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Fripplebubby

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Even if you could do attribution correctly (I think you can do this partially if you are really diligent about A/B testing), that is still only one input to the equation. The other fact worth considering is the scale factor - if a team develops a widget which has some ARR value today, that same widget has a future ARR value that scales with more product adoption - no additional capital required to capture more marginal value. How do you quantify this? Because it is hard and recursive (knowing how valuable a feature will be in the future means knowing how many users you have in the future which depends on how valuable your features are as well as 100 other factors), we just factor this out and don't attempt to quantify things in dollars and euros.

Also, if you don't like the NASDAQ 100 rules, then you don't have to invest in securities that track it.

Isn't the idea with the indexes that they allow you to intentionally not take an activist position in the market? The exposure is not tied to any underlying market hypothesis. In other words, if we make people form a market hypothesis in order to decide whether or not to hold this index, it has failed in its purpose.

This is not true. The IETF draft is explicit that E2EE means that the message cannot be read by any party other than the sender and the intended receiver. When companies like Meta claim they support E2EE, this is what they claim. There are no tricky semantics or legalese at play here.

Hiring is still a pretty non-uniform thing despite attempts to make it less so - I'm sure there are some teams and orgs at all these large companies that do it well, and some that do it les well. I think it is pretty well accepted that university brand is not a good signal, but it is an easy signal and if the folks in the hiring process are a bit lazy and pressed for time, a bit overwhelmed by the number of inbound candidates, or don't really know how to evaluate for the role competencies, I think it's a tool that is still reached for today.

In a way, I think the hiring process at second-tier (not FAANG) companies is actually better because you have to "moneyball" a little bit - you know that you're going to lose the most-credentialed people to other companies that can beat you dollar for dollar, so you actually have to think a little more deeply about what a role really needs to find the right person.

I take it as a given that what is stored and graphed is an information-destroying aggregate, but I think that aggregate is actually still useful + meaningful

This is partly a tooling problem. Many of the tools we use do not do a good job of capturing and representing this data. For example, the majority of latency graphs produced by Grafana, such as the one below, are basically worthless. We like to look at pretty charts, and by plotting what’s convenient we get a nice colorful graph which is quite readable. Only looking at the 95th percentile is what you do when you want to hide all the bad stuff. As Gil describes, it’s a “marketing system.” Whether it’s the CTO, potential customers, or engineers—someone’s getting duped. Furthermore, averaging percentiles is mathematically absurd. To conserve space, we often keep the summaries and throw away the data, but the “average of the 95th percentile” is a meaningless statement. You cannot average percentiles, yet note the labels in most of your Grafana charts. Unfortunately, it only gets worse from here.

I think this is getting a bit carried away. I don't have any argument against the observation that that average of a p95 is not something that mathematically makes sense, but if you actually understand what it is, it is absolutely still meaningful. With time series data, there is always some time denominator, so it really means (say) "the p95 per minute averaged over the last hour", which is or can be meaningful (and useful at a glance).

Also, the claim that "[o]nly looking at the 95th percentile is what you do when you want to hide all the bad stuff" is very context dependent. As long as you understand what it actually means, I don't see the harm in it. The author makes this point that, because a load of a single webpage will result in 40 requests or so, you are much more likely to hit a p99 and so you should really care about p99 and up - more power to you, if that's the contextually appropriate, then that is absolutely right, but that really only applies to a webserver serving webpage assets which is only one kind of software that you might be writing. I think it is definitely important to know, for one given "eyeball" waiting on your service to respond, what the actual flow is - whether it's just one request, or multiple concurrent requests, or some kind of dependency graph of calls to your service all needed in sequence - but I don't really think that challenges the commonsense notion of latency, does it?

They care very deeply about this and devoted a lot of resources to (re)grading the digital versions that you see today on Disney+. The versions you see are intentional and not the result of cost cutting. (I was not directly privy to this work but I worked on Disney+ before its launch and I sat in on some tech talks and other internal information about the digital workflows that led to the final result on the small screen and there was a lot of attention on this at the time)

I think there's a discussion to be had about art, perception and devotion to the "original" or "authentic" version of something that can't be resolved completely but what I don't think is correct is the perception that this was overlooked or a mistake.

