

- owned by Israeli billionaire
- based in the UK, subject to UK laws
- chief tech officer was previously the CEO of a Bitcoin exchange company and was convicted of fraud for stealing from it




For those who don’t want to read several pages of unnecessary text telling you what you probably already know:
The math, while pretty involved, may tell a straightforward story (if you’re interested in the details of our analysis, see the Appendix). OpenAI has contracted 900K memory wafers per month from Samsung and SK Hynix. Partner commentary seems to indicate that’s a monthly number, so that represents 10.8 million wafers over 12 months. In terms of demand, a fully built-out 10GW Stargate cluster would require ~3 million GB200 Bianca Boards. Each board requires ~50% of a memory wafer in total; split between the HBM3e stacks embedded into its two B200 GPU (~30%) and its 480 GB of LPDDR5X system memory (~20%). That puts total wafer demand for the entire cluster at ~3 million wafers.
Therefore, according to our best estimates, OpenAI likely needs less than 30% of the 10.8 million wafers it’s planning to buy
So this is just putting some numbers to what a lot of people already guessed. The AI companies are not just buying a ton of RAM to build out their data centers. They aren’t buying enough other components to even use that RAM. They’re buying it so that no one else can.


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Yeah I think that’s an important line to walk: the conversation between the body and the mind. A lot of people in my life seem to really struggle with body awareness. They wait for the signals from their bodies to reach a certain threshold before paying attention. It’s like waiting until your car’s low fuel light is flashing before starting to look for a gas station.
On the other hand, you can go too far… But maybe that’s a good thing? The placebo effect is real. Any time I take supplements, especially when the science is mixed, I wonder whether the supplement actually works or if it’s just placebo. But at the end of the day I don’t care which. I still take my vitamin D in the winter, my vitamin C when I start to feel a cold coming on.


The distinction is usually “can the rewards be converted to real-world currency?”
Casinos use poker chips, and they have exchange counters or machines that can directly convert those to/from real money. So that’s 100% gambling.
Go to a Dave and Busters, use a claw machine, or am IRL gacha machine? You don’t get money. You get an item, or tickets/points that can be exchanged for an item, but not money. Theoretically you can take that item to another market and sell it, but that’s a completely separate transaction that does not involve the party you got it from, so that’s not gambling. Not anymore than buying a Beanie Baby in the hopes that it’s worth more in a couple years is gambling.
According to the article, it is 3rd parties that are exchanging these digital rewards from Valve with real-life currency. This is not new: there have been a handful of lawsuits over the past decade trying to go after Valve for this. Every time, Valve points out that they cannot control these 3rd party sites and that illegal gambling activity violates their terms and conditions. Valve has even offered to cooperate with governments to help them go after these 3rd party sites, but afaik that has not happened.
There have been lawsuits from Florida, Connecticut, Washington, and federal RICO cases that have all been dismissed pretty early on because what Valve is doing is legal.
You could argue whether or not they SHOULD be legal, and whether these governments should go through their (hopefully) democratic processes to pass laws to that effect, but so far the courts have ruled in favor of Valve. And I am skeptical any such law would be passed democratically, because… People like loot boxes.


Kennedy Jr’s statement probably referred to the Harvard psychiatrist Dr Christopher Palmer, who said he has “never once used the word ‘cure’ in my work. I have never claimed to have cured any mental illness, including schizophrenia,” but added: “I have talked about ketogenic diet being a very powerful treatment, even to the point of inducing remission of symptoms of schizophrenia.”
RFK is a crackpot moving way too fast. At the same time, The Guardian is equally misleading in its headline here.
There IS evidence that Schizophrenia, like a lot of other disorders (epilepsy, Alzheimer’s, Bipolar, etc) have links to the microbiome. Here is a paper analyzing various studies into keto as an effective treatment for schizophrenia. It’s not perfect, it’s not for everyone, and more research is needed.
Technically the Guardian is correct when they say there is no evidence that keto can “cure”, but I find it very misleading when there is a decent bit of evidence that it is an effective treatment.


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Wanting your own people to out-reproduce and conquer other people is a thought process that is thousands of years old. Heck, that might be why the Neanderthals and Demosivans went extinct.
“Go forth and multiply” is a Christian doctrine for a reason.


The US has more to lose than Russia when it comes to fossil fuels.
Perpetuating fossil fuels is absolutely in Russia’s interests, and Russia clearly has gone to great lengths to influence the US (and the rest of the world) in a lot of ways and for a lot of reasons. I’m just saying there’s already enough domestic pressure to explain why Trump supports fossil fuels.


https://knowyourmeme.com/memes/rotating-a-cow-in-mind
I suspect the memes started because research into image rotation got in the news cycle, and the Internet took it from there.


What incredible hyperbole. It is superisleading to describe that as going “All-In on AI”. It’s a change to the disclosure rules Valve requires for publishers, not that Valve is using AI themselves like GOG is.
I would prefer if they required disclosure of the use of any AI tools involved, but at this point AI has been so thoroughly shoved into every piece of software you can really just assume that some AI somewhere touched anything made after 2022. Generative AI is the bigger problem and this move focuses the attention on that.


