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Comment Re:So what are they going to do? (Score 2) 29

Yeah,

I kinda like Disney+, my family and I do watch quite a bit of content on it. It has gone down hill some though. I don't really pay for the ad tier it is bundled with my wife's mobile plan (so yes I do pay for it) but that bundle includes other features/services/tethering rules we want and is still the most economic to get them, at least without completely switching carriers.

I don't think I'd be a subscriber if we had to pay 'full rate'

Comment So what are they going to do? (Score 1) 29

$20 for ad free
$15 for w/ads

Would free be
$0 w/MOAR Ads!

Or would it be a limited selection of content, stuff comes out first on the paid subs levels?

Something even more aggravating and dickish like the first 8 episodes of whatever free, but oh look you have to subscribe to get episodes 9 and 10?

Regardless of what youtube and Tubi etc might be doing there is psychology in play here that I expect is going to leave either subscribers or would-be subscribers feeling resentful about the model.

Comment Re:American Open Weight Models (Score 3, Interesting) 95

They are counting some combination of legitimate risk, FUD, and protectionism to ultimately protect them from the Chinese models.

The reality is at some point in the not to distant future it will be cheaper to put enough AI accelerator hardware in workstations to give most folks using Claude/Claude code and similar a perfectly acceptable degree of performance. It always goes this way - it is never cheaper put hardware behind the glass when it can go under the desk long term. The only reasons to do it usual boil down to management and wanting to do something more bleeding edge that hasnt filtered to commodity hardware yet.

Of course for online applications that need to scale, and for complex engineering or very large data volume tasks, sure "Cloud AI" and certainly for anyone who needs to train a model. However the idea these guys are going to get individuals and business to keep paying $200 for tokens to use some desktop AI assistant is unrealistic, and down goes the datacenter volume requirements along with that.

Again I am not saying there isnt a new industry / space here or that it is all a bubble but the current Anthropic/OpenAI/Grok business model persisting for a whole lot longer does not appear to me anyway to that it fits the patter of the last 25 years of White-Collar-targeted IT systems.

Let me caveat that I also think the sorts of people making big investments in Data Centers are not stupid and at least see this as a likely outcome as well, presumably they believe they can sell the space/capacity to other users for other applications. If so why not charge the Anthropics of the world with the VC money huge premiums to rush build outs while you can get them? As long the assets are still marketable after that business drops off, it is a win!

Comment Microsoft might be right about this one (Score 2) 29

As much as I want to say, it might be useful to have Web Based E-mail interface that will work in a basic / legacy browser, I don't know this is really true.

Not much of the web works at all if you try to use it with anything not Chromium or Apple-Webkit from less than five years ago. YMMV with recent Mozilla engines.

The few places where I can see someone maybe wanting to use this are the very places that people definitely should be isolating from all things Internet, especially not exposing it to e-mail content, which even if restricted to being from the local domain could still contain something malicious accidentally forwarded.

I can certainly understand why people would want / maybe just like or prefer a range of other legacy mail client. I mean if you handle a lot of mail and have been using Pegasus or something for the last 30 years and its all muscle memory, sure I get it. Moving from OWA-lite to OWA though probably isnt much bother for most people. At some point it makes sense to drop software likely very few folks are using.

Comment Re:Remove Encryption? (Score 1) 66

They are not. The post being responded to alleged that encryption was being removed, it is not. They are removing an encryption option from one filesystem, encryption still exists and is not removed from MacOS, which was the claim. Otherwise how do you interpret "What could possibly go wrong?" or the follow-up "The N$A got to them, guaranteed." The insinuation is clear.

Still, makes no sense to me.

Comment Re:Covered By The Court Order (Score 1) 80

Exactly my concern here.

There is enough wiggle room from them to mark arguments like 'oh well software tools sure we trust our company stores to hold on to them but um trade secrets we can't leave that stuff with just anyone with a set a wrenches and coveralls'

So they ship and require to ship back some 300lbs of server equipment and the fee is $800 every time.. Force any independent shops to go back to court.. Will Deere lose again probably, but in the mean time they still lock out anyone not willing to fight about it, and still have any owner who needs his tractor fixed yesterday (which for commercial farmers all of them) by the short ones.

It will be interesting to see how impactful this judgement really is in practice. Which ultimately will probably come down to the judges own relative apathy or aversion to corporate BS.

Comment Re:I really wish RAM prices would come back down (Score 2) 48

The constant broken record....

Dude their isn't going to be a bunch of 'competition' in spaces like DRAM. The upfront capital costs to make top drawer parts is simply to high. It isnt collusion, its natural monopolies.

Nobody is going to make or finance the investment required to build high capacity world class chip fabs, to not enjoy the prime mover advantage because the risk that as soon as they do something like magnetic-IC memory gets a commercially viable implementation and leaves them bag holding a bunch of capital that now produces chips people only want to use in cheap embedded applications for which there is plenty of other processes that 'good enough' already and higher yield for most applications. If you are producing DDR5 and suddenly having to market it to people that want to put in smart-bulbs you're in for a world of financial pain.

yeah nobody likes paying more for DRAM, but the answer is prices are not high enough, to actual justify new fabs and if they were the demand would not actually be there. Its also true that DDR4 is more than fast enough from PCs and gaming. While it would push CPU prices a bit and maybe hold clock speeds down some it isn't like wider bank interleaving support and even bigger (probably 3d caches) could not be added to spread reads and writes over more modules. It won't help minimum latency for a single byte cache miss much but again for applications that are not hosting/training AI models we really are 'good enough' for what people need at home.

Comment Re:Lithography (Score 1) 28

I have not read the book but the argument sounds it could only come from a borderline retard.

What nation in all of history, under any political or economic system of organization has been immune to outside forces?

If you want to make the argument the US has been an aggressor, you're wrong communism was expansionist and we were reacting, you can but that isn't relevant.

I mean I could argue that 18th century monarchies failed because they were oerverthrown, invaded, corrupted, perverted, subverted, destabilized and otherwise challenged by Republican movements too! The fact they fell suggests one social system is BETTER than the other!

Chernobyl, HIV, in addition to waste and fraud destroyed the Soviet Union, could it, would it have lasted much longer without Western Pressure - doubtless but it was going to collapse anyway. Just like every other communist society ever.

China has survived by most abandoning anything resembling Marxism in favor of Oligarchy mixed with a healthy doese of Fascism, what saved China was being old and dying in time for them to pivot.

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