<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Hacker News: ncallaway</title><link>https://news.ycombinator.com/user?id=ncallaway</link><description>Hacker News RSS</description><docs>https://hnrss.org/</docs><generator>hnrss v2.1.1</generator><lastBuildDate>Wed, 19 Aug 2026 14:44:25 +0000</lastBuildDate><atom:link href="https://hnrss.org/user?id=ncallaway" rel="self" type="application/rss+xml"></atom:link><item><title><![CDATA[New comment by ncallaway in "Memory prices climb 500% in 12 months"]]></title><description><![CDATA[
<p>> There was no way for them to serve the AI demand without reducing supply given to everyone else in the short run<p>I didn't say that there was a way to do it in the short run. I laid out what the test is to determine if there's cartel-like behavior or competitive-market-like behavior.<p>I will say, in a market with only 3 players and <i>very</i> high cap-ex cost, my prior is that you're likely to see more cartel-like behavior than competitive-market-like behavior, but that's still to be determined.</p>
]]></description><pubDate>Tue, 18 Aug 2026 19:07:58 +0000</pubDate><link>https://news.ycombinator.com/item?id=49350984</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49350984</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49350984</guid></item><item><title><![CDATA[New comment by ncallaway in "Memory prices climb 500% in 12 months"]]></title><description><![CDATA[
<p>I didn't say the build out time was months.<p>I said:<p>> the test isn't "how much is price going up" it's "how aggressively are the RAM producers expanding supply production"</p>
]]></description><pubDate>Tue, 18 Aug 2026 19:04:30 +0000</pubDate><link>https://news.ycombinator.com/item?id=49350926</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49350926</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49350926</guid></item><item><title><![CDATA[New comment by ncallaway in "Memory prices climb 500% in 12 months"]]></title><description><![CDATA[
<p>> If you have a massive excess of demand ready to pay any price, and a limited supply, of course the sellers will take advantage, that's how any market work<p>The question is how quickly the supply adjusts. In a free market, the suppliers would respond to the price signal by quickly expanding their production to meet the elevated demand.<p>But a market captured by a cartel will be much slower to expand the supply.<p>So, the test isn't "how much is price going up" it's "how aggressively are the RAM producers expanding supply production"</p>
]]></description><pubDate>Tue, 18 Aug 2026 17:42:54 +0000</pubDate><link>https://news.ycombinator.com/item?id=49349463</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49349463</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49349463</guid></item><item><title><![CDATA[New comment by ncallaway in "TreasuryDirect: Prepare for ID.me – Your New Way to Log In"]]></title><description><![CDATA[
<p>Will they do that for the IRS? I’d love that. Hopefully they can do it for Treasury Direxf too</p>
]]></description><pubDate>Sun, 16 Aug 2026 01:22:57 +0000</pubDate><link>https://news.ycombinator.com/item?id=49315967</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49315967</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49315967</guid></item><item><title><![CDATA[New comment by ncallaway in "TreasuryDirect: Prepare for ID.me – Your New Way to Log In"]]></title><description><![CDATA[
<p>> Glad I don't actually need to login to my irs account lately.<p>I still pay my taxes by physical check, because they won’t let me pay digitally unless I sign in with ID.me.</p>
]]></description><pubDate>Sat, 15 Aug 2026 19:55:38 +0000</pubDate><link>https://news.ycombinator.com/item?id=49313741</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49313741</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49313741</guid></item><item><title><![CDATA[New comment by ncallaway in "TreasuryDirect: Prepare for ID.me – Your New Way to Log In"]]></title><description><![CDATA[
<p>Under the prior administration things were moving slowly toward login.gov for every federal service.<p>I’m really sad to see that’s yet another thing the current administration is destroying</p>
]]></description><pubDate>Sat, 15 Aug 2026 19:51:06 +0000</pubDate><link>https://news.ycombinator.com/item?id=49313713</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49313713</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49313713</guid></item><item><title><![CDATA[New comment by ncallaway in "TreasuryDirect: Prepare for ID.me – Your New Way to Log In"]]></title><description><![CDATA[
<p>They didn’t. The federal government has login.gov which things were slowly consolidating towards.<p>ID.me is a private third party system, that I won’t ever use.</p>
]]></description><pubDate>Sat, 15 Aug 2026 19:49:53 +0000</pubDate><link>https://news.ycombinator.com/item?id=49313700</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49313700</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49313700</guid></item><item><title><![CDATA[New comment by ncallaway in "It's time Amazon played by the same rules as everyone else [video]"]]></title><description><![CDATA[
