I would not hold my breath

Anything bad?

Most people aren’t celebrating the killing of Kirk

I’ve never wished a man dead, but I have read some obituaries with great pleasure

Okay, but what if we just repeal or ignore that rule in order to conduct a pogrom of WrongThinkers?

Basically why the grid exists to begin with. You’re not supposed to be solving these engineering problems on a household budget inside a single home.

You’d be better off simply reducing your consumption or finding alternative methods of power (nat gas or maybe wind or geothermal) during the longer winter nights.

If you really want to go crazy, you should consider investing in a bigger home with better insulation and roommates. An apartment/condo block can at least leverage economies of scale, if you’re dead set on DIY. More people benefiting from the setup dilutes the cost per person.

a few months we’re going to see an article saying China has bought record amounts of H20s and NVIDIA’s stocks are going to go up again. This is because the smaller companies are still going to be buying and at MSRP because the big boys can’t.

I would not bank on it, but I guess we’ll see.

At the moment, NVIDIA and CoreWeave are busy swapping spit while Trump is throatling the export economy at record speed.

But hey, time will tell.

Huawei’s 910c is about 30% slower and 1/3 more expensive.

NVIDIA H100s are currently going for around $25k to Huawei’s $28k. And that’s before you get to the secondary market, where NVIDIA chipsets will inevitably jump in price based on availability and relative demand. Without Huawei in the market, I guarantee NVIDIA’s chips would be even more expensive.

At some point, its just a matter of what is available. American tech companies are demanding more chipsets than NVIDIA can currently produce, which is why the company’s still considered a growth investment play. Chinese competitors aren’t going to be able to import NVIDIA to meet their own internal demand. They’ll buy Huawei units because that’s what is on the shelf.

If no one develops on Chinese chips, then they’ll never actually be competitive.

People will develop on Chinese chips because they’re cheaper and more open-sourced. Also, because their specs are written in Chinese rather than English and that’s their native tongue.

But today, it’s able to run the domestic game Black Myth WuKong at 4k at 40 fps.

That’s not because of a chip import policy the state issued last week. Someone’s obviously working on these things, even without a bunch of state-issued trade restrictions.

What this has rang through out China I am sure is, China has to do everything on earth to fix their software. If that means banning NVIDIA, so be it.

NVIDIA does not have the export capacity to feed the entire Chinese state’s demand for new hardware. Never did. The real reason for a domestic Chinese investment in tech is that China is also a global leading consumer. They need to fab their own chips for the same reason they need to build their own cars and grow their own rice. Their economy can’t work as an import economy when they represent 16% of the global population.

This change in policy will undoubtedly accelerate domestic investment in new software. But it wasn’t strictly necessary.

Thiel’s so high on his own supply that his brain is failing him. Any of the more recent videos of his public speaking show a many who is less and less cognizant of the world around him and more up his own asshole than any human has a right to be.

The guy was always a libertarian-flavored fascist, going back to his early Paypal days. But now that he’s fully enmeshed in the national security state with his Palantir project, he’s getting the weapon’s grade Reagan Era anti-communism directly from the firehose. That, plus the drugs and the orgies and the crazy sleepless jet-setting schedule all topped off with his flirtations in digital immortality. Dude’s brain is cooked like hamburger.

This is more a tit-for-tat with Trump tariffs and trade embargoes. I don’t think the Chinese state leadership cares about going heads up with NVIDIA in the public market, even if they’re hosting the inferior brand (for now). They’ve been operating as a second-best option in manufacturing and tech for decades as they built up their capacity.

But this kind of power move is a kick in the teeth to some of Trump’s wealthiest supporters. It gives Chinese diplomats enormous leverage as they go into another round of trade negotiations with a country whose economy increasingly revolves around making and selling chipsets.

Edit: Incidentally, NVIDIA has $165B/year in revenue and a $4.5T market cap. Just think about that for a minute.

Reddit is in an incestuous relationship with Google. So it’ll remain relevant as long as it’s results keep getting into the front page of the biggest search engine. Add to that, the results getting fed into AI responses.

Influencers and marketers love Reddit at least as much as they still love Twitter.

The issue I feel, is we live in a society that equates money with importance.

A guy who can command hundreds of billions is important by way of how much pull he can exert on the overall economy. If Altman says we’re going to build a thousand new datacenters that consume a gigawatt of power a year each, and he’s breaking ground on the project next week, commodities brokers can’t just blink past it.

The headline should be Stop Talking to Technology Executives, Tax Them.

