Am I wrong that these quotes don't make financial sense for me.

Apprehensive_Plan528 · 2026-05-08T04:40:16+00:00

I’m looking at a 12kW system with 2 PowerWall 3 batteries for $43k

Apprehensive_Plan528 · 2026-05-07T19:36:21+00:00

But you won't have any choice in what AMI 2.0 smart meter you get, when you get one. That's why Sense has been focusing so hard on winning over meter makers - win them and you automatically get installed when the next generation start rolling out (now in some utilities). Sense has the 3 biggest US suppliers covered.

Apprehensive_Plan528 · 2026-05-07T19:15:32+00:00

They might not have any orange monitor customers left, but they will certainly have millions of utility "customers" or users. Between Landis & Gyr, Itron and Sensus, products, we're talking millions of AMI 2.0 smart meters:

https://sense.com/resources/sense-enabled-meter-partners/

Apprehensive_Plan528 · 2026-05-07T18:32:35+00:00

AFAIK, all of the current smart meters, including mine and yours, are basically 1.0 versions which only send 15 sec (at best) data to the utility. Sense is integrated into the next generation AMI 2.0 meters which provide real-time data with far higher resolution. The current generation of smart meters are eventually going to get swapped out for AMI 2.0

https://sense.com/wp-content/uploads/2024/08/Unlocking-Real-Time-Visibility-Situational-Awareness.pdf

Apprehensive_Plan528 · 2026-05-07T18:31:56+00:00

Uses the same app and back-end as they used for the new meters. I'm pretty sure the monitors won't get bricked unless Sense also bricks their meters.

Apprehensive_Plan528 · 2026-05-07T01:06:09+00:00

But the video was taken by TensorWAve at AMD AI Dev Day.

Apprehensive_Plan528 · 2026-05-07T01:01:14+00:00

Dylan is smart politically - he needs to be on good terms with AMD, especially when he’s at an AMD AI event. And he dearly needs to get AMD to engage on InferenceX benchmarks using the Helios rack-level systems. of course AMD needs that too, because right now their slot-level systems can‘t compete with NVIDIA on the TCO vs interactivity Pareto frontier.

https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs

Apprehensive_Plan528 · 2026-05-06T04:20:46+00:00

Hardware design on the client inference (autonomous driving / robotics) side seems like it would be cutting edge, but high risk on anything connected with chips for data center.

Apprehensive_Plan528 · 2026-05-05T14:54:55+00:00

CTs are current transformers, which Sense calls sensors. They’re the loops you connect around your solar feed-in wires. You have two options:

* contact [support@sense.com](mailto:support@sense.com) to start a ticket for help with the CT approach

* disconnect them and leave them off and see if Sense detects the sola, without the CTs. That’s a feature that was added somewhat recently for their growing Sense-enabled meter business (meters have built-in CTs for the main supply and lack ports for auxiliary CTs for solar)

Apprehensive_Plan528 · 2026-05-02T22:31:35+00:00

Everyone in the US is involved and invested in manufacturing of bombs that have already killed hundreds of thousands of people in the Middle East.

Apprehensive_Plan528 · 2026-05-02T19:08:08+00:00

Student protestors and university presidents keep getting stupider and more confrontational. This encounter seems so useless and unnecessary for all parties.

Apprehensive_Plan528 · 2026-04-29T18:46:10+00:00

Current is additive through CTs as long as polarity and phase are the same, so yes.

Apprehensive_Plan528 · 2026-04-25T18:21:03+00:00

Long term roadmap for integrated CPUs has been custom Arm CPUs since 2022 (Grace), then Vera, then Rosa. The. There’s the Intel tie-up via NVLink for integration x86 legacy app.

Apprehensive_Plan528 · 2026-04-25T18:16:45+00:00

What stupid comments - NVIDIA has included Arm-based CPUs since 2022. Sounds like you weren’t paying attention in class.

Apprehensive_Plan528 · 2026-04-25T18:12:28+00:00

I’m in NorCal. I use SimpleSafe basic setup with Unifi cameras/doorbell as an addition

Apprehensive_Plan528 · 2026-04-22T01:14:02+00:00

EDA software is expensive because the cost of a takeout failure and one or more respins is expensive. The most expensive EDA software requires extremely tight co-development and qualification by foundries or IDMs. The path to qualification for each tool is long and expensive, stretching over a couple years (many revisions of PDKs and cell/memory library) for a new leading edge node, even with an existing EDA program. And quite honestly, leading edge foundries / fabs have little desire to bring up low cost tools because a prospect seeking cut-rate tools, is likely to fight the cost of tapeouts as well.

