We need to shift from thinking of solar/wind as "electricity sources" to thinking of them as "fuel sources". The marginal cost of producing a transferrable fuel from solar/wind is already lower than current electricity…
No. A car can cost much less than $400. Hence I own a car instead of taking taxis.
I had the opposite experience: using taxis/Uber/Lyft was far more expensive than owning a car so after Uber stopped subsidizing rides I had to buy a vehicle. That was in a city with a metro system, living in one of its…
"prompt engineering" is a self-destructing field. If you use any rigorous approach to optimizing the prompt, you end up with essentially supervised machine -learning: models can (and do) learn the optimal prompt once…
The government printing the fiat money that fueled a lot of this seems to be one. Besides, the "free market" is not a goal on its own. It's a method that is frequently the most beneficial one, but not always.
That's a broader question, but in general: it doesn't matter what I think about Nvidia's business. I could be correct all the way, but if other people disagree with me, they won't pay me for the shares. It's also not…
It's the ecosystem - everyone else is using CUDA, so you need a very good incentive to stray away from that ecosystem. a x2-3 cost of hardware won't justify such move. The cryptomarket was less favorable to Nvidia…
Why not? They seem to be a lot of leeway before any specific company will find it cheaper to design their own chips, or even to move to AMD (ROCm is not as well supported). Perhaps someone like OpenAI has both the…
Cryptocurrencies still had high barriers for entry for the public at large - not really a means of payment, and high risk as an investment. Generative AI is used by millions, has very low barrier for entry (it's even…
Should we buy Nvidia stock then? The greatest technological advancement in recent years critically depends on the hardware from a single company with no competition. yet Nvidia stock is still below its 2021 peak. How so?
Gas jerrycans. Either one kept at your garage for emergencies (cost: $5), or the gas station scaling horizontally by using/selling jerrycans. Haven't seen any solution for instantly increasing charging throughput, and…
That's the thing about cars: their real test (or importance) is not the 90% of the time spent in the "happy path" (short, planned drives after a full night charge). It's to address those edge but critical cases - long…
It's a different risk: if your novel DVD player did not work, you could just watch something else. If your novel EV doesn't charge, you may be left stranded, miss a flight or fail to reach medical care. Moreover, no…
1. Flexibility. For a rental car you need to plan ahead, pick it up on time and return it on time. Traffic jam delaying you? too bad. You now pay a surcharge. 2. Cost: the rental cost is actually only a small portion of…
So the article seems to be right - wait with EVs until they improve. Why suffer the pains of an early adopter?
The question is not whether you can make it work, but how much effort do you have to put into using an EV. Vehicles are bought to make life more convenient. To introduce constraints and time waste you can just use…
We will have no choice. Cities need to become denser to accommodate the growing population and reduce footprint. Efficient public transportation (trams/subway) are no longer regulatory or financially feasible enough to…
Parents already use technology (TV, tablet computer) to alleviate some of the burden of caring for their children. Why not use a far more engaging product?
Labor is not the only requirement for production. Resources will become the limiting factor, and their price will rise above what non-AI-owning people will be able to afford. So back to square one of scarcity.
Models are re-trained periodically (months, weeks, even days), and new architectures/implementations come all the time. If a better algorithm appears, practitioners will adopt a new platform (e.g. Transformers for NLP…
How much of a moat is CUDA? It's indeed ages beyond any of their competitors. However, most ML/DS people interact with CUDA via a higher-level framework. In recent years this community has consolidated around a few (and…
The current (legal) answer is "unclear". There are indications that training is fine, but producing and using the generated content is questionable at least. As many IP issues, it will solved only when someone will try…
Sounds similar to Kotlin's and TypeScript's approach. The basic issue exists - how to handle unknown values. It goes beyond programming language constructs.
Why? There are various search engines that perform sufficiently well, all ran by start-up (Neeva, Kagi etc.). Android is a suitable alternative for iOS. The absence of European tech giants might reflect the consolidated…
You miss one thing - positive feedback. It's easier to be laid-back and relaxed when "the world smiles at you" at first sight for your looks. When others treat you like a creep for any move you make, you eventually…
We need to shift from thinking of solar/wind as "electricity sources" to thinking of them as "fuel sources". The marginal cost of producing a transferrable fuel from solar/wind is already lower than current electricity…
No. A car can cost much less than $400. Hence I own a car instead of taking taxis.
