Viewing profile — omgJustTest

Downvotes aside, there are real risks in the ability to meet demand. Geopolitical and other risks exist here. The future isnt doom and gloom but it isnt exponentials and sunshine e…

Long-term is not what ppl are arguing for and that's not what the stock multiples imply. Companies like Nvidia, up 1000% since 2023, clearly cannot rely on "oh you'd get returns in…

an agent hired by an agentic pipeline. "we could find a nail for this hammer... or we could just hammer everything until we find the nail or make too much money hammering for a bit…

My "oh sh* moment" with GenAI is ongoing and is watching all the correlated financials unwind when TSMC said "we can only support so much"[1]. Very few things in life experience ex…

Grass pollen has been absurd for the last 2 weeks in the East Bay. I have severe grass allergy, which primary means near-swollen-shut-eyes with no counter-measures. Here is my deve…

While Vivado/Vitis etc do amazing things, I challenge anyone to find a person who enjoys using them without TCL interfaces. These tools do need attention, it's too bad there's not …

Seems senators had questions about why CISA was scaling back efforts related to election security[1]. Tulsi's resignation today seems interestingly timed to when this became public…

Could one cover the antenna with strategic foil? Removing seems hard/complicated but foil seems within most ppls reach.

But when will it run GPT? (:

reciprocal tariffs had put the non-tech and tech economy in stasis (except for hardware for AI). they are also are better than tax breaks and will supercharge bottom lines for larg…

There's potentially some discussion of this publicly to investors. I feel there's more going on there and is re: quality issues described above.

people have been talking about "models of models" for arbitration opportunity in inference for about 1.5 yrs. Arbitration idea: if a user doesn't need high QOS of newest LLM, slip …

This is correct, but neglects the compounding effect. Insurers are also adding some %+ increase on premiums every year, which is taken as a % of their yearly spend, ie 2-3%. ie (1+…

i've said this is better than tax breaks.

Contracts typically have escape clauses, especially for govt work. They will just have to recompete!

Thank you!

Knowing the restriction goes to 18k certainly says that either S-A or A-S reach must be limited but the as your post points out no buffer between MANPAD actual range and the limit …

He's also not saying the world is running out of water or clean drinking water... etc.

If you have references for these I would appreciate what you can find. In general I believe abundance of resources exist in modern society and that there is less and less considera…

It means it is not by default, which as we know, is a powerful choice these days. ie enterprise customers will enable it, consumers will do it if they are tech savvy and your mom/d…

NAT is not inherently a security feature, however where NAT happens is somewhat important. A local router that I can control deals with how to map from my public IP to my private I…

This is a complicated and evolving subject that probably isn't well described in a comment, wiki has a good article https://en.wikipedia.org/wiki/Polarity_(international_relati...

Monetary penalties are different from trust erosion in that they are the test of whether trust can be restored, ie you are acting very unpredictable => I am going to show you I'm p…

Currencies fundamentally relate to some trust. I believe that the near-term de-dollarization isn't as much trust erosion as it is a tool to provide monetary penalty for behaving in…