• 0 Posts
  • 51 Comments
Joined 2 years ago
cake
Cake day: July 5th, 2023

help-circle
  • The value a thing creates is only part of whether the investment into it is worth it.

    It’s entirely possible that all of the money that is going into the AI bubble will create value that will ultimately benefit someone else, and that those who initially invested in it will have nothing to show for it.

    In the late 90’s, U.S. regulatory reform around telecom prepared everyone for an explosion of investment in hard infrastructure assets around telecommunications: cell phones were starting to become a thing, consumer internet held a ton of promise. So telecom companies started digging trenches and laying fiber, at enormous expense to themselves. Most ended up in bankruptcy, and the actual assets eventually became owned by those who later bought those assets for pennies on the dollar, in bankruptcy auctions.

    Some companies owned fiber routes that they didn’t even bother using, and in the early 2000’s there was a shitload of dark fiber scattered throughout the United States. Eventually the bandwidth needs of near universal broadband gave that old fiber some use. But the companies that built it had already collapsed.

    If today’s AI companies can’t actually turn a profit, they’re going to be forced to sell off their expensive data at some point. Maybe someone else can make money with it. But the life cycle of this tech is much shorter than the telecom infrastructure I was describing earlier, so a stale LLM might very well become worthless within years. Or it’s only a stepping stone towards a distilled model that costs a fraction to run.

    So as an investment case, I’m not seeing a compelling case for investing in AI today. Even if you agree that it will provide value, it doesn’t make sense to invest $10 to get $1 of value.


  • The sun loses 130 billion tons of matter in solar wind every day.

    But how much can be caught?

    From the sun, the angular diameter of the earth (12,756 km wide, 149,000,000 km away) is something like 0.004905 degrees (or 0.294 arc minutes or 17.66 arc seconds).

    Imagining a circle the size of earth, at the distance of the earth, catching all of the solar wind, we’re still looking at something that is about 127.8 x 10^6 square kilometers. A sphere the size of the Earth’s average distance to the sun would be about 279.0 x 10^15 square km in total surface area. So oversimplifying with an assumption that the solar wind is uniformly distributed, an earth-sized solar wind catcher would only get about 4.58 x 10^−10 of the solar wind.

    Taking your 130 billion tons number, that means this earth-sized solar wind catcher could catch about 59.5 tons per day of matter, almost all of which is hydrogen and helium, and where the heavier elements still tend to be lower on the periodic table. Even if we could theoretically use all of it, would that truly be enough to meet humanity’s mining needs?







  • And while information itself can be a “product” or be provided as a service, in most cases, it’s not.

    Sure, but my point is that the same is true of physical machines. People don’t want working machines for the sake of working machines. They want working machines to actually do something else, to output a “product” of that machine’s operation.

    And viewed in that way, information services are as much a standalone “product” as maintenance/repair services. Information services account for trillions of dollars of economic activity for a reason.


  • The mechanic is usually the actual worker - you run a repair shop

    But what is being repaired? A machine of some kind? And the machine is operated in pursuit of another actual productive activity, right?

    Machines are just about the application of mechanical force in some way, and that in itself isn’t an end goal. Instead, we want that machine to move stuff from one place to another, to separate things that are apart or smush/mix separate things together, to apply heat or cooling to stuff, to transmit radiation or light in particular patterns.

    Everything in the economy is just enabling other parts of the economy (including the informal parts of the economy). Physical movement of objects isn’t special, compared to anything else: kicking a ball on TV, singing into a microphone, authorizing a wire transfer, entering a purchase order, answering a phone, etc.

    I’m not seeing a real distinction between an IT consulting business and a heavy equipment maintenance/repair business. The business itself is there to provide services to other businesses.


  • Physics don’t change fundamentally between 6 meters and 120 meters

    Yes it does. Mass to strength ratio of structural components changes with scale. So does the thrust to mass ratio of a rocket and its fuel. So does heat dissipation (affected by ratio of surface area to mass).

    And I don’t know shit about fluid dynamics, but I’m skeptical that things scale cleanly, either.

    Scaling upward will encounter challenges not apparent at small sizes. That goes for everything from engineering bridges to buildings to cars to boats to aircraft to spacecraft.



  • Yeah, from what I remember of what Web 2.0 was, it was services that could be interactive in the browser window, without loading a whole new page each time the user submitted information through HTTP POST. “Ajax” was a hot buzzword among web/tech companies.

    Flickr was mind blowing in that you could edit photo captions and titles without navigating away from the page. Gmail could refresh the inbox without reloading the sidebar. Google maps was impressive in that you could drag the map around and zoom within the window, while it fetched the graphical elements necessary on demand.

    Or maybe web 2.0 included the ability to implement states in the stateless HTTP protocol. You could log into a page and it would only show you the new/unread items for you personally, rather than showing literally every visitor the exact same thing for the exact same URL.

    Social networking became possible with Web 2.0 technologies, but I wouldn’t define Web 2.0 as inherently social. User interactions with a service was the core, and whether the service connected user to user through that service’s design was kinda beside the point.


  • Honestly, this is an easy way to share files with non-technical people in the outside world, too. Just open up a port for that very specific purpose, send the link to your friend, watch the one file get downloaded, and then close the port and turn off the http server.

    It’s technically not very secure, so it’s a bad idea to leave that unattended, but you can always encrypt a zip file to send it and let that file level encryption kinda make up for lack of network level encryption. And as a one-off thing, you should close up your firewall/port forwarding when you’re done.





  • That’s why I think the history of the U.S. phone system is so important. AT&T had to be dragged into interoperability by government regulation nearly every step of the way, but ended up needing to invent and publish the technical standards that made federation/interoperability possible, after government agencies started mandating them. The technical infeasibility of opening up a proprietary network has been overcome before, with much more complexity at the lower OSI layers, including defining new open standards regarding the physical layer of actual copper lines and switches.


  • I’d argue that telephones are the original federated service. There were fits and starts to getting the proprietary Bell/AT&T network to play nice with devices or lines not operated by them, but the initial system for long distance calling over the North American Numbering Plan made it possible for an AT&T customer to dial non-AT&T customers by the early 1950’s, and set the groundwork for the technical feasibility of the breakup of the AT&T/Bell monopoly.

    We didn’t call it spam then, but unsolicited phone calls have always been a problem.


  • Loops really isn’t ready for primetime. It’s too new and unpolished, and will need a bit more time.

    I wonder if peertube can scale. YouTube has a whole sophisticated system for ingesting and transcoding videos into dozens of formats, with tradeoffs being made on computational complexity versus file size/bandwidth, which requires some projection on which videos will be downloaded the most times in the future (and by which types of clients, with support for which codecs, etc.). Doing this can require a lot of networking/computing/memory/storage resources, and I wonder if the software can scale.