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Joined 2 years ago
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Cake day: June 12th, 2023

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  • I have been trying to make sense of all AI Capex announcements for a while and I don’t get it. So please help me out if you know the answer.

    US Investment in 2024 ~$400b, 2025 ~$500b, 2026 ~600. Global investment 2026 1.5~$2.2t. Let’s say $2t US Investment by end of 2026. Investment will continue into the future but let’s assume that is not the case. Also that GPU will be obsolete in 5y. So, they have 60m to recoup $2t +ROI ~10%. So about $40b a month, US has a labor force of 170m. Thus, AI industry needs the equivalent of ~$240 per month per each employee. I don’t see myself or my employer paying this for AI any time soon.







  • The year of of the Linux happened long ago. However we fail to recognize it, because wasn’t exactly what we were expecting. Most super computer is TOP500 as well as servers and majority of portable devices in the world are powered by the Linux kernel.

    If the definition of Year of Linux was based on having astonishing UX then, this is probably something that will never happen.