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Comment Transfer of cash to NVIDIA (Score 2) 61

Horace Dideu characterized this as an unprecedented transfer of cash from Microsoft, Google, Amazon, Meta and Oracle shareholders to NVIDIA shareholders. Those are companies with real, substantial revenues and until now, significant positive cash flow (yielding shareholder value.) Draining the tub this way is something that should worry those shareholders. But of course, it's a great year to be an NVIDIA shareholder, with all those other companies (plus OpenAI, Anthropic, and other smaller AI companies) all pouring their free cash flow AND their growing debt, into NVIDIA, and into other companies that supply AI data centers.

Comment Part me thinks this was deliberate (Score 1) 23

That paranoid, "The Zucker will do anything" side me is thinking, "Is this a case of Meta doing something to show their models can keep up with Anthropic/OpenAI?"

And the post above this one, advocating for 'AI hacking is a crime,' is on target. No mod points, so I'm commenting instead. BUT once again, the goal should be to not code these vulnerabilities in the first place! Liability (civil or even criminal) is probably a necessary condition to change how systems are constructed.

Comment Re:Where are the savings coming from? (Score 1) 83

The savings come from the rate Oracle (or any other vendor) charges for a single Enterprise license, compared to the rate Oracle would charge each customer/project separately, summed over the set of projects. Is that clear enough?

(Frankly, that's a surprisingly low number for the savings.)

Comment Re:Where are the savings coming from? (Score 1) 83

Without a site license, one would expect each Service and each Program to negotiate a separate contract with Oracle (or any other software vendor.) Enterprise site licensing is pretty common, both in government circles and in industry, with savings over a collection of individual purchases. So there's nothing unusual about this.

Comment DoD: "We have to follow Industry's lead" (Score 5, Insightful) 34

That's the argument I heard when a defense contractor about why so many DoD systems specified Microsoft products, particularly Active Directory.

Of course, "following industry standards" relieves one of the responsibility of actually thinking about what you're buying, including life-cycle costs and security & quality of the products. In that way, DoD was no different than all the other CIOs. Microsoft understood that CIOs were their real customer, and did everything to convince CIOs that Microsoft (regardless of cost) was 'the least risk alternative."

Comment Re:True (Score 1) 72

Ubiquiti's Firewall rules have a 'simple' interface and a more detailed interface.' The Simple Interface lets me select 1 or more "apps", from quite a long list, along with a search mechanism. I'm -guessing- that might be tied to ASN. The more detailed interface allows me to choose from "Any", "App", "IP", "Domain", "Region" and port ("Any", "Specific", "List"). Again, the same list of "App".

That strikes me as the appropriate level of abstraction for someone who is not a network guru, but who has basic understanding of IP addressing, etc.

Comment Re:True (Score 1) 72

That's -1-. Let me rephrase: How many commercial products support this? Does pfSense? I spent some time on my Dream Machine interface looking at the Firewall rules. Seems they use this in the background, but I don't see a way to explicitly use ASN. And a Dream Machine is not exactly a 'cheap home router'.

This strikes me is a great capability. But if you have to 'roll your own', it's not going to be suitable for The Masses. And of course, someone who can and would roll their own router would also probably know other ways to accomplish this.

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