☁️ 💪 💾 , Contoso

Joined August 2010
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Think like an economist Talk like an accountant Act like a technologist @dineshsingh2004 That a decade ago I think burned into my brain somehow.
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⍼ John Nicholson ⍼ retweeted
The vibes couldn’t be more immaculate in America right now

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WE’RE GOING TO AN ELLA LANGLEY CONCERT ON THE 18TH AND WE’RE EVEN GOING TO MEET HER!!!!
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Welcome to y’all Street.
Apollo Global Management chose Austin over Miami for its second HQ, following JPMorgan and Goldman into Texas. Apollo had reportedly conducted an internal survey to decide between Palm Beach, Miami, Nashville, and Austin.
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We have a new Toqueville.
USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving. Chips. Salsa. Unrequested. Free. I stopped the waiter. "We have not earned these." "They just come with the table, man." They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner. This is not an appetizer. This is a declaration: we trust you. Eat. I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared. "Did we…?" "Refill," the waiter said. "It's bottomless." Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined. My friend warned me. "Don't fill up on chips, dude." Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man. I was not hungry. I was not comfortable. I had been defeated by a courtesy. Generosity that arrives before the request cannot be repaid. It can only be survived. I know the rule now. I have made my peace with the basket. One basket. Two at the most. Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.
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⍼ John Nicholson ⍼ retweeted
Painful comments section. Let me spell it out. $LITE and $AVGO have superior laser design and fabrication process. They can deliver same noise performance and power with much shorter cavity length. Everyone else has to make lasers 60% longer, obliterating InP area and yield.
People still dont understand how bad InP situation is. It's because of linewidth requirments... Hilarious disconnect right now.
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Babe, wake up. Freddy is looking at rifles at Bass Pro Shop
We found another surreal place on our way. I know some people will say I’m too positive about everything I see, but this place was crazy. They had a shooting range in the store.
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According to international law, the land on which any Buc-ee's stands is legally part of the state of Texas. Kinda like an embassy or whatnot. Therefore there is no such thing as a Buc-ee's located outside the state of Texas
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We haven’t eaten anything besides a Chicken Sandwich at Walmart this morning so this is gonna be huge order
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DUDE LMAO THIS IS A GAS STATION😭😭😭
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Chili’s & NBA Finals😋
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This dude can sense I expressed interest in an IPO can’t he.
Satellite Data Centers: Happening
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Spain is experiencing Chattanooga, TN. Argentina is in Auburn, Alabama. Germans are eating Waffle House. Brits are still complaining. This World Cup has been amazing and it hasn’t even started yet.
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Interesting approach from Apple They are storing the shared attention block in the DRAM While the FFN weights stay in NAND and are loaded in the DRAM, depending on the request Apple is facing 3 constraints - 1) Limited DRAM size 2) Large model size (20B params) 3) Slow NAND read speed A super small model (sub 8B) won't be that useful, but they can't store a 20B model in DRAM (due to memory shortage). They also have to manage the KV cache overhead. If they streamed the weights completely through iPhone SSD, then it would take 2.5 seconds to generate just 1 token (0.4 tokens/s) So the big thing here is that a normal MoE activates different experts based on every token, but in Apple's case, a sparse mask predictor decides which parameters to activate based on the request/prompt, locks it in, and loads it into the DRAM (1B-4B depending on the request). They basically convert a 20B MoE (with 1B-4B active) into a dense 1B-4B param model for a request. The tradeoff: They are basically adding 0.3-1.5 seconds (1B to 4B params loaded) of latency to TTFT time by loading FFN weights from NAND to SSD per request (read speed is around 1.5-1.7 GB/s for iPhones) and taking a hit to performance They will get around 15-50 tokens/s of decode speed (depending on params loaded) Ideally, smartphones would come with 24-32 GB of RAM so that 20B param models could be loaded, but memory shortage won't allow it to happen But, their competitor here is ChatGPT Instant, which is a much smarter model that runs at 200 tokens/s and has a TTFT of 0.8 seconds (Apple's TTFT will be around 0.5-2 seconds, and decode speed is around 15-50 tokens/s), and is also free Apple's AFM on device models will be great for privacy-focused tasks. They get beaten by cloud models on other benchmarks (perf, speed, quality)
Jun 9
I’m curious whether Apple’s FFN NAND-like approach reduces the mobile DRAM requirement needed for on-device AI. If so… why doesn’t Nvidia use this kind of technology? Wouldn’t that mean the 128GB in N1X is overkill?
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now that i can't eat beef i've decided to pivot into preachy environmentalism for example, did you know that the water used to make 1 cheeseburger could power ONE HUNDRED THOUSAND Opus 4.8-Max prompts? wasting that water on meat is completely unjustifiable
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Not to dunk on this guy, but if you were getting paid roughly 10K a month between salary and housing stipend (44 an hour, 1600 for housing) It absolutely made sense you buy your own mouse microphone, and monitor (that people are highly opinionated on) than IT ship their std.
Replying to @BoamReho
im not asking them twice bc i cant read, im asking them if they seriously think a reasonable answer is: buy the shit you need for work with your own money
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I’ll learn this by saying yes company should probably make this easy and have a punch out shop, but then people get weird and abuse it, any overhead becomes more expensive than whatever tax efficiency savings are from doing this.
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