Respectfully, I tend to think of tier 1 data centers as someone I'm paying for colocation services and the value they provide is power infrastructure and redundancy, network infrastructure and redundancy, cooling, and physical security.
The shortage I referred to is in GPUs, that's what really being rented here.
Even if GPUs lasted forever, they're are a depreciating asset because they become obsolete with improvements over generations.
GPUs do not last forever, either. I've read here, and heard from others, that they aren't even living up to their 5 year depreciation schedules under production load, closer to 2-3 years.
I use AI all the time. I hope AI isn't short lived. It might be if they can't figure this shit out, or if IPOs like spacex poison public opinion against them first.
There is a shortage, they are short lived assets. It's a blip and unrelated to their long term profitability and valuation. They can't make a long lived business of building and renting out compute at those margins.
It was definitely a smart business move. It should be troubling to any shareholder than xAI is unable to utilize this infrastructure as renting it out to competitors.
xAI is more than half of SpaceX revenue with the Google sublease. SpaceX is looking like a datacenter REIT.
Moreover they're leasing compute - the actual infra around it is much less important - and how long does anyone expect heavily utilized GPUs to run? How likely is SpaceX to be able to re-lease this compute capacity? It will be broken down or out of date in 2-3 years.
This should be essentially ignored in the long term for SpaceX business prospects, and is low margin business that barely justifies a 10x earnings multiple let along a 100 revenue multiple for the xAI unit.
The decline is across demographics, across geographies, and correlated with an increase young mental health issues.
The answer is staring us in the face, quite literally, as we type this. We put a cheating and dopamine producing machine in the hands of children without any regulations. Of course it is harming their academic performance.
Ask a football coach if there kids are going to play tackle football and you'll be surprised how often you they won't let them. Ask an educator or psychologist at what age they give smart devices to their kids, and I'd guess it is 3-4 years above the median.
The policy doesn't matter when we're actively damaging the brains of children, which are not fully developed.
It's funnier because it's old, failed policy that they are recycling without being aware of it because they are ignorant. All old things really do become new again.
There are people who see massive business opportunities for enriching themselves in privatizing the education system. Some of there points are reasonable, and sometimes they are frauds. Either way, they lobby hard and have a lot of generally Republican politicians in their pockets.
Also, teacher pay is terrible in comparison to the job stress and - reasonably and expected - educational requirements.
The education system is trying to deal with a probably that is out of their control, the increasing wealth stratification in the US, while fending off adversaries that with both good and bad intentioned reasons are trying to undermine the institutions of public education.
At the same time, we have a totally new societal threat in social media. If you haven't read "Careless People", read it. You seem societies around the world locking social media away from kids on the advice of professional groups of educators, pediatricians, and psychologists. There are hordes of irresponsible and negligent parents whose kids are barely functional, and working their way through the educational pipeline.
There is no easy fix here that anyone is missing. In a democracy, this is an existential national crisis, as we are all seeing in real time.
edit: don't ask me who is working on this. It just tells me you are unserious and just complaining. Try google. Hundreds of thousands of people are working on this. Please elaborate on your disagreement with teachers groups (NEA, AFT), the prior administration (American Rescue Plan), or the current administration (ECCA). Or disagreements with AmeriCorps or NPSS as private volunteer service groups groups. Or disagreements with private education advocates (CAPE, NAIS). You may not like all the administrators and principals and teachers as individuals working on it in the system, or PTA organizations outside the system. I could go on all day. But these people are all seriously concerned about the problem, even though they may disagree in areas - you are not special in awareness of this issue.
I do not think they could. It is not just a matter of seizing something as much as holding it, as everyone has plainly seen in Ukraine, or post-occupation Iraq or Afghanistan.
Neither of those latter countries had a large shared land border with the US and ethnically similar populations that would make it easy to attack unhardened infrastructure.
Do you know how much hard power credibility the US has lost from the Iran War failure?
The US couldn't defend our bases in the area or our newly less enthusiastic regional allies. It couldn't keep the Hormuz open. The US wasted years worth of advanced munitions inventory defending against relatively cheap missiles.
The US couldn't annex Canada if it wanted to. Canada doesn't even need a military to destroy the US via assymetric tactics.
