Engineering Randomness

I bet short sellers going to start publishing free, open source competitors to major products they hold shorts on. This would be a profitable strategy for dozens of SaaS companies at this point.

@edandersen Why not? It is no different than senior developers managing junior developers. The AI just replaces the junior devs.

Software engineers will not be trusted to spend 50% of their salary on variable opex costs with no guarantee of productivity, unless they are executive level. this is a pipe dream to sell GPUs

@kakashiii111 This is bad, and they should be charged and punished, but the export restrictions on GPUs is/was bad policy. It only hurts us and helps them build their own.

Today, my work over the years received another validation. The DoJ, together with the FBI, announced charges against three executives of SuperMicro (SMCI) for Conspiracy to Violate the Export Control Reform Act. Since at least early 2024, SMCI's executives built a sophisticated, systematic scheme to illegally divert billions of dollars worth of high-performance AI servers containing restricted Nvidia GPUs to China, using a pass-through company in Southeast Asia to evade U.S. export controls. I was the first to call out this smuggling phenomenon in late 2023, when it was just beginning to pick up volume. I tracked the flow of chips across Southeast Asia, including their final destinations in China, and identified the key participants, SMCI among them, documenting how the sophisticated, systemic scheme operated. What the DoJ described in its charging documents is precisely what I wrote about numerous times: the mechanics of how it works, the routes the GPUs travel from origin to their final destination in China, and the volume of the smuggling, which I estimated at tens of billions of dollars worth of GPUs. SMCI is a significant catch, but it is far from the only player in this smuggling ecosystem. Others remain uncharged. What has been equally troubling is that many companies, including public companies and their executives, have had knowing or willful blindness to this phenomenon, looking the other way in order to hit sales targets and meet Wall Street estimates. Meanwhile, the smuggling network has evolved in parallel with one of the fastest datacenter buildouts in Southeast Asia, involving numerous subsidiaries, local companies, and datacenter operators who have absorbed every lesson from the smuggling playbook and are now working around the clock to build a datacenter empire across the SEA region.

@FirstSquawk I hope this is not true, I certainly don't want to install a browser to use codex. Seems like a cable company style bundling move to me.

OPENAI TO MERGE CHATGPT, CODEX APP & BROWSER INTO DESKTOP SUPERAPP TO STREAMLINE RESOURCES & USER EXPERIENCE - WSJ

My biggest concern with AI is that it will create a market where it becomes impossible to compete without massive scale. Startups have always been competitive because they move faster, more efficiently, and take risks. AI may eliminate that advantage.

@Keller This seems like a weird solution to the problem, a $100 shell around the station to protect it from the wind/snow/hail would eliminate the problem entirely?

The Bitter Lesson of Robotics: It's extremely easy to make a video of a robot doing something once under perfect conditions then post it to X. But it often takes a decade to harden systems and design for all the insane edge cases of the real world. Many companies raising $$$$ on cool demos, but all the hard work comes after

@midego1 @cursor_ai @davidgomes x.com/EERandomness/s…

@cursor_ai @davidgomes But why you make fast (3x more expensive) the default? This feels like a criminal move.

Composer 2 is now available in Cursor.

@CATIAManikin Asymmetry is also good to ensure proper alignment

Trying to explain that using only three mounting holes is actually better than four, because four can overconstrain the alignment of the assembly (I broke a tap in the fourth hole)

@DerrickEvans4WV Atomic clocks and lots of base stations aren't cheap

I had no idea that GPS signals are free worldwide & were funded by U.S. taxpayers at roughly $2 billion/year.

I suspect a large part of this is the user base demographics. Tech savvy consumers do not click ads and have ad blockers.

@insane_analyst That is incredible

Nevermind Nvidia did show something new at OFC. COUPE in 1.6T tranceicer. e-14 BER on 7/8 200G PAM4 lanes. I am practically speechless. Hitting e-14 with all lanes active is borderline impossible. This is wonder of engineering. Also TFC is partner, cope harder $HIMX bulls. 🤡

@abcampbell Now add in a 50% opex reduction due to needing fewer employees

this is what an “air pocket” in cash flows looks like say goodbye to buy backs for a couple yrs campbellramble.ai/p/the-air-pock…

@WaxBallze It has always been an interesting dynamic that the most valuable screen areas for user interfaces have been the lowest value for video.

Kull Wahad! It's true... I present the frankenimax aspect ratio DUNE: Part Three trailer.

As long as this uses aggregate demand, there is nothing wrong here. Supply and demand, which is good for markets. Where it gets bad is if prices start becoming individualized based on your personal data. That is where we need to draw a hard red line. Example: Your data shows you are out of toilet paper. You go to the store. Toilet paper for YOU now costs $30 a roll at every store. At that point, it becomes extortion.

@FRHoffmann1 Incredible, zero margin for error

One of the wildest intercept videos I have ever seen. First glowing projectile: very likely a Stunner interceptor launched from David’s Sling, climbing toward the incoming MRBM warhead. Second glowing projectile: the incoming MRBM warhead descending toward the ground, evading the interceptor. Third glowing projectile entering from the right: very likely a Tamir interceptor launched from Iron Dome, approaching the MRBM warhead on a near-horizontal trajectory and successfully destroying it. In fact, you can see the interceptor’s flight path begin with a very shallow climb before reversing and flying toward the ground on a very shallow descent. The trajectory and intercept must have occured at the very limits of the system’s safety envelope. H/T to @Etienne_Marcuz for the video.

@StockMKTNewz The world is 24/7, markets should be as well

The stock market should NOT be open 24/7

@yacineMTB Going to be a big year

Been really getting into birding lately. Was wondering how I could encode the spectral waveform of different bird song, to identify the bird and even possibly the direction of that bird

@davidliuxyz Working on it

gemini no longer needs neither a drawer nor a machinist. just give it robot arms already and let it manufacture parts

@pivovarit Keep in mind you can absolutely put code in a prompt, nothing says you have to only use English. Telling AI to create a prototype, then tell AI to delete the entire prototype and rewrite it is a super powerful way to use code as the prompt

Unpopular opinion: coding in natural language is way harder than in a programming language when you need deterministic results

@molecularmusing Coding is a means to make cool products. It is a tool, just like a milling machine or a PCB. The fun is designing the product, not writing the code.

I find this extremely worrying, with many of people I respect saying things like "I no longer write code" or "let LLMs do it". Why did you start programming? Was it never the journey for you, but only the goal? I genuinely want to understand this, I seem to be the odd one out.