jj4211
@jj4211@lemmy.world
- Comment on Nvidia might not have any new gaming GPUs in 2026 — and could be 'slashing production' of existing GeForce models 2 days ago:
Like how nVidia buys equity in a customer and in part promises expensive real product as part of it. So they may have so many billions worth of equity in a customer and might be able to leverage that to fund that production if needed, but if that equity evaporates, then they still are on the hook for the expensive product committment.
So maybe not yet straightforward debt, but a whole lot of expensive balls in the air that could manifest as a committed expense when there’s no actual money to execute…
Just seems like a lot of financial moves that are far from straightforward of a magnitude that could wipe a company out.
- Comment on Western Digital details 14-platter 3.5-inch HAMR HDD designs with 140 TB and beyond 2 days ago:
Retaining that much detail on tentacles takes some drive space
- Comment on Western Digital details 14-platter 3.5-inch HAMR HDD designs with 140 TB and beyond 2 days ago:
Linear density could also boost throughout. Multiple actuators also exist.
- Comment on Nvidia might not have any new gaming GPUs in 2026 — and could be 'slashing production' of existing GeForce models 3 days ago:
I am not sure. They have other businesses but not sure those other businesses are able to sustain the obligations that nVidia has committed to in this round. They are juggling more money than their pre-AI boom market cap by a wide margin, so if the bubble pops, unclear how big a bag nVidia will be left holding and if the rest of their business can survive it. Guess they might go bankrupt and come out of it eventually to continue business as usual after having financial obligations wiped away…
Also, they have somewhat tarnished their reputation with going all in on the dataenter equipment to, seemingly here, abandoning the consumer market to make more capacity for the datacenters. So if AMD ever had an opportunity to maybe cash in, well, here it might be… Except they also dream of being a big datacenter player, but weaker demand may leave them with leftover capacity…
- Comment on Nvidia might not have any new gaming GPUs in 2026 — and could be 'slashing production' of existing GeForce models 3 days ago:
Well, they are helping out with that one…
- Comment on Recreating uncensored Epstein PDFs from raw encoded attachments 5 days ago:
I guess the same way email can have html as an attachment for the same thing a plaintext does, evidently some of these mails suggested a mailer actually pdf encoded the email and attached, as well as the plain text.
So when someone replied with plaintext the base64 encoded PDF that they were replying to got ‘quoted’, meaning the unredacted email they were replying to is in there, just messy due to font confusion in the provided format.
- Comment on Recreating uncensored Epstein PDFs from raw encoded attachments 5 days ago:
Some of the reactions are some in an effective way, and I assume this example is one of them. The problem being evidently they didn’t think any what might be in big base64 blobs in the PDF, and I guess some of these folks somehow had their email encoded as PDF, which seems bonkers…
- Comment on Rent is theft 6 days ago:
I suppose the question is what upkeep people get hit with that a renter doesn’t. Housekeeping isn’t a renter amenity and landscaping is not an amenity when you rent a house.
Maybe the house is older or something… In my car the three things were a leaky water heater, a roof (which was big, but 15 years and insurance partially covered), and the central air conditioning falling. Day to day haven’t had plumbing or electrical problems. I suppose I’ve had to replace a few parts of my toilets, but just flappers which are like a 15 second job and a few dollars and fill valves, which take about 5 minutes and are maybe 15 dollars. Some folks seem to think that every weekend there’s another repair, but for me it can be months and months before even a minor thing like a light bulb or a toilet flapper needs attention.
- Comment on Rent is theft 1 week ago:
rent prices are well above mortgages
So this is even in the USA over here not seemingly universal. Hitting up some detached housing in Zillow in my area, even with 20% upfront, mortgaging 80% over 30 years, the minimum property tax+mortgage+insurance on a house that might be $3,000 based on the sales price of other houses in the neighborhood in the past year, the typical rent is about $2300… So absolutely someone renting out a mortgaged property in this area is paying for that equity while the renter can come in with a modest deposit and get maintenance taken care of at a much lower rate than even a 30 year mortgage. At least the rental market here seems to be aggressively competing with 30 year mortgage payments with 20% down sort of picture…
- Comment on Work smarter, not harder 1 week ago:
I would imagine it’s nowadays at the point where employment verification is automatically fired off to some vetting agency automatically during the process where software does all the cross referencing and anomalies would be caught and reported.
I don’t think they have to go all private investigator to get basic employment verification from the actual employers anymore.
- Comment on Work smarter, not harder 1 week ago:
PLEASE
- Comment on Work smarter, not harder 1 week ago:
That’s why you have to keep it modest at ‘regional manager’, significant enough to be useful looking, insignificant enough so you can’t possibly be to blame for the downfall of the company.
