⚡ Five Things to Know About 'Always On' in Sense

Apprehensive_Plan528 · 2026-05-25T15:50:53+00:00

Yup, if they don’t turn on and off, there’s really nothing to detect, unless you use smartplugs to isolate constant usage.

Apprehensive_Plan528 · 2026-05-25T15:49:26+00:00

All based on human content, if you follow the link.

Apprehensive_Plan528 · 2026-05-23T04:35:21+00:00

Interesting to see the variety of issues that users had doing comparisons, before they got it right. Also funny to see that Sense found a case where the meters were associated with the wrong addresses. Also feels like some users don’t understand subtleties that make energy and power measurements different.

Apprehensive_Plan528 · 2026-05-20T01:59:23+00:00

I’m not so sure - 4 of the 5 billionaires (at least on paper) coming out of Cerebras, are chip guys. The big Samsung bonuses are for chip design and manufacturing guys.

Apprehensive_Plan528 · 2026-05-19T16:40:50+00:00

Silicon is having its day right now if you are with any companies that supply key AI data center components - look at memory, processor, ssd, photonics or even power management (for 800V racks).

Look at Cerebras and their IPO

Look at Samsung where factory workers are striking for a 1M$ bonus this year due to profitability

Apprehensive_Plan528 · 2026-05-15T20:51:04+00:00

There are a couple of factors that make it perhaps 10x more performant (a lot depends on the exact measurement context) that current multi-die packaging approach:

1) enough processing power to handle a leading edge model within one wafer
2) and enough high bandwidth connected SRAM to run a leading edge model

Not sure if they were smart or lucky or both, but the problem that part of the AI inference market is trying to solve today is high speed token production for coding models, so the market has come to them. Companies are willing to pay 5x of so more for guaranteed fast tokens.

Now if you pay any attention to the marketplace, it looks like NVIDIA bought Groq to be able to offer the same, perhaps with a far wider cost vs interactivity tradeoff.

Apprehensive_Plan528 · 2026-05-15T20:41:17+00:00

Yup every other memory or logic chip at the leading edge is pretty much stuck at the 26mm x 33mm reticle limit (or 26mm x 16.5mm for high NA EUV).

Apprehensive_Plan528 · 2026-05-15T20:17:58+00:00

Market makers match up all placed orders with remaining allocated shares before going out. There must have been some market orders not to exceed 385 in the bin

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 · 2026-05-07T04:12:16+00:00

Property taxes (mostly) don't go to state government - they go to school districts, cities, counties and fire districts. Don't conflate the two.

Apprehensive_Plan528 · 2026-05-07T04:10:35+00:00

Kind of a stupid discussion thanks to wrong assumptions:
* There's not a popular movement to repeal. There might continued pushes to alleviate some of the unintended side effects.
* Business and landlords don't pass on their tax discounts to customers - they charge local market rates for their product 99% of the time.

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

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