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snake_doc

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FT: Nvidia's $100B deal with OpenAI: an Alphaville FAQ

ft.com
1 ポイント·投稿者 snake_doc·10 か月前·0 コメント

コメント

snake_doc
·14 日前·議論
Image/video understanding still quite cost effective from the Gemini flash series models?

Image generation and veo models I’d imagine quite effective for creators; new Instagram accounts with AI content that are garnering millions of followers in spans of weeks are quite common now
snake_doc
·6 か月前·議論
> That’s not change unique to America though. Why would I be thinking of changes that have affected almost every country, when talking about whether Americans recognize how America has changed?

Hahahaha, this is like saying, the world wars didn’t impact Europe, because it also impacted the whole world! Europeans, the war didn’t happen!! Anyways… this entire thread is more evidence that European stereotypes are valid for the most part
snake_doc
·6 か月前·議論
> Most Americans have no sense of how very different their country is now from say, the country that launched the Apollo missions.

You cannot be kidding right? Those that remember the Apollo missions will undoubtedly agree their country is different, first but not least they are most likely using a smartphone assembled and designed with technology unimaginable by NASA planning the Apollo missions; not only that, the smartphone is assembled half way around the world by a country previously in such dire poverty and famine that over 30M died due to Marxist central planning.
snake_doc
·6 か月前·議論
What exactly is wrong with Americans or for the most part the rest of the world valuing economic performance as a measure of prosperity and progress?

Your comment is again another anecdote confirming European stereotypes. It’s not a “trap”, it’s a different world view.
snake_doc
·6 か月前·議論
[flagged]
snake_doc
·6 か月前·議論
Would you be able provide some evidence to the contrary when it comes to the topics discussed in the letter?

On industrial infrastructure

On technology innovation

On internet regulation

On central planning

Otherwise, your comment becomes an anecdote supporting the common stereotypes (assuming you’re from Europe).
snake_doc
·7 か月前·議論
Cell towers just need power to keep functioning, starlink adds no utility in an urban dense environment with fiber.
snake_doc
·7 か月前·議論
> Models were run with maximum available reasoning effort in our API (xhigh for GPT‑5.2 Thinking & Pro, and high for GPT‑5.1 Thinking), except for the professional evals, where GPT‑5.2 Thinking was run with reasoning effort heavy, the maximum available in ChatGPT Pro. Benchmarks were conducted in a research environment, which may provide slightly different output from production ChatGPT in some cases.

Feels like a Llama 4 type release. Benchmarks are not apples to apples. Reasoning effort is across the board higher, thus uses more compute to achieve an higher score on benchmarks.

Also notes that some may not be producible.

Also, vision benchmarks all use Python tool harness, and they exclude scores that are low without the harness.
snake_doc
·7 か月前·議論
China added ~90GW of utility solar per year in last 2 years. There's ~400-500GW solar+wind under construction there.

It is possible, just may be not in the U.S.

Note: given renewables can't provide base load, capacity factor is 10-30% (lower for solar, higher for wind), so actual energy generation will vary...
snake_doc
·10 か月前·議論
Wot? Is this what AI generated non-sense has come to? This is totally unrelated.
snake_doc
·10 か月前·議論
Aren’t they all optimization techniques at the end of the day? Now you’re just debating semantics
snake_doc
·10 か月前·議論
Hmmm… http://www.incompleteideas.net/IncIdeas/BitterLesson.html
snake_doc
·10 か月前·議論
Um.. the model is tiny: https://github.com/thinking-machines-lab/manifolds/blob/main...
snake_doc
·10 か月前·議論
Oh? And taxes can’t be used to buy influence and votes? How naive… Money is fungible… one pocket into another

Exhibit 1: Tariff revenues to bail out American farmers: https://www.ft.com/content/0267b431-2ec9-4ca4-9d5c-5abf61f2b...
snake_doc
·10 か月前·議論
SCMP is owned by Alibaba, which is subject to the purview of the Chinese Central Government [1].

[1]: https://www.cecc.gov/agencies-responsible-for-censorship-in-...
snake_doc
·10 か月前·議論
Mafia behavior continues… (not my observation, but the Texas senator’s Ted Cruz[1]).

$100k is a big pizzo (protection fee)!

[1]: https://www.bloomberg.com/news/articles/2025-09-19/ted-cruz-...

> “That’s right outta ‘Goodfellas,’ that’s right out of a mafioso going into a bar saying, ‘Nice bar you have here, it’d be a shame if something happened to it,’” Cruz said, using the iconic New York accent associated with the Mafia.
snake_doc
·昨年·議論
Are you querying from an EC2 instance close to the S3 data? Are the CSVs partitioned into separate files? Does the machine have 500GB of memory? It’s not always duckdb fault when there can be a clear I/O bottleneck…