261–270 of 328 posts
The only way to combat this is the same way to combat toilet paper shortages. Market says the more you buy the better pricing you get. Once you start capturing large market share of the product, the price should go up and not down; exponentially. Example, a person that owns 10 houses means that they are restricting the ability of others to own a single home. By increasing the cost of excessive product ownership ... i…
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That depends on the brand. The lower priced brands, yes, those can be SATA, the more vertically integrated companies also make custom PCBs that just have USB-C without any SATA interface exposed internally.
I've shucked WD MyBook drives, just a plain SATA inside. I guess that it's cheaper to have a stock drive and a cheap SATA-USB adaptor in a shell than do custom electronics. I've not heard of any that are otherwise, but I've only done a few. I suppose it's possible that they could solder them in or have custom electronics but I would have thought that rare. It's frequently discussed on Reddit too, so there's plenty of…
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I bet the same thing happens when the AI bubble pops. "but this time is different, it's not a bubble, there's real value there" Economists use the term “bubble” to describe an asset price that has risen above the level justified by economic fundamentals, as measured by the discounted stream of expected future cash flows that will accrue to the owner of the asset. I think there's little argument that is happening, the…
The entire global software industry is worth less than $1 trillion dollars. Or in other words smaller than the current valuation of just OpenAI + Anthropic. Apple, Microsoft, Google are all worth 3-4x the global software industry just for some context. Is Microsoft 3x more important than OpenAI and Anthropic combined? Personally no. I think the value generated by OpenAI and Anthropic will surpass Microsoft.
But arguing about the details is kind of missing the point. Microsoft's value is also inflated by the AI bubble and can't be used as a point of reference.
[1] https://www.grandviewresearch.com/industry-analysis/software...
It's still absolutely fascinating to me that basically the whole modern tech industry and the economic growth from it rests on the shoulders of a single company that has all of their important factories on a single island that's under constant threat of invasion. On top of that they themselves are reliant on a single company that's able to produce the machine required to print the wafers. I don't know if TSMC has any…
Stop getting your news from news.
> that has all of their important factories on a single island that's under constant threat of invasion.
Threat of invasion? Who would dare invade taiwan when it's protected by china?
> I don't know if TSMC has anything to do with hard drive production
Then why bother commenting here?
> but the reliance on very few players is also a problem in that industry.
Ah, you have a political agenda.
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The entire global software industry is worth less than $1 trillion dollars. Or in other words smaller than the current valuation of just OpenAI + Anthropic. Apple, Microsoft, Google are all worth 3-4x the global software industry just for some context. Is Microsoft 3x more important than OpenAI and Anthropic combined? Personally no. I think the value generated by OpenAI and Anthropic will surpass Microsoft.
Going off what I could find easily from Google + ChatGPT [1]: But arguing about the details is kind of missing the point. Microsoft's value is also inflated by the AI bubble and can't be used as a point of reference. [1] https://www.grandviewresearch.com/industry-analysis/software...
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All of Annas archive can be put on 40 drives
Not if you "scan" them by recording 4K video of someone flipping page after page, you know to teach multi modal models.
It's still absolutely fascinating to me that basically the whole modern tech industry and the economic growth from it rests on the shoulders of a single company that has all of their important factories on a single island that's under constant threat of invasion. On top of that they themselves are reliant on a single company that's able to produce the machine required to print the wafers. I don't know if TSMC has any…
> under constant threat of invasion And isn't it also in a seismically active region, also prone to eathquake and/or tsunami?
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Disagree. Mass surveillance by corporations can be outlawed. Just because something is possible, doesn’t mean it must be necessarily so. I travel a lot for work to different nations. The cultural differences are stark. In the UK for example, they love their CCTVs. In Switzerland, they’re only allowed where they are deemed necessary.
I mean back in the cold war we started losing privacy to foreign governments. A parade of overhead satellites is capturing everything you do all the time. As much as we expound about the rule of law, might makes right if the population isn't vigilant. Simply put technology gives capability. In 1900 we didn't have the capability to monitor everything that everybody did all the time and keep those records their entire…
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Going off what I could find easily from Google + ChatGPT [1]: But arguing about the details is kind of missing the point. Microsoft's value is also inflated by the AI bubble and can't be used as a point of reference. [1] https://www.grandviewresearch.com/industry-analysis/software...
I don't think MS value has been inflated by AI, if anything it's value has decreased from it's AI investments. MS has mostly been on it's same growth path for the last decade.