What's wild is OpenAI doubling down on hyperscaling when it's obvious that the gains from pre-training are coming to an end. They seem determined to just go out in flames...
Readit Newsdismalaf commented on Framework Raises DDR5 Memory Prices by 50% for DIY Laptops phoronix.com/news/Framewo... · Posted by u/mikece
Of course it's a bubble. Valuations are propped up by speculative spending and AI seems unable to make enough profit to make back the continued spending.
Now, that's not to say AI isn't useful and we won't have AGI in the future. But this feels alot like the AI winter. Valuations will crash, a bunch of players will disappear, but we'll keep using the tech for boring things and eventually we'll have another breakthrough.
dismalaf commented on Qualcomm acquires RISC-V focused Ventana Micro Systems qualcomm.com/news/release... · Posted by u/fork-bomber
Why does Qualcomm need this? They don't need to license RISC-V.
Is all the IP they acquired with Nuvia[1] tainted? Or were they just using ARM-derived internals?
From my understanding, just slapping on a different instruction decoder isn't a big technical hurdle. Actually, I wonder if it would be possible to design a chip with both an ARM and a RISC-V decoder on the same die and just fuse-off the ARM die on select units to avoid any fees...
[1] https://en.wikipedia.org/wiki/Qualcomm#2015%E2%80%932024:_NX...
Acquihire and hedging bets.
dismalaf commented on Thoughts on Go vs. Rust vs. Zig sinclairtarget.com/blog/2... · Posted by u/yurivish
One of these is not like the others...
Odin vs Rust vs Zig would be more apt, or Go vs Java vs OCaml or something...
dismalaf commented on We gave 5 LLMs $100K to trade stocks for 8 months aitradearena.com/research... · Posted by u/cheeseblubber
Back when I was in university we used statistical techniques similar to what LLMs use to predict the stock market. It's not a surprise that LLMs would do well over this time period. The problem is that when the market turns and bucks trends they don't do so well, you need to intervene.
dismalaf commented on Zig's new plan for asynchronous programs lwn.net/SubscriberLink/10... · Posted by u/messe
Have you tried Odin? Its a great language thats also a “better C” but takes more Go inspiration than Zig.
Second vote for Odin but with a small caveat.
Odin doesn't (and won't ever according to its creator) implement specific concurrency strategies. No async, coroutines, channels, fibers, etc... The creator sees concurrency strategy (as well as memory management) as something that's higher level than what he wants the language to be.
Which is fine by me, but I know lots of people are looking for "killer" features.
dismalaf commented on Google, Nvidia, and OpenAI stratechery.com/2025/goog... · Posted by u/tambourine_man
At this point it's not even OpenAI vs Google. It's OpenAI vs themselves. They're burning through more money making the models than they can realistically hope to make. When their investors decide they've burned through enough money it's basically over.
Google's revenue stream and structural advantages mean they can continue this forever and if another AI winter comes, they can chill because LLM-based AI isn't even their main product.
I don't think this needs to be a theory. Valve regards Microsoft's flirtations with walled gardens (MS Store) as an existential threat. They see their investment into linux gaming as a hedge against future locked down windows OS, which is at this point probably inevitable.
This is 100% it. In addition to MS Store, MS is trying to converge Xbox and Windows, which definitely had the potential to lock out Steam. SteamOS and hardware is 100% a hedge against that. And thankfully for us, Valve is moving quicker than MS.
dismalaf commented on We want to move Ruby forward andre.arko.net/2025/10/26... · Posted by u/ciconia
Incredibly mature response, turning the other cheek.
If by turning the other cheek you mean threatening to try trademark IP he didn't create and use it as leverage to stop RubyCentral's potential legal action against him then sure..
It's the inevitable peak of the venture capital pipeline, just this time it isn't individual industries (e.g. taxis with Uber, hotels with AirBnB) getting squeezed out by unsustainable pricing - it's the economy at large that's suffering this time.
And it's high time for us as a society to put an end to this madness. End the AI VC economy before it ends our economy.