aurareturn

Many services are only free due to ads.

You're posting on HN. It's only free here because it's a giant ad for Y Combinator and their companies.

I think so. It makes too much sense to at least sell virtual macOS servers.

Correct, not proven. Apple doesn't have a product, nor is it guaranteed they will sell to external customers. Qualcomm hasn't shipped yet.

No one is saying they're proven.

Meta

Nuvia cores are beating stock Arm cores in benchmarks so far. It seems like a pretty good acquisition for Qualcomm.

They are releasing a server cpu soon I believe. It’s called Dragonfly C1000.

Nuvia started because a few Apple engineers wanted to make server CPUs and sell them. Apple management didn’t want to do it so they left and started their own company. They were acquired by Qualcomm.

There are talks of John Ternus potentially selling Apple Silicon for server and AI use.

https://www.macrumors.com/2026/09/16/apple-may-return-to-ser...

TSMC also dominates older fab nodes.

All modern DDR5 and HBM are made using EUV machines.

The exception is CXMT, which uses ASML DUV machines in a less efficient process.

They are. They are using ASML DUV machines for memory. Samsung, SK, and Micron have moved onto EUV machines for memory because they are better. So CXMT not only has to rely on ASML, they have to rely on a worse machine to make modern memory chips.

Everyone, and I mean everyone, is gated by ASML machines. They can't make nearly enough EUV machines to satisfy the demand. ASML has also not scaled their production nearly as much because they're quite far away from the AGI-pilled companies in the supply chain.

From an investment perspective, I think chip fabs TSMC, Intel, and Samsung will benefit from better AI chip design tools.

If AI made it 100x faster and cheaper to build software, you suddenly have an explosion of software that need to be hosted. So companies like AWS/iOS App Store/cloud companies benefit.

If AI makes designing chips 100x faster and cheaper, you will have an explosion of custom chips for all sorts of applications. These chips still need to be physically made at TSMC, Intel, or Samsung.

Apple says it takes 3-4 years to design each Apple Silicon generation.[0] So the M6 was being designed in 2022-2023 already. Reports are that it costs hundreds of millions to a billion to design a cutting edge chip from scratch to finish.[0]

The cool thing is that we'll have niche ASIC chips for accelerating special applications that previously didn't have big of a market for someone to make a profit on. This is the same thing with software today. It's much easier to build custom software for a small niche and be profitable today than in 2022.

Maybe some day, a kid in his garage can just tell an AI to design a custom chip, send it to TSMC, and get the chip in the mail in a few weeks.

And given that Moore's Law is essentially dead in terms of density scaling, having an AI to automatically optimize the hell out of design and squeeze as much performance as possible out of the transistors could help us have a few more years of nice performance increase.

[0]https://fireflies.ai/blog/johny-srouji-and-john-ternus-inter...

[1]https://www.granitefirm.com/blog/us/2023/04/29/cost-of-chip-...

Models are likely already doing this inside AI labs because it can be hundreds of millions of dollars for every percentage point increase in hardware inference efficiency.

At some point, models will be so smart, hardware will be so cheap that it makes sense for the LLM agent to just write code as low level as possible to optimize for performance and efficiency.

These things are hard for a human to do, but easy for a machine to do.

We are not there yet, not in 2026. Maybe in 2030?

It’s just reality when all the internet virtue signaling is turned off.

I’m not blaming anyone. I think all parties are behaving as they should.

Maybe part of the solution for any country dealing with low marriage rate is to ban all private dating apps and only government issued apps are allowed.

Private ones will always prioritize profit which means they want you to keep using the app which means they don’t want you to find a partner.

Modern dating apps makes it so that an average woman will have unlimited choices but the average man will have next to none. Before dating apps, they could have been a good match. But with dating apps, the woman has unlimited higher value men. How could these average women marry an average man if she’s being taken on dates constantly by top 5% men?

The problem is that these higher value men will not commit because they also have unlimited options.

Even if she marries an average man later in life, she will feel resentment towards him. Therefore, these women just choose to stay single. This is especially viable now because women often are more educated and have good income.

Now we can see why young men are increasingly becoming far right and longing for far more conservative world.

Modern dating apps are just manifesting natural instincts on steroids. I don’t blame either party. Just an observation.

It is too early to declare that there is no moat. I think there is and we will eventually arrive at a monopoly or duopoly at the frontier.

Don't think so unless all moderate actions are public.

Site overall. Mobile app makes it easy to type a few words and hit send and hard to write well thought out posts.

The subreddits that I frequent have turned into a low effort meme fest.

No original OP posts are allowed, only URLs from the same old websites.

I think it's the latter. People don't want to waste their time.

Echo chambers have gotten stronger.

I don't think so. I've been a Reddit user for 12+ years or so. Obviously when you make the platform easy to use for anyone, you also invite more casual users who just want to meme.

Reddit doesn't even make any attempt to control quality since user engagement numbers matter more than quality.

Reminds me of Quora which over optimized the site for engagement growth but eventually became completely useless for this reason.

My biggest problem with Reddit is that trolls, memes, unintelligent posts have taken over the platform. Go to any semi-popular subreddit and most upvoted posts are just low effort memes. Posts that are long and well thought out don't win over memes and trolls. One of the reasons is that posting a few short words wins in upvotes because they get posted first while it takes much longer to write something thoughtful.

Reddit's system rewards these low effort posts for some reason. Over time, the platform becomes less and less trustworthy until it becomes something like Quora.

We should measure cost per standard task. This is falling fast.

Yea but this model wasn’t trained to play Pokémon but it can. It’s general.

That's actually amazing. I think we can use it for our product.

What's very weird is that this study was published by two people working professionally at Okta. Yes, the auth tech company.

This is the title they chose for the study:

  Beyond the Hype: The Efficiency-Throughput Gap with GitHub Copilot

How can you possibly have a title like that when the study was done in 2024? I'm guessing even their own engineers at Okta would roll the eyes at this study.

Note the timelines of this study:

4/2024: Baseline metrics

8/2024: Participants given Github Copilot licenses

11/2024: Conducted surveys, 261 people invited and 97 responded in survey

9/2026: Study published

Then just call it Substack.

Are they doing to do something about authors using Arxiv to publish propaganda/opinion pieces but presented as research?

ArXiv gives the appearance of scientific credibility that a blog post wouldn't have so I'm seeing the platform get abused.

Example: https://news.ycombinator.com/item?id=49580164

I'm not sure if that's relevant. For all we know, Google's system also flagged the same person and at least 1 human being looked at it.