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lvl102

1,283 karma · joined March 13, 2022

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lvl102··on The death of the 60/40 portfolio
Wouldn’t it be more economically and fiscally efficient to…pay people after retirement by printing money on demand? It’s effectively what we are doing except we now introduced a bunch of middlemen (Wall Street) and funnel retirement money into vehicles for the rich. Current system makes no sense to me.
lvl102··on An electric new era for Atlas
I am so glad Masayoshi sold BD to Hyundai so Elon didn’t get his hands on them. They can easily go public for $10B.
lvl102··on Macs to Get AI-Focused M4 Chips Starting in Late 2024
I guess they needed to support the stock today? This is just saying they will roll out M4 chips after M3. How prescient!
lvl102··on End of the Line? Saudi Arabia to scale back plans for desert megacity
You’re right. It’s a gross generalization. But it is based on my personal and professional experience.
lvl102··on End of the Line? Saudi Arabia to scale back plans for desert megacity
Think about the fact that education is pretty much free there. They even pay for Western institutions to set up satellite campuses. You’d think they should have the most educated and skilled labor in the world. At some point, you have to realize it’s cultural: they don’t want to work.

Funny you mention Switzerland because they have some of the highest skilled labor in the world.

lvl102··on End of the Line? Saudi Arabia to scale back plans for desert megacity
For decades, they wanted to diversify away from oil and build tech industries. The problem is they don’t have skilled labor and would have to import “slaves” as they do with everything. They have some of the lowest skilled and laziest labor in the world. If/when dependence on oil ends, these countries will go back to being poor.

Edit: contrast ME with Mexico who is running out of oil. Yet, they are able to build because they happen to have some of the hardest working labor in the world (though not notably skilled). I rather bet on Mexico revival over ME 100/100.

lvl102··on 996 working hour system
I don’t think people in East Asia work harder at all. It’s mostly sitting around and taking two hour lunches. I regularly worked 80-100 hours for most of my 20s and early 30s. It’s not sustainable at all and 95% of the population do not even have the physical and mental stamina to do it for more than a couple of weeks out of the year. Out of all the places I’ve experienced, East Coast (and particularly NYC) has the hardest working culture. It’s not even close.
lvl102··on 996 working hour system
And you wonder why China is experiencing brain drain. Rest of world is moving toward 4-day work week and these guys think their citizens are dumb enough to slave away their lives.
lvl102··on Meta used monolithic architecture to ship Threads in only five months
I didn’t know Threads is still a thing. It is still very much barebones and frankly laughable for a product pushed out by a trillion dollar company. The fact that it took them five months is even more comical considering that all they did was pare down IG.
lvl102··on After AI beat them, professional Go players got better and more creative
Pro players train with AI and you can often see “blue dot” moves in tournament settings.
lvl102··on Boeing put Wall Street first, safety second ahead of Alaska Air blowout
And the same is happening for AI. It’s destined to blow up spectacularly down the road.
lvl102··on Tesla Cancels Mass-Market $25,000 Car, Musk Says This Is a Lie
How’s that prejudice? If you went and worked for Tesla after 2020 when all of their flaws were out in the open, then you opted into that environment. Are you saying you don’t make hiring decisions based on resume and where people worked? Hiring is always a subjective process. “Cultural fit” is a thing.
lvl102··on Tesla Cancels Mass-Market $25,000 Car, Musk Says This Is a Lie
That’s interesting. Anyone with Tesla after 2020 would be auto-reject in my book.
lvl102··on Tesla Cancels Mass-Market $25,000 Car, Musk Says This Is a Lie
Tesla is stuck with him and that will be the end. I do wonder why anyone with talent would work for Tesla at this point. Such a polarizing thing to have on your cv.
lvl102··on Bringing GPU acceleration to Polars DataFrames in the near future
Nice. RAPIDS with pandas is pretty fast so looking forward to what’s ahead.
lvl102··on Tesla stock drops 29% in first quarter as global dominance wanes
So Tesla is not like other companies…that survived secular changes. Tesla demographics changed quite a bit in the past five years.
lvl102··on Novo Nordisk facing pressure as study finds $1k drug can be made for $5
Who educates these scientists through PhD programs? Oh, OK. So we are paying these people to get their PhDs so they can go and start a company to scalp people with drugs that deliver 10% lift in efficacy. What a scam model.
lvl102··on Intel Brags of $152B in Stock Buybacks. Why Does It Need an $8B Subsidy?
Because if the US doesn’t, Intel can go elsewhere. The problem with fabs in US is well documented. We simply do not have the necessary skilled labor.
lvl102··on Apple M3 Ultra chip will be redesigned as its own standalone chip
This guy has no idea what he’s talking about. He’s just a Youtuber with zero background.

Edit: not saying he’s always wrong but his intention is to get clicks.

lvl102··on U.S. sues Apple, accusing it of maintaining an iPhone monopoly
How were consumers harmed from iMessage? Apple doesn’t stop people from downloading Whatsapp and hundreds of other communication apps. The only semi-valid argument they have is the app store. And even that is 10-20% chance considering Apple’s market share. Even though this is DoJ, this is all a part of Lina Khan’s naive crusade against NATURAL monopolies. Just because she doesn’t understand economics and how the real world operates in 2024.
lvl102··on U.S. sues Apple, accusing it of maintaining an iPhone monopoly
That’s not what antitrust is about. Functionally speaking, you would not be able to prove there’s economic harm. Apple’s share of smartphone does not even compare to MSFT’s share of PC back in 90/00s.
lvl102··on U.S. sues Apple, accusing it of maintaining an iPhone monopoly
That’s not Apple’s doing. They introduced iMessage as a direct result of telecom companies charging customers for text messages a la carte. If DoJ has issues with those blue bubbles then they should’ve sued telecom back then. This entire suit is a joke.
lvl102··on Encyclopaedia Britannica Seeking $1B Valuation in IPO
Completely off-topic but this post made me think about those Encarta discs growing up.
lvl102··on RStudio: Integrated development environment (IDE) for R
It is but if we are talking speed, I’d just opt for RAPIDS.
lvl102··on RStudio: Integrated development environment (IDE) for R
I enjoy RStudio but the best feature of R is data.table. It’s simply unmatched.
lvl102··on How OpenAI's Sora Model Works
I am thinking reinforcement on top of Blender would be straight forward with unlimited synthetic data potential. I’ve come across people incorporating SD into rendering workflow so tools are all there.
lvl102··on How OpenAI's Sora Model Works
Looks like I completely overlooked threestudio released last year. Thank you for pointing it out.
lvl102··on How OpenAI's Sora Model Works
What’s the status on companies building AI models to build actual 3D backend behind these generative videos. Anyone working on something similar? Imagine that’d be far more productive. For example, lookdev mlop is pretty low hanging fruit. Not sure why we don’t already have models from Autodesk, Epic or even Adobe (with resources ie A100/H100) where you upload an image/video and the model spits out workable 3D scaffolds.
lvl102··on Intel prepares for $100B spending spree across four US states
How many chances does Intel get to stay relevant? How many times will it fail to finally succeed?
lvl102··on The New Inflection
This space is moving so fast and it’s hard to keep track of SotA. How are management even keeping track? I suppose MSFT has enough cash to buy ‘em all.
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