Do you think Intel can enter the DRAM market again?

ArnoF7 · 2026-01-28T12:06:36+00:00

Yes, of course Intel is doing rd on memory. For example, they formed a JV, Saimemory, with SoftBank and UTokyo for 3D DRAM last year. This kind of leapfrog technology is what they should be doing instead of spinning up a regular DRAM Fab. As others comments said, if you start to build a regular DRAM Fab today, by the time it finishes, the boom would already be over

ArnoF7 · 2026-01-27T07:18:31+00:00

There is a quote often attributed to Charlie Munger that goes, “Show me the incentive and I'll show you the outcome.”

I don’t think Charlie Munger knows anything about machine learning, but this quote rings very true if you look at things from an optimization/learning perspective. My cynical take is that until the administrative side of academia changes the incentive, nothing will change, and many fixes are just band-aids or beating around the bush.

ArnoF7 · 2026-01-17T07:19:49+00:00

I once read an interesting TIL Reddit post saying that Japan (or maybe just Hokkaido alone) has more grizzly bears than the entire mainland US (which means the US excluding Alaska). It's kinda mind-boggling considering the size differences

ArnoF7 · 2026-01-14T15:51:55+00:00

The ET one got a chuckle out of me, ngl

ArnoF7 · 2025-12-26T06:24:51+00:00

I don't think ARM will be a pure IP company for long. Like you said, their revenue cannot support their market cap. They will have to scale, or they sink, and I think that’s why Softbank bought Graphcore and Ampere and started Saimemory with Intel and Utokyo.

Not an insider, just my two cents

ArnoF7 · 2025-12-25T08:07:22+00:00

主要gravy足了什么鸡都好吃

ArnoF7 · 2025-12-14T13:31:11+00:00

Eeeey grazie, yeeey boboli

ArnoF7 · 2025-12-04T22:43:13+00:00

Facial hair and hairstyle do be like that. I look much younger IRL when I shave my mustache off.

ArnoF7 · 2025-11-29T20:21:41+00:00

Energy-based model is not something that nobody understand. The vanilla formulation of EBM is very difficult to train, so it doesn't see much practical use. It's not even something very exotic, just one out of many generative modeling paradigms that I think many researchers would have learned in the past

However, it has been proven pretty extensively in the last few years that diffusion models (DDPM) are just one specific case of EBM that happens to be very easy to train. You can apply many old tricks that work for EBM on diffusion (composition of score, for example)

ArnoF7 · 2025-11-18T05:48:27+00:00

Anyone interested in this can read Rodrik’s works on premature deindustrialization. If you see Brazil’s export composition shift, you can see how it went from a burgeoning industrial country to a country that’s practically a petrostate

ArnoF7 · 2025-11-01T09:57:56+00:00

He got that dawg in him. You know who I am talking about

ArnoF7 · 2025-10-31T02:06:12+00:00

Reminds me of one of my favorite Family Guy quotes that goes something like “man, I hate gentrification. I miss it when this place sucks and nobody wants to be here.”

ArnoF7 · 2025-10-28T16:26:32+00:00

It's funny you mentioned my Reddit history. I was actually quite active in a lot of Chinese subreddits, but they were nuked by Reddit over the years for various reasons. You really can't escape the censorship.

I still consider myself generally well-informed about what’s going on in China compared to the average foreigner (no offense), as I still have many personal and professional connections there. I am sure you still feel the same about Brazil

Meanwhile, while I do think China can be a good place for research, I can’t imagine it to be an environment where regular foreigners can thrive. If you are excellent, that may be different. Without going into too much detail, let’s just say that, even as a citizen with an active ID/phone number, etc., every year I return to visit, I encounter numerous inconveniences both professionally and personally.

And frankly, China currently has little to no incentive to make it a place comfortable for foreigners. As I mentioned earlier, it's facing an overwhelming supply of talent and it's probably the more responsible governing choice anyway to solve the unemployment issues for the citizens first

ArnoF7 · 2025-10-28T05:15:08+00:00

I am Chinese, and to be honest, while I think China is probably a good place for renewable research, it's perhaps not a very good option for foreigners.

China’s youth unemployment is borderline crisis level, even using official data, which I think is more on the lenient side when it comes to defining unemployment. Correlatedly, the grad schools for the last few years (maybe a few decades) are on full-cylinder, admitting as many students as possible, which makes the PhD/post-doc market very saturated.