Who is the headline talking to? Unless this is a media journal exclusively consumed by Congresscritters, you’re just preaching to the choir. Nobody wants to tax the Tech Billionaires because nobody wants to get tech billionaire money plowed into a rival’s campaign.

Unfortunately, you can’t just politely ignore people with an eleven-to-thirteen-digit line of credit. That much of a hand in the consumption habits of the richest country on earth commands attention whether you like what they’re saying or not.

The real question is whether you’re going to be a WaPo-style hack stenographer who shows up at these events and whispers “These people are fairy wizards who can do real God-magic and transform the universe into a Science Fantasy wonderland!” Or you come at it from the Ed Zitron / Molly White / Riley Quinn / Any Sane Person at the Financial Times perspective, tearing into the actual balance sheets and analyzing the runways of these bloated economy leeches, and guestimating what future impact their continued operation will have on the rest of the domestic and global economies.

Tech Execs have to be taken seriously but not literally. When Zuck says he wants a trillion dollar spending line on datacenters to supercharge humanity, you have to read that with the same gravitas as a weather forecaster predicting a Cat-5 hurricane making landfall.

If you’re talking about India / China working for US firms, it’s supply and demand again.

It’s clearly not. Otherwise, we wouldn’t have a software guy left standing inside the US.

I interviewed with a shop in a University town that had a mean 6 month turnover rate for programmers

That’s just a bad business.

I can do what needs doing without AI.

More power to you.

The practice is that over half of them move on to “other opportunities” within a couple of years, even if you give them good salary, benefits and working conditions.

In my experience (coming from O&G IT) there’s a somewhat tight knit circle of contractors and businesses tied to specific applications. And you just cycle through this network over time.

I’ve got a number of coworkers who are ex-contractors and a contractor lead who used to be my boss. We all work on the same software for the same company either directly or indirectly. You might move to command a higher salary, but you’re all leveraging the same accrued expertise.

If you cut off that circuit of employment, the quality of the project will not improve over time.

In the US they’re commanding $80k/yr because of supply and demand

You’ll need to explain why all the overseas contractors are getting paid so much less, in that case.

Again, we’re all working on the same projects for the same people with comparable skills. But I get paid 3x my Indian counterpart to be in the correct timezone and command enough fluent English language skills to deal with my bosses directly.

Case in point: starting salaries for engineers in the U.S. were around $30-40k/yr up until the .com boom, at which point software engineering capable college graduates ramped up to $70k/yr in less than a year, due to demand outstripping supply.

But then the boom busted and those salaries deflated down to the $50k range.

I had coworkers who would pin for the Y2K era, when they were making $200k in the mid 90s to do remedial code clean up. But that was a very shortly lived phenomen. All that work would have been outsourced overseas in the modern day.

Our codebase had plenty of janky nonsense before AI came around.

Speeding up the rate of coding and volume of code makes that problem much worse.

I’ve watched businesses lose clients - I even watched a client go bankrupt - from bad coding decisions.

In the past few months I have actually seen Anthropic/Claude’s code output improve significantly toward this goal.

If you can make it work, more power to you. But it’s a dangerous game I see a few other businesses executing without caution or comparable results.

Would I be happy with new-hire code out of a $80K/yr headcount, did I have a choice?

If I get that same code, faster, for 1% of the cost?

The theory is that the new hire gets better over time as they learn the ins and outs of your business and your workplace style. And they’re commanding an $80k/year salary because they need to live in a country that demands an $80k/year cost of living, not because they’re generating $80k/year of value in a given pay period.

Maybe you get code a bit faster and even a bit cheaper (for now - those teaser rates never last long term). But who is going to be reviewing it in another five or ten years? Your best people will keep moving to other companies or retiring. Your worst people will stick around slapping the AI feed bar and stuffing your codebase with janky nonsense fewer and fewer people will know how to fix.

Long term, its a death sentence.

We looked at the code produced and determined that it’s of the quality of a new hire.

As someone who did new hire training for about five years, this is not what I’d call promising.

I was going to say… this is a bit like claiming “AI is sending 90% of emails”. Okay, but if its all spam, what are you bragging about?

Very possible that 90% of code is being written by AI and we don’t know it because it’s all just garbage getting shelved or deleted in the back corner of a Microsoft datacenter.

It’s so crazy to see so much of the Eastern Bloc line up in favor of a new Stasi. Bulgaria? Latvia? Slovakia? Croatia? You really want a powerful state government breathing down your neck?

Hell, even Ireland? After decades of oppressive British rule, you should fucking know better.

The more you tighten your grip, the more folks will slip through your fingers.