sleepnova

[Sean Kelly @seanpk]

The way that Jensen Huang runs Nvidia is wild: 40 direct reports. No 1:1s. No formal planning cycles. And no status reports.

In a recent interview, he went in-depth on his Leadership style. Every entrepreneur must understand why it works:

[Hemant Mohapatra @MohapatraHemant]

So now that Nvidia has far outstripped the market cap of AMD and Intel, I thought this would be a fun story to tell. I spent 6+yrs @ AMD engg in mid to late 2000s helping design the CPU/APU/GPUs that we see today. Back then it was unimaginable for AMD to beat Intel in market-cap (we did in 2020!) and for Nvidia to beat both! In fact, AMD almost bought Nvidia but Jensen wasn’t ready to sell unless he replace Hector Ruiz of AMD as the CEO of the joint company. The world would have looked very different had that happened. Here’s the inside scoop of how & why AMD saw the GPU oppty, lost it, and then won it back in the backdrop of Nvidia’s far more insane trajectory, & lessons I still carry from those heady days:

[Po-Ta Wang @potawang]

台灣在能源開發方面的困境迫使中央銀行不情願地採取升息

Bloomberg 說，台灣央行升息是因為台灣能源政策的缺陷。
從內容看起來，央行似乎很無奈，
但台電/中油的虧損，除了因為政府持續凍漲終端價格外，央行的弱勢匯率讓能源進口成本大增也是原因之一。
央行為了創造獲利，也創造了台電/中油的虧損，
然後為了創造獲利，出現了超額儲蓄/低利率，然後又帶來更多問題 ......

"央行行長楊金龍並沒有像彭博社調查的每位經濟學家所預期的那樣堅持持有，而是在 3 月 21 日將貼現率提高了 12.5 個基點，達到 16 年來的最高水平。在楊看來，他和他的董事會沒有太多選擇。通貨膨脹尚未控制，電價即將上漲也不是好兆頭。第二天，經濟部宣布工業用戶電價將上漲 25%，家庭電價將上漲 10%。

這種與聯準會的脫鉤是不尋常的，儘管並非完全史無前例。例如，台灣在聯邦公開市場委員會 (FOMC) 會議後第二天舉行政策會議，這並非巧合。

就台灣而言，央行的行動是由於產業政策長期疲軟而被迫採取的。具體來說，政府一直未能滿足自己制定的推出再生能源的時間表，同時又阻止國有電力壟斷企業收取市場價格。

2016 年上任後不久，蔡英文總統設定了到 2025 年 20% 的國家電力來自可再生能源（包括風能、太陽能和地熱能）的目標。截止日期。當時，綠色能源佔5%，核電佔14%。政府承認到 2022 年將無法兌現清潔能源承諾，但核關閉已達到目標。

由於不需要持續的燃料供應，核電廠以及風能和太陽能發電廠不會受到價格波動的影響：它們的成本基本上是固定的。但根據彭博社觀點根據發布的數據計算，過去二十年台灣的發電量並沒有減少對石油、天然氣和煤炭（所有這些都是進口）的依賴，而是從 74.5% 的化石燃料發電上升到 82%由台灣電力公司。

同時，台電仍然受到政府政策的束縛，這些政策有效地阻止了台電將電價提高到與發電成本相稱的水平。俄羅斯 2022 年入侵烏克蘭迫使燃料價格上漲，但台電無法將這一切轉嫁給客戶。落後於再生能源目標意味著它無法承受更高的變動成本。由於這種政策負擔，該公司在2022年和2023年遭受了巨大損失，需要快速提高價格以止血。

芝加哥大學布斯商學院經濟學教授謝長泰最近在台灣《聯邦雜誌》發表文章指出，台灣所犯的錯誤是效仿韓國能源政策，政府凍結價格以應對烏克蘭能源危機震動，以保護顧客。這種方法會導致消費者沒有動機減少使用量，並造成不公平。相反，新加坡應該成為典範，因為它不補貼電力，並根據成本設定價格。"

Source : Bloomberg

[sleepnova @sleepnova]

好大的懶骨頭...

