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Comment Re:Technology often doesn't decrease work loads. (Score 1) 42

If AI makes a developer say, 2x more productive, you're now getting two times the work for the same developer salary. We all know backlogs are measured in years. We have endless work to do.

Also all your competitors are using AI as well and have the same operating margins, more or less. If they use AI and cut staff but you use AI and keep staffing consistent at the same margins, you crush them in terms of speed of development, bug fixes, feature implementation, etc.

If I can get 2x the value for a dev then this is the best bargain in software developers in history.

Comment Limitations (Score 1) 52

I know China doesnt have any EUV lithography equipment, but if they can manufacture 5nm, which SMIC already produces domestically, at scale with good yields they can to a large degree overcome the sanctions in scale. They will just throw unbelievable amounts of money into it and boil oceans to generate the power to operate them. They also have complete control in where and how these chips will be consolidated and operated to extract the most value.

I think the question is just long term. Unless they can at some point acquire EUV machines from ASML the road to scaling past 5nm is going to be soewhere from extremely difficult to impossible. They are at a technological dead end while the west races ahead with smaller and smaller node sizes. The lead that the western world has is only going to increase without access to EUV lithography domestically.

Comment Re:$3 billion error in judgement (Score 2) 15

People who think they can invest in a company, have them make even a mediocre product, use the big names and cache and connections for contracts and then IPO and get out with a big profit before it falls apart. Half smoke and mirrors and half probably a product that ends up at best comparable to whatever else existed already.

Comment Re:Funny (Score 1) 57

LOL! No, it can't. Even shitty front-line support jobs. At $2 a hit, it's still cheaper to hire humans -- even Americans -- and you'll get dramatically better results.

And as compute gets faster, uses less power and more specialized, efficient hardware (i.e., accelerators) is created for AI, what do you think will happen to the cost per unit? And at the same time, what will happen to wages, including probably minimum wage?

Comment Re:You should think about what that means to you (Score 1) 57

AI takes a dishwasher's job. That dishwasher is now looking for a new job. He's a dishwasher so it's tough to compete with you in your white collar work, but he's half your age so he goes back to school, gets a degree, now he can compete.

If you're worried about a sea of dishwashers re-skilling and taking your job, you're probably not very good at what you do. I can certainly say I'm not concerned about that scenario in the slightest. People in those positions rarely have the resources to even reskill without significant assistance. If they did, they wouldn't be dishwashers to begin with unless they were already working while going to school. In which case this changed nothing.

Comment Why? (Score 1) 55

All they had to do was take the money from Google they get paid for search, spend 100% on improving the browser and putting the rest of it into investments that could have continued to fund the Firefox project for the next 1,000 years. Instead they wasted it on boondoggle after boondoggle chasing whatever the latest fad was.

I've been using Firefox exclusively for longer than I can remember and I'll continue to do so, but Mozilla could have enough cash and cash equivalents to not be at the mercy of Google every year.

Comment Re:Meanwhile, we have Hygon and Zhaoxin processors (Score 2) 88

And Loongson. Previously it used a MIPS ISA but now uses a domestic ISA called "LoongISA." It's got a long way to go but they are making progress quickly. You can read more about the latest iteration here. They are obviously significantly hamstrung by the limitations of current domestic CPU lithography capabilities.

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