I'm hearing you out, but how is this going to affect the part of this that is client behavior rather than database behavior? If there is some kind of sdk that actually captures the interface here (that is, that the client needs to be compatible with both versions of the schema at once for a while) and pushes that back to the client, that could be interesting, like a way to define that column "name" and columns "first name", "last name" are conceptually part of the same thing and that the client code paths must provide handling for both at once.

I think I see this point now. I thought of YAGNI as, "don't ever over-engineer because you get it wrong a lot of the time" but really, "don't over-engineer out of the gate and be thankful if you get a chance to come back and do it right later". That fits my case exactly, and that's what we did (and it wasn't actually that painful to migrate).

I think the tricky thing here is that the specific things I referred to (real time writes and pushing SQL predicates into your similarity search) work fine at small scale in such a way that you might not actually notice that they're going to stop working at scale. When you have 100,000 vectors, you can write these SQL predicates (return the 5 top hits where category = x and feature = y) and they'll work fine up until one day it doesn't work fine anymore because the vector space has gotten large. So, I suppose it is fair to say this isn't YAGNI backfiring, this is me not recognizing the shape of the problem to come and not recognizing that I do, in fact, need it (to me that feels a lot like YAGNI backfiring, because I didn't think I needed it, but suddenly I do)

The post is a clear example of when YAGNI backfires, because you think YAGNI but then, you actually do need it. I had this experience, the author had this experience, you might as well - the things you think you AGN are actually pretty basic expectations and not luxuries: being able to write vectors real-time without having to run other processes out of band to keep the recall from degrading over time, being able to write a query that uses normal SQL filter predicates and similarity in one go for retrieval. These things matter and you won't notice that they actually don't work at scale until later on!

One of the interesting experiences I have being a member both of this community and the baseball analytics community is seeing posts like this, where apparently the author thinks that they're the only one who had the idea to look at this, shared widely within the hacker community because it comes from one of their own. Rest assured, within the _baseball_ community, this has been discussed and analyzed to death - it just doesn't get posted here because nobody mentions using unix tools to do it, because it isn't really relevant.

See for example:

https://blogs.fangraphs.com/how-have-the-new-rules-changed-t...

https://www.baseball-reference.com/friv/rules-changes-stats....

And many others, these are two early and relatively canonical ones. If folks reading this post are interested enough in baseball, please, come join us in the baseball analytics community where this is merely the very tippy top of the iceberg of interesting things.

The way I read the paper, "diffusion" was more of a metaphor - you start with the output of the LLM as the overview (very much _not_ random noise), and then refine it over many steps. However, seeing this, I wonder myself whether or not in-house they actually mean it more literally or have actually tried using it more literally.

One interesting thing I learned from this was how they determined the probable size of this comet probabilistically, rather than using direct observation - basically, based on the observations, it could either be really big (10km) or really small (0.5km), and we can basically rule out really big because we've been looking for comets for years, and during that time, to see one that is that big implies that we _should have seen_ thousands that are quite small over that time period, because the size of space objects follows a power law since they're always whacking into each other and breaking up. Since we've only seen one small interstellar object during that time rather than thousands, a large comet is so impossibly unlikely that we can conclude that it is 0.5km in size. I'm sure at some point this will be confirmed in a more conventional way, as well.

Maybe I worded this more harshly than I meant. I value anybody who tries to communicate with me and I don't mean to try to discourage people from having ideas or communicating them to me, but - writing is thinking, the act of trying to actually use your language and your reasoning will improve your idea. How many times have I thought I had a good idea, then in the process of writing it out, I realize its flaws (many times)? If you pass this process off to an LLM, you skip a key step, and you leave it to me the receiver to do this work for you.

I think this is a great post. It will ruffle some feathers and people will feel attacked, but I think the core idea is exactly right: if we are communicating and the goal is the exchange of information, use your incredible language faculty to communicate with me. To do otherwise is a disrespect to me and it indicates that you value the act of showing me your brilliant idea (in your estimation) more than you value taking the effort to actually communicate the idea to me. You are essentially an "ideas guy". I know that an LLM is a yes-man, and that a yes-man and an "ideas guy" is a combination that produces confident mistakes. If you can't be bothered to communicate your idea, or the essence of your idea, in your own words, please keep it to yourself until you've put in that effort.

