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  • 25 Posts
  • 710 Comments
Joined 4 years ago
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Cake day: March 14th, 2023

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  • The fundamentals did change… there’s now mounting public evidence that Nvidia committed crimes of illegal export and ceding the moat to China destroying their own narrative for urgency.

    They are also the pick-and-shovel seller to companies living in corruption-fantasy-land, where reality and real figures don’t matter because the SEC is currently non-functional. Nvidia is giving those companies money to buy Nvidia chips. That is looking to change sometime next year. Since stocks are a reflection where people imagine business is and will be, and if that future includes political and criminal investigations, with or without Huang, that will get priced into the valuation.

    Anyway I’m also not fond of the trend of how much the superstar CEO hypes a stock being the main decider of how stocks swing, but in this case this is more than just Huang’s personal failing and messing around. You could still be right, the stock can and probably would rebound after some time as if nothing happened.

    In fact I can’t think of a single company that would go under if it’s CEO got fired, or just suddenly disappeared,

    Musk, spcx










  • In Cities Skylines for example, in the game itself you decide when you’ve won enough, there’s not a specific point when the game tells you you’ve won and you can stop playing now, so many players consider getting all achievements as completing the game. But some of the achievements are only possible to complete with certain DLC. An achievement “Make a Hot-Air Balloon Line” can only be done if you have the DLC letting you create Hot-Air Balloon lines, and so if you can’t do 30% of the achievements because of DLC you don’t have, the maximum completion you can attain without paying is 70%. In the prior format at times it might not be clear which achievements required DLC, including hidden ones. New scoped format is an improvement.


  • Played around with it on my desktop machine. Someone’s distilled variant of Qwen 3.8-27B-Q4_K_M, on a intel12700k + RTX3090 24GB is what I use.

    I haven’t adjusted the reasoning down from very high but I mostly use it for trying tweaks to half-finished coding projects I’ve lost motivation to complete many years ago. I used it to develop a very simple JS-free personal website. I have secure shell which I can access from Termux or PuTTY, but sometimes I have the llama.cpp webui insecurely accessible online for one day at a time just for fun.