- Because of the vesting milestones the stock price of AMD would go up by such an extent that creating more s hares would not dilute the share price.
Obviously, for the stock price to go up money needs to come from somewhere. It makes sense that this deal would lower the NVidia stock price, so technically it will be NVidia investors waiting too long to respond to this news that will be paying for this. A tax on the mistaken believe that NVidia has an monopoly on putting transitions in a particular configuration which they obviously don't. The rest is just momentum and this would kill that.
The real winners will be TSMC and ASML
- I think there are three preconditions that helped brexit happen:
- it's much easier to influence politics in English than in Norwegian (or Dutch or Greek, etc.). The language can act as a protective barrier making it obvious which message is from the 'out' group and which is from the 'in' group.
- there was a lot of money invested by foreign actors in into influencing brexit because the UK is a large economy. The RoI is there.
- UK joining the EU came in tandem with the end of the Imperial times. The significance of the UK and it's economy is now proportional to their population. On the way down people are always ready to hear about scapegoats.
Norway has none of these things. Culturally well protected, not big enough to be a priority in influences and they went from poverty to wealthy in the same time.
On the other hand. Imperial times are making a comeback.
- Broadcom is a very hostile and abusive company. That would be the end of Intel chips.
Things Broadcom would do: sell you a chip, nerf if after a year and charge you a subscription to unnerf.
Look at what they did to VMWare. If you were a VMWare customer you were and are in deep shit right now. The fact this conversation between Intel and the Grim Reaper is taking place means everybody, from consumers to OEMs to clouds need to divest away from Intel today.
Sell what you have while you still can get some cash for it and remove it from consideration for any future plans.
- Didn't they explicitly acquire the people behind CRDT's. Wasn't it also part of Google Wave?
- Conflict free replicated datatypes.
It's what used when multiple people edit a Google doc at the same time. But most source control systems are also based upon these datatypes.
Most distributed systems will have components that correspond to a CRDT. However there is not always awareness of this abstraction and the laws that govern it.
This isn't a bad write up because it's actually focusing on the properties, rather than the utility creating the intuitive understanding that one can not only design such datatypes but also discover them in existing designs.
But i agree that if you never heard of them, this isn't the best introduction, because it doesn't mention use cases or implementations at all.
- Bingo
- >To me it's pretty clear reason why they've gone after Telegram is the Channels and Groups. Seen from a certain perspective Telegram channels are an alternative to Reddit, and have been popular medium during COVID and the Ukraine war for "alternative news". By now Reddit is properly controlled and subdued but Telegram isn't.
This is full on speculation. Right now the reality is you can buy underage people, drugs and weapons on telegram. ISIS recruitment channels, etc.
Playing the "free speech" card is disingenuous.
- There isn't a fixed number of Linux users. Your economic model for this is misguided.
System76 seems to want to sell to engineers, researchers and data scientists. The competition here is a MacBook with the typical Unix ecosystem or a Windows laptop with WSL.
So this allows them to take control of the total user experience and increase their customer base.
Their target audience is people who want and need a Unix based environment, are power users, but don't want to play around too much.
So this investment is intended to sell more laptops. I think they have a fair shot at making this pay for itself and they have a small but reasonable opportunity to grow exponentially and become a player of a seriously different size.
I would assume people on HN could appreciate the ambition.
- Why would we be thankful for that? It was meant as an ironic illustration that highlighted some fundamental issue with our theories about quantum states.
However irony never survives popularization and it instead it became the opposite in popular discourse.
- Yeah. It's victim blaming. Reminds me of "they should have shouted louder".
The confusing thing is the crime itself is small on an individual level. The question is: does it add up cumulatively if a small crime is committed against many?
- I feel like they are announcing that OpenAI is going to be getting worse at answering technical questions.
I use OpenAI because StackOverflow answers are just the absolute wrong answer. A combination of gaslighting (you shouldn't be having this problem), dogmatic enforcement of good ideas that started as guidelines and problematic example code that should not be trusted. You are better of with a reddit thread or a blogpost and much better of with actual documentation. StackOverflow is the thing that causes the bugs and the tech debt in the first place.
At least now OpenAI's competition has a fighting chance, because their models won't be poisoned by SO
- >Which was due to MCAS malfunction and pilots responding poorly to it.
I think if they are the point where they are murdering whistleblowers than I wouldn't take Boeing gaslighting about who was to blame for that on face value.
- >Just link directly to the article. No one wants to be exposed to Reddit comments
Humility is a virtue
- It has to do with density, not size.
I live in the Netherlands. Most major cities and smaller cities has good public transit and walkable centers. Not even Amsterdam has one 1 million inhabitants.
The general consensus about urban design suggest it's all about density, mixed zoning and separated bike paths and traffic calming.
- Most people I know have some kind of chromebook (next to MacBook for work). They bought them in stores.
Is this a US thing where your school buys you a laptop?
- The consumer market is Windows ecosystem.
Without the ecosystem who wants Windows? And what will it do for reputation of the vendor or Microsoft when people can't run their apps.
People are already buying non Apple ARM laptops. They are called Chromebooks. They can run Linux apps and Android apps. And thats more than most consumers would expect.
- I can not fathom the level of incompetence by vendors to want to install Windows on ARM devices.
1. The only reason you make people deal with Windows is backwards compatibility.
2. When you advertise it as a Windows laptop people will expect to be able to run their apps (they expect backwards compatibility). RIP your reputation and support inbox.
Yes, it will be harder to sell when it runs Linux. But it's the correct expectations management and at least it will suck less.
Oh well. This is what Google will do with their Chromebooks. Windows on ARM has the same future as the Windows Phone.
- >I'm curious what "its own vision" was
Making Windows a requirement for the web. Things like ActiveX.
- Have you ever seen the d3 javascript visualisation examples? The author has a physics background, so the code ends up being very verbose with lots of comments about simple programming stuff, yet incredibly terse when it comes to heavy mathematics. I would have done the opposite.
It made me realize that people naturally want to be more verbose when they are less comfortable with the concepts and less verbose when they are very familiar with the concepts. It also made me realize it is totally subjective and there may not be a right answer, that it depends on someone's background and familiarities.
From that perspective the notion that NVidia will own this AI future while others such as AMD and Intel standby, would be silly.
Im already surprised it took this long. The NVidia moat might he software, but not anything that warrants these kind of margins at this scale. It is likely there will be strong price competition on hardware for inference.