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cdf

212 声望加入于 15年前

评论

cdf
·8天前·讨论
The CEO/founder as the L1 support is not the flex it may appear to be.

As a user, if the CEO/founder is answering my questions, I honestly will wonder if this is a one man fly by night operation that will be gone next week.

Also, a satisfactory support experience may not be the fastest one. If I ask for something, L1 says "no", but then escalates to sales, sales say "no", but escalate to the founder, the founder says "yes", the user may feel more "heard" and has a better sense of achievement than if the founder is the L1 who says "yes" immediately. The outcome is the same, but one will feel "earned".
cdf
·4个月前·讨论
You hit the nail on the head. The rest of the world yearns for a phone that is cheap, has many years of updates, and not directly subject to US government control.

Motorola on GrapheneOS can run away with this and create a Global South phone ecosystem that can rival that of Apple and Google. The fact they are Chinese owned is a feature.
cdf
·5个月前·讨论
The keyword in "Software as a Service" is not Software; it's the Service.

In the early days, the tagline for Salesforce is "No Software". It's secret recipe is this: your sales team only need a browser and a credit card, to get the service. No software installation needed. Even if you have a genius can code something equivalent, it will never be a "service". That genius is not going to support it, not going to add storage for you, not going to restore an accidentally deleted record for you. That takes an army to deliver. It is a service.

Of course, Marc Benioff kind of shot himself in the foot by trying to get ahead of the AI curve... and gutted their customer service division. If the service is delivered by AI agents, what is the selling point again over other AI agents? They have debased their key strengths and are getting punished for it.
cdf
·5个月前·讨论
The typical GPU cloud machine will have 8 H100s in a box. I didnt check your math but if a single machine needs 32 square meter radiator, 200 machines will probably be the size comparable to the ISS.

How much does it cost to launch just the mass of something that big?

Do you see how unrealistic this is?

Given that budget, I can bundle in a SMR nuclear reactor and still have change left.
cdf
·5个月前·讨论
I was listening to a podcast featuring Gavin Baker and he went on and on about models being defined in generations, and we will be moving from Blackwell generation to Rubin generation soon and it will be awesome. This is not something I know a lot about and he sounds like an expert I could learn so much from.

Then he talked about datacenters in space and this is something I have some appreciation for, and I immediately knew he couldnt have done much Physics, and sure enough, I was right.

There are "experts" out there who basically have no idea what they are talking about, "it is absolute zero in space in the shadow!", as though radiative cooling is that effective.

And that's not even talking about part failures. How do we replace failed parts in space? This is a scam, but everybody is afraid to openly challenge eloquent "experts" who are confidently wrong.
cdf
·6个月前·讨论
Because big companies can crush competition, either via lobbying for government regulations, acquiring the competitors, or driving the competition out of business by offering something comparable but cheaper or free.

It's the old Microsoft playbook of Embrace, Extend, Extinguish, but with more finesse.

It is also why their acquisitions tend to just die, because once the big company inefficiencies get integrated, the acquired startups just cannot function.
cdf
·6个月前·讨论
On paper, Google should never have allowed the ChatGPT moment to happen ; how did a then non-profit create what was basically a better search engine than Google?

Google suffers from classic Innovator's Dilemma and need competition to refocus on what ought to be basic survival instincts. What is worse is the search users are not the customers. The customers of Google Search are the advertisers and they will always prioritise the needs of the customers and squander their moats as soon as the threat is gone.
cdf
·7个月前·讨论
Does anybody actually work with H100s and the like? Their failure rate is so high, I dont understand why anybody will even consider it feasible to put the machines in orbit or even the sea. By my ballpark estimate, if you have 800 H100s, after 6 months, about 100 would be overheating or throttling, and a few will disappear and one or two will crash the machine with load.
cdf
·7个月前·讨论
During my army days, the sergeant major always seem to know where we would fail to clean during inspection standbys, eg the top rim of doors. Part of it is a hazing ritual, but it also means if you know where to look, you know where people will consistently fail. As an SRE who previously had to manually inspect changes and releases, I quickly learn what to check for, and saved many production issues from happening, but I guess nobody will know about the failures that didnt happen, but they will notice the delay I introduced and the inspection process was automated together with the CD system and I am cut out. Fingers crossed the automation is as thorough or can learn common failure modes.
cdf
·8个月前·讨论
Despite his public persona, I read recently Obama is actually quite aloof and didnt have the patience to charm the politicians in person.
cdf
·9个月前·讨论
Even though I worked for companies that killed Sun, I never stopped admiring the foundational work the company was doing, which was not just cool, but critical for technological progress, and was very sad when the company sold out to Oracle and was gutted alive. HPC stuff Sun pioneered is still very relevant today. In an alternate timeline, Sun fully embraced Open Source and became a key pillar of the internet today.

Unfortunately, while we are well aware of cool tech companies that were ran aground by the finance/sales/management consulting types, Sun felt like a company ran aground by engineers.

Zuck famously kept the Sun logo up for quite a while when Facebook bought Sun's HQ campus, as a warning to the employees of what they could become. In some ways, Facebook/Meta is the spiritual successor of Sun, just like Google became the spiritual successor of SGI when they bought the SGI campus.

But these two ad driven companies never quite became the new Sun/SGI, for better and worse.