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3eb7988a1663

3,273 karma · joined September 5, 2024

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3eb7988a1663··on SpaceX turns to bond market to raise capital, reports $100.8B cash

  Credit rating agencies assigned the company investment-grade ratings last week, signaling confidence in SpaceX's financial  stability  as it moves forward with its costly AI plans.
That definitely perks up my ears for a company that is not generating a profit[0]. Does investment-grade rating mean something different than I assume?

[0] recent datacenter rentals may have pushed it into the green

3eb7988a1663··on LLMs Are Complicated Now
I like this idea. Wildly impractical, but I am tired of every article followed by accusations, "Smells like AI!!! I can tell by the pixels"
3eb7988a1663··on Inference cost at scale with napkin math
The EIA says $.14 for "Commercial" but $.086 for "Industrial". I assume that the big data centers have such high electricity costs that they would be able to cut better deals that would put them in line with the lower "Industrial" rates. So, even better potential margin.
3eb7988a1663··on DuckDB Internals Part 1
OLAP vs OLTP. Sure you could use one for the other, but they have ideal use cases. Updating a single record in SQLite is going to be more efficient than doing the same in DuckDB.
3eb7988a1663··on Hospitals and universities repurposing drugs at lower cost
My quick searching is showing that bevacizumab is the full antibody, but lucentis (ranibizumab) is just the fab. So, very similar, but indeed not the same thing. I would generally expect them to have the same effect, but biology is full of surprises.
3eb7988a1663··on OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B
I am also curious what fraction of that revenue is government contracts. If they got say $N billion in government contracts, that is not going to have meaningful growth in the future.
3eb7988a1663··on An interview with an Apple emoji designer
However, the lack of standardization between platforms causes its own miscommunication. Some of the icons between Apple and Google can be interpreted in significantly different ways.

There is also the pistol[0] which depending on the platform is a water gun or revolver.

[0]https://en.wikipedia.org/wiki/Pistol_emoji

3eb7988a1663··on Is Meta destroying its engineering organization?
This is my biggest annoyance. Such a crap shoot if I can actually see the street names.
3eb7988a1663··on San Francisco Weighs PG&E Takeover Amid Soaring Utility Costs
A kWh measurement would be handy. List rates for PG&E are (at the high end) ~$0.50/kWh. Sure with fees and such, I can see it higher, but throwing out a real number would be useful for the conversation on what goes into a $500 bill. There are also tiers if you are a higher consumer - all of which is hard to deduce with just a vague total bill value.
3eb7988a1663··on Vance: Iran can have access to $300B reconstruction fund
Iran has been bombed at least twice during negotiations. Surely there is some skepticism that the US will not keep the deal.

There is no winning move -which is why this never should have been started. Congress absolutely can and should reject the deal. I thought we were worried about the deficit? Or is that just when the next guy is in charge?

3eb7988a1663··on Microsoft turns to AWS as GitHub faces AI capacity crunch
I suspect there is a cacophony of work that happens when a commit hits the server. That request needs to get replicated, git repositories need to be repacked, pull requests need to calculate diffs, CI jobs need to execute, on and on.

That's also just assuming the good-faith usage. There are probably plenty of adversarial and poorly behaved scrapers that are putting additional load on the system.

3eb7988a1663··on Microsoft turns to AWS as GitHub faces AI capacity crunch
I am surprised it is that low. The Bun Zig-to-Rust AI port was 6755 commits in like two weeks. If you make 10 commits per working day, that is 2500/year.

While that is (hopefully) the upper end of the distribution, several companies have loudly encouraged engineers to light tokens on fire to the AI gods, so it only takes a handful of the devout to push up the average in gas town like ventures.

3eb7988a1663··on Vance: Iran can have access to $300B reconstruction fund
Surely such a deal would have to be approved by Congress, right? Would they really have the votes?
3eb7988a1663··on Trump administration considers $300B fund for Iran if deal is upheld
Obama was a stooge for giving Iran access to its own money, and now the US is going to pay them their annual GDP in reparations? Art of the Deal.
3eb7988a1663··on San Francisco Weighs PG&E Takeover Amid Soaring Utility Costs
How many kWh monthly?

Let's say your overall rate is $0.50/kWh, that would put you at 1500kWh per month. Which is....high. Even if your rate were $1/kWh, 750kWh would be a decent amount of juice for a region with an overall mild climate.

The EIA[0] says the typical annual electricity consumption for homes in "the West" (ie not just California) is 8525kWh/year, or 710kWh/month.

[0] https://www.eia.gov/energyexplained/use-of-energy/electricit...

