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Comment Re:We will see (Score 1) 68

and they are not yet charging for the "tokens" what they need to charge to become profitable

We recently got access to Claude Enterprise and found how expensive it is. We were given $45 a month of budget. Everyone in the team blew through that in 2 days. And considering this is still being "subsidized" I honestly don't see what's the future for "AI Coding".

So, $22.50 per day, or $113 per week. How much does one of your people cost, all-in, including benefits? It's unlikely that it's less than $100k per year, and very likely at least double or triple that, if not five times or more. At $200k/year for 50 weeks, that's $4k/week. At the current token price, the AI makes a $200k engineer 3% more productive, the company is breaking even. If it makes them 1.5X or 2X as productive it's a clear and unquestionable win, even with higher token prices.

As for me, think AI makes me about 5X more productive than I would be without it, and that's just considering volume of work. Honestly, I think the quality is a little higher than I'd do myself -- not because the AI writes better code than I do (it definitely does not), but because I'm able to be pickier and do more and larger refactors than I would if I had to do the grunt work myself. Also because I have Claude write documentation that, frankly, I just wouldn't get around to if it were me. The documentation is not nearly as good as if you gave me a dedicated technical writer... but the $2500 I spend per month in tokens would come nowhere close to paying a writer, even if we ignored the coding productivity.

Comment Re:Search Everything (Score 1) 39

Windows search used to be kind of OK. Never as good as Everything, but Everything didn't exist for most of history. But they really fucked it up somewhere along the line, which I didn't notice because I was using Everything, and now it's very challenging to construct a complex search without learning a whole new language of keywords.

Comment Re:From the article it's just browser fingerprinti (Score 1) 51

I suspect GP's point is that every malware blocker in every browser is likely to treat this kind of script as hostile, except for Chrome because Google are currently nerfing the ability for blockers to intercept hostile scripts in one of the most blatantly user-hostile changes they've ever made.

If Apple play along with Safari then every other browser and its malware blocking plugins are about to be toast in a huge retrograde step for Internet privacy. But not even Cloudflare is going to get away with blocking every iOS device if Apple continues to allow blockers to intercept this kind of script.

Did anyone mention recently that simultaneously controlling both the most popular web browser and several of the most popular ad-supported web properties might be a little anticompetitive, and that it's about time that Google was broken up? It's probably time for that drum to start beating a bit louder again.

Comment Re:whatsoever a man soweth, that shall he also rea (Score 1) 225

Big organizations just naturally tend to bloat and waste tons of money at every level of the system, because they don't have the same incentives to keep things lean

Somewhat, yes (and this most definitely includes the federal government!). On the other hand, small organizations don't have the same opportunities for economies of scale. This is what drives consolidation in most markets; the bigger players can outcompete the small ones because they have efficiency opportunities the small ones just don't, and greater consolidation increases that... up until it gets balanced and then exceeded by bloat, which lets smaller players back in.

That's what happens in competitive markets, anyway. The healthcare market is so heavily regulated that it may not work the same way.

Comment Re: There is no such thing as a labour shortage. (Score 1) 225

That totally ignores the laws of supply and demand. You make more workers by paying more.

You can only move workers by paying more, either moving them from one job to another or from being unemployed to being employed. But if you're already very close to full employment (which we are; prime-age employment is 83.3%), then in order to get more workers you have to get more people.

Comment Re:whatsoever a man soweth, that shall he also rea (Score 1) 225

FWIW, healthcare insurance shareholders aren't getting rich

The top shareholders and the executives are. Hence Luigi.

Executives, maybe, but "top shareholders" don't make any more than "bottom shareholders", not on a percentage basis. And for all of the shareholders the fact is that they'd be better off selling their shares and buying into a more profitable industry. I'd guess that investors buy health insurance stocks because it's a pretty reliable industry -- it doesn't make much money, but it keeps making money even when the rest of the economy tanks.

The main driver of high cost in the US is the providers, not the insurers

The insurers are motivated to drive health care costs up by the so-called affordable care act, which caps their profits at a percentage of those costs. Since they're not the ones paying the bills, the insured are (and via APTC, the government is, which means the taxpayers are) they want those costs to go up because they get to collect more profit. You need to not ignore reality if you want it to make sense.

You're right, of course, that the ACA establishes a perverse incentive for insurers (similar to the cost-plus funding model NASA used to use), but this doesn't seem to have affected overall costs much. It's most problematic with vertically-integrated companies (like UHC). There is data that shows that they pay more for services that their own subsidiaries deliver -- UHC pays more to doctors in its own groups than to doctors outside of its groups, for example. But overall, the evidence that the ACA had any effect on the trajectory of healthcare prices is weak at best. Which makes sense, because the ACA tinkered with the insurance side of the problem, and that's not where the high costs come from. M4A wouldn't do any better, not unless it used its increased bargaining power to force pay cuts on the provider side.