I think these thoughts are healthy and necessary, and exactly the kind of thoughts I like to have in the shower. It’s great to, as you’re waking up, reflect on the day before with a little bit of distance.
We all fuck up. Sometimes it takes another person pointing it out for us to realize it and apologize. But I find apologies are even more meaningful when the wrongdoer realizes it and apologizes on their own.
Well, it might help to identify some criteria first:
You could make an argument that anti-consumer games have always existed in some form. Arcade games designed to sucm quarters out of pockets, games with special codes or info in the box/manual needed to progress that would deter people from buying used. Pokemon selling 2 versions of the same game and locking content behind promotional events. But all that was less common and less egregious. For some games, DLC used to be a great value because it added a lot of content cheaper than the base game- Roller Coaster Tycoon was a great example.
I think everything through PS2/GameCube/Xbox is pretty safely within this range. PS3/Wii/360 is arguable.
Except… Even just comparing that generation to the next is still a huge difference. Storage space was quite restrictive. N64 games look like garbage, and particularly with multiplatform games you can really feel how limiting the cartridge was. The Saturn was a joke. PS1 games… The aren’t bad, but there’s still a wide gulf between them and the next generation. Compare Metal Gear Solid to Twin Snakes for example, or any of the multiplats that crossed generations.
I know a lot of answers here are “what you grew up with”, but this is the point where I have to admit that what I grew up with was immediately objectively surpassed by the next generation. PS1->PS2, N64->GameCube, and Saturn->Dreamcast/Xbox were all strictly better upgrades, and the only real downside was that Xbox started charging for online multiplayer.
The increased fidelity also seems to correlate with a decrease in creativity. This has gotten a lot better since, but the PS3 and 360 are remembered for mostly brown/green/grey games. Everything was “gritty” and realistic. I like realism, but it was overdone here. The Wii, on the other hand, mostly just looked like GameCube games. I could be misremembering, but I think this is when a lot of games moved to target 30FPS instead of 60FPS. Trying to be more “cinematic” and reducing the importance of gameplay, and thus reducing the importance of responsiveness.
So I would say the GameCube/PS2/Xbox era was the peak. That being said, there was plenty of garbage released during that era, and plenty of great games released before and after.


Some of these are real stretches involving band names getting swapped around.
The original band called “Judas Priest” broke up entirely. KK Downing, and Ian Hill were in a band called Freight together. Al Atkins of the now-defunct Judas Priest joined Freight, and they decided the now-available name of Judas Priest was cooler. It was not the same band. Furthermore, before their first album was recorded Atkins was replaced with Halford, and Tipton also joined. So I would count Ian Hill, Rob Halford, and Glenn Tipton all as founding members.
Opeth is similar. The first Opeth before Ackerfeldt broke up without recording any albums.


I have some confounding factors.
First of all, my house was built in 1921 so is not designed around a big screen. We have a 70" TV in our living room, but it’s over the fireplace and rough 12’ away from our faces. Experts recommend something larger for that distance, but that is the biggest thing that fits between the mantle and ceiling. We could look into one of those fancy moving TV mounts for fireplaces, but they’re quite expensive too and seem like a pain.
The second piece is that I had my retina re-attached a few years ago. Even with a strong prescription I still find it harder to see details from far away ever since.
So I prefer smaller screens closer to my face in general. I do a lot of my gaming on the Steam Deck. I watch a lot of stuff on my phone, and I have a 10" tablet I use sometimes too.
Sound is another thing. I find good quality headphones best anyone’s fancy expensive home theater setup consistently, but the tradeoff is that headphones are usually less convenient and get uncomfortable to wear after a while. Bluetooth means less battery life for my phone, wires means I’m tethered (I have an Xperia so I have a headphone jack at least).


That’s being mean to gas station sandwiches, but otherwise I agree


For a the past few years, I had wondered why videogames, movies, and TV shows nowadays feel so… Bland. Meaningless. Soulless. Corporate. Like, I know they ARE corporate, but these industries have all been dominated by gigantic corporations for my entire life. What changed recently? Am I just getting old and curmudgeonly and preferring content that was made back when I was younger?
Then I was watching DoorMonster talk about some show (I could be wrong, but I think it was the video about how Arcane had a great Season 1 that was largely ruined by Season 2) where they kept joking about not accusing them of using AI to write things.
Then it clicked. The Writer’s Strike from May-September 2023. On paper, the Writer’s Guild secured restrictions on the use of AI. And I can’t point to anything specific and say “that was clearly written by AI”. But I can say that for the past few years everything put out by pretty much every company has felt very… “Meh”. Nothing new has grabbed me and said “wow I need to watch/play that”. Could be a coincidence, but I also have to wonder whether AI tools involved in writing and visuals have cost us something intangible that I can still feel.