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bjt

2,328 karma · joined June 27, 2012

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bjt··on OpenAI to confidentially file for IPO as soon as Friday
The Claude Code client source was never their moat. There are plenty of other companies with equivalent tools (gemini cli, cursor cli, augment, codex, etc.) The models that it talks to are far more important.

Not to say you're wrong about commoditization. I don't think these companies will be able to raise their prices and keep them there to make enough money to keep building models like they've been doing.

bjt··on An OpenAI model has disproved a central conjecture in discrete geometry
"frontier level" is doing a lot of work there, but the idea would be to only feed it earlier sources.

There are people working on this.

e.g. https://github.com/haykgrigo3/TimeCapsuleLLM

bjt··on Apple Silicon costs more than OpenRouter
You're saying no one capitalizes software development costs anymore? The rest of the internet disagrees strongly. The finance team at my employer would disagree strongly. Accountants talk to dev teams all the time about how many hours went into new development vs maintenance. It's not just a temporary IRS rule. It's GAAP.

It's the same in other industries. In your example, if labor went into building a whole new assembly line that pays itself off over several years, capex. If it just goes into building products to sell, opex.

https://www.hibob.com/blog/r-and-d-capitalization/

bjt··on An AI Hate Wave Is Here
There are licensing laws already protecting the lawyers whose names appear on motions and briefs, but not much protection for the junior lawyers who will be impacted most. Big law, like the fancy consultancies, was historically built like a pyramid, with an army of 1st-3rd year associates doing due diligence and document reviews. The bottom was cut out of that in the 2000s by offshoring and automation. AI is contributing to another wave, but not dropping off a cliff.

https://fred.stlouisfed.org/series/IHLIDXUSTPLEGA

bjt··on Apple Silicon costs more than OpenRouter
> You’re literally describing all companies.

No, not quite. It really comes down to opex vs capex and the depreciation schedule for your investment.

Software development is typically categorized as capex, on a 3-5 year depreciation schedule. You assume the software you write today will be generating value for you that long.

If a big, expensive model training project only gives you value for a year or less, that is not like most companies.

bjt··on Googlebook
Macs are very popular in schools today for teachers and staff. Switching to Macbook Neos for students would actually simplify their support burden. I'm not sure they'd be cost justified though.

Source: My wife works IT for our school district.

bjt··on Three Inverse Laws of AI
Guidelines on their own probably won't be taken too seriously.

But other things will:

- Liability rules

- Regulations that you get audited on (esp. for companies already heavily regulated, like banks, credit agencies, defense contractors, etc)

If you get the legal responsibility part right, then the education part flows from that naturally.

bjt··on VS Code inserting 'Co-Authored-by Copilot' into commits regardless of usage
Still if you're the lawyer on the side of the lawsuit claiming that the code is copyrightable, you really don't want that copilot attribution in the commit message muddying the waters.
bjt··on Spotify adds 'Verified' badges to distinguish human artists from AI
The models that make AI songs were trained on real musicians' copyrighted works, without permission.

It's kinda shitty to steal someone's works, then use them to build a machine to also steal their jobs.

bjt··on I bought Friendster for $30k – Here's what I'm doing with it
That's what Bump did, like 13 years ago, by sending accelerometer and GPS data up to the cloud and correlating it there.

It works in isolation and fails miserably when trying to do a big demo of it in a conference talk when attempted by dozens of people in the same room.

bjt··on I wrote to Flock's privacy contact to opt out of their domestic spying program
Setting aside Flock, the "ownership" situation is not as clear as you say above.

What you own is the image copyright. But the right to copy is only one of the rights at issue.

Under various state laws (California in particular), you might not be entitled to do all the things with that picture that you could do of one that doesn't have my likeness. Privacy laws like the CCPA are one possible carve-out. A "right of publicity" is another.

There's an old saying about property law that "property is a bundle of sticks". The bundle can be subdivided.

https://www.law.cornell.edu/wex/publicity

bjt··on I'm betting on ATProto
I like the future that the ATProto evangelists are painting. I would love for it to happen. But I am skeptical that a protocol is going to solve an incentive problem.

In the beginning Twitter was very free and open with API access. There were plenty of alternative apps. Of course, that changed when they got serious about monetizing.

Would it really be any harder for Bluesky to switch from ATProto to a proprietary API than it was for Twitter to close their API? How many users are realistically going to download their archives and upload them to some other provider? If most people are using the website or official app, that's where the stickiness is. There would be a blog post with a title like "Supporting the Bluesky Community for the Next Century" and how it's better to have a centralized site that can feed its employees than an idealistic decentralized one that disappears. Things would seem OK at first. But enough years of chasing quarterly KPIs would put them in the same spot as Twitter and Facebook.

bjt··on Fear and denial in Silicon Valley over social media addiction trial
The nice thing about laws passed by a legislature is that they don't need to have some airtight logic to stop us falling down every slippery slope.

