HN user
With memory manufacturers running gross margins in excess of 80% how long until we see upstarts come online to eat away at that or is that unlikely to happen in the near future?
I can't imagine a margin that large is allowed to exist unchallenged for more than a few years.
If they wanted to officially take the weights the DPA would work and Dario could do nothing. If they wanted to do it in clandestine manner no one could stop them and no one would know. It's very likely they already have all the weights from all the frontier models. I mean all the frontier models are capable of being served from AWS Bedrock so the weights aren't exactly locked in some air-gapped vault.
It would be easy to make a national security justification to take the weights in a clandestine manner especially because Anthropic supposedly got caught giving China access to the model through a cutout.
They could easily take the weights if they wanted. I don't believe they meaningfully lost access.
“50th rocket company, previous ones failed on financials not tech”
Its Falcon 9 has flown 667 times to orbit with a 99.55% success rate. SpaceX isn't like the other rocket companies and it's pretty obvious to anyone who looks at the metrics objectively. Not in technology or in finances.
"minus $5B/year but AI/Space makes it +$200B”
$18.7B revenue in 2025. Starlink alone was $11.4B
The comparison to Iridium isn't even worth refuting because it's like comparing the Wright Flyer to the 747.
It's a shame that otherwise intelligent people have such difficulty objectively assessing anything Elon Musk; I assume it's mostly idealogical reasons. Do I think $135 is a bit high for the SpaceX IPO? probably. Do I agree with everything Elon Musk says? nah. Is Elon Musk the most capable entrepreneur and innovator to ever live? It's definitely possible.
This is your sign to start using a DNS based ad/tracking blocker. Run it on your VPS with tailscale if you want it available everywhere without significant security overhead.
the GPUs aren't actually owned by SpaceX but a daughter company, and it's been financed via loans that are backed by pension funds. So it's already the case that pension funds back bear the risks associated with SpaceX's operations.
I think a more accurate phrasing of the Valor GPU deal would be something like this:
"SpaceX’s AI compute buildout relies in part on off-balance-sheet or lease-style financing vehicles. Valor-owned vehicles purchased Nvidia GPU infrastructure and leased it to xAI/SpaceX subsidiaries, with Apollo providing debt financing and SpaceX or subsidiaries guaranteeing some obligations. That creates indirect exposure for institutional and retirement capital, though not necessarily direct pension-fund ownership of SpaceX operational risk."
The company has been around since 2002, I'm sure plenty of insiders will cash out in the next calendar year to satisfy the minimum free float rule by the time they're eligible.
Yeah that was really the cherry on top. Just sublime to use.
Counter-point the Surface Studio was one of the best PCs for drafting and design we've ever owned.
So presumably something causes the spontaneous mutations?
Loss of human life in a static fire is criminal. Why would anyone be that close?
There was no loss of life in this static fire failure.
There is always Starship.
Don't worry we've solved this problem. It's called a LES.
A sibling mentioned that LLMs benchmark better on elixir. Immutability and functional programming are likely the reason why it benches better.
Where does your gasoline come from? Most of that usage is for the massive Exxon/etc facilities we have in Houston/Galveston to refine most of the fuel the entire nation uses.
Why don’t data centers use gray water more often? Wouldn’t that be better for basically everyone?
My guess is it’s some combination of the infrastructure not existing, the distribution being bad, and the treatment costs not penciling out.
But that feels like the kind of thing municipal utilities could solve with pricing. Potable water should probably be priced differently for residential use than for big commercial/industrial users, in a way that pushes them toward non-potable sources wherever possible.
A fun Texas water fact I always bring up: the entire state’s monthly freshwater use is roughly a week of freshwater inflow into the Chesapeake Bay. Texas would be the 8th-largest GDP in the world if it were a country, and its whole monthly freshwater demand is basically a few months of water that the Chesapeake just dumps into the ocean. (Of course, estuaries make use of the water so it's not just wasted but it's illustrative imo)
Another fun comparison point is yearly Texas uses 0.08% the volume of the Great Lakes in freshwater but ~ 30-50% of the volume of all the lakes in Texas.
We've got a lot of water but it's not distributed evenly and we should probably build some sort of water pipeline eventually so water rich states can sell to water poor states.
Again, this is all just speculation by someone who knows not a damn thing about municipal water management.
There's no reason gamblers won't repeat this stunt, until us poor schmucks who just want an accurate temperature reading have to build a fortified compound in order to do so.
The issue here is you'd need a lot more land because any asphalt near a temp sensor is going to give you bad data.
Both currently working in US.
I'm unable to download FLUX.2 models from `darkbloom models`
This is one thing LIDAR is pretty good at.
All the leak revealed was how insanely profitable GTAV: Online is.
I didn't build it. I just found it on a live stream (https://www.twitch.tv/ej_sa) of the mission. Maybe `Show HN:` was the wrong prefix.
And they get Federal pensions and healthcare funded by tax dollars.
Vibe coding and it's consequences.
"The evidence is clear: Either you embrace AI, or get out of this career." -Github CEO
"Sooner than later, 80% of the code is going to be written by Copilot. And that doesn’t mean the developer is going to be replaced." -Github CEO
Downstream of this I used to cycle my accounts pretty regularly but have stopped since generative AI. Don't want people thinking I'm an LLM spam bot. My stupid comments are entirely my own.
Great feedback for the OP. I would also add, Can you make the text not selectable?
The messenger changes; but the truth doesn't. That is the point of the phrase. It's a jab at the GP's flawed logic.
Did you read my comment?
For my entire life I've never seen the feds do anything other than selective enforcement. See the latest disclosures RE: Zorro ranch and little saint James as recent examples.
LLM generated readme?
Mantis 7 consists of four major components:
1, 2, 3, 4.