The oil industry is dying and we are destroying the planet and a delicate ecosystem to harvest non-renewable energy. It should stay in the ground and be saved for future generations for an emergency, not to just power grossly oversized vehicles and social media content generation to manipulate people into buying things.
This is history in the making. We're living in an evil time - bad people are stealing from humanity, using conflict to distract, and acquiring personal power out of greed. This will be one of the greatest moments in the papacy, and I expect if there are people around to read it, it will be talked about in a thousand years.
There's a matter of debate as to what populism is. And on both ends of that debate are Trump and Sanders.
Sanders is the archetype of an ideological populist, related to socialism, and he believes in governing for the popular good, it is why he is an independent. He's a throwback to early 20th century social programs. It is relatively noble and good. He wants fair redistribution of wealth. He wants to remove wealth's influence from the democratic process. He has a lifetime of track record and governance as proof.
Trump is the archetype of the "thin center" populist. He has no real driving philosophy of governance, and demagogues under the banner of populism. He panders to the religious right even though he can't name a book of the Bible. He panders to the nationalists and bigots. He panders to patriots. And he sets up his opposition, regardless of truth, as the opposite of those things.
edit: we're just talking past each other. Bernie Sanders is a left wing populist. Ron Paul is a right wing populist. Massie is a right wing populist. My point is that Trump is simply a fake populist. He says populist things and doesn't believe or act on them for the most part. He's simply a kleptocrat with autocratic tendencies.
You're finding somethere where nothing exists on the basis of semantics. Donald Trump is not a populist and he stated economic policy is simply "stated". Society just has become so trusting that someone can go about bald-faced lying about their beliefs and actions, while doing the opposite, without consequence.
Donald Trump and Bernie Sanders are on polar opposite ends of ideologies.
Bernie Sanders has a lifetime record of integrity, working to fairly distribute wealth, and good and transparent governance.
Donald Trump has a lifetime record of bankruptcies, fraud convictions, lying about his policies for the working while governing for the richest people, using government to enrich himself, and using government to hide his misdeeds and shield himself and his business partners from accountability. Donald Trump says he is many things he is not, and simply believing the words that come out of his mouth is being gullible.
Absolutely. Run for the HOA board, run for the school board, run for the town council. Write a letter. Show up to a town hall meeting. Everything makes a difference and people here are more than sufficiently qualified.
We have lots of software developers being laid off. An elected position serves as resume filler, too. You'd be shocked what a difference you can make when you try a little.
Realistically there’s not a ton that can be done at the level of a mayor or even state senator
I wish people wouldn't say that, it's not the case.
First, pushback requires equivalent effort. If 10,000 towns are uncooperative because 10,000 mayors resist this, the amount of political power to overcome this is incredibly large. The mayors can delay or cancel projects with uncooperative or malicious vendors. They can slow down approvals. This administration and the powers that want this espionage power understand this, which is why they target downstream races, school boards, and sheriff positions.
Second, a state senator is much, much more powerful than you give them credit. There are usually much fewer of them than members of the US House or Senate, so they individually more voting power. They can substantially influence state politics, and it is magnified with majorities and committees.
Third, resources are pooled and parties coordinate, so starving them of influence, which is root of all their funding, is key to voting undemocratic parties out of office.
Don't believe what you read about politics online. It is made for modern, shallow consumption. Little races matter.
You can make a large difference by participating directly, too. You don't even have to make a scene about it in your platform. Just run, be boring, win, and talk with your votes.
I'd disagree on nuance. Xenophobia is anti-foreigner. This targets people of color. They target people of color who are US citizens, too.
It is gutter racism.
edit: I wish I could be surprised by the downvotes, but it's gutter racism and I'm proud to point this out! I would be never be quiet about a matter of ethics and conscience just because of startup accelerator social media popularity points. This directly influences many of our friends and colleagues in this field. It is vile, evil racism and directly topical for software startups.
edit 2: the list of immigrants and children of immigrants who have founded software companies that are the absolute backbone of US information infrastructure is embarrassing to write down. Anyone can search for the information, but it's harder to list companies not founded by immigrants or children of immigrants.
It is useful, because instead of being surprised and reading this article, you can nod your head and go about your day because you already knew they were a company that was rotten to its core.