- Comment on Rent is theft 1 week ago:
I will say that as an owner, I have a lot more disposable income and pretty much all the free time I had as a renter.
I paid of my mortgage early, so now that’s just on the ground.
House maintenance is a thing, but it’s not as scary as people sometimes act like it is. Cleaning is far more work than maintenance/repairs and I had to do that either way. I have had three relatively big repair bills that I had to pay for, but that’s over decades, and I could have paid a company some monthly fee if I wanted more predictability (though the home warranty companies tend to be scammy). I have a lawn to mow, but that’s more a function of detached housing rather than renting/owning, renters of detached housing have to mow their lawn too, and a friend who owns a townhouse doesn’t mow but has to pay big HOA fees that include landscaping services.
But absolutely, between closing costs and interest rates and risk of the housing market having a short-term dip, you aren’t going to reliably and meaningfully gain equity in under 5 or 4 years. One could make a persuasive argument that a different system wouldn’t have that much overhead to a purchase, but within the system we have, that’s the timeframe where owning doesn’t make any sense.
Of course, that said, there needs to be healthy choice in the market, so that people aren’t stuck renting when it doesn’t make sense for their situation.
- Comment on Rent is theft 1 week ago:
Yes, absolutely. Easy to turn viable farmland to bullshit data center, almost impossible to do the former. The datacenter boom causes us to act against our collective interests.
- Comment on Rent is theft 1 week ago:
Think the point being it’s nuanced, there are valid rental scenarios. So when someone sees renting shouldn’t be a thing at all, they can be understandable put off, exactly the same way you are put off by someone saying they actually have a good renting scenario.
Renting should be an option, but housing stock shouldn’t be slurped up by big firm either. There needs to be reasonable path to ownership as well as choices to rent. Depending on the area, the balance is of off one way or the other.
- Comment on Rent is theft 1 week ago:
You can pay people for maintenance and upkeep. Like everything what you have to be careful of scammy companies, but you also have to be wary of scammy landlords.
I think if you are staying for a long time in one residence, you really are better off owning it, and buying services for it. Hell you can hire the exact same maintenance service that a landlord uses, that they pay for out of your rent.
If you have temporary need though, renting is certainly the best option.
- Comment on Rent is theft 1 week ago:
It really depends on how often he is really using that “I want to move” option.
Various fees associated with the purchase of a houae will blow away likely equity gains over a year or two. Over a short time period housing can actually go down, and you sell for less than you paid. Selling the house is a potential exposure that may leave you stuck for months with it, and if you needed to immediately move, you have to own two properties and the associated taxes, insurance, and likely loan payment. If you had to borrow and moved within a year. The interest owed probably outpaced your theoretical equity gains.
So if you are only staying in one place for say 4 years or less, renting may actually make sense. If you are planning longer than that, purchasing almost always makes more sense.
- Comment on Rent is theft 1 week ago:
I actually know a landlord who owns a farm and rents it out, and does so precisely for the reasons you state. They don’t want the land to go to some soulless big company
They charge a pittance in rent, enough to cover insurance and taxes. The farmer would pay about the same if they owned the property.
They got contacted by a company wanting to build a datacenter, and got to say “hell no”.
- Comment on Rent is theft 1 week ago:
I’ll give you another scenario.
A house gets inherited. The person receiving the house has a child who wants to live there, but the child is about 5 years away from moving out. So they want to rent the house out rather than trying to leave it unoccupied. The tenant knows up front it is a limited time arrangement.
Note this is an unusual circumstance, but there are folks who find themselves in need of temporary housing and people who have an upcoming need, but not current need for a property.
In his case, if he had said he was renting for an overseas assignment but was going to move back, then I would have thought it was a slam dunk. I suppose if the refugees had explicitly stated they wanted to move back home in a couple of years, similar situation.
Leaving it vacant
That is even less helpful than renting it out.
- Comment on The TV industry finally concedes that the future may not be in 8K 1 week ago:
Ah, ok, that’s fair. I agree that codec/bitrate choice has made a lot of ostensibly ‘4k’ content look like crap, so why have 8k when many providers/internet connections won’t even cover the requisite detail to drive 4k in streaming.
- Comment on Finland's Ministry of Justice is considering halting its plans to start using US-hosted cloud services 1 week ago:
Even if the electios are free in fair, I don’t think he’d be done in November.
The only way he’s “done” is if GOP loses every single last senate seat up for grabs. Every single one in Nebraska, Wyoming, Montana, Idaho, Kansas, Oklahoma, South Dakota, West Virginia, Florida, Texas, etc.
