Jared Fox

[Jared Fox @jaredbfox]

@dylan522p @EnerTuition I think @enertuition is trying to say that AMD CFO publicly said they are working with Meta on training. @dylan522p, How does that differ from your recommendation Meta use MI300X internally for production LLM training? What are they working on if not that? Thx

[Jared Fox @jaredbfox]

@jeffphowe Error in first pgraph. Even if Eagles had beaten Seahawks, 49ers would still get 1 seed if 49ers win out, due to 49ers having H2H tiebreaker. Now that Eagles lost, they are effectively 2 games behind the 49ers (due to tiebreaker). The 49ers clinch the 1 seed with any 2 wins.

[Jared Fox @jaredbfox]

@LombardiHimself @mattbarrows ouch, LeSean McCoy @LombardiHimself

https://t.co/630gCRYuQv

[Jared Fox @jaredbfox]

@WolRon @SShideler @amorphous_soul @benjamincowen @elonmusk @loshan @itsALLrisky Landing on Moon in 1960s. Landing on Earth in 1990s. There wasn't (& still may not be) a market & cost efficiency for reusable rockets so it wasn't explored further. And comparing the startup costs for McD-D to just one F9 mission (with billions spent before) is apples/oranges.

[Jared Fox @jaredbfox]

@WolRon @SShideler @amorphous_soul @benjamincowen @elonmusk @loshan @itsALLrisky McDonnell Douglas DC-X did that in 1991 for $60M.

[Jared Fox @jaredbfox]

@JTSEO9 @OilandNatty At least for a number of years, there would be no computers to put INTC chips into. Almost everything (cases, motherboards, cables, etc) is made in China/Taiwan.

[Jared Fox @jaredbfox]

@EnerTuition Every other Internet-based service offering non-premium cable channels bundles. I suspect content providers require bundling. So many WBD, DIS channels, etc. Would be great to just pay 50c/mo for the 1 channel you want instead of not getting any because $75 is too much for it.

[Jared Fox @jaredbfox]

@ernstdj @EnerTuition @anshelsag @HPC_Guru I'm not sure Nvidia has been DC supply constrained in 2+ years. Nvidia took multi-hundred million dollar *datacenter* writedowns due to reduced demand expectations in Q2 and Q3. And another writedown for Q4 was not directly disclosed, so we don't know what it was for.

[Jared Fox @jaredbfox]

@PB_CEng @TaylorOgan 2/ He needed to trick people into buying the cars, buying the FSD, and most importantly, buying the stock (it's *all* about the stock). And because he has tricked people like @erikalmqvist into thinking he's a genius, they are prone to believing that magic will happen. It won't.

[Jared Fox @jaredbfox]

@PB_CEng @TaylorOgan 1/ Any expert in the field knows. Easy to understand. It's a (hard) software problem. The necessary hardware is pricey. Since Musk knew he wouldn't get there, and couldn't sell cars at a cost that included the hardware, he pretended like he had a magical vision only solution.

[Jared Fox @jaredbfox]

@PB_CEng @TaylorOgan No he doesn't. People like him want to believe Tesla is some magic special thing. But any rational, informed observer knows it's extremely unlikely FSD will ever drive itself to an acceptable and consistent standard during life of the car. It's level 2 and won't be higher ever.

[Jared Fox @jaredbfox]

@dylan522p Why do you assume that MSFT will use only NVDA? MSFT has the highest market share of AMD Instinct of any CSP. And why can't MSFT and GOOG use AMD/INTC spare CPU cycles just sitting there unused for a meaningful portion of the load?

[Jared Fox @jaredbfox]

@WallStCynic It's different in that Nikola wasn't selling the truck, and people didn't die from it.

[Jared Fox @jaredbfox]

@EnerTuition This won't happen because if such an effort gained steam the R holdouts trying to pull for a more conservative speaker/concessions would just back McCarthy or get the Rs to support some conservative alternative like Scalise.

[Jared Fox @jaredbfox]

@JTSEO9 @NikLentz If any validity to his numbers (unlikely to pass statistical rigor), it's saying instead of 1 in 1000 chance of dying from heart attack this year you'd have 1.25 in 1,000 chance. There's no chance that in 3 years 25% of the country will be dead from vaccine-induced heart attack.

[Jared Fox @jaredbfox]

@ReggieMiddleton @WallStCynic U R mistaking US market share as signal of success. Selling $1 for $0.95 is going to get volume. Tesla is stock promotion scheme, so they r happy to lose money to trick people into thinking they are dominant so stock price goes nuts and Elon can dump his bags on the believers.

[Jared Fox @jaredbfox]

@ReggieMiddleton @WallStCynic Like I said, you have swallowed a load of nonsense. I have a PhD in CS and have studied autonomous driving and Tesla specifically for years. Any informed industry report has Tesla at the bottom. No joke. https://t.co/wyFGyV6IGy

[Jared Fox @jaredbfox]

@ReggieMiddleton @WallStCynic EVs need large subsidies to be economic to sell at prices people are willing to pay. US subsidies haven't been large enough for that so firms don't bother to compete except in CA emissions states where they have to (at a loss) in order to sell profitable ICE.

[Jared Fox @jaredbfox]

@ReggieMiddleton @WallStCynic Their driving data is ~worthless (any expert in autonomy knows this). Their profits are largely or entirely government subsidies and fraud (including "full self driving" which does not exist and is unlikely to ever exist using the hardware in the cars its sold for).