- LIDL the supermarket chain is German and is running a large cloud operation inside the EU. And OVH from France is also pretty big.
You’re correct that few EU companies get as large as US monopolies, but that’s kind of the goal when you want a functioning market.
- Yay, jackpot! We taunted the monkey in the glass box into throwing the first stone.
The EU is just itching for any opportunity to get rid of US tech firms because they’re increasingly seen as sovereignty risks. And while the GDPR fines (that this likely refers to) appear huge on absolute terms, they are still low enough that US firms voluntarily decide to violate those laws and just pay the fines.
The US sees TikTok as a risk. For the EU, it’s Microsoft Office.
- “it’s a form of regulatory capture hidden behind a silly moral panic” is a very nice summary of gambling operators pushing an under-16 ban to protect their gambling ads by shifting responsibility onto the kids not circumventing the silly ban.
- Huang's family must have had interesting connections if you consider that the daughter of his cousin is running AMD. And both were born in Taiwan and then went to MIT, which seems unlikely to happen without family money.
- I’m quite happy with my offline AI solution:
- I wouldn't call these properties "emergent".
If you train a system to memorize A-B pairs and then you normally use it to find B when given A, then it's not surprising that finding A when given B also works, because you trained it in an almost symmetrical fashion on A-B pairs, which are, obviously, also B-A pairs.
- "This seems to be largely a copy of the work done in OxCaml by @mshinwell and @spiessimon"
"The webpage credits another author: Native binary debugging for OCaml (written by Claude!) @joelreymont, could you please explain where you obtained the code in this PR?"
That pretty much sums up the experience of coding with LLMs. They are really damn awesome at regurgitating someone else's source code. And they have memorized all of GitHub. But just like how you can get sued for using Mickey Mouse in your advertisements (yes, even if AI drew it), you can get sued for stealing someone else's source code (yes, even if AI wrote it).
- The EU is worried about Trump being unpredictable, so they are pushing hard for sovereignty. See their initiatives to leave US clouds. This decision is completely in line with that strategy and, probably, also what the US military expected to happen.
- LLMs and Diffusion solve a completely different problem than world models.
If you want to predict future text, you use an LLM. If you want to predict future frames in a video, you go with Diffusion. But what both of them lack is object permanence. If a car isn't visible in the input frame, it won't be visible in the output. But in the real world, there are A LOT of things that are invisible (image) or not mentioned but only implied (text) that still strongly affect the future. Every kid knows that when you roll a marble behind your hand, it'll come out on the other side. But LLMs and Diffusion models routinely fail to predict that, as for them the object disappears when it stops being visible.
Based on what I heard from others, world models are considered the missing ingredient for useful robots and self-driving cars. If that's halfway accurate, it would make sense to pour A LOT of money into world models, because they will unlock high-value products.
- Working under LeCun but outside of Zuckerberg's sphere of influence sure sounds like a dream job.
- Yes, the point I was trying to make is that companies can get away with not being maximally profitable. There's nothing legally stopping Apple from accepting a slightly lower profit margin on the 5% of sales volume that might go to smaller iPhones if they would offer them. But it might brighten the day for millions of customers.
- The iPhone Air was a turn in the wrong direction.
What people like me wanted was an iPhone 13 mini that's a bit thicker so it can have a bit more battery capacity. And with the 120 Hz PWM nausea fixed.
The iPhone Air has worse battery life. And it has a larger screen. And it's worse to handle one-handed. Coming from the 13 mini, it's not an improvement.
- No camera => not a phone replacement for most of the market
- That's why Tesla stock tanked as soon as the FT wrote that "$1.4bn appears to have gone astray." ;)
https://www.ft.com/content/62df8d8d-31f2-445e-bfa2-c171ac43d...
- Good point. Thx.
- My guess would be that all those people that wanted small phones had an iPhone SE and now all their data is locked into Apple's walled garden and that's why they will begrudgingly buy a larger phone, even though they would have preferred a smaller one.
In short: Apple can get away with ignoring what those customers want.
- That must be why all those vacuum robots and smart TVs phone home to China. Because people really love appliances that spy on them. Good thing Samsung patched their fridges to add advertisements and spyware, because that's what their customers (in the US) were really waiting for.
- And in Germany, the iPhone 16e 128GB in white currently sells for €537 at "Netto Marken-Discount", a supermarket chain famous for its low price. "Marken-Discount" = "brand name rebates"
- Damn you! Can't unsee it now. ;)
NVIDIA, like everyone else on a bleeding edge node, has hardware defects. The chance goes up massively with large chips like modern GPUs. So you try to produce B200 cores but some compute units are faulty. You fuse them off and now the chip is a GP102 gaming GPU.
The gaming market allows NVIDIA to still sell partially defective chips. There’s no reason to stop doing that. It would only reduce revenue without reducing costs.