<p>My understanding (based on my memory of a leaked DSP contract that I’m having trouble finding again) is that if you’re a branded DSP, then you must lease the vehicle from Amazon, and you may not use the Amazon vehicle for any purposes other than Amazon deliveries.<p>My memory is the DSP itself is not required to be exclusive to Amazon, but an Amazon branded vehicle can’t be used for purposes other than Amazon deliveries.</p>
]]></description><pubDate>Tue, 11 Aug 2026 15:15:35 +0000</pubDate><link>https://news.ycombinator.com/item?id=49259698</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49259698</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49259698</guid></item><item><title><![CDATA[New comment by ncallaway in "It's time Amazon played by the same rules as everyone else [video]"]]></title><description><![CDATA[
<p>Does Amazon require the contractor to have the contractors drivers wear Amazon branded vests?<p>What if the DSP is a single-person company? Then the DSP and the driver are the same person. In that case, is it Amazon or the DSP requiring the driver to wear Amazon livery?</p>
]]></description><pubDate>Tue, 11 Aug 2026 14:46:04 +0000</pubDate><link>https://news.ycombinator.com/item?id=49259277</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49259277</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49259277</guid></item><item><title><![CDATA[New comment by ncallaway in "It's time Amazon played by the same rules as everyone else [video]"]]></title><description><![CDATA[
<p>How big was the savings from delaying pension contributions and how big was the budget deficit?<p>Yes, delaying pension contributions was absolutely a fudge, but it’s not like that was 100% of the gap for going from a large deficit to a balanced budget.</p>
]]></description><pubDate>Tue, 11 Aug 2026 14:38:25 +0000</pubDate><link>https://news.ycombinator.com/item?id=49259154</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49259154</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49259154</guid></item><item><title><![CDATA[New comment by ncallaway in "It's time Amazon played by the same rules as everyone else [video]"]]></title><description><![CDATA[
<p>Amazon has <i>already</i> consolidated that power. They’ve just done it in a way where they are able to shirk some liability and maintenance costs onto their employees.<p>They’ve problem is that most of these are <i>not</i> really small businesses, in the same way that most Uber drivers aren’t really a small business.<p>They don’t drive a generic truck, they drive an Amazon branded truck, often an Amazon financed truck, often a vehicle <i>specific</i> to Amazon deliveries.<p>Can they use the Amazon-truck they financed from Amazon for non-Amazon deliveries?</p>
]]></description><pubDate>Tue, 11 Aug 2026 14:14:37 +0000</pubDate><link>https://news.ycombinator.com/item?id=49258759</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49258759</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49258759</guid></item><item><title><![CDATA[New comment by ncallaway in "It's time Amazon played by the same rules as everyone else [video]"]]></title><description><![CDATA[
<p>This video isn’t an attempt to get elected, since he’s six months into a term.<p>It’s an attempt to build political support for passing a specific piece of legislation. It’s not “vaguely defined”, it refers to a specific bill that he wants to pass that has legislative text available on the internet.</p>
]]></description><pubDate>Tue, 11 Aug 2026 14:05:36 +0000</pubDate><link>https://news.ycombinator.com/item?id=49258624</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49258624</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49258624</guid></item><item><title><![CDATA[New comment by ncallaway in "DeepSeek planning to significantly raise prices"]]></title><description><![CDATA[
<p>Fireworks.ai has ZDR and hosts Kimi K3</p>
]]></description><pubDate>Thu, 06 Aug 2026 15:13:03 +0000</pubDate><link>https://news.ycombinator.com/item?id=49197828</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49197828</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49197828</guid></item><item><title><![CDATA[New comment by ncallaway in "Prevent cognitive debt by manually retyping LLM-generated code"]]></title><description><![CDATA[
<p>I've found I can get quite a bit of use out of it as a basically ever-present rubber duck.<p>Using a cheap model, I usually spend < $1-$2 per day (on API billing) using it a model like.<p>- here's the problem I'm trying to solve:<p>- here's my initial plan for the design:<p>- is there anything I'm not thinking about or my plan is missing?<p>It'll occasionally pop out a suggestion that I like more than my original plan, or it'll give me some new angles to think through the original plan.</p>
]]></description><pubDate>Tue, 04 Aug 2026 01:23:30 +0000</pubDate><link>https://news.ycombinator.com/item?id=49163383</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49163383</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49163383</guid></item><item><title><![CDATA[New comment by ncallaway in "Running Kimi K3 on a M1 Max"]]></title><description><![CDATA[