[sleepnova @sleepnova]

@onlinemad 可能是 AI 產圖？

[sleepnova @sleepnova]

@wangzhian8848 https://t.co/9DVJ7Mo6wY

[sleepnova @sleepnova]

@onlinemad 看使用條件，如果想要近一點看就選 28 吋，如果想要遠一點看就選 32 吋。

[fox hsiao @pirrer]

馬誼郎（Elon Musk)談創立公司的痛苦

[Gancheng Wang @GanchengW]

浙江一工厂突然接到几十万防弹背心订单，第三次世界大战即将爆发吗？

[Dr Milan Milanović @milan_milanovic]

𝗧𝗼𝗽 𝟮𝟬 𝗦𝗤𝗟 𝗾𝘂𝗲𝗿𝘆 𝗼𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝘁𝗲𝗰𝗵𝗻𝗶𝗾𝘂𝗲𝘀

Here is the list of the top 20 SQL query optimization techniques I found noteworthy:

1. Create an index on huge tables (>1.000.000) rows
2. Use EXIST() instead of COUNT() to find an element in the table
3. SELECT fields instead of using SELECT *
4. Avoid Subqueries in WHERE Clause
5. Avoid SELECT DISTINCT where possible
6. Use WHERE Clause instead of HAVING
7. Create joins with INNER JOIN (not WHERE)
8. Use LIMIT to sample query results
9. Use UNION ALL instead of UNION wherever possible
10. Use UNION where instead of WHERE ... or ... query.
11. Run your query during off-peak hours
12. Avoid using OR in join queries
14. Choose GROUP BY over window functions
15. Use derived and temporary tables
16. Drop the index before loading bulk data
16. Use materialized views instead of views
17. Avoid != or <> (not equal) operator
18. Minimize the number of subqueries
19. Use INNER join as little as possible when you can get the same output using LEFT/RIGHT join.
20. For retrieving the same dataset, frequently try to use temporary sources.

Do you know what is 𝗤𝘂𝗲𝗿𝘆 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗿? Its primary function is to determine 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝘄𝗮𝘆 to execute a given SQL query by finding the best execution plan. The query optimizer works by taking the SQL query as input and analyzing it to determine how best to execute it. The first step is to parse the SQL query and create a syntax tree. The optimizer then analyzes the syntax tree to determine how to run the query.

Next, the optimizer generates 𝗮𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗽𝗹𝗮𝗻𝘀, which are different ways of executing the same query. Each execution plan specifies the order in which the tables should be accessed, the join methods, and any filtering or sorting operations. The optimizer then assigns a 𝗰𝗼𝘀𝘁 to each execution plan based on the number of disk reads and the CPU time required to execute the query.

Finally, the optimizer 𝗰𝗵𝗼𝗼𝘀𝗲𝘀 𝘁𝗵𝗲 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗽𝗹𝗮𝗻 with the lowest cost as the optimal execution plan for the query. This plan is then used to execute the query.

Check in the image the 𝗼𝗿𝗱𝗲𝗿 𝗶𝗻 𝘄𝗵𝗶𝗰𝗵 𝗦𝗤𝗟 𝗾𝘂𝗲𝗿𝗶𝗲𝘀 𝗿𝘂𝗻.

#technology #softwareengineering #programming #techworldwithmilan #sql

[Po-Ta Wang @potawang]

錢變薄 房租及住宅維修費指數都創巔峰 居住成本緩增

覺得鉅亨網配這張圖很有意境，
現在真的是有錢人才能住得起台灣/在台灣旅遊了 ....
沒錢的只能搭飛機出去玩，或去撿國外價格下跌的房屋。
下個月 CPI 可能要破 3% 了。

"主計總處昨公布，9月消費者物價指數（CPI）年增率為2.93％，不僅較8月2.53％擴大，更創近8個月新高，小犬颱風來襲，主計總處坦言，若農業災損嚴重，物價漲幅恐進一步擴大，10月CPI有可能破3％。

根據主計處最新統計，消費者物價基本分類指數中的居住類指數，9 月寫下新高的 105.51，反映居住類的物價指數仍居高不下。其中，居住分類下的房租、住宅維修費同步創下新高，家庭管理費用則是 8 個月新高，顯示居住成本居高不下。

統計顯示，居住類指數 105.51 寫下歷史新高，房租指數 104.36 也是歷史新高，且年增率又兩個月都回到 2% 以上，住宅維修費雖然寫下新高，不過年增率已經滑落到 3% 以下，2022 年的住宅維修費年增高達 5.83%，顯示修繕工資與原物料價格漲勢趨緩，不過家庭管理費卻明顯增溫，若扣除過往農曆年前家裡管理費單月拉高的慣性，實際上家庭管理費也寫下歷史新高，反映包括家事服務費、住宅管理費用等今 (2023) 年都出現一波明顯漲勢。"

source : 鉅亨網
錢變薄 房租及住宅維修費指數都創巔峰 居住成本緩增
2023/10/06 15:40

https://t.co/y9gcQvHhBF

[Po-Ta Wang @potawang]