If cable television or restaurants or ice cream start causing harm that we want to deal with, we can vote on that when the time comes.

bjt··on Fear and denial in Silicon Valley over social media addiction trial
There are plenty of public interest limitations on free speech. Food labels, cigarette warnings, deceptive ad laws. Regulating addictive social media isn't really an outlier here.
bjt··on An update on Steam / GOG changes for OpenTTD
The fact that these exist does not mean that they're immune from legal challenge. If the original creators wanted to sue, there are all kinds of claims that would have a decent shot in court (e.g. trademark, trade dress, design patents) besides "you copied our copyrighted source code." The clones exist more because people are being cool about it, and because there's not a strong economic incentive to challenge them. Those things can change at any time.
bjt··on Warranty Void If Regenerated
You can get some good guesses from the comment itself.

> I assumed the writer was a journalist or author with a non-technical background trying to explore a more "utopian" vision of where trends could go.

If you assume you're reading something from a person with intention and a perspective, who you could connect with or influence in some way, then that affects the experience of reading. It's not just the words on the page.

bjt··on Is legal the same as legitimate: AI reimplementation and the erosion of copyleft
> If source code can now be generated from a specification, the specification is where the essential intellectual content of a GPL project resides. Blanchard's own claim—that he worked only from the test suite and API without reading the source—is, paradoxically, an argument for protecting that test suite and API specification under copyleft terms.

This is an interesting reversal in itself. If you make the specification protected under copyright, then the whole practice of clean room implementations is invalid.

bjt··on [dead]
Even with LLMs, we need a way to translate between the imprecise plain English description of a program and the completely-unambiguous level of code. You need the ability to see when the LLM has resolved ambiguities in the wrong direction and steer it back. If you can't speak code, that's going to be a very error-prone process.
bjt··on OpenAI raises $110B on $730B pre-money valuation
That's not saying that Gemini is profitable though.
bjt··on Never buy a .online domain
It's not about the .online TLD being "weird". The problem is that it was free. That's going to attract a swarm of fraudsters, spammers, etc, and then turn into a strong "this is probably fraud" signal in all kinds of fraud scoring systems.

There are lots of domains out there other than .com that are just fine.

bjt··on Facebook is cooked
The point is that they don't have to be. You can moderate (scan for inappropriate content, copyrighted content, etc) without needing to have an algorithmic recommendation feed.
bjt··on Facebook is cooked
Moderation and recommendation are not the same thing.
bjt··on I’m joining OpenAI
There's OpenClaw the codebase, and there's OpenClaw the community. They could build the same program very easily (as evidenced by the number of clones out there already). That part's not worth paying much for. But redirecting the whole enthusiast community around it? That's worth a lot.
bjt··on CBP signs Clearview AI deal to use face recognition for 'tactical targeting'
The point is that "who gathers it" should be irrelevant.

The government shouldn't be able to buy data that would be unconstitutional or unlawful for them to gather themselves.

On the other hand if a company is just aggregating something benign like weather data, there's no need to bar the government from buying that instead of building it themselves.

bjt··on Vouch
I had a similar thought, but I think there's a key difference here.

Traditional karma scores, star counts, etc, are mostly just counters. I can see that a bunch of people upvoted, but these days it's very easy for most of those votes to come from bots or spam farms.

The important difference that I see with Vouch is not just that I'm incrementing a counter when I vouch for you, but that I am publicly telling the world "you can trust this person". And if you turn out to be untrustworthy, that will cost me something in a much more meaningful way than if some Github project that I starred turns out to be untrustworthy. If my reputation stands to suffer from being careless in what I vouch for, then I have a stronger incentive to verify your trustworthiness before I vouch for you, AND I have an ongoing incentive to discourage you from abusing the trust you've been given.

bjt··on Nobody knows how the whole system works
The claimed connections here fall apart for me pretty quickly.

CPU instructions, caches, memory access, etc. are debated, tested, hardened, and documented to a degree that's orders of magnitude greater than the LLM-generated code we're deploying these days. Those fundamental computing abstractions aren't nearly as leaky or nearly as in need of refactoring tomorrow.

bjt··on An Update on Heroku
Maybe? I could see that happening.

I could also see them being compared with companies still using venture capital to give stuff away for free. In that case, I'm OK with that tradeoff. I'm not really excited about changing my infrastructure every few years to keep getting a free lunch.

The Digital Ocean app platform I recently migrated to is a lot newer than the "rent a VPS" model that they've had forever. Yes, it's not free like the Vercel and Cloudflare Workers I've also used recently. But it also doesn't force my app into a weird shape or to use their preferred language.

On a continuum where AWS sits at one boring+expensive end of the spectrum, and all the subsidized-pricing "we might not be here tomorrow" PaaSes sit at the other, I like the in-between spot where DO sits.

bjt··on Welcome to the Room – A lesson in leadership by Satya Nadella
Agreed. I liked the post. Then that graphic cost the author a whole lot of credibility points.
bjt··on An Update on Heroku
Digital Ocean is run into the ground? I've been with them for a long time and recently just launched new stuff. Still a pretty nice experience and a pretty decent price.
bjt··on Lessons learned shipping 500 units of my first hardware product
Thanks for that. It had flown below my radar.
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