<p>The link beat you to it:<p>> It is not fast — about 16 seconds per token on our M1 Max</p>
]]></description><pubDate>Wed, 29 Jul 2026 00:26:53 +0000</pubDate><link>https://news.ycombinator.com/item?id=49091850</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49091850</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49091850</guid></item><item><title><![CDATA[New comment by ncallaway in "Open-weight AI is having its Kubernetes moment"]]></title><description><![CDATA[
<p>Well, R&D costs are <i>able</i> to make their way into the pricing due to the artificial supply restriction.<p>If supply was not artificially restricted (through patents), then competitors would be able to manufacture the drug, supply would expand, the price would collapse, and the original inventor would not be able to recover their R&D costs.</p>
]]></description><pubDate>Sat, 25 Jul 2026 22:13:18 +0000</pubDate><link>https://news.ycombinator.com/item?id=49052192</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49052192</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49052192</guid></item><item><title><![CDATA[New comment by ncallaway in "Open-weight AI is having its Kubernetes moment"]]></title><description><![CDATA[
<p>Okay? Does that disagree with anything I wrote?<p>My point was to whether it was <i>artificial</i> not whether it was <i>bad</i>.<p>We can have artificial interventions in markets, and that can be a net benefit and a good thing.<p>I’m not sure why everyone is responding as if “artificial” and “bad” are the same thing</p>
]]></description><pubDate>Sat, 25 Jul 2026 22:10:24 +0000</pubDate><link>https://news.ycombinator.com/item?id=49052158</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49052158</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49052158</guid></item><item><title><![CDATA[New comment by ncallaway in "Open-weight AI is having its Kubernetes moment"]]></title><description><![CDATA[
<p>The government backed monopoly to ensure that supply remains <i>artificially</i> restricted to ensure that the market will support the higher prices is</p>
]]></description><pubDate>Sat, 25 Jul 2026 17:27:37 +0000</pubDate><link>https://news.ycombinator.com/item?id=49049611</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49049611</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49049611</guid></item><item><title><![CDATA[New comment by ncallaway in "Couple pay >$800k for a gene-editing therapy for their daughter. She died."]]></title><description><![CDATA[
<p>And were those risks adequately communicated to the people taking them? According to the story, they weren't.<p>That's a Big Fucking Deal, and is absolutely a significant part of the story.<p>Was that in the headline?</p>
]]></description><pubDate>Thu, 23 Jul 2026 21:42:24 +0000</pubDate><link>https://news.ycombinator.com/item?id=49028439</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49028439</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49028439</guid></item><item><title><![CDATA[New comment by ncallaway in "Couple pay >$800k for a gene-editing therapy for their daughter. She died."]]></title><description><![CDATA[
<p>> Headline is the whole story.<p>That's just not true.<p>From the article:<p>> According to official documents and accounts provided by the girl’s parents, the hospital had allowed Qiu’s experimental treatment to proceed under a regulatory provision that does not require approval from national regulators. After the child’s death, the hospital paid a modest fine to a local health authority but Qiu was not publicly sanctioned.<p>That's not in the headline, but is an important part of the story. Also from the article:<p>> Seven experts in fields including genetics, virology, and bioethics who reviewed details of the Nature study and the clinical trial for Science and Retraction Watch expressed concern that Qiu and his team downplayed the trial’s risks in describing them to the parents, overlooked safety signals in animal studies, and proceeded even though success was unlikely.<p>Also not in the headline, but also an important part of the story. Finally:<p>> The girl’s parents, who requested that Science use pseudonyms for them and their daughter for privacy reasons, have decided to tell her story now because they are angry about what they feel is a lack of accountability by the researchers and the institutions. “Learning the reality of these missing safeguards has fundamentally changed how we now view the entire project,” says the father, a software engineer. He asked that he be called Jason, his wife Linda, and their daughter Mei (Chinese for “beautiful”). “We did not realize how unusual and dangerous many of the arrangements were.”<p>Also not in the headline, also an important part of the story.</p>
]]></description><pubDate>Thu, 23 Jul 2026 21:34:51 +0000</pubDate><link>https://news.ycombinator.com/item?id=49028372</link><dc:creator>ncallaway</dc:creator><comments>https://news.ycombinator.com/item?id=49028372</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=49028372</guid></item></channel></rss>