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quanto

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quanto
·7 日前·議論
> The numbers seem to agree. According to its SEC filing, “in part helped by progress in AI, revenue per full-time equivalent Spooner increased from $1.12 million in 2023 to $2.57 million in 2025, and was $0.97 million in Q1 2026.”

Is there a typo somewhere?
quanto
·19 日前·議論
There are so many derisive comments here.

David Ha, CEO and co-founder, was one of the youngest managing director at Goldman Sachs before doing ML at Google. His ML publications were considered top-notch almost a decade ago. I had high hopes for him when he raised money and founded Sakana.

I do agree with some comments here that perhaps this particular product is not well thought out. I also agree with the criticism that David calls Sakana a frontier AI lab while making money just selling AI B2B applications to Japanese businesses. I also agree with the assessment that Sakana has abrasive and antagonistic, sometimes openly hostile, recruiting tactics. I also agree that his then-impressive publications may have lost their luster in the age of LLMs.

However, the man is clearly driven; and he and his team may have more to offer in future. I admire the man for not taking the conventional AI-research career path.
quanto
·2 か月前·議論
There could be geometrically tiny optimizations that lead to an outsized impact in noise and flow by turbulence reduction. While optimizing an impeller with computational FSI (fluid structure interaction) is not as hard as before, it still is not trivial. And it's these (perhaps small) optimizations that justify Noctua being 5x more expensive than generic black fan.
quanto
·2 か月前·議論
Interesting. This observation only reinforces the hypothesis that my colleague had. Well optimized components procured with exclusivity.
quanto
·2 か月前·議論
No, not Rentech. While Rentech is truly marvelous, it has been around for a while. There is a new kid in town, and this kid is very very good. To the point that it drove out other veteran shops out of the same market it traded.
quanto
·2 か月前·議論
I have an interesting discussion with a senior colleague: why ASML? why are they by far the best? Their competitors are a few generations behind.

The colleague claimed that there is no special magic. It's not that ASML is using some otherwise unknown laws of physics nor is any single step or component particularly special or novel. It's just that they meticulously optimized each step, and the sum of such steps is the winning solution.

In fact, this is probably why it's so hard to copy ASML. If there was a single magic component, a single or few engineers could be poached away to a competitor to copy it. However, copying a well-optimized company with many simultaneous optima is a much harder task.

Our discussion was in the context of why our quant hedgefund competitor was performing so well, far above the market norm. By nature and design, quant finance is an incredibly efficient field (and most techniques are more or less known by veterans), and we had thought unlikely that one fund could do so much better. Our conclusion was that this fund must be the well-optimized ASML of our field. My colleague happened to know the founder and indeed that was his personal impression as well.
quanto
·3 か月前·議論
> Only Nvidia currently rivalled Google’s combination of AI hardware and integrated chip software, he added.

Does the phrasing imply that Google sees itself as #1 and Nvidia as a close #2 that may rival its greatness? not to mention other big contenders.
quanto
·4 か月前·議論
the output quality is so good that it triggered my LinkedIn PTSD. and at least for this particular output, the input-output pair is reversible.

input: I just ate lunch.

output: I’m thrilled to share that I’ve just successfully completed my midday refueling session!

Nutrition is the ultimate foundation for high-performance leadership and sustained productivity. Taking this intentional break has allowed me to sharpen my focus and realign my goals for the afternoon sprint.

How are you optimizing your energy levels today to drive impact? Let’s connect and discuss the power of strategic self-care in the workplace.

#Leadership #Productivity #HighPerformance #WellnessAtWork #GrowthMindset
quanto
·5 か月前·議論
What are the techniques (and the papers thereof) that you consider to be spectacularly good before 2021 for depth estimation, monocular or not?

I do some tangent work from this field for applications in robotics, and I would consider (metric) depth estimation (and 3D reconstruction) starting to be solved only by 2025 thanks to a few select labs.

Car vision has some domain specificity (high similarity images from adjacent timestamps, relatively simpler priors, etc) that helps, indeed.
quanto
·7 か月前·議論
A mech eng PhD said that he watches Gundam/Macross for drama and Romance (as in Romanticism).
quanto
·7 か月前·議論
The challenges you mentioned, and techniques to address them, are not unique to quantum physics. I am still not understanding how quantum physics require "new" kind of numerical analysis. And what are these new kinds of techniques you hint at? Could you give me some examples of unique techniques that arose from quantum physics and are not used elsewhere?
quanto
·7 か月前·議論
PDEs are PDEs, regardless of where they come from Newtonian or quantum. Would you care to elaborate why you think quantum requires a new kind of numerical analysis?
quanto
·8 か月前·議論
> when I can get away with it I'd prefer to prove things with real numbers and assume magically they transfer to floating point.

True for some approaches, but numerical analysis does account for machine epsilon and truncation errors.

I am aware that Inria works with Coq as your link shows. However, the link itself does not answer my question. As a concrete example, how would you prove an implementation of a Kalman filter is correct?
quanto
·8 か月前·議論
During the days I was studying/working with Coq, one visiting professor gave a presentation on defense software design. An example presented was control logic for F-16, which the professor presumably worked on. A student asked how do you prove "correctness", i.e. operability, of a jet fighter and its control logic? I don't think the professor had a satisfying answer.

My question is the same, albeit more technically refined. How do you prove the correctness of a numerical algorithm (operating on a quantized continuum) using type-theoretic/category-theoretic tools like theorem provers like Coq? There are documented tragedies where numerical rounding error of the control logic of a missile costed lives. I have proved mathematical theorems before (Curry-Howard!) but they were mathematical object driven (e.g. sets, groups) not continuous numbers.
quanto
·8 か月前·議論
This paper reminds me of a class assignment in grad school where the prof asked the students to write a compiler in Coq for some toy Turning-complete language in a week. Having no background in compiler design or functional programming, I found it daunting at first, but eventually managed it. The Coq language's rigor really helps with something like this.

I wonder if AI's compute graph would benefit from a language-level rigor as of Coq.
quanto
·8 か月前·議論
Could you elaborate? Which two was he bad at? How did he ruin people's lives? Honestly asking.
quanto
·8 か月前·議論
How is Apple's nano-textured display different from ThinkPad's famed matte display?
quanto
·9 か月前·議論
Both China and Japan were agrarian and primarily rice-eating too, so if the presented narrative was true, what made Korea special?
quanto
·9 か月前·議論
> Job losses could shave 30 cents off each item purchased by 2027.

This is incredible. It's far less than I would imagine. It represents how well optimized the warehouses are. If we roughly estimate a median product price to be $20, then the automation represents less than 2% cost saving. Of course, Amazon is at a scale that this is still net positive despite all the R&D cost. But if automation was to reduce the cost of living, there are probably better areas to focus on.
quanto
·9 か月前·議論
I am amazed how a narrative could be formed by select samples. The Korean peninsula has very little arable land, and much of Joseon Dynasty's history was marked by famine and mass starvation.