Viewing profile — xadhominemx

Is that sort of research unavoidably impaired by a more crowded night sky? Or do we just have to spend more to collect the same quality of data from more or better terrestrial obse…

I am a science and astronomy fan, but I am sorry, in this case progress is more important. If we regret our decision, the LEOs will fall out of the sky by themselves in a few years…

This comment may have been true 6-9 months ago, but not today

To me it is crazy that you are being downvoted. My experience in academia was that an incredible amount of time was devoted to data cleansing analysis, coding, etc., which were com…

Orders of magnitude less compute for pre- and post-training than the the frontier labs.

Intel made bad engineering decisions. There was not under-investment in fabs or R&D.

This model is going to start miles behind the frontier and the gap will only grow.

That is not even close to correct.

It's very easy to find out when the new fabs come online. Try asking Claude or ChatGPT.

I spend much less than that at a chain theater in Manhattan.

AI slop article

Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.

Yes of course their messaging to customers and the investment community is that they will be rational and measured in their investments. In reality, they are adding capacity as qui…

Everyone is completely sold out and adding capacity as quickly as possible.

CXMT sells the vast majority of their bits at the prevailing market rate, just like everyone else. They are adding capacity as quickly as they can, with a 5-10 year planning horizo…

No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.

Nonsense. Do you think these landlords intentionally overpaid for the properties? They are sophisticated entities who like to pay at or below fair value.

That 1/3rd is almost all small time flippers who renovate properties before resale.

You are wrong. Memory production is being expanded in 2026 and will expand further in 2027 and 2028 as the memory suppliers catch up on fab shell capacity.

AI consumes about 30% of DRAM wafers. PE owns about .5% of single family homes.

China has promised to wage war and forcibly subjugate Taiwan, a democratic ally and critical trade partner. If China backed off Taiwan for a few decades, I think the US would drop …

You should really seek to actually understand an issue before you comment so arrogantly. US authorities are ok with Chinese companies accessing GPUs in overseas DCs because those D…

Feels at least an order of magnitude too high!

Not really a relevant issue or concern for a nation state backed hack…