jmoiron plays the blues
@jmoiron.bsky.social A short history most people don't need but I felt like writing. Incredibly biased by my own experience. Probably inaccurate.
Alternate summary: "I miss tech twitter" in all caps repeated 300 times. But, you know, I felt like processing it.
jmoiron.net/blog/big-tec...
@jmoiron.bsky.social If you like watching unprecedented sporting excellence now is a good time to pick up tennis.
Jannik Sinner has just won his 6th masters tournament in a row, the first male player ever to do so. He's not lost a completed match at 1000 level in an entire year (he's retired twice ...
jmoiron/quantum-skies space-rework 2b2f8ec lots of titan/saturn wip, basic quest line for kapton-e which gates zpm via the cable recipe
@jmoiron.bsky.social replied: Haha sorry back in ancient history I was a tape jockey at a Solaris shop and this brought up some shit.
Lintel was so much better than Sparc/Solaris by 2002, I was just perplexed.. why are we buying these 1ghz ultrasparc 3 sunfires when you can get a 2ghz Northwood and run Linux...
@jmoiron.bsky.social replied: The terminal is black on white and the userland ergonomics are 30 years out of date?
@jmoiron.bsky.social replied: X is not open terrain for ideological exchange.
It sells influence for money. It consistently tweaks its platform to reinforce its owners' prejudices. It's riddled with influence campaigns and naked nazi propaganda.
@jmoiron.bsky.social This is getting dogpiled but the diagnosis itself and the follow up thread aren't that crazy.
I don't really agree, though. I just don't think airdropping bksy's liberal population back onto X actually moves the needle much, other than legitimizing its "public square" aspiration...
@jmoiron.bsky.social Really enjoyed Deadloch S2.
Feels like a good end for these characters. Glad we got one more season out of it.
@jmoiron.bsky.social replied: The SpaceX "acquisition" of xAI was a pretty big vote of no confidence for grok, too. I didn't even realize that happened, I think I was traveling at the time.
@jmoiron.bsky.social replied: There aren't a ton of 300MW capacity datacenters w/ a quarter million Nvidia GPUs just lying fallow.
Seems very plausible that the recent cuts in service were a result of lack of capacity rather than structural flaws in the business model around inference.
@jmoiron.bsky.social Interesting rug push re: Claude token limits. The specifics of the Claude plan limits have never been published, so it's impossible to know how the new "doubled" limits compare to eg. the limits 1 year ago.
www.anthropic.com/news/higher-...
@jmoiron.bsky.social The primary benefit to AI generated code is that it allows a programmer to work alone and still complain about how shit the code is.
@jmoiron.bsky.social replied: If that never happens, it could mean one or more of:
1. inference profitability is a fairy tale
2. inference profitability is reliant upon economies of scale that exclude boutique providers
3. inference profitability is dependent upon business class subsidy
@jmoiron.bsky.social replied: If inference really is profitable for these plans then I'd expect boutique open model hosts to pop up at some point, especially if the frontier models raise the floor price for access to $100/mo.
@jmoiron.bsky.social replied: That valuation, however, is based on their capex. It's based on a bullish future for the capabilities of these models. They have to keep spending that to survive.
This is why, despite not thinking they are on the "Uber" model, I'm still anticipating a rug pull.
@jmoiron.bsky.social replied: Anthropic/OpenAI et al. are tech companies. They sell technology. They have huge capex, training models, building new data centers, etc.
A lot of people in the know are adamant that inference is profitable. The opex that sustains their revenue isn't high in comparison to their v...