390 karma · joined February 18, 2019
Is there any evidence anywhere of a totally sound proof, unintrusive mega data center? I have not seen anything.
The point of this idea is that housing is expensive to build and one way to significantly reduce that cost is by eliminating parking. Add to the cost of car ownership and the cost of living is substantially higher.
Most people still will need a car to get around. Bus rail and carpooling are not real solutions for most people in urban USA cities. Some feel offended by this notion, but it's reality.
I imagine that the concept of cities leasing waymos and being able to allocate them around to particular nodes will increase the avg. passenger capacity as well, because it can be modeled and tracked to figure out where the nodes need to be to create an effective network with high utilization.
But yes, traffic is indeed an impact.
The government can also lease vehicles with more capacity, like mini-busses if that's the policy objective. Doesn't have to be cars. The government would be in the driver's seat to drive this driverless policy as well, no pun intended
No, a private citizen does not have the ability to demolish entire neighborhoods to create a new New York City with a beautiful Central Park.
Maybe if they own a home, maybe they'd donate their home to some developer to make a community garden. You and I know, that many people would love to do such a thing. But, 99% of people, would reject doing this or demand an infeasible amount of money for this.
You're hilariously wrong on most of your points because just spend 5 minutes researching how CA fails to build rail. Not even worth responding to further.
but anyways, texas does not have the same cost of living issue as other metros like most of CA. that's up to local jurisdictions to do this. just like any city can build rail or bus.
tax payer sources needs to be allocated to a project that can be administered, tracked, and iterated on.
Plus the public should pay for services servicing more people than less, which your idea services a small population.
plus, the government needs to solve for affordable and workforce housing. The market can deliver plenty of market rate units if you don't be stupid and over regulate it.
Any public dollar that gets contributed to housing, basically adds a 50% cost factor and assume whatever it is used for will take 2-3x as long to deliver anything you can live in.
So instead, Cities should lease Waymos (or other brands), and provide these vehicles for use by affordable tenants in properties with limited parking.
Building housing with no parking is not feasible for 95% of deals. You simply won't get financing or you'll end up handing the keys back to the lender and bankrupt on the deal. Instead, if you could hand to your investors and lender an agreement which provides a car for every 3 units, that tenants have first priority to use for free (or an amount subsidized per month) up to reasonable limits, then you'd address the concern "where are people going to park and how to get to work?".
it's way more efficient than building $100 billion in transit that will take 200 years to build.
What's it cost per year to lease? $30k? That car can be full time serving 4-10 units daily? The cars can be rented to the public on off hours to offset their operating cost.
It's a lot more cost efficient and can be done TODAY, not 5 years after complicated LIHTC financing with 4 layers of other public funding, 3 years of approvals, and 2 years of construction.
I deal with these owners EVERY DAY who would rather sit on crappy buildings and land because why not, it costs them nothing. They've owned forever. Literally TODAY I had an offer rejected from a Seller that would have yielded 80 units of affordable housing in an area with $150k median income, delivering completion in 2028-2029.
"Sorry FBI, the tenant renting my warehouse out to manufacturing cocaine is not my responsibility. I won't do anything about it. You deal with them."
Nope, that's a failure of a duty to act and aiding and abetting a criminal activity if you hace constructive knowledge.
We are paying for a certain amount of token consumption
Why then, is this an outsized strain on your system Anthropic?
It's like buying gasoline from Shell, and then Shell's terms of services forcing you to use that gas in a Hummer that does 5 MPG, while everyone else wants to drive any other vehicle.
There's degrees of PE. Some good, fine, and some worse.
Take real estate development. It's probably one of the suckiest businesses to be in. I know 3 developers who have committed suicide because when things go wrong, your entire life collapses (you put up all your assets in order to obtain construction loans). The litigation, brain damage, and risks are enormous. Increasingly, the payoff is awful (due to worsening legislation and NIMBYism and worse market condiditions)
However, private equity in development I think is a good thing. When there are investors willing to put this money at risk, we get much needed construction of housing (see Austin, TX where rents are falling off a cliff due to over building).
Now look at Los Angeles, which new permits are literally almost non-existent because LA is one of the most hostile places for developers. You can't make money in LA, so there's no capital available.
Then you end up with "affordable" housing developers adding the only supply at $600-900k/unit costs vs the market rate developer at $300-600k/unit.
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On the other hand, "value add" private equity is much more suspicious. It's more cut throat, easier to end up in crony capitalist situations by operating with a "cut expenses, provide less, make big bucks" model. The people in this world are the kind of guys who have never done anything hard with their hands other than gotten a sore thumb from pounding too hard on their keyboards to adjust their excel model ("Mr. The Model is Always Right") too hard all night long.
This is how we end up with old properties who get flipped 4x each being sold with "upside the seller was too stupid to take advantage of" and ending up in situations where tenants get priced out due to private equity seeking infinite growing returns. Oh and by the way, every previous owner did "lipstick on the pig" jobs because why not try to save costs and make your levered IRR 16% instead of 12%? You cannot show that kind of return when you promised 18%... then it'll make it harder to fundraise your next deal!
This isn't to say that "value add" is a dirty business. We certainly need to balance the incentive to modernize and renovate properties. An d developers overbuilding isn't always a good thing.
So its nuanced. I think people need to fairly give credit that there are both good and bad. The capital efficiency is real and produces real world outcomes since there is a strong financial incentive at the end of the door.
But financial incentives sometimes bump up to issues causing harm in real life, which need to be recognized and called out.
And over time the AI content will improve enough where it becomes impossible and then the Great AI Swappening will occur.
Being able to express a workflow or diagram and then have AI implement would be awesome to have a tight loop.
I don't really use local LLMs but think 32GB RAM would be good for me... but I am so ready to upgrade but trying to figure out how much longer we need to wait.
There are massive amounts of monopoly/duopoly interests in construction. Want to build affordable housing? Well if you are taking public dollars, you have to work with certain vendors which are approved and meet certain qualifications. Guess what, only 2 electrical vendors are approved! And so they work together and act as a racket to hold your project hostage unless you meet them on their terms.
Actually had a call today with an exec with one of the largest construction general contractors and this topic of "we can't do XYZ project [e.g. compete in that type of project type... driving costs down through competition] because we hire ABC union labor and it would screw us and our relations with the unions we work with."
Every developer has a war story of getting burned exactly in some way by being beholden to political or labor issues.
This results in higher costs... which ultimately is one of the main issues among others.