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Microsoft is a company where you get promoted for playing politics, not taking ownership, improving things, fixing bugs.

Latest LLMs that have good visual understanding (Gemini and GPT) are able to tell if construction work is up to code. You can give it a picture of electrical wiring, plumbing, framing and it will tell you if it's up to code with very good accuracy.


R-19. You can see label in the picture.


Those are 2x4 studs, so R13, shoving thicker insulation in doesn't change much.


True. Depending on how heavily they compressed it to fit between those studs it will likely be less than R13. No matter whether you use fiberglass or rockwool, you should make sure you buy insulation sized to the depth of the cavity it will insulate. Then use an insulation knife to cut in for obstacles within the cavities.


The current version of FSD drives better than most humans. You literally put in the destination address, press Start Self Drive, and it gets to your destination without you ever touching the steering wheel, and parks for you in the end. IMO it's ready for large scale robotaxi deployment. I only take steering wheel if I want to take a different route or park in a different place vs where Tesla decides to park.


Uber rides are around $1.5 per mile on average. Assume Waymo car drives 200K miles over it's lifetime, 3mi/kWh EV efficiently and $0.20/kWh electricity cost. It will generate $300K over it's lifetime and use $13K worth of electricity. Right now it costs $150K to manufacture Waymo car because they are custom built and Lidars are still expensive. Even at $150K unit economics should be OK. But the cost of self driving cars will go down as they are manufactured at larger scale and will eventually approach cost of regular mid-range car. In a few years they will be under $50K per car. Mapping is a one-time cost and the need for mapping will eventually disappear. This will be a massively profitable business for self-driving fleet operators.


Good calculation approach. Waymos will drive a lot more than 200K miles in their lifetime. Taxis often do a million miles. There are already photos out there of Waymo odometers over 100K.


Take-or-pay contracts appear as "contractual commitments" in 10-K. They are not hidden. That's the way they are reported in all industries where take-or-pay contracts exist. There's nothing nefarious about it.


Yes, the contractual obligation shows up, but not the debt the subsidiaries took on. You have to follow the entity structure and look at their books for that piece. And it’ll show up as a different accounting category, “services rendered,” for instance, not as debt repayments.


Data centers use miniscular amount of water. Data center water use is a fake issue.


I've long suspected that monied interests are seeding social media with weak arguments about water as a distraction, and people mindlessly re-share that as part of their identity. Then the other half can come along and "correct" them while the main issue of power is forgotten. Social media gets engagement, and capital gets its data centers.

It's the same tired distraction pattern we've seen for a long time now in politics, and they keep rolling it out because it works.


What makes their actions mindless, exactly? Is the implication that what they've read is easily falsifiable by the average person? One of the fundamentals to society-scale problem solving is not to dismiss the masses as morons, as much as we often enjoy doing that. You must accept who society is composed of, or else you, by definition, can't fix their problems.


Social media fosters that kind of behavior. Plus, people usually don't look into issues before deciding which "side" to be on, and more importantly don't examine if the sides are a manufactured false dichotomy, as they often are.


I suspect rather foreign actors seed some of the anti data center narrative in order to try and reduce American capability to compete in the space, just like the Soviets did with nuclear in the 60-80s.


If they wanted to do that, they'd pick stronger arguments for starters. But either way, social media updoots and shares aren't going to change anything with capital's plans, so it'd be weird for a foreign power to think that it would.


They don't need strong arguments they need emotionally resonent ones, "AI is using all your water" is a more primal, plus doesn't matter they just flood with a thousand different arguments.

And updoots might not but plenty of people now are protesting and pushing against allowing data centers to be built near them so it is working.


Like everything else, it's only a matter of time before capital gets its way. Democracy is illusory in case you haven't noticed.


updoots == upvotes

(slang from reddit)


This is a great data-backed resource to refute made-up claims about data centers:

https://www.andymasley.com/visuals/ai-prompt-footprint/


Nobody's gonna change their mind about AI wastefulness from an obviously AI-generated infographic. The author should have realized this with about 5 seconds of thought.

The medium is the message.


Many communities are water limited. Many communities limit housing construction permits to available sewer hookups. Many communities are carrying expensive bonds that citizens are paying off to fund water expansion projects.

I do not want one penny of infrastructure that I have paid for in order to grow/better my community going to subsidize infrastructure for datacenters.


> whats working is ML models trained on specific domains (not much different than 5+ years ago), and whats not working is a general model that humanity can let go to work on its own.

As usual, AI skeptics are moving goal posts. Modern LLMs are on a completely different level in terms of how GENERAL they are vs anything pre-LLM. You can give it a completely novel puzzle and it will solve it. 5+ years ago you had to train NN to solve particular type of puzzle.


And a lot more electricity to power them.


It will happen after AGI singularity.


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