If you keep asking this question, what you realize is energy is the fundamental input. When we figure out AI and robotics that allows us to do semi-aututonomous manufacturing, energy will become the cost of all things, right? The cost of buying a thing will become the cost of energy used to make it.
you know Elon buying Twitter is like the beginning of us being able to speak our minds and for disagreeing to not be illegal. That's a big deal. We should all thank Elon for that.
Roast quality and color can have a big impact on perceived cup score and buying decisions, so if you are serious about choosing the right green for your company, it is a good idea to do your own sample roasting, using a system that yields your preferred roast level consistently.
Progressive slopulism really fucked us with this "Private equity is buying up all the houses" argument. It's a fractally stupid concern AND an excuse for deferring zoning reform.
Um so if you say okay well we're going to instead of just running this model once we're going to run it five times and take the best of the five responses or like ask a judge which one it thinks is best then you can get much higher scores than that model. And so it's really easy to make something that looks a lot better on paper but is actually not better once you control for the amount of test time compute.
I actually think profitability happens when you underestimated the amount of demand you were going to get and loss happens when you overestimated the amount of demand you were going to get because you're buying the data centers ahead of time.
They learn to trust you that if you're interested, they'll be interested. That what in fact what they're buying into is not the subject, but your interest in the subject.
See's Bridge Mix. My parents had this at their house when we visited in January and we've been buying them throughout the year whenever we come across a See's. The best box to have around the house.
While heat pumps can achieve higher efficiency, consumer uptake has been much lower than expected because fundamentally, a heat pump is a 20 year bet on future power prices that most homeowners are unwilling to make.
I believe this is the right answer. We're often being manipulated by politicians, by corporate leaders to make a choice from two suboptimal options. And then when we are forced to make this choice and we make this choice, it's almost as if it's something that we have to assume responsibility for. I don't think we should be buying into that.
But you're still going to buy a smartphone. You're still going to buy the nice one with a good battery and the fast chip to run the models and the good screen and the best camera, which will still be an iPhone because Apple still has the best chip team and a whole bunch of other hardware advantages. But everything you do on it will be from someone else.
And in contrast to software as a service or software you'd buy off a shelf at, you know, Fry Electronics, you know, decades ago, which might help you be marginally more productive, help you get a job done. Agents, in contrast, are actually getting the job done for you. And so you're in essence hiring software to accomplish a task and get it done well.
When new technologies come out, this pendulum swings from best of platform towards best of breed. And the reason for that is incumbents typically aren't that great at these new technologies.
And Meta right now are not at the frontier. Maybe they'll manage to get back on there and it's probably rational what they're doing from their perspective because they're behind and they need to do something. But I think there's more important things than just money.
Including things like universal basic provision or something like that where a lot of the increased productivity gets shared out and distributed to society and maybe in the form of services and other things where if you want more than that, you still go and get some incredibly rare skills and things like that and make yourself unique. But there's a basic provision that is provided.
So you if you look at the leverage in some of these securitization books and mortgage books if you have 30 times leverage and you're getting 20% of the profits you'll go to 40 times leverage. It's just going to it's literally will add you know 25% to your bonus.
Far from being the laboratory that brought coal into the home, then, London was actually a laggard — all the more so given it had been buying coal from Newcastle for centuries.
But what happens when every company can just invent their own business logic really cheaply and quickly? You stop using platform SaaS, you start building custom tailored solutions, you change them really quickly.
This is the global race of our lives. Now, some countries are going to make AI breakthroughs and export them… Others will end up buying those breakthroughs and importing them. The question is – which of those will Britain be? AI maker or AI taker?
If you buy a handful of index funds, sit on them for decades and never do another thing, you're likely to outperform nearly everyone who tries to beat the market by trading-including most professionals.
Installed generators cost ~$800/kW, and the data center capital cost, including servers, is ~$40,000/kW, so adding 1% more makeup compute capacity is money ahead of purchasing generators.
There are very few that earn their keep in terms of the fees they charge. They tend to be too diversified and too short-term. And you're often much better off just buying an index fund.
I promised myself a long time ago that if I saw a book that interested me I’d never let time or money or anything else prevent me from having it. This means that I treat reading with a certain amount of respect.
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