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Cake day: June 16th, 2023

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  • Yeah, but can they handle the collapse of going back to the company before the AI boom? They’ve increased in market cap 5000%, attracted a lot of stakeholders that never would have bothered with nVidia if not for the LLM boom. If LLM pops, then will nVidia survive with their new set of stakeholders that didn’t sign up for a ‘mere graphics company’?

    They’ve reshaped their entire product strategy to be LLM focused. Who knows what the demand is for their current products without the LLM bump. Discrete GPUs were becoming increasingly niche since ‘good enough’ integrated GPUs kind of were denting their market.

    They could survive a pop, but they may not have the right backers to do so anymore…


  • Nah, they already converted all their business clients to recurring revenue and are, relatively, not very exposed to the LLM thing. Sure they will have overspent a bit on datacenters and nVidia gear, but they continue to basically have most of global business solidly giving them money continuously to keep Office and Azure.

    In terms of longer term tech companies that could be under existential threat, I’d put Supermicro in there. They are a long term fixture in the market that was generally pretty modest and had a bit of a boost from the hyperscalers as ‘cloud’ took off, but frankly a lot of industry folks were not sure exactly how Supermicro was getting the business results they reported while doing the things they were doing. Then AI bubble pulled them up hard and was a double edged sword as the extra scrutiny seemingly revealed the answer was dubious accounting all along. The finding would have been enough to just destroy their company, except they were ‘in’ on AI enough to be buoyed above the catastrophe.

    A longer stretch, but nVidia might have some struggles. The AI boom has driven their market cap about 5000%. They’ve largely redefined most of their company to be LLM centric, with other use cases left having to make the most of whatever they do for LLM. How will their stakeholders react to a huge drop from the most important company on earth to a respectable but modest vendor of stuff for graphics? How strong is the appetite for GPU when the visual results aren’t really that much more striking than they were 3 generations of hardware back?





  • I think the argument would be that the voter strategy changes and they vote their preference more confidently instead of going all prisoner’s dilemma and trying to vote the person that other people will vote for that is most acceptable. So a large volume of people vote for their second choice and never express their true preference in a FPTP system.

    However, I do think he would have carried a FPTP system as well, the other candidates were all pretty terrible, and everyone 100% knew the Republican candidate was never going to matter so they didn’t even have to sweat the ‘who can pull the center’ thinking.


  • NYC had ranked choice in the primaries, but honestly I don’t think it mattered this time because as far as I could tell, Mamdani was the only vaguely credible candidate from the onset. The field was otherwise pretty broken by the Eric Adams mess and Cuomo trying to stage a political comeback despite being at his best times merely an ‘acceptable’ politician and then suffering scandal.


  • Broadly speaking, I’d say simulation theory is pretty much more akin to religion than science, since it’s not really testable. We can draw analogies based on what we see in our own works, but ultimately it’s not really evidence based, just ‘hey, it’s funny that things look like simulation artifacts…’

    There’s a couple of ways one may consider it distinct from a typical theology:

    • Generally theology fixates on a “divine” being or beings as superior entities that we may appeal to or somehow guess what they want of us and be rewarded for guessing correctly. Simulation theory would have the higher order beings likely being less elevated in status.
    • One could consider the possibility as shaping our behavior to the extent we come anywhere close to making a lower order universe. Theology doesn’t generally present the possibility that we could serve that role relative to another.


  • But that sounds like disproving a scenario no one claimed to be the case: that everything we perceive is as substantial as we think it is and can be simulated at full scale in real time by our own universe.

    Part of the whole reason people think of simulation theory as worth bothering to contemplate is because they find quantum physics and relativity to be unsatisyingly “weird”. They like to think of how things break down at relativistic velocities and quantum scale as the sorts of ways a simulation would be limited if we tried, so they like to imagine a higher order universe that doesn’t have those pesky “weird” behaviors and we are only stuck with those due to simulation limits within this hypothetical higher order universe.

    Nothing about it is practical, but a lot of these science themed “why” exercises aren’t themselves practical or sciency.







  • Remember even in his first term the GOP lost the midterms.

    His first term was bad, but not nearly as bad. We didn’t have military occupation of our own cities. We didn’t have masked men abducting people off the streets into unmarked vans. We didn’t have a trade war with practically every other country. We didn’t have massive inflation after a prior year of massive inflation. We didn’t have suspension of food security. We didn’t have farmers being undermined by all this while a huge bailout is done to a foreign country. We weren’t mobilizing our military for an apparent invasion.

    So the Democrats might have a chance. Removal from office may not be on the table, but at least some check on executive power might be exercised. We may be stuck with a PJ2025 executive branch for at least the next couple of years after that, but at least maybe there can be some mitigation. It’s at least worth a try.

    Depressingly I wouldn’t characterize the last decade of elections as being as much a Republican or Democratic loss as much as pretty much every single election being a loss for whomever the perceived incumbent of the time.



  • With many bearaucracies there’s plenty of practically valueless work going on.

    Because some executive wants to brag about having over a hundred people under them. Because some proceas requires a sort of document be created that hasn’t been used in decades but no one has the time to validate what does or does not matter anymore. Because of a lot of little nonsense reasons where the path of least resistance is to keep plugging away. Because if you are 99 percent sure something is a waste of time and you optimize it, there’s a 1% chance you’ll catch hell for a mistake and almost no chance you get great recognition for the efficiency boost if it pans out.