usage of the term bet for low/med/high risk. Are up and down supposed to model buying calls/puts? Or buying the stock itself? Wagering 8800 USD …

At least one graph showing global total datacenter compute over time and projected to come online would have been helpful.

The article makes a great point that the token industry is going to be commoditized as time goes on. Following this argument the key for each player will be the underlying cost str…

How close do you aim for when it comes to drop-in vs whisper.cpp? Are timestamps per word and character something aimed for? How about multi-lingual transcription or hallucination …

Nasdaq 100 is up 13% YTD, so you may have a point. 20% more isn't so much more.

Claude code doesn't expose the model to the usage of sleep or timing commands. For instance it cannot set up loops on its own (and only in rare cases can stop them). To prevent cac…

On first read of the headline I thought they are now offering a way to join Anthropic by paying them 65k USD. Sounds like a steal to get Anthropic on your resume!

I like the German non-compete requirements (by law): max non-compete length is 24 months. Non-competes need to be reimbursed at half the last salary. The non-compete also needs to …

Even if transport is encrypted, the LLM computations will always be clear text, right?

I get the bearish case but it is easy to forget how much difference good vs bad politics can have and that politics isn't primarily a game of facts. It is an optimization problem u…

Forecasting that the GPU build-out will reach 100 trillion USD in 2034 is wild (that's triple the US GDP in 8 years). And another 10x within 2 years. I am not sure where they belie…

Can you elaborate?

I track the subscription value against API rates and you get between 13-20k at current rates. When Fable launched I got 32k for a short time. 500 USD per day is thus very little.

Sorry, but most Europeans don't use the term anymore since the Nazis tried to impose a catastrophic societal order based on their race ideology. White people were only white if the…

I said nothing about that. But there are tipping points where buying too much is actually wasteful.

Since toilet paper is mostly non-perishable it shouldn't really matter, right? But for anything that goes bad there is also a tipping point where you bought too much and have thing…

I think the poster is indeed criticizing bulk shopping. I would then to agree that shopping in bulk makes it easier to overprovision or to have things go to waste or being bought s…