Maybe I am blinded by my own use case, but I find the caching pricing and strategy (since different providers use a different implementation of caching as well as different pricing) to be a major factor rather than just the "raw" per token cost, and that is missing here, as well as on the Simon Willison site [1]. Do most people just not care / not use caching that much that it matters?

[1] https://llm-prices.com/

Interesting quote from the venturebeat article linked:

“There is also a reason why clinicians who deal with patients on the front line are trained to ask questions in a certain way and a certain repetitiveness,” Volkheimer goes on. Patients omit information because they don’t know what’s relevant, or at worst, lie because they’re embarrassed or ashamed.

In order for an LLM to really do this task the right way (comparable to a physician), they need to not only use what the human gives them but be effective at extracting the right information from the human, the human might not know what is important or they might be disinclined to share, and physicians can learn to overcome this. However, in this study, this isn't actually what happened - the participants were looking to diagnose a made-up scenario, where the symptoms were clearly presented to them, and they had no incentive to lie or withhold embarrassing symptoms since they weren't actually happening to them, it was all made up - and yet, it still seemed to happen, that the participants did not effectively communicate all the necessary information.

I think that the concept of a "foundation model" for time series is actually a bit flawed as presented in this blog post. A foundation model is interesting because it is capable of many tasks _beyond the target tasks_ that it was trained to do, whereas what the author is looking for is a time-series model that can make out-of-distribution predictions without re-training - which is, in my opinion, a problem that is pretty well solved by existing ARIMA and (especially) Prophet models (Yes, you have to re-fit the model on your distribution, but this is not at all akin to the task of training or fine-tuning an LLM, it's something you can do in seconds on a modern CPU, and yes, there are certain hyperparameters that may need to be selected, but they are actually fairly minimal).

But for a model to make out-of-distribution predictions does not make it a foundation model for time series, really that's just the basic task that all time series forecasting models do. A more interesting question is, does an LLM architecture seem to improve the task of univariate or multivariate time-series prediction? I don't think the answer is yes, although, depending on your domain, being able to use language inputs to your model may have a positive impact, and the best way to incorporate language inputs is certainly to use a transformer architecture, but that isn't what is addressed in this post.

A lot of it is just fun and silly, but for me it was also an interesting way to develop my taste in something - to hear other people who are real heavy connoisseurs of something discuss it, and learning from them. Of course, you can get this from your friends and the people who are really around you in your life (or, just don't develop your taste at all because you just like what you like), and there's nothing wrong with that, I get why some people find it odd to watch people play video games.

You have to understand as well that Giant Bomb was the first of its kind in a lot of ways, this was an era where video game journalism began to loosen up from the corporate, PR-friendly, very stiff and consumer-focused era it had been in during the dominance of print media, and Giant Bomb was this novel thing where people who had been deeply involved in that era began to find their own voices. If you followed video games at the time online, Giant Bomb was this total breath of fresh air.

You might not know this if you don't actually play these games (Madden, 2K for NBA, MLB The Show), but the commentary is extremely high quality, sometimes comparable to the TV broadcast with riffs and tangents as well as describing the action. Over many years of producing these games they have continually refined the process. Of course, eventually you will hear repeating dialogue if you play the games enough, but I think the baseline quality is going to be _very_ hard to replicate with an LLM.

Speaking for myself, the author's post resonated with me in two ways - both that it's hard to turn off the business side of the brain ("Could this side project be a startup? Should I build it this way just in case I decide to do that later?") but also that I find it hard to turn off the manager brain ("Is this really the right order to do things? Is this the most valuable thing I could be doing?"), too, other people in the thread are mentioning thinking about opportunity cost to be interfering with their ability to commit to side projects (and also to actually _enjoy_ doing them).

Tech needs to keep innovating to keep investors happy and keep investing.

It's nice to think that this is just a "tech" problem but unfortunately this is a wider problem in the rich world - it just so happens that "tech" has been the answer for finding huge economic growth for the past few decades. The whole economy is addicted to tech growth at this point (including your 401k if you have one, those of your your friends and neighbors).

I think part of the author's point is that, specifically if you are _coding_ for fun, it is much harder to "turn off" that part of your brain that analyzes it from a business perspective. It's not as if you can close one IDE at 4 and open another IDE at 4:01 at put yourself in a different mindset.