Would you run a less costly model as the supervisor given it’s consuming a lot of text and may have a simpler task to do like “make sure the implementing model doesn’t start over-engineering things”?

How I considered Stephen coming in to this:

1) he is wonderfully generous with his ideas and knowledge, especially towards the young. I think this is an extremely good quality.

2) he attracts envy from many people, partly because of his successes, but also because of his manner. I feel his manner is often totally unintentional to cause upset, but also I think he’s so unashamedly himself and how he wants to be that it is sometimes verging on rude, which people hold against him (mostly unfairly, sometimes fairly)

3) given his commitment to work I always wondered about how he balanced his personal life amongst all that

What I found very interesting about this letter was how his personal relationship seems to have been in keeping with the man we see on the outside:

1) the first thing in the lists on his wife, as well as what he spends significant time on in the letter, are her intellectual capabilities. He is a man of intellect through and through, and it shows in how he writes of his wife.

2) he mentions how he has failed to collaborate with her for their entire marriage because of their strong wills. It strikes me as somewhat sad that there’s this failure to connect somehow. It might be that a prioritisation of the intellect in life holds us back from virtues.

3) there were moments where he talks about how she was intuitively right and how he had to work things out by taking “the long way”. I just get the feeling that a lot of their relationship was somehow like this - where something obvious to the normal intuition is something to be worked out by the intellect.

4) I think there might be an element of regret in this letter. A regret that perhaps a connection could have been different had one chosen to indulge one’s intellect less. I feel like this moment perhaps made Stephen’s mind pause for a moment on that - an all too human pause.

The actual lending is done by private credit institutions that have raised money, sometimes on the order of 10s of billions of $.

The way banks get involved is that they may be lending senior financing to the private credit funds but that means they have a ton of subordination.

https://x.com/SemiAnalysis_/status/2064815044085318040?s=20

also, codex apparently uses fewer tokens to complete tasks, in part because their tokeniser is about 80% the length of that in tokens for the same string as that of the latest anthropic ones. This might be fable only though.

- Does full switch programmability actually matter in production, or is it one of those things that sounds great in a slide deck but nobody uses?

- Is "on-path cores" in a DPU genuinely better than Pensando's P4 approach or NVIDIA's off-path model, or does it converge at scale?

- Can you actually swap merchant silicon under SONiC in practice, or is Broadcom lock-in deeper than the software layer?

- Is there a real market for a power-optimised 12.8T switch when the spine is moving to 51.2T+, or does the spine vendor always drag the leaf along?

- How big a deal is open-sourcing the ISA? Do people buying this really care to pay up for this type of thing?

Thanks!!

Comments URL: https://news.ycombinator.com/item?id=48838806

Points: 2

# Comments: 0

- Does full switch programmability actually matter in production, or is it one of those things that sounds great in a slide deck but nobody uses?

- Is "on-path cores" in a DPU genuinely better than Pensando's P4 approach or NVIDIA's off-path model, or does it converge at scale?

- Can you actually swap merchant silicon under SONiC in practice, or is Broadcom lock-in deeper than the software layer?

- Is there a real market for a power-optimised 12.8T switch when the spine is moving to 51.2T+, or does the spine vendor always drag the leaf along?

- How big a deal is open-sourcing the ISA? Do people buying this really care to pay up for this type of thing?

Thanks!!

Comments URL: https://news.ycombinator.com/item?id=48838716

Points: 4

# Comments: 1