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peder

181 karma · joined October 6, 2014

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peder··on Resetting Xbox
Everyone in this thread thinking they know what's best for other people's money.

They're getting below the rate of return of treasuries. That's abysmal.

peder··on How Kalshi Infects the News
Rediscovering first principles
peder··on Markets are competitive if and only if P != NP
They're not just useful concepts tho, they're how every business operates, and the concepts cover the vast majority of situations.

The behavioral economics/Freakonomics thing was like "Hey, here's this thing that might if you squint real hard fall outside of efficient market theory" and then for a decade people took that to mean that that the base concepts were worthless, which was a severe overcorrection from people that didn't understand economics.

peder··on The primary purpose of code review is to find code that will be hard to maintain
lol, but also, nearly every comment in this thread seems so old school, as if the game hasn't completely changed.

PRs for knowledge transfer? I don't need it, I'll just ask an LLM a question if I have one.

PRs for enforcing good design? I dunno, if it's a terrible design, we'll just change it since change is so much less work now.

peder··on U.S. government will decide who gets to use GPT-5.6
100% this is the direction all govts will go. This isn't specific to any political party, it's just about communications control. I don't think open source models will be directly capped, necessarily, but all commercial/easy-to-setup models will be heavily regulated.
peder··on U.S. government will decide who gets to use GPT-5.6
I don't think Trump has ever said he's in favor of a small govt
peder··on Bain tests software takeover targets by vibecoding AI replicas
I mean, this is just basic smart investing today. Software is now very easily replicable, and you wouldn't want to invest in software that has absolutely no moat.

At a minimum, this gives Bain more leverage when negotiating with these companies.

peder··on The dead economy theory
> Don't you think a smarter way to run a business is to capture more of the market if you have the resources to do so?

Because if everyone is doing the same, then it's just brutal competition. Margins will squeeze, and eventually very lean companies will become the norm. In time, this means that the pool of information workers will change tremendously.

peder··on The dead economy theory
Exactly right, it's Porter's Five Forces with Threats of Substitutes and Threats of New Entrants, which means that margins will be compressed massively, which means that being a lawyer will often mean lower wages. The p99() of lawyer wages will probably decline, but the max() will likely increase for the niches that are not adequately covered by AI use cases.
peder··on Liquid AI reveals 8B-A1B MoE trained on 38T
I just did the same. Absolutely awful. I assume OpenCode's heavy context is a problem, and it's probably better to use Liquid's own OpenCode alternative for this.
peder··on Claude Opus 4.8
ha, exactly... like, the % change could be minuscule (or worse, it might only be a perceived difference, the actual quality may have regressed, or the scenario just didn't lend itself to that specific model) but people will be on here proclaiming that they're now shipping 10x the number of PRs.
peder··on I think Anthropic and OpenAI have found product-market fit
> I don't see the business model working.

Same. It's a nightmare from a Porter's Five Forces perspective.

There will be a ton of businesses competing in this space, and there will be something of a moat due to how capital intensive the business can be, but there will still basically be infinite competitors.

Great for consumers.

peder··on The just-say-no engineer was a ZIRP phenomenon
Right, and it’s just the wrong, maybe weirdest correlation to suggest, and I’m someone that loves to find unexpected connections between things. ZIRP had nothing to do with this “no-man” phenomenon, it predated ZIRP.
peder··on The just-say-no engineer was a ZIRP phenomenon
And in the agentic world, that liability is both minimized and amplified. Teams that successfully mitigate AI risks will be able to churn out massive amounts of sustainable code.
peder··on SpaceX S-1
Bruh. This is unhinged.

SpaceX is a good company with a ton of potential future revenue on their data center and Starlink businesses. Nothing about this company is fugazzi.

peder··on Claude for Small Business
> a UI that makes claude code or codex accessible to the average user.

It'll just be power users. We're moving toward a world of significantly fewer analysts and more into "Super SMEs" that can actually learn tools like Claude and manage enormous complexity with them.

Just giving average users these tools will produce garbage. This example from Claude is so contrived and any business analyst can see how a process that requires uploading additional data will fail. You can't expect users that don't even know their own data to be able to make this thing work.

There will be no "average" user in the future. It'll be multi-disciplinary SMEs that are extremely creative and knowledgeable about their businesses.

peder··on Higher usage limits for Claude and a compute deal with SpaceX
> Looks like Elon's finally giving up on XAI and just selling the compute

I don't think that's certain yet, but I do think that the open-source models like Gemma and Qwen are getting so good so fast that even Anthropic has real risk around the long-term value of their models and tooling.

Basically, if I'm Anthropic or xAI, I try to get revenue whenever and wherever possible and see what sticks. There's no value in playing for monopolistic control when everything is so volatile.

peder··on Google Chrome silently installs a 4 GB AI model on your device without consent
And adding climate hysteria here diminishes the climate change argument generally. It's like "the boy who cried wolf".
peder··on GPT-5.5
> It really seems like we could be at the dawn of a new era similiar to flash

We've been there for a while.... creativity has been the primary bottleneck

peder··on US and Iran agree to provisional ceasefire
Irrelevant if you can keep doing decapitation strikes on leadership.
peder··on US and Iran agree to provisional ceasefire
lol no, they both have lost substantial influence in Iran... the US has been chipping away at the spheres of influence for both China and Russia in recent months, first with Venezuela and now Iran. Hopefully Cuba is next.

And the US surveillance capabilities are substantially greater than they were during the Iraq and Vietnam wars. Smuggling in drones or missiles isn't some trivial affair.

And again, if they do that, we just decapitate their leadership again. And again. Until they stop.

peder··on US and Iran agree to provisional ceasefire
You arguably can't run gorilla large-scale manufacturing. There are obvious limits to what you can achieve when the opposition can run decapitation strikes every few months.
peder··on US and Iran agree to provisional ceasefire
Exactly, but Hacker News is upvoting this because it wants the US to be seen as the loser of this conflict.

Both sides in a conflict (or any negotiation) make demands that they know the other will not accept. You can't just take someone's list like that and assume that'll be the exact outcome.

peder··on US and Iran agree to provisional ceasefire
But we can eliminate 90% of senior leadership at any time. How do they measure that cost?
peder··on US and Iran agree to provisional ceasefire
This is not the deal. Iran had published this earlier as their list of demands, just like the US did. The reality is something in the middle of that.
peder··on The cult of vibe coding is dogfooding run amok
But tech debt with vibe coding is fixed by just throwing more magic at it. The cost of tech debt has never been lower.
peder··on Running Gemma 4 locally with LM Studio's new headless CLI and Claude Code
Have you been using `omlx serve`? If so, how are you bumping up the max context size? I'm not seeing a param to go above 32k?
peder··on Running Gemma 4 locally with LM Studio's new headless CLI and Claude Code
Did you have any Anthropic vs OpenAI specification issues with Claude Code? I have been using mlx_vlm and vMLX and I get 400 Bad Request errors from Claude Code. Presumably you're not seeing those issues with llama-server ?
peder··on Cursor 3
> I feel like this design direction is leaning more towards a chat interface as a first class citizen and the code itself as a secondary concern.

That's because that's exactly where we're headed, and it's fine.

peder··on How Reverse Game Theory Could Solve the Housing Shortage
And despite saying that they're the party of YIMBY, in practice we can clearly see that Democrats simply aren't. They'll say that they allowed ADUs, but then Dallas will come along and build 10,000 homes in the time it took Seattle to simply debate ADUs.

At some point you have to look at the actual results of policy.

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