瑞典的百年房貸也撐不住房價。
過去一年，從最高點下來大約跌了17%。
目前看到會出事的國家，
基本上都是槓桿開太大，或浮動利率貸款比重較高的，
所以受到升息影響就會特別明顯。

"這是世界上最活躍的房地產市場之一，幾十年來價格幾乎持續上漲。但隨著去年嚴峻的貨幣環境的出現，瑞典的房地產泡沫真正破裂了。隨著今年稍後更多的升息，瑞典房地產價格的痛苦可能還沒結束。

儘管長期穩定上漲，但正是過去十年後半葉的超低利率環境導致瑞典房價飆升，在新冠肺炎(COVID-19) 疫情期間，隨著歐洲各國央行實施極端貨幣政策，瑞典房價仍在持續飆升。振興各自經濟的政策。由於瑞典購屋者尋求利用銀行提供的低借貸成本，並且在家工作促使對個人工作空間進行必要的升級，因此對房地產的需求激增。瑞典央行決定購買大量抵押貸款債券，進一步支持了這種旺盛的房屋需求，這只會對利率施加進一步的下行壓力。

但自那以後，瑞典的房價大幅下跌，去年剩餘三個季度下跌了 16%，並在 2023 年繼續下跌，儘管今年年初價格短暫穩定，市場重新出現了一些樂觀情緒。這次崩盤的部分原因是該國對可變利率抵押貸款的偏好超過了固定期限貸款——事實上，大約一半的抵押貸款協議涉及可變利率，而更多的抵押貸款協議則使用短期固定利率——這使借款人面臨嚴酷的風險。瑞典央行自 2022 年 5 月以來一直實施升息，當時將關鍵政策利率從零提高了 25 個基點。

「另一方面，瑞典的租賃系統根本不健全，由於各種原因，該體系完全無法在大城市中廣泛且容易地提供負擔得起的住宿，特別是對於那些需求最大但資源最少的城市。缺乏可行的出租住房的影響進一步增加了對住房所有權的需求，給房價和債務負擔帶來了額外的上行壓力。”

Samhällsbyggnadsbolaget (SBB) 是瑞典房地產市場日益絕望的狀況最明顯的例子。Samhällsbyggnadsbolaget (SBB) 是該國主要的房東房地產集團，在經濟放緩的情況下，該集團目前面臨著嚴峻的短期債務和流動性挑戰。5月，標準普爾全球評級將SBB的評級從BBB-投資級下調至BB+垃圾級，立即引發該公司股票大規模拋售，迫使其取消股息支付和配股。此後，該公司的評級經歷了多次下調，最近一次是在 7 月 28 日從 BB- 下調至 CCC+。標準普爾在採取最新行動後指出，“負面前景反映出SBB能否在未來幾個月內成功獲得足夠資金來償還其短期債務到期的能力存在高度不確定性。”

儘管如此，北歐聯合銀行也指出，2023 年的強勁開局將其預測的風險推高。事實上，瑞典家庭本身對房地產市場的發展也變得更加樂觀，該國最大的銀行 SEB AB (Skandinaviska Enskilda Banken AB) 最新的房價指數調查顯示，7 月份房價指數上漲了 3 個百分點，達到 14。一個月前上漲了18 個百分點，這是一年來首次有更多受訪者相信房價上漲而不是下跌。"

[Sahil Bloom @SahilBloom]

Steve Jobs had his best ideas while walking—this Stanford study explains why...

In 2014, a team of Stanford researchers examined how creativity levels were impacted by walking.

They conducted experiments with 176 participants that placed them in different situations:

• Walking on a treadmill facing a wall
• Walking outside
• Sitting inside facing a wall
• Sitting outside

In each situation, the participants were asked to complete a range of tasks that are typically used to measure creative thinking. For example, a test of "divergent thinking" asked the participants to come up with as many uses as possible for a set of objects.

The results were incredible:

Participants were dramatically more creative while walking than sitting.

In fact, one group of participants who took back-to-back tests, first sitting inside and then walking inside on a treadmill, saw a 60% improvement in creative output while walking vs. sitting!

