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Comment Re:Heavy Lifting (Score 2) 43

Investors are chasing a company that achieves some kind of AI singularity. Let's set aside the fact that there's no reason to believe there is anything but diminishing marginal returns by making marginal refinements to current frontier models. Let's imagine someone hits the jackpot and gets, not even AGI, but a system that's as far ahead of today's frontier model are ahead of 2020's GPT 2.0 in performance.

Globally AI revenues are 150 billion, against a cumulative burn rate of 450 billion. A model that is a generation ahead of others would almost certainly capture the lion's share of that revenue.

If AGI magically appears as a Sam Altman has promised investors it will, a hundred million is way too low. Add, maybe, another zero to the revenues.

Conservatively, a safer assumption is that frontier models will get marginally better based on refinements in training and reinforcement and the other bits and bobs that go into these systems. The nobody is winning the lion's share of anything, at least overnight. But you have to define "safe". By "safe" I mean unlikely to lose money. But some investors are clearly defining "safe" as "having the greatest chance of owning a piece of the biggest thing ever."

I'm not following this super-closely, but if Anthropic is pursuing adding multi-step model based reasoning to their system, that could be the basis of a generational leap in capability. But if that is an approach that looks like it has a chance of working, then their competitors are no doubt pursuing the same thing. In that case you'd expect the revenue pie to grow as the scope of model utilty increases, but that growth to be split among several competitors. This could credibly result in a revenue stream for some of them that is as big as the entire industry's revenue stream today. But there's going to be hell to pay on the data center impacts end of things.

Comment Tracking govt officials (Score 1) 131

I do like the idea of building a community sourced govt official tracking network. I'm sick of govt officials, both elected officials and unelected bureaucrats, passing and implementing laws that they don't feel should apply to them.

I wouldn't favor a system that tracks cops due to the specific hazards they already face daily, but I acknowledge that some people would believe that turnabout is fair play.

Comment Re:Can I pay him not to post? (Score 2) 215

Well, yes. For many years, presidential candidates, both Democratic and Republican, referred to the United States as "the indispensible nation". And my reaction was always, "Doesn't that mean the US is a single point of failure for civilization?"

We are currently performing an experiment which addresses this question: can the US enjoy the benefits of soft power without the cost? That's the whole point of obeying *norms*. No individual force is going to punish you if you are treacherous, mercurial, foul-mouthed, disrespectful and generally unpredictable. Everyone will punish you.

I think an inevitable cost of this experiment will be that the world will decide that the US can't be a single point of failure for global democracy any longer. In many ways, that's something that will be good for us. But it's also going to cost us in painful ways. When the world decides to move away from the dollar as the international reserve currency, you will see both inflation and higher interest rates on everything from credit cards to mortgages, to business loans that will offset the export advantages. We will need *more* business investment to shift the economy to producing low value goods again, so the transition will be rocky.

Comment Re:Solar fricken roadways all over again (Score 1) 120

It's a trade off: you get abundant free energy to run the server, with extreme constraints on cooling because your server is running in the most perfect Thermos bottle ever.

Others are taking the opposite tack: undersea data centers for abundant free cooling at the expense of having to get the power down to your servers.

If had to bet on which one is more practial, I'd go with undersea servers. Build them off the coast of Chile, run cables out from batery-backed solar plants in the Atacama desert.

Comment Re:Amazon is corrupt! (Score 4, Insightful) 22

I think it may be evidence that Amazon has a shitty corporate culture that squeezes every penny it can out its employees.

Corruption can happen anywhere, but it's more likely to happen in totalitarian cultures where people feel like the system is rigged anyway. That's why countries like Russia and China have corruption problems. But I suspect the same feelings of me vs. the system occur in a capitalist enterprise like Amazon where employees are governed by dystopian, rigid, computerized metrics.

Comment Re:Dictators (Score 3, Informative) 55

The restrictions are a mix of reasonable nuisance management and paranoia about who is flying drones, what they can do, and chain of custody.

Beijing proper is a city with a population density of over 21,000 / km^2 -- so you can imagine the chaos if any tech enthusiast resident could fly a drone without a permit. Except for a couple of free zones in the outer boroughs, New York City restricts drone launcing and landings within the city to flights with a permit and flight plan, because otherwise the sky would be black with drones. Many cities -- both red and blue -- have zone restrictions for drone flights, and those currently hosting World Cup matches have tightened them for the duration of the tournament.

Comment Going to wreck some customers (Score 2) 89

This will wreck some customers. Expats overseas without vpn access. Anyone working or living in a remote location without internet access. Military around the world, both on land and on sea. Maritime workers on ships.

Basically take a bunch of people who rely on gaming devices for their entertainment because of the remote nature of their job or home, and cut off access to stuff they already paid for. Well thought out plan, if the plan is to get people to switch to a different company's products.

Comment Re:What about tile roofs? (Score 1) 55

The solar compatible meter does a couple of things. First, it allows solar generated power to go back to the grid if on-site usage is below generated power levels. Second, it communicates with the utility company so they can manage the entire grid. Third, I *think* it both prevents consumer-generated power from leaking onto the grid during outages, and notifies the utility that there is on-site power generation. The last point is critical for safety - If your house is "hot" during an outage, that power can't be permitted to leak onto the grid otherwise it would be extremely hazardous to workers that are restoring service.

The balcony solar kits are supposed to monitor grid power and they're supposed to shut off the power if grid power goes out. That's a lot of *should*. A certified solar compatible meter and panel solves that part of the problem, but it's stupidly expensive due to the regulatory requirements for permits and electricians to do the work. A homeowner can't simply ask the utility company to put in a solar meter. There's more to it and it makes the costs skyrocket.

Comment Re:What about tile roofs? (Score 1) 55

I've started getting ads in my area (southern california) for "legal" balcony solar add-on kits. Under 2KW systems that as you say, just plug into a socket. Unfortunately they still require the solar meter which requires permits and an electrician, all of which is several times the cost of the actual balcony solar kit.

For an owner like me with a regular meter and panel, I can't just buy one of those kits. I'd have to get the meter and panel modified first. And that's very expensive.

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