Comment Re:Oh well (Score 1) 225

Doesn't a labor shortage also mean there are too many businesses/openings?

In a closed system, yes, it means that the current price is too low, so demand is higher than can be filled, which means that the price should be raised, both for labor and for the product of that labor, until the excess demand is destroyed (i.e. buyers can't afford it). However, the system isn't closed. So what it actually means is that the suppliers will move to where the labor is, so they can continue meeting the demand at the current price.

What this means for the US is that US business will at least not be able to grow, and will likely have to shrink.

Which, I have to grant, will fix the labor shortage. Businesses will shrink or close, fewer jobs will be available and labor will no longer be in short supply.

Maybe some widgets shouldn't be made.

You mean they shouldn't be made here.

Comment Re:whatsoever a man soweth, that shall he also rea (Score 1) 225

FWIW, healthcare insurance shareholders aren't getting rich

The top shareholders and the executives are. Hence Luigi.

The main driver of high cost in the US is the providers, not the insurers

The insurers are motivated to drive health care costs up by the so-called affordable care act, which caps their profits at a percentage of those costs. Since they're not the ones paying the bills, the insured are (and via APTC, the government is, which means the taxpayers are) they want those costs to go up because they get to collect more profit. You need to not ignore reality if you want it to make sense.

Comment Re:whatsoever a man soweth, that shall he also rea (Score 1) 225

"Medicare for all" is a sham.

"sabbede" is a dumbfuck.

Medicare is age restricted

The proposals address that, because the people who write them are not dumbfucks. Also, there are already people who are less than 65 getting Medicare. They have disabilities. The BASIS code for their Medicare eligibility is "D" instead of "A", for disabled instead of aged. Maybe don't fucking try to educate me about things you know fuck-all about? TBF that means you shouldn't try to educate me about anything, but that would be just peachy.

Comment Re:Its a "Pay shortage" not a "labor shortage" (Score 1) 225

Your questions only address one side of the equation, which makes them meaningless overall.

If there is huge excess profit in the system you can expect to see labor shortages causing wages to shoot up astronomically. If there isn't, then what happens instead is the shortage is addressed by businesses scaling back, simply making less and selling less. Ideally, this just results in hobbled growth, but more often it results in businesses trying to do more with less, and failing. That, of course, results in layoffs, which addresses the labor shortage a different way.

And keep in mind that this happens in a sector-by-sector and business-by-business way. So you can't look at Jeff Bezos's wealth and assume that means there is excess profit in lots of industries, just because Amazon is doing well. (And definitely don't look at Elon Musk's wealth and use that to assume there's lots of excess profit; Musk is insanely wealthy because people think his companies will generate incredible profits in the future, not because they're doing it now).

Comment Re:There is no such thing as a labour shortage. (Score 2) 225

It doesn't really matter what you call workers, if there aren't enough of them, there aren't enough of them.

The rest of your post was just a reasonably-accurate characterization of part of what is causing the potential problem. The fact is that the US economy has always been driven by immigration, and by shutting off the flow of immigrants, the current administration is strangling the economy. It'll take a generation or so to really take full effect, but if we don't reverse course we'll end up with economic stagnation.

Comment Re:They're not wrong (Score 1) 69

But I think that the big data center investment is primarily driven by hopes of investors that the AI is going to have huge enough (non-surveillance) commercial impact to justify the investments. The surveillance part of it is negligible. But AI will be used for surveillance as well of course.

This is my read as well. Surveillance has nothing to with what's driving it, though surveillance will almost certainly take advantage of it.

Comment Re:and? (Score 1) 69

Astroturfing is, but definition, and organized activity pretending to not be an organized activity. I've absolutely no reason to believe that various US organizations don't engage in it.

Sure, but that requires positing that this isn't actually Chinese activity at all, but US entities pretending to be Chinese entities pretending to be US people. That's possible, but it seems like it would require some evidence.

Comment Re:Management (Score 1) 29

The BASIC -> Pascal -> LISP -> C -> C++ progression is very much what most programmers who grew up in the 70s and went to college in the 80s went through, which dates the joke. It was exactly my experience, except that my university didn't do LISP.

You almost got it right. The progression was Fortran -> Pascal -> LISP -> C -> C++ -> JAVA. At least in college introductory programming.

The progression in the link isn't what was taught in universities, it was what a programmer learned growing up, and I don't know anyone who learned FORTRAN in elementary and Junior High. BASIC was where it was at (my first code was BASIC to run on a local bank's mainframe -- they were letting my fifth grade "Talented and Gifted" class run stuff -- and then later on a friend's TRS-80; that was all in the late 70s). Then Pascal in high school or college, and so on. Java came later; I'm not sure what the kids who got Java in college learned before college.

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