Ok, I find this very bizarre. You lament that neoliberal economics is bad but should not be considered disadvantaged?

There’s a reason I explicitly mentioned state aid as an option. So it’s a fair argument because currently they are disadvantaged. Advocating for equivalent state aid wild be on the table

Now McConnell will make a mysterious recovery.

He got to hell and made a deal.

A fair argument can be made that the Chinese government considers EV an imperative and interferes and subsidizes, so it’s not fully free market. Thus any country with industry competing with China needs to decide if they care and if they care, how to respond to advantage conferred by China government policies. Whether that’s similar incentives for their domestic industry and/or tariffs to try to level the playing field.

Unfortunately they would broadly be systems that need about 15kw, and as part of a board that won’t work as discrete parts.

So you get it, but you’ll need a couple of 60 amp circuits to dedicate to it… Also you have no viable video out

There were a lot of companies that were unprofitable during dot com and failed.

The question would be if openai is like Amazon or webvan or Netscape or AOL or…

I would argue that openai is more overextended than amaxon was, and worse, they aren’t really seen as the leading company anyway, nor do they have a strong hook. Anthropic is broadly more well regarded, and Google has the captive audience of phones and browsers.

Despite this reporting suggests openai maybe the most insane purchasing commitments.

I don’t think it ends well for openAI, however durable AI market ends up otherwise.

But how wild that confrontation realistically materialize?

A sternly worded letter? That has been so effective in the past.

Punitive tariffs? Trump administration would love an excuse to levy retaliatory tariffs. Remember the nature of the administration is isolationist.

Sanctions? Maybe you get some more pressure, but again the administration trends towards isolationist authoritarian, and has already openly said they didn’t care about the economic problems the people have compared to Iran.

Military confrontation? There no way any of those parties stick their neck out that much for Iran. Similar story for any clandestine operation to take out the administration.

The economic harm I suppose could inspire an assassination attempt by folks resourceful enough to make it happen… But it is a longshot.

Unless those groups agree to potentially face off directly with US and Israel military, there is relatively little they can do to change current US and Israel behavior.

One would think sanctions, but Trump has effectively been doing his best to self impose sanction-like results already.

In my experience if there’s one thing that executives excel at, it is not managing to hear people saying something inconvenient to their world view.

The people who have never done the work love more than anyone else to talk about how the work should be done better and cheaper.

Broadly this sentiment stands for most professions.

A few things.

One is that steam frequently has actually cheap games more readily than the console digital stores.

Another is that if I’m buying a digital entitlement anyway, I’ll go with the ecosystem with the greatest track record for long term compatibility. A game purchased 20 years ago on steam is still generally playable in brand new system. A PlayStation game purchased then is not playable on a new Sony system. It is in fact only playable on PC through emulation, so PCs have been covering for console incompatibly.

Once upon a time, consoles brought some unique values. Easy to plug into TVs, consistent gamepad experience, and just turn on and play.

Nowadays PC operating systems and console operating systems act the same, tv output is just HDMI, gaming controllers are well supported on PCs… The last reason to bother with the console gaming was the physical media. So while sure, they can go digital only, but then why bother with a console at all? They’ve already lost every other advantage.

Worse, they run out of ideas after two seasons but keep going.

But your username…

For reference, a GB300 server is now at about 8.5kw for a single server. A fully populated NVL8 server is about 15kw. Looking online, looks like the ISS is about up to 90kw, so I guess I’m off and the actual number is something like 6 to 10 of these servers per ISS scale facility.

I would still argue this is a crazy overhead for what they would now consider meager capacity, with, luckily for nVidia, a pretty hard deadline where the very expensive equipment burns up without potential for extended lifetime use.

My favorite one was Musk gave.

So he said that the supply of a particular natural gas turbine part was constrained through 2030. Therefore, obviously, the simplest fix is to have thousands of starship launches with ISS-sized payloads and all the attendant crap.

For scale. roughly a two server datacenter needs to have solar and radiator about as big as the ISS.

Which is possible, but insane. However insane plain old datacenter is, just tons more insane.

Basically people see an address like fdec:46f7:9b7f:1::3:20 and run screaming away about the complexity, seeing the address as a comprehensive indication of complexity, even though the real challenges lie underneath.

The whole ‘traditional ipv4 just has 0.0.0.0’ stuck in front of it is essentially exactly the same idea as, say 64:ff9b::142.251.152.119. Now there’s also the likes of ffff::142.251.152.119 but that’s just so software can pretend to speak IPv6 when the OS is really doing only IPv4. So they needed another prefix to indicate the network doing the v6 to v4 translation instead of the OS.

Anyway, the thing is that while it cosmetically looks more similar, it’s not really solving the fundamental compatibility situation. It just “looks nicer” because it sticks to dotted decimals. However in practice, would fdec:46f7:9b7f:1::3:20 really be somehow less usable than, say, 120.30.204.78.167.144.120.209? The simple reality is that the 4 octet decimal pushed human usability enough as it was, and going to sufficient octets just brings it out of mere mortal reach. If you did want to say have more friendly local network addresses (the vast vast majority of human memorized IP addresses), then technically you could have fd::1, fd::2, fd::3, and those would all work and be super easy to remember (the ULA RFC says you are supposed to toss in 40 bits of random for good reason, but if you were using 10.0.0.1 style addresses, you would be no worse off with fd::1, fd::2, etc). You can even trivially have them live alongside ‘real’ global IP addresses, but ignore them whenever you want to just hand type a local IP address. You can even have something like a hex DNS. fd::f00d, fd::beef, fd::d00d, and so many more for your pleasure.

There’s more features in IPv6 but you can ignore them since they are mostly for the machines to wrangle (the fe80:: addresses for example).

Note while you have cosmetic similarities to ipv4 addresses, the actual challenging part of that is the packet format and various translations.

We actually have a number of existing schemes for ipv4 mapping onto larger address space and the attendant NAT requirements. The presentation of addresses in an ipv4 looking way is the least of the challenges.

So don’t take IPv8 seriously, it is slop and even in theory it wouldn’t add anything new except a different cosmetic look to raw addresses and shortening the address space for no good reason.

Don’t think you grasp which side has the actual leverage here…

The US market is the one that has driven the truckloads of money that have resulted in the memory vendor stock increasing over 10-fold.

Even a pretty severe compromise or fine is totally worth it to keep the money hose going.

Working from memory here

Nowadays that’s a pretty expensive way to work