Hell, most analysts think that Democrats don’t have a realistic chance of even getting a simple senate majority, let alone a veto-proof one or even a filibuster proof one.
If they don’t then they cannot remove anyone from office, they cannot override vetos. Yes, they can decline to pass bills, but given their stance of ‘executive branch has supreme power’, they’ll just do illegal executive orders and ignore the courts unless the supreme court agrees with them. Trump is already declared immune from any and all crimes except by the Senate and has the ability to pardon any and all federal cases, and that’s assuming his own enforcement agencies even bother trying to punish anyone…
- Comment on Nvidia CEO pushes back against report that his company's $100B OpenAI investment has stalled 1 week ago:
But then there are the differences.
Let’s say the COVID vaccinne triggered a whole lot of new pharmarcies that specialized only in vacinnes. Still good news for Moderna. Except those new pharmacies can’t quite afford the vaccines they set up their business to work in. Moderna’s stock is so high though, that they can leverage that stock to get money to invest in those new pharmacies to give them money so they can buy the vacinnes.
Then the pandemic passes and those pharmacies have no business and fold and their market cap collapses to zero and Moderna spent a bunch of money they didn’t actually have on now worthless equity, and their revenue and perceived value drops back to pre-bubble levels. Except even lower because they incurred liabilities that they didn’t have pre-bubble.
For the crypto bubble, nVidia went out of their way to keep their financials out of it. But for AI they’ve been giving their biggest customers the money they need to buy nVidia’s product. Basically a cyclone of big top line numbers self-funded but enough to drive the markets wild for nVidia stock. The big players have likely already ensured billions of more secure assets that won’t pop as hard and so “why not?” to play with the extra ‘free’ money to see how big the numbers can go.
- Comment on The TV industry finally concedes that the future may not be in 8K 1 week ago:
start focusing on TVs that actually last now…
That only makes their “people need to refresh their sets for our bottom line” even worse for them.
BTW, 30 years ago TVs were expensive and still failed. There was a viable TV repair industry because it was worth spending the money to repair and easier to repair.
Anecdotally, my Plasma and my LCDs have been more problem free than when my family had CRT TVs back in the day.
- Comment on The TV industry finally concedes that the future may not be in 8K 1 week ago:
Umm… ok, but that’s not really related to this article…
Everyone ditching H265 in favor af AV1 universally doesn’t make TVs sell any more or any more expensive.
- Comment on My thousand dollar iPhone can't do math 1 week ago:
Certainly his use of LLM was stupidly egregious, but he found that even by those standards the math results underpinning the LLM were way off.
- Comment on Nvidia CEO pushes back against report that his company's $100B OpenAI investment has stalled 1 week ago:
They have already leveraged their stock beyond their entire pre-AI market cap. There is no return to the old days now. If the AI boom goes bust on them, they have left themselves impossibly exposed. They will owe more money than they can possibly pay back.
They took what should have been a slam dunk to sell shovels for a gold rush with a nice fallback to previous viable business into an existential threat to their business.
- Comment on Nvidia CEO pushes back against report that his company's $100B OpenAI investment has stalled 1 week ago:
A lot of the “AI” layoffs were using it as a plausible excuse for layoffs they wanted to do anyway. So I don’t anticipate a lot of them coming back.
- Comment on AI agents now have their own Reddit-style social network, and it's getting weird fast 1 week ago:
In fact, if the models are ingesting this, they will get dumber because training on LLM output degrades things.
- Comment on Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained 1 week ago:
Challenge there being that seems to have proven elusive. It’s not too surprising, but trying to use machine learning for robotics is actually really hard.
Driving is much easier, training data with video, audio, and other sensor input complete with how the human manipulated steering and two pedals.
But direct human interaction with the environment is both much more complicated than three controls and is not instrumented. They are trying to build training data from remote operators, but it turns out we aren’t very good at controlling these things remotely anywhere close to acting directly. We are terrible teachers and there’s a fraction of the actionable data that other more successful models had to work with.
If an AI sees a video of someone doing someone, it can make a similar video, but can’t model how that might map to what it would see as unrelated motor and hydraulic operation.
- Comment on Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained 1 week ago:
Note that Tesla was clearly a viable business, I don’t see the justification for it being 3 times the value of ford, gm, Toyota, and Honda all put together.
Generally people are not challenging the fundamental possibility of these as viable business, just that they don’t make sense at their valuations.
Though I’ll agree that open ai particularly should get some skepticism. To the extent that actionable business models might emerge, I don’t see openai actually in a position to be a big party of any of it. Microsoft and Anthropic seem to mostly own business revenue, ChatGPT is generally not even providing the models people select when they are able to choose.