I had the opposite experience: using taxis/Uber/Lyft was far more expensive than owning a car so after Uber stopped subsidizing rides I had to buy a vehicle. That was in a city with a metro system, living in one of its…
"prompt engineering" is a self-destructing field. If you use any rigorous approach to optimizing the prompt, you end up with essentially supervised machine -learning: models can (and do) learn the optimal prompt once…
The government printing the fiat money that fueled a lot of this seems to be one. Besides, the "free market" is not a goal on its own. It's a method that is frequently the most beneficial one, but not always.
That's a broader question, but in general: it doesn't matter what I think about Nvidia's business. I could be correct all the way, but if other people disagree with me, they won't pay me for the shares. It's also not…
It's the ecosystem - everyone else is using CUDA, so you need a very good incentive to stray away from that ecosystem. a x2-3 cost of hardware won't justify such move. The cryptomarket was less favorable to Nvidia…
Why not? They seem to be a lot of leeway before any specific company will find it cheaper to design their own chips, or even to move to AMD (ROCm is not as well supported). Perhaps someone like OpenAI has both the…
Cryptocurrencies still had high barriers for entry for the public at large - not really a means of payment, and high risk as an investment. Generative AI is used by millions, has very low barrier for entry (it's even…
Should we buy Nvidia stock then? The greatest technological advancement in recent years critically depends on the hardware from a single company with no competition. yet Nvidia stock is still below its 2021 peak. How so?
Gas jerrycans. Either one kept at your garage for emergencies (cost: $5), or the gas station scaling horizontally by using/selling jerrycans. Haven't seen any solution for instantly increasing charging throughput, and…
That's the thing about cars: their real test (or importance) is not the 90% of the time spent in the "happy path" (short, planned drives after a full night charge). It's to address those edge but critical cases - long…
It's a different risk: if your novel DVD player did not work, you could just watch something else. If your novel EV doesn't charge, you may be left stranded, miss a flight or fail to reach medical care. Moreover, no…
1. Flexibility. For a rental car you need to plan ahead, pick it up on time and return it on time. Traffic jam delaying you? too bad. You now pay a surcharge. 2. Cost: the rental cost is actually only a small portion of…
So the article seems to be right - wait with EVs until they improve. Why suffer the pains of an early adopter?
The question is not whether you can make it work, but how much effort do you have to put into using an EV. Vehicles are bought to make life more convenient. To introduce constraints and time waste you can just use…
We will have no choice. Cities need to become denser to accommodate the growing population and reduce footprint. Efficient public transportation (trams/subway) are no longer regulatory or financially feasible enough to…
Parents already use technology (TV, tablet computer) to alleviate some of the burden of caring for their children. Why not use a far more engaging product?
Labor is not the only requirement for production. Resources will become the limiting factor, and their price will rise above what non-AI-owning people will be able to afford. So back to square one of scarcity.
Models are re-trained periodically (months, weeks, even days), and new architectures/implementations come all the time. If a better algorithm appears, practitioners will adopt a new platform (e.g. Transformers for NLP…
How much of a moat is CUDA? It's indeed ages beyond any of their competitors. However, most ML/DS people interact with CUDA via a higher-level framework. In recent years this community has consolidated around a few (and…
The current (legal) answer is "unclear". There are indications that training is fine, but producing and using the generated content is questionable at least. As many IP issues, it will solved only when someone will try…
Sounds similar to Kotlin's and TypeScript's approach. The basic issue exists - how to handle unknown values. It goes beyond programming language constructs.
Why? There are various search engines that perform sufficiently well, all ran by start-up (Neeva, Kagi etc.). Android is a suitable alternative for iOS. The absence of European tech giants might reflect the consolidated…
You miss one thing - positive feedback. It's easier to be laid-back and relaxed when "the world smiles at you" at first sight for your looks. When others treat you like a creep for any move you make, you eventually…