Am sympathetic to this view At the same time, those H100s (and A100s) are still being used and I can see utilisation is high on neoclouds, often hard to get 8xH100 nodes

I get the high level concern of vendor financing and round tripping, but this is a small fraction of Nvidia earnings as far as I can tell. Trailing twelve month earnings are ~$86B. A lot of the Nvidia investments (such as $100B in OpenAI) are spread out over many years, and

From Money Stuff on Oct 28. The idea is that index investing increases the correlation between stocks in the index, and this increases the cost of capital for those companies (because investors value low correlation). Inclusion in the index increases stock prices, but this

Big cloud companies renting out H100s for ~$11+/hr. Compare that to ~$2.5-3/hr from vendors like runpod and lambda, likely operating quite a bit closer to cost. Yes, longer term deals will be for lower price, but there is incredible gross margin for the big players in renting

Jimmy Carr going full capitalism and then full Taleb in the middle here: youtube.com/shorts/zMmjKRe…

If you train a large language model in loops, it appears you get better performance (not my original idea), for the same amount of energy/calculations. For now, we are seeing better performance on academic benchmarks like ARC Prize Foundation but these approaches seem to help

Contract position open for a voice model developer at Trelis

Tallest mountain in Denmark eek

New piece: Why Build Data Centres in Ireland at All? I’m optimistic about Ireland. Owing to high trust institutions, high skill levels, low corporate tax and an American-European culture, Ireland is arguably the strongest bridge across the Atlantic. Unlike many developed

Quite a few people won’t follow this… and the second order effect is that this tends to erode trust in government. The better solution is to make good arguments to children (and adults!) as to what the problems can be with social media. Convince through good arguments, rather

I completely oppose plans to rename Herzog Park. It is wrong. We are an inclusive Republic. This proposal is offensive to that principle. I urge all Party Leaders to join me in opposition to this. I agree with the statement from ⁦⁦Helen McEntee TD⁩ gov.ie/en/department-…

The attacks on Europe I've seen here the last couple of days, including from people I've generally considered interesting and sophisticated, have been getting unhinged... I get that EU has problems - GDPR clickthroughs are dumb, Chat Control is awful, they need to be less

*Arraig Entrepreneurship Grants* -- Uttam Singh Somvanshi. For prototyping and piloting an indoor navigation map with a dynamic emergency evacuation system. Nakshatra Maps Kush Agrawal. For Cipher - a tax filing solution for small and medium-sized HFT firms, handling high