I see $667M loss numbers in the press, but I also see a positive P/E ratio? How does that work?

Edit: it’s because the loss is an accounting loss due to mark to market adjustment, while the company is operationally profitable.

I assume that’s still no great, but not nearly as dire as the reported loss suggests, and not a sign of a dying company.

P/E ratios are usually based on last 12 months, so E = sum of EPS over last 4 quarters.

I have 2 Rb GPSDOs and a few more OCXO ones, but had never heard of CSAC modules and thought that the inevitable next step would be an HP 5061A Cs clock or later model.

So now you have me going to eBay in search one but all it turns up are BM25CSAC carburetors! What are the magic keywords to use in my search?

Search for "rubidium clock" or "gpsdo rubidium" and you'll start whittling it down more. It's much harder to find just the CSAC part, unless you're building clocks commercially.

Assuming that your claims about GoWin FPGA flaws are correct, isn’t the point of this experiment that it was able to exploit these flaws without manual guidance?

His claims are indeed correct; Yes, you got my point tks!; AND the loop produced architecture gains that are not exclusive to the GoWin FPGA (CoreMark/Mhz is higher than VexRiscV)

I haven’t lived in NYC for more than 20 years, but I still associate it with Dr Zizmor, a dermatologist. His ads were all over the subway.

He retired not too long ago. I know because it was notable enough to deserve a feature in the NY Times.

I didn't grow up in New York but my wife did, and I think she's mentioned this name before. There's also this specific law practice that would advertise everywhere that I forget the name of that used to have two lawyers in the name but now only has one, which apparently is quite jarring a lot of people who grew up here and were used to the old ads.

Given how I grew up relatively close to here from a regional perspective (in the Boston area), I was not at all prepared for just how many specific cultural references there are in New York that I would not be familiar with. My in-laws were mildly scandalized by the fact that I had not heard of "Fudgie the Whale" when the topic came up in the first year my wife and I dated.

I remember those ads...

Here, the infamous one are these James Wang, Esq ads on the placemats for Chinese restaurants in the area. I suspect he placed the ad 20 years ago but they never bothered to change the design...

I grew up in NJ in the 80s, and his ads were all over network TV as well. Man, that's a name I haven't thought of in a long time.

Would you apply the same reason to drunk driving? If not, why?

…yes? My point is if someone can break the law 547 times and no one is affected then the law is stupid.

We are talking about this because part of the job of a journalist is to expose broken policies.

I didn't know about this. And if that bill hasn't passed yet, a reminder to push politicians to get their act together is never bad.

You don't get to decide what information journalist get to write about.

I don't think they need the $20/month users when there are some who use over $1000 in tokens per day.

I know of 4 companies that are already starting to stomp down on the AI whales using the "$1000 per day". There was the cost of the entire AI usage of the company and then there was the cost of about a half-dozen people who dwarfed it individually.

So, we've established a hard upper ceiling for what AI can extract per user at roughly $100K and more realistically at $10K per year. Basically, if using the AI costs the same as a human salary, it's going to get pushback. I mean, the whole point was to get rid of those pesky human salaries, after all.

So, there are about 2 million-ish software jobs in the US? It's more than 1 million but a far cry from 10 million. So that pencils in at $20 billion in the US per year total? That means that if an AI company literally won all the US software programmers, it would be worth max $200 billion to be bought out (10x revenue).

Now how much investment have the AI companies taken? Yeah, roughly that. And investors are going to want quite a bit more than that back.

Even if they had zero delivery costs, the AI companies are cooked long term. The moment your number bumps into "All the X in the US/World", you've got a problem.

Short term? Greater fool theory applies. And there appear to be a lot of them.

And all this is before we start getting into people exploring the open models. Most people were like me; we started on something like Claude and just stayed put because it was straightforward. Now that we've been kicked, we'll start looking at the other options.

Because they fall back to the ground…

No, the burn up in the atmosphere. Burning metals being added to the oxygen you breathe.

They fall back towards the ground... Happy now?

This can’t a serious comment.

Did you notice the size of the Artemis rocket and the size of the payload it sends to the moon and back?

Do you expect there to be diamonds just laying these on the moon surface, no mining required.

you don't have to ship things the moon, you just build a mass driver on the moon that sends things to earth. it doesn't need to yield diamonds, this would be lucrative with just fresh water

You actually believe that transporting _water_ from the moon to earth could ever be profitable, no, lucrative? Can you lay out the economics? Just so I understand.

“Just” is doing a lot of heavy lifting here.

Vega was a card with decent perf/$ for the consumer, but from a pure technical point of view (perf/mm2, perf/BW, perf/W) it was a major failure. Both Vega (and Fiji before it) showed that excess memory BW alone is not sufficient to win.

> Both Vega (and Fiji before it) showed that excess memory BW alone is not sufficient to win.

That's correct if you're targeting gamers, but local AI inference changes this picture substantially.

Oh I never said it was a great card. It does work for what I need it for though.