bytesandbits

great work! I am going to try it out. Currently about to learn some Mandarin to be able to talk with hawker stand owners for a trip I am doing soon. I am trilingual and can speak a few languages on top of that, but none of them tonal. I am new to tonal languages and I find myself struggling with this... a lot!

Having done a bunch of take home for big (and small) AI labs during interviews, this is the 2nd most interesting one I have seen so far.

who was the industrial designer? Cray-1 fits so well it looks straight out of 2001: A space Odyssey

no you don't

https://www.reddit.com/r/singularity/comments/1pv3nl3/commen...

that was very well documented! great job

25% for 1h?? L O L

it should be 100%. A delay of 1h is extremely inadmissible. Try doing this in Japan

I could give you many reasons. I see where you went wrong, here are some to think about:

- next time don't just look at stock value and volume. Look at cashflow

- Consider that most investment volume comes from institutional investors in Wall Street, not in China. Even Chinese investment is routed through NY, Singapore, UK, etc, with the slight exception of Hong Kong.

- Consider geopolitics before investing too. Trump really went all-in in tariffs that basically geofence EV business to american brands.

- The hope for BYD is in EU and UK markets. EU has also been extremely harsh to welcoming BYD and protectionist of their (German) auto makers. This hasn't avoided BYD entering the market, but also has stopped them from shipping en masse. Might change.

- BYD is not a competitor to Tesla. BYD market is the low end market mostly. For example, what today in EU is Dacia (1st or 2nd best seller by number of units). Tesla on the other hand is purposely set up as a mid-high seller. It is too expensive for the cheap segment of the market (10-20k) and is well below luxury vehicles. Different market segment, also better margins in that segment.

- Auto industry is cyclical not defensive. In times of economic uncertainty like today, if you want a solid investment you should look at defensive not cyclical.

- Generally it is a bad idea for retailers to invest in Chinese HQed companies due to the complex geopolitics that surrounding the stock. For example, you have severe limitations in stock market products and they have tight regulation, unlike the US where you have a free-market.

- Consider the market of derivatives. Very different market of futures in China vs the US.

- Tesla is also a self-driving company and robotics company. It would be better compared to XPENG than to BYD.

- Tesla owns the EV market in North America. Period. This is the reality today.

- On top of all that yes the stock is hyped up. But you should know that and invest with that in mind. Being full blown rational in an irrational market will not work.

that plus contracts with AMD plus they have some VC money

that's for comma.ai different company

The issue there is the comp. 1.5 euro doesn't make sense. should be O(50). If the compensation (which for DB is a fine in a way) is not high, DB has no incentives to do better.

it's giving Eliza! Ha, fun

it might work, it worked for Thailand. Yet in my experience EU solutions either work very well or fail spectacularly. Particularly when the EU commission is the main driver, they generally become just bureaucratic poodles. However I think this one will work. Yet it will take many years to build (side effect of slow-moving EU) and many more years to adoption. In any case, forget about this for at least 5 years. I do welcome it, but I think it should have happened 15 years ago and I dont understand why it took so long. And I might still be proven wrong and this won't work at all, and yet I wouldn't be surprised. But again this worked for Thailand, so in theory this could be done in EU.

Spot on.

Mind you IBM makes +7B from keeping old school enterprise hooked up on 30 plus year old tech like z/OS and Cobol and their own super outdated stack. their AI division is frankly embarrassing. of course they would say that. IBM is one of the most conservative, anti-progress leaches in the entire tech industry. I am glad they are missing out big time on the AI gold rush. to me if anything this is a green signal.

By that reasoning the linux kernel is also not open source. Be reasonable.

Damn. Windows might lose!

I mean. I can't remember last time I used cash. Not in the last 5 years that is for sure. Once I paid someone with Venmo as that was the only way they could take it. Other than that time, I don't remember using cash at all. In SF the two only moments I can recall needing cash for is either some old self-service laundromats or funnily, chinatown where most of it is still cash. In fact recently a bunch of locations I go to often have become cashless. So you wouldn't be able to pay cash even if you wanted to. Business that are cash only do it for one reason, and one reason only, and we all know what that reason is. Slowly but steadily the volume of retail consumer cashflow is turning to digital. Cash is not going away today. Many seniors don't want / know how to use digital payments. Trends show we are moving toward all-digital. Probably 10 years from now +95% of retail will be cash-less.

is this still the case even with the new M5? if so, wtf apple

I don't want an AI browser and don't understand the attractiveness of it. Like. What does it add that a normal browser + chatgpt extension doesn't? It is a gimmick to boost usage and token count and fake growth I think. This is the reason I dont trust Altman. He is all about fake growth.

This is what happens when one third of your employees is Xooglers

US is the only country besides China with significant solar panel manufacturing (although much much much lower). It's not that.

two things only? dude I could make a list with easily two dozen!

Mistral needs a looooooot of GPUs. GPUs are made by Nvidia. Nvidia asks TSMC to make more. TSMC needs new lines to produce. TSMC acquires more machines to make new lines. TSMC buys from the only monopoly that has those machines. ASML. Now ASML happy, each machine costs 100s of millions, ASML makes back money.

its a low level protocol like WiFi on top of which Smart Home protocols, like Matter, run. It allows for IoT devices to be managed, registered and configured completely local with a hub (any iPad, HomePod and so on) and requires no servers. It is private by design and more secure in some ways, as no one but your hub can control the device. Currently a lot of IoT devices rely on a server that registers and controls them, and is in the hands of a random company you need to trust.

TLDR: privacy, security.

there is only one target audience for this model and is users that already carry the iPhone without case.

NFC is handled by an NXP chip which is completely different than the Broadcom (wifi, BLE) chip. its a simple, extremely well engineered chip that costs nickels and is passively powered so it doesn't affect battery life at all. No incentives whatsoever to build it in-house. Broadcom and Qualcomm were a whole different story.

doubling down on matter! Adoption has been slow but it is starting to ramp up quicker

Phenomenal write up I enjoyed every bit of it

most of the funding will go to incumbents too, not startups. EU values establishment over innovation. So you can think of German automakers, Airbus and others creating new innovation programs and that's where the bulk of many many billions will go to. Startups get the crumbles and are scrutinized more heavily.

Most of it is open source. Their VLAs are based upon Gemma models + vision encoders, plus their own action experts. You can download and play around or fine tune their Pi0 VLAs from their servers directly (JAX format) or from Huggingface LeRobot safetensors port. They also have notebooks and code in their repo to get started with fine-tuning. Inference runs in a single 4090 RTX streamed over WiFi to the robot.