Hacker News: paulmist

New comment by paulmist in "South Korea to spend $1T on more memory chip production and humanoid robots"

paulmist — Mon, 29 Jun 2026 23:51:20 +0000

Even better, Qimonda was ultimately bought (alongside all their patents) by SMIC [1] who is now the Chinese memory player. For 30 million.

[1] https://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-...

New comment by paulmist in "South Korea to spend $1T on more memory chip production and humanoid robots"

paulmist — Mon, 29 Jun 2026 23:49:53 +0000

IIRC Taiwan took a page out of Singapore's playbook and went all in on electrical engineering and adjecent fields. It was very much a long-term strategy. Germany probably didn't feel nearly as much pressure, and was already very strong in all industry.

New comment by paulmist in "South Korea to spend $1T on more memory chip production and humanoid robots"

paulmist — Mon, 29 Jun 2026 23:23:39 +0000

> “Semiconductors, physical AI, and AI data centers are the triple axis for a great leap forward.”

Not the best wording... I wonder how serious this announcement is.

New comment by paulmist in "Apple raises prices of MacBooks, iPads"

paulmist — Thu, 25 Jun 2026 14:24:51 +0000

Personal anecdote on ROI - I was at an early stage startup earlier this year where we had some burstable long-running GPU tasks (<100 VMs). Accross GCP and OCI we couldn't get our hands on L40S on-demand, and had to resort to T4s (released 2018). Sometimes even these were unavailable, and we would have a P4 (2016!) fallback. AWS sells A100s (2020) at $4/hr except they don't even have capacity for x1 versions, you have to rent x8.

New comment by paulmist in "Beyond All Reason (Free Total Annihilation Inspired RTS)"

paulmist — Sun, 21 Jun 2026 22:58:45 +0000

I think you're confounding streaming with the rise of solo-queue but cooperative (CS:GO, LoL...) games around 2010. Both were enabled by cheaper computing and alllowed competitive ladders to scale to millions of players. Games where you have to queue with a pre-made team (or pro teams for that matter) are considerably less toxic. Toxic streamers are more of a consequence of an already toxic community.

New comment by paulmist in "Beyond All Reason (Free Total Annihilation Inspired RTS)"

paulmist — Sun, 21 Jun 2026 15:52:13 +0000

I think that's a normal evolution of these games? In the end they are cooperative so your teammates depend on you. Although you'll find plenty of people at the top of the ladder spamming werid strategies and being successful.

New comment by paulmist in "Google Is Using Nvidia's Playbook to Build a Rival AI Chip Business"

paulmist — Fri, 19 Jun 2026 21:41:05 +0000

I wonder if we'll start seeing Amazon/Google/Apple completely verticalize their chip production (TPU/Tranium/M series/Graviton...) and buy (parts of) Intel. Their capex is already a trillion a year, surely it'd make sense to compete with TSMC/Samsung/SK Hynix?

New comment by paulmist in "Hyundai buys Boston Dynamics"

paulmist — Fri, 19 Jun 2026 21:34:05 +0000

Can anyone suggest some ways to understand automation trends in manufacturing? Watching factory tours on youtube has been super interesting.

New comment by paulmist in "Hyundai buys Boston Dynamics"

paulmist — Fri, 19 Jun 2026 21:31:57 +0000

Do you think humanoids would be a fit on assemblying the assembly line itself? To my limited knowledge a lot of setting up the factory is making sure your line works as expected with X 9s reliability. Here dexterous humanoids are this _universal_ virtual-to-physical interface and, akin to Auto Research, could run assembly line experiments autonomosuly?

New comment by paulmist in "Noam Shazeer Joins OpenAI"

paulmist — Thu, 18 Jun 2026 21:23:05 +0000

I first saw Noam on Dwarkesh’s podcast together with Jeff Dean. Recommend if you want a taste of what’s Google’s folks take on things.

https://youtu.be/v0gjI__RyCY?is=nz77XP4KiJy7L1AX

New comment by paulmist in "US battery manufacturing output continues to break records"

paulmist — Mon, 15 Jun 2026 21:20:55 +0000

According to IEA[1] most capacity in Europe is from South Korean companies.

[1] https://www.iea.org/data-and-statistics/charts/share-of-manu...

New comment by paulmist in "Statement on US government directive to suspend access to Fable 5 and Mythos 5"

paulmist — Sat, 13 Jun 2026 01:36:14 +0000

Aren't biggest Qwen 3.7 closed? I don't suspect China's policy here would be anything but ruthless.

New comment by paulmist in "US Government directive to suspend access to Fable 5 and Mythos 5"

paulmist — Sat, 13 Jun 2026 01:32:48 +0000

It shows the same for this thread.

https://imgur.com/a/EOWWUbD

New comment by paulmist in "US Government directive to suspend access to Fable 5 and Mythos 5"

paulmist — Sat, 13 Jun 2026 01:29:54 +0000

I do agree with the skepticism in this thread. But, if we assume Fable/Mythos really are that good (=easy to misuse) and thep keep getting better, what similar responses (signals) would you expect to see going forwards?

New comment by paulmist in "AI outperforms law professors in Stanford Law study"

paulmist — Wed, 03 Jun 2026 01:11:43 +0000

Knowing the question is half of the answer. LLMs are great at scoping your context and answering precisely what you asked; it's also why they go off the rails when they misunderstand a part of your question. Incidentally, they're great at "knowing" and reaching for knowledge.

Humans have the advantage of perspective. We always lack some knowledge and answer broadly. This is bad if you have a particular goal in mind, but better if you're just generally learning, because you see more and learn to discriminate the correct from the wrong. And most importantly, being wrong is part of human ingenuity - because sometimes we turn something "obviously" wrong into something right.

Is This Prime

paulmist — Mon, 25 May 2026 09:33:20 +0000

Article URL: https://isthisprime.com/game/

Comments URL: https://news.ycombinator.com/item?id=48265002

Points: 3

# Comments: 1

New comment by paulmist in "Memory has grown to nearly two-thirds of AI chip component costs"

paulmist — Sun, 24 May 2026 22:07:07 +0000

Why would it kill PC? There will always be hobbyists, e.g. I can't imagine pro e-sports players running on a Mac. Personally, half of the reason I moved away from Windows is Microsoft stalling/degrading Windows experience.

New comment by paulmist in "Memory has grown to nearly two-thirds of AI chip component costs"

paulmist — Sun, 24 May 2026 18:44:01 +0000

I think it's the opposite. Sure in short term hobbyists are getting squeezed, but the amount of capital that they can put into pushing the edge is small compared to Fortune 500. Sooner or later hobbyists will benefit, especially if the market crashes.

New comment by paulmist in "MIT: 20% drop in incoming graduate students"

paulmist — Thu, 14 May 2026 15:39:12 +0000

Can you give some context the grad student union and how it intends to fight the explotatiove nature of the academia?

New comment by paulmist in "Our eighth generation TPUs: two chips for the agentic era"

paulmist — Wed, 22 Apr 2026 13:11:47 +0000

At $15/GB of HBM4 the 331.8TB of HBM4 per pod is 5 million...