311–320 of 486 posts
Earlier quoted context omitted.
What’s wrong with a signature?
Signatures are completely pointless. Literally draw squiggles as anyone else can. Nobody ever checks or compares them to the original, how can they?
Earlier quoted context omitted.
I don't think that anything you said is wrong but I also don't think that memory consumption is going back to the old baseline... well, ever. Memory is just too useful now that you can use it to drive cars and write code.
People are happy to play with AI when the tech companies are burning hundreds of billions of dollars to subsidize it. It remains to be seen who is actually willing to pay for it at the prices required to recoup those insane investments. Which directly leads to the next big development: all the big players are investing in silicon with "baked-in" models, like [0,1]. Turns out you don't need an expensive general-purpos…
Everyone. Open models are going to keep prices down. A lot of current models are more than usable. Self-hosting would have been an option if hardware prices get back to sane values.
The insane investments have to do with insane over-valuations, VCs involved and hence media spam on it. Chinese labs for example make do with 1% of the valuation and 1% of the resources.
One unit of HBM capacity consumes roughly the wafer capacity that could have produced three units of DDR5 capacity. HBM dies need to be larger than ordinary DRAM dies because of how the final packaging works. > As discussed previously, the ramp of HBM production will constrain industry supply growth in non-HBM products. Industrywide, HBM3E consumes approximately three times the wafer supply as D5 to produce a given n…
>As the memory industry is still recovering from the challenging environment in 2023, this tight supply environment will help drive the considerable improvements in profitability and ROI (return on investment) that are needed to enable the investments required to support future growth. The problem is that they need actual chips tomorrow. I fear we are reaching the point in the semiconductor industry where, in order t…
They need it today. Best if it was NOW!
Earlier quoted context omitted.
If demand outpaces supply then there’s a shortage no matter what you do. I don’t believe scalpers are an issue in B2B; these aren’t concert tickets being sold to the general public. It’s clear you grasp the economic theory as it’s taught, but my comment was meant for you to question it. If someone is hungry you can charge more for food. The market allows and encourages it. But don’t mistake that for “willingness” and…
When demand exceeds supply you have two options: make the people who value those goods the highest compete with each other to pay the natural market price for them, or have a lottery with price ceilings. Price ceilings create inefficiency, and they create black markets. In a lottery, the goods are misallocated to a bunch of people who aren't getting the most value out of the goods, creating economic inefficiency. A b…
This is why I'm so hesitant to use AI. There are other reasons (for example: the journey is the fun part, not the destination; and I want to learn not have something done for me), but the pressure AI puts on memory and storage is too much for me. I do use it occasionally, mostly to keep tabs on it and for small problem solving (how do I do this one piece of a query in MySQL, since I'm not a MySQL DBA), but that's it…
Unfortunately, I can't not use AI because it provides the best speech recognition I've ever used and, going along with hand problems, it now allows me to write code after a three-year absence from that skill. I do miss it. I'd never do it again professionally in the large, but I have missed writing code a lot. My solution is to see what four or five-year-old equipment I can buy that will let me run local LLMs. I may…
We need more manufacturing capacity, or this will never end.
Part of me also thinks we need to stop this. How can we have a democratic society when only billionaires have access to computing equipment?
China RAM entered the US market in quantity a week ago west coast. It’s slow buggy trash but it’ll cool the market until failure rates are known. Europe got its first shipment 3 weeks ago.
Earlier quoted context omitted.
Why are “demand and supply driven price increases” considered inflationary? Isn’t it just… prices?
Prices rising is inflation.