3eb7988a1663··on US and Iran announce deal to end military operations
For sure, but the eventually-settled-upon rationale was some kind of nuclear deterrence. To walk away with Iran (likely) to maintain its uranium stockpile + possible toll control of the strait is such a complete and utter self-own.
3eb7988a1663··on US and Iran announce deal to end military operations
With nuclear questions to be resolved at a later time. Wasn't total disarmament the core, non-negoitable for this entire conflict?
3eb7988a1663··on I indexed 669 GB of my GoPro videos using my M1 Max computer and local ML models
Parakeet has been trained to detect non-voice sounds and exclude that from identification, so you might have better luck with that family.
3eb7988a1663··on Police officer investigated for using AI to 'create evidence' in multiple cases
If you want to prove that "happened at or after this timestamp" you can use a randomness beacon. NIST[0] and others publish a random number every N minutes. Embed that (or a combination) of those seeds to prove that you observed this value. This does not work for the harder problem of proving an event happened before a timestamp.

[0] https://csrc.nist.gov/projects/interoperable-randomness-beac...

3eb7988a1663··on Transcribing my old podcast locally with open-source AI
Leaves a bad taste in my mouth that you have to consent to be spammed to use the "CC-By-4.0" licensed model. Not a lawyer, but that seems like an additional restriction, not in line with the CC-BY-4.0 agreement.

  This repository is publicly accessible, but you have to accept the conditions to access its files and content.
  Your input helps us strengthen the pyannote community and improve our open-source offerings. This pipeline is released under the CC-BY-4.0 license and will always remain freely accessible. By providing your details, you agree that we may email you occasionally with important news about pyannote models, invitations to try premium pipelines, and information about specific services designed for researchers and professionals like you.
3eb7988a1663··on Solar generates more energy in US than coal for first time
Either you want to secure the full energy chain or you do not. There are many comments in this thread about how the solar panels come from China. If that bothers you, there needs to be some financial reason for a domestic factory to open.
3eb7988a1663··on A jacket that harvests drinking water from the air
Would you want it? I thought you were supposed to urinate and defecate in the suit so as to maximally retain moisture.
3eb7988a1663··on Solar generates more energy in US than coal for first time
Peak Energy already has 3MWh units deployed (first deployment in July 2025) and more sales on the books. Yes, they are laughably low volume vs the established lithium BESS, but it is happening and you can at least get in the queue. They are hoping to open a US plant in 2027.

[0] https://peakenergy.com/

3eb7988a1663··on Solar generates more energy in US than coal for first time
Biden also put out a bunch of incentives in the IRA to encourage domestic solar panel production.
3eb7988a1663··on Solar generates more energy in US than coal for first time
Their coal capacity is increasing, but the utilization is continually falling.
3eb7988a1663··on Solar generates more energy in US than coal for first time
I suspect sodium is better than lithium today. The win is that sodium is much more forgiving of high temperatures so they can be run without cooling fans/pumps. Lithium battery installations are actually loud owing to all of their cooling infrastructure.

No cooling means the sodium batteries are easier/cheaper to maintain (no mechanical failures). Maybe not as energy dense, but you could still come out ahead long term when accounting for Capex+Opex.

3eb7988a1663··on Solar generates more energy in US than coal for first time
For people who are interested in this space should very much read EMBER. They make digestable, data rich reporting.

The latest 2025 summary report[0] has some great information, some top-level call-outs

  - Solar power alone met 75% of the net increase in electricity demand. Together with wind, the two sources met almost all (99%) demand growth.
  - For the first time since the Covid-19 pandemic in 2020, and only the fifth time this century, fossil generation did not rise, recording a small fall of 38 TWh (-0.2%)
  - For the first time in 100 years, renewables (33.8%, 10,730 TWh) overtook coal power (33.0%, 10,476 TWh) in the global electricity mix...
[0] https://ember-energy.org/latest-insights/global-electricity-...
3eb7988a1663··on Building an HTML-first site doubled our users overnight
I have this quote from Wag the Dog burned into my brain.

  It's like being a plumber.
  Yeah, it's like a plumber: do your job right and nobody should notice. But when you fuck it up, everything gets full of shit.
3eb7988a1663··on The Countdown to a Major Oil Price Surge Has Begun
Meanwhile, the gas prices near me recently decreased.

This must be how Cassandra felt all the time.

3eb7988a1663··on The gamers taking on the industry to stop it switching off games
Gaming companies did not need to insert themselves into the process in the first place. I could conceivably continue to locally run Doom, Quake, Unreal Tournament, etc forever because there is no external server component.
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