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Comment Re:Seems healthy. (Score 1) 25

I can see the argument that Nvidia has no obvious advantage in LLMs that would make them want to set up their own operation; it's basically everything else about the situation that would make me jumpy if I had bet on Nvidia.

"Investing $100 billion in OpenAI's spend $100 billion on Nvidia stuff initiative" sounds, at worst, like a slightly more legal version of the trick where you shuffle stock around between business units or stuff the channel and book that as sales because you suspect that your real sales numbers will disappoint; and, even if it's not quite that dire, Nvidia being willing to get paid in faith rather than in other people's money (or shift the stock to one of their customers that actually has money) looks very much like an indirect price cut, which gives the impression that either demand is outright softening, and Nvidia has units that it can't simply immediately shift to customers who are actually paying cash right now; or that Nvidia feels the need to help fill the gap between OpenAI's seemingly unlimited appetite for doubling-down money and the, sooner or later, limited supply of VC nose candy.

That said, it's not entirely novel; Nvidia's current holdings are something like 90% Coreweave(under 10% of Coreweave's total shares; but Coreweave shares are the bulk of other-company shares Nvidia holds); and they have an agreement with them obliging them to purchase any unused capacity through 2032; so they've been expressing confidence in AI-related companies and/or trying to keep the music going by paying some of their more fragile customers' bills even before this.

It could be that Nvidia isn't even trying to diversify; but the history of bad things happening when people underestimate correlated risks also doesn't make me feel great about the situation: Obviously it's going to be a bad day at Nvidia if 'AI' cools; stock price will take a hit and they will be left holding at least some inventory and TSMC and other vendor commitments; but it's going to be a worse day the more of their hardware they sold in exchange for stock in 'AI' Nvidia buyers, rather than in exchange for money, since the fortunes of those companies are going to be fairly closely correlated with Nvidia's own, albeit likely to swing harder and have further to fall.

Comment Re:Vibe coding is the new self-driving (Score 1) 62

That matches my (limited) experience. Just for giggles, I let copilot (on Github) have a crack at a function in some of my code. Its suggested improvement made some sense in a vacuum, but in context it read more like someone who feels they must 'contribute' something and that's all they could find. It didn't seem to understand that the function would always be called in the context of a transaction and raising an exception will roll it back.

Comment Re:Same old song (Score 1) 62

I fail to see how this is any different than now or at any other point in CS education since at least the 1980s and possibly before.

There is a difference. If you learned Pascal as the wave of the future, you could always do FORTRAN or with a little re-training, C (pointers always left Pascal programmers a bit befuddled at first). If you bet on Java, you could always migrate to C or Python. Some of the IDEs do leave people a bit brain dead, but not so much they can't make the jump to a simple text editor and command line compiler. Even BASIC was OK though you'd have to un-learn a few bad habits.

But if you learn 'vibe coding', you are dead in the water without the AI. No amount of typing "Make a game like Wolfenstein 3D but in a shopping mall with perfume ladies that take half of your health points.." into the compiler will get you anywhere at all.

Comment Re:aside from the constant decrease, you mean? (Score 1) 70

My solution is not giving a shit about the giant load of crap that is climate change and that every morning we invent a new thing to be terrified about.

There is no crisis in wildfires.
There is certainly no crisis in the 'threat' of wildfire smoke.
Don't like it? Move away from forests. Nobody in the Bahamas suffers from wildfire smoke.

Comment Re:Why stay in Seattle? (Score 0) 52

Geographical mobility used to be much easier. In the age of credit scores and limited housing, it is extremely difficult to find a landlord who will admit you without a job, and much harder to find a job that will hire you without already being local.

Well, credit scores as we know them have been around since the 60's...so, not really that new.

There's PLENTY of housing....just depends on what part of the US you are in.

I see houses for sale all the time where I live (New Orleans area)....it may be scarce in NYC or west coast urban areas....but that is not the whole US.

In other parts of the US, there are homes...GOOD jobs, and cost of living is much less.

And those are regular W2 jobs.....if you jump into 1099 contracting....you can work wherever and very much often....remote.

I've done both....and if you have any job experience, you can get jobs before you moved.

I've never moved before having a job in that area....

Comment Re:Problems (Score 5, Insightful) 98

That's about the only thing that such a centrally-managed setup gives, it forces a shift in the bureaucracy to make the oligarchy's mandate happen. The problem is that this may not account for things like environmental degradation, harm to the general population and other issues surrounding personal rights, etc.

Something of a compromise approach can be reached in democratic countries, but it requires all of the stakeholders from the federal officials down to the local building code inspectors during the construction process to be onboard.

What China does for 'the people' may well not be good for individual Chinese persons. Similarly to what the Soviet Union did for 'the people' was often quite harmful to individual persons.

Comment Re:Please stop... (Score 1) 35

Note to CNN editors: You really should recognize that the figure of "186,000 miles" is approximate. Translating it to "299,337 kilometers" implies a degree of precision which in this case doesn't exist. Calling it "300,000 kilometers" would be much better.

It just occurred to me that the literality of the conversion may be an AI artifact, in which case we can expect a lot more of this crap.

The same goes for the size. It's pretty clear that scientists were ballparking its size in metric units, and converting the fractional units with that much precision was stupid. Calling it "about a hundred feet or thirty meters" would have been a lot better.

And this sort of thing happened long before AI was in the picture. People don't understand significant digits, and it's worse when it comes to estimates.

As for distance away, it would have been better to include something like its closest approach puts it around 3/4 of the distance to the Moon.

Comment Re:Why stay in Seattle? (Score 1) 52

Not so easy once your kids have friends and school in Seattle.

As a child, I had to move with my parents a number of times as Dad progressed through his career....

Hell,, military brats do it all the time still....but it wasn't that long ago this was pretty common....grow up, leave the nest....it's ok and natural....

Comment Re:Why stay in Seattle? (Score 1) 52

I guess you must be single or young....Reasons not to leave your area: owning a house, family, friends, not wanting to pull kids from school during critical times (or mid year), established connections, and a lot more tech jobs in Seattle than 99% of the rest of america, outside silicon valley? "Sell your house" and then you pick up a house that is also overpriced but pay much higher property taxes. Income tax is *zero* in Washington...Also, this is actually Redmond, not Seattle proper.

When did people get to be such pussies about moving?

Hell, when I grew up, this was a common thing....you moved to where the best job or new opportunity was.

Fun? No.

PITA? Yes

But families did it as a matter of how life is/was....

I remember as a kid moving a number of times

...as my Dad career progressed.

I myself have moved....

Do people today believe that as grown adults they STILL have to live near Mommy and Daddy?

Friends? Well hell, there's a TON of ways to stay in touch that weren't there when I was young....you only had phone calls and snail mail growing up and if they were real friends....you stayed in touch.

Today it's a piece of cake to keep in touch.

When I grew up, most people I knew hit the road at 18yrs or so and often it was to a different state for college and jobs....no one had to stay in same town as Mommy....but then again, we never too "Mommy" out on job interviews like they apparently do today...

Comment Re:\o/ (Score 0) 70

I guess if this is true....

Then I regularly shorten my neighbors lives (and mine) whenever I fire up my log burning offset smoker for BBQ.

I don't generally have any complaints....quite the opposite reaction in general (I share and offer to throw things on for them too, since it is large and I often have extra room).

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