Viewing profile — simpsond

Base model sure, but the stack will be hybrid. It’s still early days here. Too bad FPGAs have such large feature size.

I’ve had codex/sol block me due to safeguards tripping without attempting to do anything nefarious. It’s not entirely predicable.

I could see the consumer use case working, but only if the layers upon layers of friction are removed. If I could pay 5 cents to view an article that captured my interest, by tappi…

An integer for the value (scaled by number of decimals) and an integer value for the number of decimals. Different systems may use different values, even for the same currency or a…

PG&E is a profitable, publicly traded company... that issues a dividend. They tried to file for bankruptcy after the paradise fire, but they were too big to fail, so they issued ne…

Large block trades happen off exchange often. Secondaries like this are common enough.

Well, the significant growth comes from freemium usage. A whole lot of vibe slop triggering actions, with no supporting business. So revenue has not tracked all other growth and th…

This is a wild experiment! I do think the incentives are heavily weighted to Anthropic for this to go well. I have mixed feelings about how it will go, but it will result in an imp…

P/E ratios are usually based on last 12 months, so E = sum of EPS over last 4 quarters.

Now you have to maintain the automation. There is nothing wrong with that. There is nothing wrong with building your own server. There is nothing wrong with colocation. There is no…

All fights between my children stem from resource contention.

I think they are talking about x402 payments (HTTP 402 with payment instruction headers).

Market cap doesn’t equal liquidity. If everyone wants out of an asset, and no one wants it, supply exceeds demand and the price crashes.

Value creation phase vs extraction phase.

Hosting is a commodity. Runtimes are too. In this case, the strategy is to make a better runtime, attract developers, and eventually give them a super easy way to run their project…

Getting foundry services off the ground requires starting somewhere. Apple is hedging. I don’t see it as a bad thing for Intel.

Humans study for tests. They just tend to forget.

Sundar is talking about fleeing earth to secure photons and cooling in space.

Is that true though? Better coolants, inverters / variable speed / scroll /swing compressors, insulation and mfg, etc. maybe for residential it’s less impactful, but refrigeration …

Utility scale fields tend to have single axis trackers which can optimize output. They are expensive though. I wonder if a manual rack that could lock at 30 or 90 could work and be…

W = Watt. h = hour. One kg supply one watt of power for 178.7 hours (without considering other factors). Power is how much energy can it supply at a moment. Up to 8.3 kW instantane…

PYUSD is a stable coin, not a blockchain. PYUSD will likely be available on Tempo, bridgeable to and from other chains.

Fiat currencies have collapsed in the past due to bad monetary policy (regulation is only good right?). Ask Argentinians how they feel about stablecoins after rapid inflation. Alte…

My faith would shake when scams, rugs, fraud, and ponzis completely stop outside of crypto.

Yes, each opcode has a gas cost. Some are quite expensive, like writing storage (changing network state). Each block has a target gas limit. Say 30 million. A single transaction ca…