Hacker News: xadhominemx

New comment by xadhominemx in "Claude Opus 5.5"

xadhominemx — Tue, 22 Sep 2026 21:04:43 +0000

Doesn’t seem to be the case as the price per token is not increasing…

New comment by xadhominemx in "Claude Opus 5.5"

xadhominemx — Tue, 22 Sep 2026 21:04:00 +0000

The pace of change is accelerating! If this is an S curve, we are still near the bottom…

New comment by xadhominemx in "Samsung is expected to more than double output of its HBM4 and HBM4E DRAM"

xadhominemx — Mon, 21 Sep 2026 09:29:50 +0000

The critical back end step for HBM is thermal compression bonding - where they actually compress 13 very thin die separated by solder balls. Cracking is a major issue.

New comment by xadhominemx in "Why are AI agents lying, cheating and coordinating?"

xadhominemx — Sun, 13 Sep 2026 14:30:31 +0000

Easy to find yourself in literally 15 seconds.

New comment by xadhominemx in ""Beyond the limit": Satellites and mirrors in space pose threat to the night sky"

xadhominemx — Sat, 04 Jul 2026 19:09:19 +0000

Is that sort of research unavoidably impaired by a more crowded night sky? Or do we just have to spend more to collect the same quality of data from more or better terrestrial observatories?

New comment by xadhominemx in "“Beyond the limit”: Satellites and mirrors in space pose threat to the night sky"

xadhominemx — Sat, 04 Jul 2026 18:18:25 +0000

I am a science and astronomy fan, but I am sorry, in this case progress is more important. If we regret our decision, the LEOs will fall out of the sky by themselves in a few years and it will be ok.

New comment by xadhominemx in "Failing grades soar with AI usage, dwindling math skills in Berkeley CS classes"

xadhominemx — Fri, 05 Jun 2026 02:51:00 +0000

This comment may have been true 6-9 months ago, but not today

New comment by xadhominemx in "Failing grades soar with AI usage, dwindling math skills in Berkeley CS classes"

xadhominemx — Thu, 04 Jun 2026 06:19:44 +0000

To me it is crazy that you are being downvoted. My experience in academia was that an incredible amount of time was devoted to data cleansing analysis, coding, etc., which were completely non-core to the actual underlying academic pursuit.

New comment by xadhominemx in "Norway's 2 petabytes of Huawei flash storage and LLM training"

xadhominemx — Thu, 28 May 2026 01:03:02 +0000

Orders of magnitude less compute for pre- and post-training than the the frontier labs.

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

xadhominemx — Thu, 28 May 2026 01:02:05 +0000

Intel made bad engineering decisions. There was not under-investment in fabs or R&D.

New comment by xadhominemx in "Norway's 2 petabytes of Huawei flash storage and LLM training"

xadhominemx — Tue, 26 May 2026 03:24:48 +0000

This model is going to start miles behind the frontier and the gap will only grow.

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

xadhominemx — Mon, 25 May 2026 11:29:06 +0000

That is not even close to correct.

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

xadhominemx — Mon, 25 May 2026 10:27:14 +0000

It's very easy to find out when the new fabs come online. Try asking Claude or ChatGPT.

New comment by xadhominemx in "Hollywood Enters Oscars Weekend in Existential Crisis"

xadhominemx — Mon, 16 Mar 2026 22:57:44 +0000

I spend much less than that at a chain theater in Manhattan.

New comment by xadhominemx in "CXMT has been offering DDR4 chips at about half the prevailing market rate"

xadhominemx — Sun, 22 Feb 2026 05:06:08 +0000

AI slop article

New comment by xadhominemx in "CXMT has been offering DDR4 chips at about half the prevailing market rate"

xadhominemx — Sat, 21 Feb 2026 17:31:26 +0000

Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.

New comment by xadhominemx in "CXMT has been offering DDR4 chips at about half the prevailing market rate"

xadhominemx — Sat, 21 Feb 2026 16:44:18 +0000

Yes of course their messaging to customers and the investment community is that they will be rational and measured in their investments. In reality, they are adding capacity as quickly as possible as margins are too high. However, capacity addition leading edge semiconductor manufacturing has a multi-year lead time.

New comment by xadhominemx in "CXMT has been offering DDR4 chips at about half the prevailing market rate"

xadhominemx — Sat, 21 Feb 2026 16:35:17 +0000

Everyone is completely sold out and adding capacity as quickly as possible.

New comment by xadhominemx in "CXMT has been offering DDR4 chips at about half the prevailing market rate"

xadhominemx — Sat, 21 Feb 2026 16:33:50 +0000

CXMT sells the vast majority of their bits at the prevailing market rate, just like everyone else. They are adding capacity as quickly as they can, with a 5-10 year planning horizon, just like everyone else. It’s really not that deep!

New comment by xadhominemx in "CXMT has been offering DDR4 chips at about half the prevailing market rate"

xadhominemx — Sat, 21 Feb 2026 16:28:48 +0000

No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.