Pasha

was born and still alive

[Pasha @gabber2k]

We called Monday's test. It passed.

Now the full picture is in: $225 ATH, pullback to $192, Google's $920M/mo xAI compute contract filed with the SEC, 1.8M options contracts on day one, the analyst spread from $63 to $190.

What nobody's talking about is the same thing that got called in the S-1: the bundling problem at $1.75T.

https://t.co/oEyF1ixlyN

#SpaceX #IPO

[Pasha @gabber2k]

I read all of SpaceX’s massive new S-1 filing, and the financials are honestly wilder than the rockets.

• Starlink is an $11.4B cash machine (63% margins) • xAI absorption is dragging the consolidated entity deep into the red • Competitor Anthropic is paying them $1.25B/mo for compute • The corporate structure ensures absolute control forever
Here is my complete, unvarnished deep dive into what the S-1 tells us—and what it’s quietly hiding.
https://t.co/gVCH0rmGvO

[Pasha @gabber2k]

The P2P lending era is over. Industry titans like LendingClub and Zopa have shuttered retail "Notes" to become traditional digital banks, using deposits instead of individuals to fund loans. Funding Circle followed suit, leaving Prosper as one of the last major U.S. exits. https://t.co/1NMDGPEfaz

[Pasha @gabber2k]

https://t.co/2lJxnTbi8t this is really awesome that somebody is willing to share this data for free

[Pasha @gabber2k]

this is huge https://t.co/TmM0wL45kK

[Pasha @gabber2k]

https://t.co/X0N3jZsKJr AI generates the story behind the quest, I assume all the games eventually are going to use similar approach. We already generating landscapes and rising abstraction level, next is the story.

[Pasha @gabber2k]

@pismenny you can just shard on wallets, whole bunch of tailers for BC ledger monitor subset of wallets. They periodically update state up to where they have already checked. If they crash they restart from the last preserved position. They feed log of operations to whatever place you need

[Pasha @gabber2k]

It is interesting to observe how some past trends have disappeared due to developments in the technology, for instance semantic web as the directions seems to be dead due to progress was made in NLP.

[Yann LeCun @ylecun]

Meta AI's new Research Super Cluster: 5 exaflops, 16,000 GPUs, tightly coupled with a switched communication fabric.

https://t.co/13sZ9RiECQ

[Pasha @gabber2k]

@pismenny Современные студенты знают про 2 phase commit, если у них был курс по distributed systems. Level скорее всего можно будет понять по тому писал ли действительно что-то подобное, так как сложность будет в деталях с retry logic,conflicts resolution,transactional semantics&durability

[Pasha @gabber2k]

Globalization is the first step towards planetary civilization. I wonder at which year US, Canada and Mexico would form union. That seems to be a necessary step.

[Pasha @gabber2k]

@pismenny Whatever works in a particular situation, as long as things gets done

[Pasha @gabber2k]

@ericniebler How about updates to lambda captures, seems to be a valid reason to use keyword:)

[Pasha @gabber2k]

@ChrisDaniels5 @KING5Seattle what happened? I believe our numbers are at September levels according to covid dashboard https://t.co/Ee7fDWKoxn when we were in a lockdown without any hope to reopen soon.

[Pasha @gabber2k]

@thehill Who will pay for it instead?

[Pasha @gabber2k]

File System we were working on for the past 5 years https://t.co/JCZpse4mAR

[Pasha @gabber2k]

@pingwinator @pismenny same for the US https://t.co/QsbBgU6ZPA

[Pasha @gabber2k]

@LChanysheva @navalny Может он в легкой форме болеет и больше ничего и не надо? Что ж теперь его лекарствами травить в любом случае?

[Pasha @gabber2k]

@pismenny Это я не знаю, но в детских книжках zoom используется исключительно в значении быстро где-то пронестись