Base model sure, but the stack will be hybrid. It’s still early days here. Too bad FPGAs have such large feature size.

I’ve had codex/sol block me due to safeguards tripping without attempting to do anything nefarious. It’s not entirely predicable.

I could see the consumer use case working, but only if the layers upon layers of friction are removed. If I could pay 5 cents to view an article that captured my interest, by tapping a button, Face ID, fingerprint etc, then I might do it. Unclear how to make everything up to that point frictionless. Browsers would probably need to have native integration and hooks for payment and topping up the account.

An integer for the value (scaled by number of decimals) and an integer value for the number of decimals. Different systems may use different values, even for the same currency or asset.

What exactly do you think a floating point number is?

Usually that, but in binary, which causes lots of headaches for financial math.

So all the people who write financial software and avoid floats don't know what they're doing? That's would end up being just about everyone. You should teach them, you know so much more than they do.

PG&E is a profitable, publicly traded company... that issues a dividend. They tried to file for bankruptcy after the paradise fire, but they were too big to fail, so they issued new shares with gov protection. CA created a new insurance backstop for them as well. Corporations should not have government assisted (regulated) monopolies with socialized backstops. Yeah, CPUC is supposed to help, but decision makers probably have exposure. It is the same with Sempra and SDG&E and SCE. SMUD seems like a better organization, but what do I know.

The state should have instead pushed them into liquidation and bought the assets.

Run the transmission grid, offer to let big cities and counties take the distribution, keep whatever they don’t want.

Large block trades happen off exchange often. Secondaries like this are common enough.

Well, the significant growth comes from freemium usage. A whole lot of vibe slop triggering actions, with no supporting business. So revenue has not tracked all other growth and the billing system isn’t stressed.

This is a wild experiment! I do think the incentives are heavily weighted to Anthropic for this to go well. I have mixed feelings about how it will go, but it will result in an important outcome…

P/E ratios are usually based on last 12 months, so E = sum of EPS over last 4 quarters.

Now you have to maintain the automation. There is nothing wrong with that. There is nothing wrong with building your own server. There is nothing wrong with colocation. There is nothing wrong with driving to the colo to investigate an outage. There is nothing wrong with licensing arm and having TSMC fab your chip. There is nothing wrong with choosing which level of abstraction you prefer!