Dell is at a sweet spot for many organizations where you can get hardware support from dell, or not.

You can (with dell) just buy used junk and use that, and you can still access their support library for firmware updates.

I did a lot of work with storage with dell stuff and I found it far simpler to "outsource" the storage integration to dell than to do it myself -- they make sure that all "2tb disks" are the same (exact!) size, they all use the same mechanism for firmware updates, etc.

A much larger org could have saved some money doing that integration and testing internally; a much smaller organization could save money just buying stuff from wherever and not worrying.

I personally haven't used dell support in over a decade, but I have found that their "look up the serial number" web site has been invaluable; I've found the fact that they publish firmware for all their stuff and let anyone install it valuable; the huge secondary market for dell is helpful, etc. And, if you care, you can even give them more money to directly support you, instead of just doing it yourself.

HPE, on the other hand, locks their stuff down super hard; I assume there are reasons to go with HPE, but I'd rather get clocked on my superdome with an HPUXy stick than ever touch that stuff again.

These days, I've got several Dell 5820 style workstations and I'm pretty sure someone who interned at sun in the 1990s is now running dell's workstation division. The medium sized dell deskside towers have nearly identical vibes as those old workstations, and are a pleasure to work with.

https://dmitry.gr/?r=05.Projects&proj=33.%20LinuxCard

The closest I could come to describing math is "some abstract process where imagined structures are characterized and extended; the most critical part of the process is identifying where seemingly independent structures are found to actually be fungible in some previously undiscovered way".

A simple example is

  "hey, did you know that x^i is the unit circle?" 

  "what's i?" 

  "i is defined as if you square it the result is -1" 

  "what does that have to do with circles?"

https://www-users.cse.umn.edu/~arnold/disasters/patriot.html

I've got probably 30 5.25 floppies in my house, and I have a 5.25 drive and an old motherboard that can probably recognize that drive, and I've got the cables to connect the drive to the motherboad (and power supply). I'd guess that there's maybe a 20% chance that, if I spent a week trying to mash it all together I'd be able to get some data off of some of these floppies.

On other magnetic media the chances are between "haha, no" (oh, you've got an old 8 inch 10mb Bernoulli disk?) to 5% (oh, a QIC150 tape).

On the other hand, if I found a stack of moldy greenbar printout of some data, I'd say that most of the data can likely be recovered, and likely for not a tremendous amount of money.

We'll see when they go public. Until then all these press releases are strategic messaging...

His core observation is that the unit economics of openAI and anthropic don't actually yield enough profit to pay off the huge debts that these two companies have incurred, and that as a result all the debt they've taken on will have to be written off which will trigger "the hyperscalers" to themselves suffer huge losses (likely wounding google and microsoft and destroying oracle).

He is rather more negative about the utility of LLMs than lots of other people (myself included); but his overall view of

  1. they're not completely trustworthy
  2. they're really expensive to train
  3. it isn't obvious that anyone's willing to pay the full freight for the resulting product
  4. lots of large orgs "that should know better" have gone far down the LLM "AI" road because they're looking for "the next big thing" when they should be pivoting to "mature, stable" companies instead of "hypergrowth" companies.
  5. there's lots of debt and obligations and no obvious way for all of it to be paid off from revenues from openai / anthropic.

Elsewhere, people have pointed out that many of the "FAANG" companies have shed lots of people and driven lots of profits, largely on the back of internal use of LLM tools. That doesn't necessarily contradict the skepticism that anthropic and openAI will succeed, and given all their obligations, if they fail it'll be a big mess.

But again, big Z doesn't do himself any favors when he rants about "failsons" or whatever.

It's also possible that, because the US is busy bombing Iran, Iran may be busy attacking the US infrastructure in any way possible? The US is also in a tepid war with russia, last I checked.

Some "cyber" crew getting a shell on an outsourced service provider and running a "defrost" command is also a totally explanation for this situation. It's also totally possible that some crew has mapped out a list of PLC entry points for various orgs and has them in a spreadsheet of "if we find a vulnerability, we should X this Y with this prestaged script that our intern / LMM cooked up last year to defrost these freezers"

https://aws.amazon.com/blogs/migration-and-modernization/dep...

  Neither slavery nor involuntary servitude, except as a punishment for crime whereof the party shall be duly convicted, shall exist within the United STates or any place subject to their jurisdiction.

All governments "redistribute wealth" friend, not just the left or right or up or down.

It all depends on which side of the bars you live on, amirite?

I suspect "growing up" with a system where the computer itself is nonvolatile (turn it off, move it, turn it on, it's doing exactly what it was doing when it was turned off) changed the way people looked at computers vs modern systems.

It's too bad intel didn't push harder on their optane stuff. I guess it's too bad (for intel) for lots of different abandoned / failed projects.

But there were printing presses before movable type, and movable type specifically allowed creation of inexpensive books and newspapers. The printing press itself wasn't all that useful alone.

Electricity (in the form of shocking fish) was used by people thousands of years ago and Volta was fiddling with electricity to make frog legs dance in the 1800s; electricity as an industrial property required a bunch of knowledge and material science to make ... lights and motors. Electricity by itself isn't all that wonderful; a flash in the pan so to speak.

So -- what "electric light" or "movable type" is the product of LLMs? I'm sure there are, but ELI5...

I can think of "Summarize this thing for me" and "Elaborate on this half baked idea" -- and honestly "summarize this for me" is actually quite useful. But I'm not sure it is "electric lights / electric appliances" or "indoor plumbing" degree of revolutionary.

It looks possible, on paper, if you don't poke at it too often.

Another example would be the dude who used a chainsaw on some lead acid batteries, for reasons.

https://www.theautopian.com/how-i-used-a-chainsaw-to-remove-...

That dude's also an owner of the company, so maybe giving himself lead poisoning for clicks is worth it?