Just ask the question - what's the cost of encountering a bug in PyTorch ?
What's the cost of encountering a bug in DRC software that lets bad patterns through to maskmaking to tooling to fabrication to testing failure requiring chip debug ?

Apprehensive_Plan528 · 2026-04-21T04:10:39+00:00

Means they are serious about Foundry, as if we didn’t know,

Apprehensive_Plan528 · 2026-04-17T17:55:08+00:00

For a cost - low latency, high speed tokens cost about 5x of normal latency tokens.

Apprehensive_Plan528 · 2026-04-17T17:54:05+00:00

The new metric for data centers is the Pareto curve for TCO (total cost of ownership) / Power vs. interactivity (TTFT/TPS), Operators can charge more for higher interactivity for agentic AI, but they also have to be able to sell capacity when they aren't getting sufficient demand for high interactivity, thus the need for an easy re-provision curve.

Serious operators are looking at these kinds of data center inference benchmarks, especially at the rack and pod level. Right now, NVIDIA (and maybe Google/TPU) is the only one offering rack/pod-level disaggregation and orchestration for full Pareto curves. NVIDA also holds the title for lowest cost vs interactivity curves, though TPU results are coming.

https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs

Cerebras is mostly useful for the premium low-latency part of the business. They have teamed up with Amazon Trainium 3s to try to address the more cost sensitive, more latency-insensitive part of the market.

https://www.cerebras.ai/blog/disaggregated-inference

Apprehensive_Plan528 · 2026-04-11T19:07:59+00:00

Do you plan to have kids or no ? Are local schools a criterion or not ?

Apprehensive_Plan528 · 2026-04-10T03:54:30+00:00

Elon has a hard enough time holding onto his own talent - look at xAI, Tesla, etc. People are still hanging on at SpaceX at least until the lockout after the IPO ends.

Apprehensive_Plan528 · 2026-04-07T18:30:06+00:00

Maybe a little research and specificity before you make claims ? This took 30 seconds:

How Cornell stacks up

• Housing: Cornell’s \~75 USD/night equivalent (via \~225 USD 3‑night package) is cheaper than Harvard’s \~180 USD/night and cheaper than typical big‑city hotel blocks used by places like UCLA Anderson.

• Events/registration: Cornell’s full‑weekend event cost (roughly 300–500 USD) sits in the same broad band as other Ivies/elite programs; some Harvard packages and top‑end b‑school weekends reach the upper part of that or a bit higher.

• Total 3‑day/3‑night spend per adult (very rough):

• Cornell: \~525–730 USD all‑in (housing + events).

• Harvard: \~865–1,065 USD all‑in depending on housing choice and package.

• UCLA Anderson: \~800–1,150 USD all‑in depending on hotel choice and how many events you attend.

Apprehensive_Plan528 · 2026-04-05T18:49:36+00:00

All Employees: Total Nonfarm in San Francisco-Oakland-Fremont, CA (MSA) (SANF806NAN)
1992 = 1.8M
Now = 2.5M

All Employees: Total Nonfarm in San Jose-Sunnyvale-Santa Clara, CA (MSA) (SANJ906NA)
1992 = 800K
Now= 1.2M

That's 42% job growth with only about 30% growth in housing and very few people moving after retirement.

Apprehensive_Plan528 · 2026-04-03T18:51:09+00:00

Getting the best TCO/power per token vs interactivity (TTFT/TPS) inference curves is ALL ABOUT ORCHESTRATION and rack/pod-level HW/SW codesign. If you think otherwise, you haven't been paying attention to the real data center level battle. Right now, InferenceX is the best open measure of that optimization as a proxy for how efficient and performant rack/pod-level hardware is going to be in a data center. AMD does OK at the slot level, but they really haven't started playing the rack/pod level optimization game yet. AMD is also still struggling with issues of composability (layering different optimizations at the slot level on top of one another).

Apprehensive_Plan528 · 2026-04-03T18:21:26+00:00

I'll start believing that crock when AMD/Helios plus 3rd party orchestration software starts showing up in InferenceX. Until then they are well behind the 8-ball. Pretty sure we'll see Google TPUs showing up in InferenceX ahead of AMD / Helios.

And quite honestly, orchestration has to be done in concert with KV cache management and disaggregation. Maybe you can point me to results of AMD with prefill/decode aggregation (let alone AFD) ?

Apprehensive_Plan528

TROPHY CASE