Walking, indoors or outdoors, had a similar robust positive impact on creative thinking.

The authors concluded, "Many people anecdotally claim they do their best thinking when walking. We finally may be taking a step, or two, toward discovering why."

Many of history's greatest thinkers, entrepreneurs, artists, and athletes have believed in the power of walking.

It's a simple, free tool we can all use to dramatically improve our lives. Schedule more walks into your weeks.

Simple challenge for all of you:

Go for a 30-minute tech-free walk every single day this week.

• No phone
• No music
• No podcasts
• No articles
• No audiobooks

Just you, your thoughts, your gratitude, and the fresh air.

It’s a simple reset that will unlock new creativity and shift your perspective.

"Above all, do not lose your desire to walk. Every day I walk myself into a state of well-being and walk away from every illness. I have walked myself into my best thoughts, and I know of no thought so burdensome that one cannot walk away from it." - Søren Kierkegaard

If you enjoyed this or learned something, follow me @SahilBloom for more in future!

[Massimo @Rainmaker1973]

How to make an origami Pokemon corner bookmark

[📹 sharidini]

[Elon Musk @elonmusk]

Unless there are a few issues where you at least slightly disagree with your political party, then you are not in a political party, you are in a cult

[Santiago @svpino]

You can now review code 10x faster!

For better or worse, code reviews are part of the job. If you are part of a team, you'll spend hours trying to understand what other people wrote and giving them suggestions on how to improve.

Artificial Intelligence is changing this.

I had an opportunity to test @coderabbitai, a platform focused on changing how we do code reviews. The potential of a tool like this is enormous!

Here is what I did and what I learned:

First, I connected the tool with my GitHub account and gave it access to one of my repositories. @coderabbitai mentions they do not store your code nor use it to train any models.

Second, I opened a pull request with a few changes to the code. That's what kicked off the whole thing.

@coderabbitai reviewed every one of my changes.

We’ve been using linting and static code analysis tools forever, but they are limited and don’t understand the context of your code.

That’s where AI comes in and changes the game!

As expected, the tool gave me line-by-line suggestions for my changes. Look at the attached screenshot. That's a comment from the bot about fixing a potential infinite loop.

The tool reviewed every new commit I pushed to the pull request. The best part is that it keeps the entire feedback history in context, which helps with the quality of the suggestions.

You can also "speak" to the bot by tagging it in one of your comments. I asked it to rewrite one of its suggestions with a different variable name, and it did it.

Something cool that I didn't try is to customize the prompt the bot uses to do its job. Helpful when you want your review to follow a specific template or the bot to have personality.

How much work can we get off our plate if we have a bot as the first line of defense reviewing our code? Even better, how much will our code's quality improve?

These Artificial Intelligence tools are becoming indispensable, but remember, they need supervision. Use them to extend you, not replace you.

You can create a free account and try the tool yourself: https://t.co/AKpSUrPQ6p. They offer a 14-day free trial, but you can use the code MONTHOFF to get an additional month for free.

Thanks to @coderabbitai for reaching out, helping me understand their tool, and sponsoring this post.

[John Carmack @ID_AA_Carmack]

Take a moment to appreciate the magic of trade. A free trade is when two parties make an exchange because they both want to, and both wind up better off. Yes, fraud, coercion, and externalities exist, but the vast majority of exchanges are unregretted and positive sum.

[Historic Vids @historyinmemes]

In Russia, during the Cold War, hundreds of old steam-engine trains were strategically parked on old tracks as a contingency plan in case the Russian electric grid faced any disruptions. The central Perm region of Russia is home to a unique sight - a train cemetery filled with dozens of steam locomotives from the 20th century, dating as far back as 1936 and as recent as 1956. Over the years, around 140 locomotives were stored there, but as technology advanced, steam engines were gradually replaced by electric power, rendering these reserve trains obsolete. As maintenance on the locomotives ceased, they fell into disrepair, succumbing to rust and overgrown vegetation.

In recent times, some of the abandoned trains have been purchased and removed by Chinese owners, while others have been restored and transformed into exhibits at various museums and memorials. This train cemetery remains as a testament to an era when steam locomotives played a vital role in Russia's transportation infrastructure during the Cold War.

[Roozbeh Pournader @roozbehp]

Smalltalk does/did that (from https://t.co/LbKjF1PqMq):