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Comment Re: Search for a traffic jam (Score 3, Insightful) 59

Why would they do that? Taxiâ(TM)s operate on demand. If thereâ(TM)s so little demand in an area for such an extended period of time, the more likely scenario is for Waymo (or whatever robo taxi company) to either send the vehicle to a different location with more current demand, or back to the main hub and power down.

Comment Re: Obvious questions (Score 1) 60

According to the article, the (Google, Meta, Amazon) have changed the life of a deprecating asset (Google and meta up to 6 years, from 4 and 5.5 respectively) AWS has bounced from 5 to 6 and then back to 5)

The neo-clouds are doing something different and appear to be taking out loans to purchase the gpuâ(TM)s and then using those assets (the gpuâ(TM)s) to back the loan. Kind of like how you or I could take a loan out on a car or mortgage on a house. Neo-cloud loans are for 3 years it appears and they are saying the assets are still good for a total of 6.

So basically Burry is saying he disagrees with both sets of companies over how long those assets will be of value.

But the article points out you have things like A100â(TM)s, released in 2020, which are still heavily utilized in inference workloads (just not training workloads) and were already going 5 years out, so maybe that 5-6 year window is justified)

It also appears to miss the point that the assets are just an input (like seed, fertilizer and water for crops) either the time rented for the gpuâ(TM)s and related infrastructure by cloud customers, or the creation of a trained model, or SaaS offering using the inference platform is the economic output.

Comment Re:Congratulations (Score 1) 6

and the boys were already ten and eleven years old when I entered their life

I hope you got a good relationship with them! My son can't even talk yet. So, right now, he's just this cute thing that runs around and causes trou^H^H^H^Hgood things to happen.

 

Comment Re:I can't even imagine kids after 50 (Score 1) 6

Well, some of that is for classes for people who can't see that default 3-pixel wide scrollbar on Windows 11 in high contrast dark mode. :-)

Fair. Just making fun of Windows 11.

Yeah, you're blessed to have one of each. Until they start conspiring against you, which you KNOW is going to happen.
ha!

Hopefully we'll raise them better than that. And let them see us honoring our parents.

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