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More customers is generally a good problem to have in most businesses. Just that the situation is very paradoxical given the supply shortages.

If those customers are in the market you want to develop. If they are not, money is money but if it comes from the wrong people it might slow you down.

Because the verification would also be done by something non deterministic and then that’s a paradox.

Feed the LLM output into a “deterministic” verifier, problem solved. That’s how LLMs verify their new mathematical proofs with lean.

>optimization is by far the easiest part of the process

Not if the whole thing is architected poorly but was a requirement of the hour so it became big. Then optimisation becomes an art, but definitely not the ‘easiest part of the process’


> Hugging Face turned down a $500 million investment offer from Nvidia late last year that would have valued it at $7 billion, the Financial Times previously reported. Hugging Face said at the time it did not want a dominant investor that could sway decisions.

So instead they sold themselves to the same investor completely ?


I mean, it's $500M versus $13B.


Money always wins, sadly.


>local models run on your mac for your workflow.

10 years ago 32GB ram laptops sounded too much. 8 was enough. These days even I would get that much ram since it’s soldered. 64GB is higher end.

In a few years we should see such high end hardware commonplace. Working with a local LLM to get work done is the ideal way to go which has mostly hardware limitation as of now that gets solved in due time.


> 10 years ago 32GB ram laptops sounded too much. 8 was enough. These days even I would get that much ram since it’s soldered. 64GB is higher end.

Ten years ago I got 64gb of ram in my laptop, same as I have now. I bought both for business and personal use. System ram capacity hasn't changed much in 10 years.

It makes me curious how old you were 10 years ago.


> Ten years ago I got 64gb of ram in my laptop

We were definitely outliers that long ago. I put 64 GB in a MacBook Pro back in 2019, and that was (a) overkill for everything I ever ran on that machine, and (b) stupidly expensive by 2019 standards (albeit almost affordable by 2026 standards)


from a financial perspective they would assume one persons data is worth maybe 50$ a year (a random number) on top of maybe another 50$ in subscriptions they can sell. Assuming most such products service the business for up to 3 years, you are looking at an additional 300$ upfront that the business loses giving the data away to someone like Apple. Also the value gain from purely having such a business of subscriptions and data collection is probably another 100$ per customer. Thats close to 500$ for that thing.

Someone like Casio could just sell it for 500$ and collect their future cashflows right away. However, the customer turnout might be significantly less than 55$ they are selling it for.

So the only way to sell it for profit is to keep the data and make a subscription (which may or may not exist yet for Casio).


They could just sell it at an honest price with an honest profit. It’s an upsell from cheap F91Ws so they could have made more money just by selling me a thing that reads from Apple Health. It doesn’t even need to track steps itself.

I also disagree my email address and step data is worth $450 to them.

Let’s be honest. This thing is not innovative. It’s going to be using cheap commodity chips. Its selling point is nostalgia. I find it hard to believe it’s not already profitable at $55.


Are you sure it’s a bug ?

The crypto network you hosted should pay for itself in 10-20 years just like LLMs. Don’t worry. Consider Bank of America until then if you are good on credit score.


Fabs are notoriously costly and time consuming to setup by which time you become obsolete, assuming you even have access to equipment which will take years to reach you. I wouldn't be surprised though if Apple was considering becoming a fab at this point regardless. Apple has a history of not letting its suppliers toy them around. Given the political and AI pressures going on, I think apple could just decide to make its own SOCs and memory at some point in America. Unfortunately the person who could can pull this off is retiring.


Since getting a unifi network for home here is the breakdown so far:

Peak utilization (from what I know this is total bandwidth used throughout the timeline) in a fairly active household when it comes to internet is under 20% on a 200/200 connection.

Majority of the data usage goes to streaming services. With software updates/downloads being second. These two account for like 80% of the traffic or even more. Browsing is next usually.

Only a handful of times in a week will some device hit 100% (200mbps) for a brief period. This is mostly not noticeable for other devices and probably why the high bandwidth is recommended. It allows for better experience overall, not necessarily something that helps you do something faster.


A new paid social media network with high privacy settings would defeat meta products quite easily. From what I understand, it costs around 27$ a year per user for Meta to run the business. At 5$ per month with limitations on size of your profile (like number of pictures), it would be quite easy to run a social media of this sort. This kinda of social media is what eventually everyone will move towards (and currently want). Small social circles, extremely private, and connections and discovery in very limited ways that allow you to maintain privacy and your 'inner' circle.

Social media is here to stay, unfortunately. Meta, LinkedIn, X, I wouldn't invest in the long term.


Do you really believe that, given all the failed social media competitors? The network effects seem too strong.


> it costs around 27$ a year per user for Meta to run the business

And a lot of this is probably spent maintaining the ad machine


What exactly are privacy expectations of a social media app/network? Has that been quantified?


No data collection for any other reason than security practices, and for reasons that pertain to public security (not necessarily legal). A 30 day retention policy would be more than enough. Without discovery, public profiles, advertising and usages targeted towards you engaging more with the platform, the data collection and telemetry becomes quite unnecessary.

If you are paying for the usage (mostly server and development costs), your data need not be used for anything other than actually improving the product and security.

Currently the data is purely to extract profits and keep you hooked. This is what they have made you believe social media is about. Its not. You aren't hooked on iMessage and FaceTime scrolling reels and wasting hours. It's actually used to connect with people.


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