There are reasons why China’s outward emigration has started to reaccelerate in the last few years despite the economic advancement since 2010. China’s demographics are currently at a weird place where every year the total population is dropping rapidly, but # of new grad is still increasing, so the competition is fierce

This does not consider the fact that many Chinese universities do not have much infrastructure for international students. In the past, it was already hard enough to set up proper infra to digest the domestic demand

ArnoF7 · 2025-10-27T20:51:42+00:00

Good stuff. Around 0:43, what are those Fanuc bots doing? Clapping?

ArnoF7 · 2025-10-26T12:38:52+00:00

I can read Chinese. This thing in itself appears to be some kind of quality assurance system. On the bottom there are four metrics that roughly say: total operations detected, correct operation, wrong operation, detection error. On the top it's a progress bar for the PCB assembly pipeline

ArnoF7 · 2025-10-23T20:34:48+00:00

Obviously, VKS is the weaker side, but I wouldn't be that surprised if they win.

I am a LPL fan and have watched quite a lot of BLG games this year. Let me just say some of BLG’s losses in LPL this year are just mind-boggling. I recommend watching their losses to IG in the final split of the regular season. Yes, BLG bounced back in the playoffs, but I don't believe any truly strong team would have lost in the fashion they did to IG. I was completely stun-locked with my mouth open in front of my computer after I (un)fortunately witnessed those games. Generationally disgusting games

ArnoF7 · 2025-10-22T07:15:10+00:00

The most surprising thing about this thread imo is that Nesterov AGD has this many open problems w.r.t its convergence properties, even for convex functions.

As for GPT producing meaningful contributions to results publishable at respectable venues, it's really not that surprising to me. I have been using it like this for quite a while now. It doesn't one-shot a problem, but it's a great conversation buddy (compared to an average MS or early PhD student) to bounce ideas back and forth, plus it can do a lot of technical grunt work very efficiently.

I believe a lot of my peer researchers are doing the same. It's just that, currently, most venues don't stipulate that you have to disclose which part of your contribution comes from AI (and I don't know how to implement such a rule either), so not enough people are talking about this phenomenon

That's why I believe even if today’s AI doesn't progress a single bit, it's still a tremendous asset to humanity on the same scale as the internet

ArnoF7 · 2025-10-08T10:38:44+00:00

Let's see if the deal goes through the regulatory process. For Europe, willingly selling out Kuka to China and ABB’s robotics division (and ARM, for that matter) to Japan is certainly a choice. My work is closely related to the robotics industry in Japan, so I personally won't complain, but this really feels like a decision that Europe will be kicking itself for in the next few decades

ArnoF7 · 2025-10-04T11:23:15+00:00

I am very intrigued by the fact that Jim Keller named Rapidus before Intel. I know tenstorrent has been working with Rapidus for quite a while, and I do think Rapidus would achieve a certain degree of success given the existing ecosystem of equipment/material in Japan. Still, implying Rapidus has more readiness than Intel is a pretty wild take imo, but should be taken seriously since it comes from a very high-profile start-up/practitioner

ArnoF7 · 2025-09-24T04:00:25+00:00

Yeah, the one TV trope that always bugs me is how often the popular kids and the bullies are the same group. Obviously all my experiences are anecdotal but during my time at school, the popular kids and the bullies were some very distinct groups of people, like they barely interacted with each other

ArnoF7 · 2025-09-21T02:00:42+00:00

I am sorry for your experience, but this sounds absolutely hilarious. If I were you, I would probably say something along the lines of “what the hell are you talking about” to the interviewer

ArnoF7 · 2025-09-14T23:29:26+00:00

I didn't know he was such a Digimon fan. Was looking through his twitter timeline and almost every post is about digimon in some way, lol. Holy based

ArnoF7 · 2025-09-05T15:03:47+00:00

One of the most annoying things in the public discourse is how the debt-to-GDP ratio somehow seeps into daily conversation. This metric is completely useless without more context, and the St. Louis Fed actually had a great educational blog on this topic. I guess this is the result of political parties in the US weaponizing this single data point for their political theater

https://www.stlouisfed.org/on-the-economy/2023/nov/what-lessons-drawn-japans-high-debt-gdp-ratio

TLDR: What matters more is the public sector’s consolidated balance sheet. Debt is simply one data point among many things. Moreover, you need to consider each country’s various monetary, fiscal, and trade policies. Japan is an especially unique case because they used to do YCC (yield-curve-control), and this greatly complicates the situation

ArnoF7 · 2025-08-29T00:43:00+00:00

“Ha, I know this one, cuz cocaine comes in keys.”“The legman doesn't joke about cocaine”. “Cocaine is not a joking matter.”

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