dehrmann

People are actually angry about inflation and a sense of a stagnant labor market. Data centers and AI play into both those fears.

> dopamine hits from irregular and uncertain outcomes

Like the LLM getting the solution right?

> Subscription usage limits are hard to measure as none of the providers tell you directly what it means in terms of tokens or anything else you can easily compare

AI subscription pricing is so goofy. You get some amount of usage that varies by models, is measured by opaque token usage, driven by how many tokens the (usually) vendor-provided interface (or model itself) wants to use. Then your usage is limited by time opaque time windows.

The headache I recently had was it somehow started interpreting mouse clicks in the terminal to mean I clicked an option when I was really just trying to get/confirm window focus.

What you didn't elaborate on is that it's a poor investment thesis, so while the association is Nasdaq == tech, it's not entirely true, and it missing things if what you really want is tech. It also penalizes small floats less than S&P 500, enabling these shenanigans.

Compilers only really use them for things like break and the end if blocks. There isn't much to gain by being able to execute anything arbitrarily, and then go...where? There might be places here and there within a function where compilers already take advantage of it, but I doubt it's useful in the way you think.

> They don't have Claude write assembly because there is no training corpus on people making CRUD apps in assembly.

I suspect that despite its translation abilities, this is true, but I'd like to see it do things in languages that are more or less appropriate for tasks to see how much the training corpus matters vs. its ability to translate. Assembly is a bit of an extreme example because you're either writing it as close to C as possible (C is essentially portable assembly) or you're writing complex, unreviewable code that happens to work. And who know if it's been trained on register allocation, or resorts to doing everything on the stack because it works.

Isn't Proxmox a management layover over Debian and KVM? I doubt the kernel is even smaller.

There's a lot of Gell Mann amnesia going on with LLMs.

We can't rewind; we've gone too far.

Milk, not cream?

> a perpetual bond with declining coupon payments

Most things with royalties (oil fields, songs) work like this.

Consolidating stagnant or dying SaaS offerings makes sense, but it'd be nice if there were a version of this that's a better steward of the companies.

This makes a case for engineering margins, maybe even running the numbers assuming a worse grade of steel or bolts than specified. Also worth remembering this building wasn't special. If this was a design or construction flaw that surfaced with added load, a lot of other buildings from that era probably have a similar issue.

Dismissing people like this is part of what fuels the antivax movement. Vaccines are generally effective, but they're not perfect and have side effects, and failing to acknowledge that when someone is asking in in good faith polarizes people and makes it look like someone's trying to hide something.

There are multiple FDA-approved lab-grown meats on the market. You can literally go to a handful of restaurants and order lab-grown meat today. The production process is just expensive and it's getting scaled out.

I used to work for a Pricerunner competitor. Not Nextag, but they were the most well-known in the US. They're called "comparison shopping engines," and most were names people would barely remember.

These companies got steamrolled by Google because their service wasn't very good. It's all an affiliate marketing play, where they get traffic for keywords through Google organic search (these sides made heavy use of SEO) and Adwords. When you land on the site, everything is an ad, either a merchant product link the merchant pays per click for or less commonly, an affiliate link. Result ranking is tuned between revenue and relevancy.

The problems are it's not really a comparison as much as search results, you're clicking in from a Google SERP to another list of search results, and the results used factors other than relevancy, and the side was designed to encourage click-outs.

Anthropic must think that their moat isn't very large if they're this worried about distillation.

> but solid state storage similar to Nintendo Switch cards makes more sense to me

These likely degrade in 5-10 years, and have you seen the price of NAND lately? AAA gaming is going to get to be out-of-reach because of storage costs.

I haven't used Kalshi, but I expected it's actually easy because it's technically a futures exchange, so it'll be regulated more like a stock brokerage than off-shore gambling.

It's not even the Nasdaq Composite, It's the Nasdaq 100. And yes, the Nasdaq 100 is a shitty index because Nasdaq vs. NYSE is a bit of an arbitrary, tradition-based way to get tech exposure. It's missing NYSE tech companies (Oracle, Dell, Spotify, Uber) but gets some non-tech like Costco and Pepsi. It'd be like only dating iPhone users. It's sort of a rough proxy for something, but you're better off choosing what you actually care about.

> advanced algorithms and data structures

This isn't where memory goes or real-world speed comes from. For most applications, it's abstractions like React running in electron that hurt performance. There are also richer resources backing parts of apps--higher resolutions, better quality, higher framerates.

Matt Levine's take was essentially that if you're in the index fund game, you want the market. You don't pick and choose what parts of the market you want--that's active management. SPCX mostly isn't an issue because most indices include the float in the weight, so it isn't really even a $1T company.

Very vaguely, it makes it like a one-time pad where it can be anything you want it to be. Not quite, but so little text leaves a lot of options open.

> Does anyone notice anything interesting about the graph?

Cherrypicked dates? But I'd like to hear analysis comparing the Nixon shock to the covid shock since one was monetary and one was supply and demand.

While this is probably bad, reading gets more credit than it should, especially when it gets to reading junk content, not engaging with the content, and escapism. A baseline level of reading is important, but beyond that, I'd rather kids go out and do things than just read about them.

They're not necessarily "cooked," (but they certainly can be). Inflation is genuinely hard to calculate since it's different for everyone, goods and services purchased drift over time, and as you mentioned, that exact good also changes over time. CPI (and others) are more useful in a MoM or YoY context. At 10 years, it's better viewed as best guess cost of typical living rather than an economic indicator comparing apples and oranges.

> housing

This is actually the hardest to get right because it's the largest, and 2/3 of Americans own homes, so part of their costs are fixed.

Did you just read my other comment about Doom, or is this a coincidence?

I feel like the modern, more relevant version is being Doom-complete...which is essentially that any fast enough device with a screen can run Doom, and someone will eventually make it run Doom.

It's sort of like how anything turing-complete can run any code ever.