>the AI bubble is going to burst and
 
Kimi K3 docs and tooling, and weights, dropped this morning. Kimi is selling K3 tokens at $3/million tokens and if you're running it using GB300 gpu racks @ $6 million each... the math mostly checks out. Anthropic is selling what some people call roughly equivalent Fable tokens at $50/million each. I don't think AI is going anywhere, but valuation of companies like Anthropic, OpenAI in the $500b-$1T range isn't sustainable when "open" models sell tokens at a profit at $3/million tokens.
 
Open Weight models have been catching up to SOTA for a while but the lead OpenAI and Anthropic have, has been eroding quite rapidly and their ability to charge a premium for their product may not continue indefinitely at this point.
 
Again I'm not saying AI isn't useful, just that the bubble is largely based on valuation and Kimi K3 is.... well positioned to pop that bubble.

As opposed to Appleâ(TM)s prior policy of restricting fully paid for devices after customers disobediently failed to upgrade when Apple wanted them to?

Free speech includes lying.

we're about to buy a $2400 m4 pro mac mini to grind away at a useful but low-medium priority task in perpetuity using one of the qwen 3.6 models. The ROI vs haiku api cost is less than 5 months. SOTA models are cool but a quantized 30B class model can do most any batched work if structured carefully, and you have a fairly flexible failure budget

The big issue is GDDR6 memory which is pretty new and there's not a ton of capacity already, and it's all been bought out through the end of 2028. Plants take 3 years to come online and are expensive (Read: risky) to build if the demand falls off
 
I would love to be able to buy a 4TB GDDR7 machine and never have to use cloud services again, but it's not happening before 2035

Move further south, I guess. The rest of the country is much warmer, more livable, and doesn't freeze solid for three months out of the year. The fact that you have to change your clocks twice a year to cope with it isn't my problem.

Given your user ID # I think you know the reason(s)

Merit should always consider strictly value.

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.

It is like, $20 a month and far, far cheaper than cable or whatever. I don't like paying for services, but I don't like dealing with ads even more. If there's an option for an ad-free experience, I will always take that option.

The $5K a year just gives you a $300 per person per visit discount. So pays itself back in 15 visits or so.

Basically everyone who works in a regulated industry, or industry that should be does, yes.

I've been paying for Kagi ($10/mo?) now for over a year across both personal and work devices and I don't miss it at all. The only time I still use google is if I need to buy a product and want to see what is available besides what is on amazon, i'll seach "toaster oven" to get inundated with ads (and then 12-48 hours later see ads for toaster oven across all my social medias and youtube). Turning off the googs cold-turkey and then selectively using it, it's been very interesting to see what kind of targeted ads I see.

This is a horrible idea. This will just take money away from having decent public airports and reduce the incentive to provide them. We don't need more ways for the rich to separate themselves from everyone else.

Plenty of us nerds can afford this and want to see news about this.