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Comment Re:Do you know what you do? (Score 1) 158

No argument there. I'm just fed up with people pretending that the problem is with boring utilities and civilization; rather than with CEOs and their circles.

It's especially irksome when it comes from the areas of 'tech' that are frankly kind of lightweight in a technical sense. Somehow the hardware side manages to go from 800nm to 5nm without sounding off their meds about it; while dudes who manage to pay someone to pay AWS to serve some javascript to a webview on an iphone are babbling about how how disruptive their innovation is.

Comment Re:If he is right about AI then Proton is in troub (Score 1) 158

Realistically email hosting is probably a safe-ish business. The required software is already more or less commodified(and the sort of people who pay extra for Proton rather than just using gmail or whatever their ISP points them to are the ones who specifically Do Not want you churning the UI all the time), just not desperately entertaining to administer; and the major challenge(even if you just ignore the amount of admin required to stay on top of security risks when internet facing and hope to get lucky) is achieving the necessary scale and stubbornness to get decent odds of delivery on the various major recipients of email who, at least initially, shoot the spammer and ask questions later or never if novel senders start popping up.

You could already DIY-mailsever in a fairly short span of time well before it became viable to ask a bot to do it; people just prefer not to because babysitting postfix just so that you can get rejected by the various services people you are tryign to reach use is not terribly rewarding.

It's not necessarily a glamorous or high margin sort of business; adequately competent hosted email isn't a wildly differentiated product; but people tend to not enjoy changing email addresses/repointing DNS/migrating mailboxes; so it's not a super cutthroat commodified market where people switch every quarter for the absolute lowest price. If you don't do anything particularly obnoxious or try to push price hikes there's a decent amount of inertia.

However, and this is what makes this guy's ranting seem so unhinged, it's precisely not the sort of business where you'd expect some sort of "AI transformation"; or a bunch of panting about whether the stack has velocity. Proton's config is a bit more fiddly than average, because it is supposed to provide better than 'just trust me bro' privacy assurances; but they do operate the fax machine of the internet age. We call it "email". And their customers are paying them for mailserver stay up; not the agentic everything app.

I'm not sure if this guy is butthurt because he didn't manage to score a nobel during his science time; or because he's not looking at an altman IPO; but the fact that he is screaming like a lunatic about “ruthlessly smash everything that stands in the way of AI velocity" when he runs something that is, as a feature, supposed to be a deeply boring utility suggests profound temperamental unsuitability.

Comment Do you know what you do? (Score 1) 158

It seems ironic, and a little telling, for the CEO of a company whose whole purpose is "mailserver stay up; securely" to be screaming at people about " Don't be the professional fax machine operator in the internet age".

Dude, you aren't some kind of randroid superman hero of industry. You run a kind of boring utility company. Which is fine; civilization runs on boring utilities quietly handled by competent people. Problem is that you don't seem to be fine with it.

Comment Good work guys! (Score 1) 93

Normal industry: Your factory has an expensive milling machine and a cheap stamping machine. Thankfully, customers actually seem to prefer stamped parts for most cases and you can produce those quickly; so you keep stamping out parts and rolling in cash.

Tech industry: As above but your entire c-suite believes that the milling machine with turn into mecha-jesus and end history; so you are bulldozing everything you can to build more milling machines.

Comment Wrong question. (Score 4, Insightful) 76

It seems likely that the answer to this question is 'yes'; but it seems like a mistake to be distracted by it when we are talking about people who are, busily and intentionally, building 'AI' products against the public.

It's mildly comical when they attempt to emulate humanity; but the important bit isn't the cluelessness; it's the malice.

Comment Re:Oh boy. (Score 1) 65

I suspect that this would be more tedious(and potentially less flattering); but you'd think that the metric you'd really care about for the juche-computer would be component availability.

Going by cost is interesting if you are trying to get the attention of balance-of-trade types and tariffs and dumping hawks; but it's an almost perfectly wrong measure if you are trying to catch any "oops, turns out that only the Chinese vendors so hungry they are considering offshoring to Vietnam still make a random passive or unexciting tolerances switching IC because it's a zero-margin part with no real room for differentiation that everyone who could got out of years ago" type situations.

If it's a real, drop-dead, 'national security' problem some of those are probably less serious, if there's a much fancier TI part that is overkill for the job but could be subbed in for only 3-4 factors of ten more; but if you want to keep economically viable civilian production open or it doesn't have a direct upmarket analog that could get really awkward; even if you've ensured that all the fancy logic ICs, copper, and gold are geopolitically friendly.

That's basically the Nexperia story, slightly simplified. Philips decided to private equity semiconductors generally; NXP decided to shove a bunch of the boring parts out to WingTech; then 'oops' European manufacturers who need diodes and ESD protection parts they thought were cheap jellybean stuff have cars piling up on the line because they can't get them.

Obviously losing a really cutting edge capability isn't preferred; but it's also the sort of thing that people notice because those tend to be pretty valuable; while low and middling capabilities, including ones that are sophisticated enough that you can't just throw money at restoring them fast, are things that are voluntarily surrendered because getting rid of low margin products makes line go up.

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