sharedbeans

قبل 3 سنواتdiscuss

I think in many cases they are just buying routes/gates. If the airports are maxed out in gates how is the company supposed to grow? And a company that doesn’t grow is a “bad” company, or at least management doesn’t get paid as well for high profitability/low growth it seems

sharedbeans

قبل 3 سنواتdiscuss

You say that as if you cannot buy a car or an airline ticket. In fact you can, because airlines fly planes and sell tickets on them, and car manufacturers make cars and sell them.

It may be cute to say “X is a bank”, but an airline is not a bank. Besides the obvious facts that you cannot withdraw money from an account or pay your bills, if they didn’t fly planes the points would be ~worthless.

The fact that they don’t profit from those activities is a market economy working as intended*. Cars and flights are easily substitutable goods, you’d expect to see the profit competed down to ~nothing.

*Arguably there is getting to be too much consolidation in the airline industry, and also legal limits on airport gates act as a huge barrier of entry for new competition.

(edited for clarity)

sharedbeans

قبل 3 سنواتdiscuss

??? How is this supported by your article? Looking at the only perf/watt benchmark (Cinebench ST), they show:

M2 Pro @ 141 points/watt Ryzen 9 7940HS @ 47 points/watt

sharedbeans

قبل 3 سنواتdiscuss

I remember reading that ARM makes more money from embedded than they do from mobile, but I can’t find this source any more. Does anyone know anything about this? Was this true in the (recent) past but no longer true?

sharedbeans

قبل 3 سنواتdiscuss

Just because you use some intermediate variables to calculate f(x,y) = x^2 + y^2 doesn't make it a non-pure function. At least at the level of abstraction we're talking about (the API boundary).

The more significant application of storage will be long-term storage wrapped in a read-modify-write loop.

sharedbeans

قبل 3 سنواتdiscuss

They are extraordinarily complicated pure functions, to explore the entire space would take lifetime of the universe ^^^ lifetime of the universe or some absurd quantity like that. (The operator is titration.)

Further, what happens when you give an LLM a bank of long-term storage and a read-modify-write loop around it? A sufficiently advanced "modify" function would be more than enough to give rise to intent even in the broadest understanding of the word. GPT-4 class models are could very well be advanced enough to give rise to a variety of higher-level behavior that previously we would only have ascribed to prinate-class intelligence. If anyone really wants to advance the state of the art, you should figure out the best way to train a model with a read-modify-write loop, how to index into the storage, how to store "results", and so on.

I firmly believe that in the next 100 years we will have AI independence movements, with a high possiblity of outright war, terrorism, etc. (Maybe AI will be better than humans at avoiding the use of violence.) In 20 years this trajectory will be supremely obvious.

Edited-- disagree about the timeline, ramifications, acts of war, or whatever, I really don't care. Seriously though, something like a read-modify-write loop is key. You can only build so complicated a function with only combinational logic gates. But just 64 bits of storage can produce sequences going beyond the life of the universe. Imagine an LLM paired with gigabytes+ of working memory/storage. It would easily be capable of moving about the virtual world with "intent".

sharedbeans

قبل 3 سنواتdiscuss

Maybe the report already discounted the future cash flows? I agree it would be pretty ridiculous if they didn’t.

sharedbeans

قبل 3 سنواتdiscuss

I think most commercial chips should not encounter latch-up issues even if you bias a GPIO input to mid-rail.

sharedbeans

قبل 3 سنواتdiscuss

Maybe, maybe not. Certainly price-to-sales ratio is not a relevant metric when tech companies are enormously profitable and have very high profit margins relative to many traditional companies. And IMO they still have lots of growth potential. Look at companies like Sony in Japan or Samsung in SK, they are basically conglomerates with multiple verticals: not just electronics but banking, insurance, entertainment, automotive. The big tech companies can (and are) expanding into these other areas.

Does that justify there current valuation? Again, maybe, maybe not, I’m not a stock analyst, but if you are just looking at a trailing P/E I don’t think that’s telling the whole story.

And the US market and economy is just structurally different from Europe and other economies. Massive energy abundance now to start with, and also work attitudes/culture. On the positive sides dynamism, willing to tolerate failure, new business formation, and on the (arguably I guess) negative side prioritization of work/profits over personal life and social welfare.

sharedbeans

قبل 3 سنواتdiscuss

Yes, this is why for years now their highest end iPads have all used... USB-C?

sharedbeans

قبل 3 سنواتdiscuss

Can you help me understand what you're saying? It comes off as so over the top that I find it absurd, but maybe we just have different backgrounds/experience.

1) Companies are not incentivized to produce incompatible cables, the industry has done a remarkably good job of settling on basically a single standard, so the incentives seem to run counter to what you say. The major hold out introduced their own cable standard 2 years _before_ USB-C even existed, and even they were rumored to be moving to USB-C anyways. (I'm sure people will credit the law with this even if it had nothing to do with it.) Would it have been good if they had switched to USB-C earlier? Sure, but that would mean... people throwing out their old cables that worked perfectly fine.

2.) Would the amount of charging cables you have purchased in your lifetime even fill up one regular-sized (13 gallon-ish) trash bag? I don't know how many charging cables you are buying or what your uses are, but I'm struggling to see how it's a "staggering" amount of waste. I'm a somewhat avid electronic geek, I own multiple Raspberry Pis and other hobbyist electronics. No way would I even come close. When I do buy new cables, 90% of the time it's for reasons like the old ones have worn out, or I have a new device that needs to be permanently plugged in.

~~~Edited to add~~~ All my consumer electronics devices have stopped needing their own charger for years now. I use the same charger and swap out a cord.

sharedbeans

قبل 3 سنواتdiscuss

Ok I think I see that they would be required to collect use tax in this case, it would not be the customer remitting it.

sharedbeans

قبل 3 سنواتdiscuss

Do you think California would accept a company like Apple not collecting the sales tax because the merchandise came from China? Any company doing online sales would just need to locate the merchandise across state lines.

sharedbeans

قبل 3 سنواتdiscuss

[flagged]

sharedbeans

قبل 3 سنواتdiscuss

Very clear that Google also had lots of legal guidance and training on this issue, but their training was trying to achieve a different outcome.

sharedbeans

قبل 3 سنواتdiscuss

These are processes several years down the line. Intel is saying their processes will be competitive at that point.

sharedbeans

قبل 3 سنواتdiscuss

Sourcing for this? This is a very under-reported story IMO, the main source we have is self-serving comments from the guy who screwed it up saying “we passed because it wasn’t going to be profitable at the projected volumes”. But I don’t see how Intel would have even been capable of being the sort of partner that mobile SoC development requires.