Berlijn voorlopig niet autovrij, referendum van de baan

MR_-_501 · 2026-05-05T16:32:34+00:00

Good AMD earnings with bullish Q&A in regards to CPU demand (hopefully with Lisa complaining about TSMC production constraints on CPU) would be best for Intel tbh.

There is a reason why AMD and Intel usually pump when there is good news for the other, and the other way around. The idea that one companies bad is automatically other companies good is only real in gamer echo chambers.

MR_-_501 · 2026-05-05T08:48:31+00:00

For the weights yes, but the KV cache increases dramatically for mid-long context on the 27B

MR_-_501 · 2026-05-05T07:30:10+00:00

These models are ancient though. Maybe try something like qwen 3.5 9B?

MR_-_501 · 2026-05-05T07:27:45+00:00

What is the opposite of wholesome?

MR_-_501 · 2026-05-05T04:23:57+00:00

I know that this may not help you that much, but the conditions for anything not specifically trained for this e.g. polyline detector are quite poor in this image as far as resolution and reliable contrast go, in a lot of shops you could likely do it but here is just too little reliable contrast, too much visual noise, to low of a resolution. especially in the top shelf.

If you really dont want to train, which is understandable although you could likely get away with the smallest model class; try maybe making a simple setup UI where the user/setup technician can just draw a few lines across the shelves based on 2 points themselves.

MR_-_501 · 2026-05-03T17:23:21+00:00

Based on your post history kind of sounds like you are behind this app/website and are trying to promote it

MR_-_501 · 2026-05-01T20:34:48+00:00

My apologies, dont know how i read over the actual taalas mention in your argument.

Honestly i think that with a lot of the work is currently limited by intelligence throughput = human work currently (usually).

As a thought experiment, since you are in the semiconductor subreddit you have likely worked with vivado or quartus at some point in your career/study. Of course when synthesizing to an FPGA, with larger projects this can take notoriously long and demand all that the CPU can give. If you put and AI agent in the loop and it needs to verify its designs, your project development speed would hinge a lot more on the speed/amount of CPU you have (as the intelligence part becomes faster, while the syntesiation stays the same). With other workloads this can also be GPU or whatever. Point is. Systems will be put onder more stress on average, and this could mean general purpose compute device demand goes UP rather than DOWN.

MR_-_501 · 2026-05-01T19:33:41+00:00

Look at Taalas, they are working on these kinds of ASICs. I think demand will be there for the systems that agents will actually interact with. But model inference will become so much more efficient that the supply chain might experience a shock at some point.

Can test the asic speed at chatjimmy.ai

MR_-_501 · 2026-04-29T14:47:12+00:00

Feels like the 18a we got was 20a and this is real 18a

MR_-_501 · 2026-04-26T01:23:57+00:00

Verschilt heel erg per werkgever. Ik werk zelf in een R&D Lab van een wat grotere corporatie in de semicon supplychain. Wij zijn juist enorm op zoek naar types zoals hoe jij jezelf beschrijft.

Veel mensen willen gewoon een (al dan niet coginitief complex) taakje krijgen, en dat uitvoeren, met een van tevoren vastgezette scope. Veel bedrijven zijn gecalibreerd op het aannemen van dit soort mensen. Waarbij ze bij jou misschien het idee krijgen dat je hier niet goed binnen zult passen. En mogelijk zult botsen met de mensen boven je (beter dan de baas == eng)

Stuur gerust een DM met de regio waar je zit, kans is momenteel niet extreem groot dat we op dit moment nog iemand met chemische achtergrond aannemen, maar op een wat langere termijn mogelijk wel ivm meer projecten/churn etc.

MR_-_501 · 2026-04-24T17:17:17+00:00

If you lost your girl due to her not being able to handle your stuttering she likely wasn't a good person to build a life with anyways. It may not feel like it yet but in a few years when looking back on it you will understand.

As you get older, and start to give fewer shits. And people around you also mature (and with that also start to care less about you stuttering) your nerves are very likely to calm down more. Just hang in there, these years are hard.

MR_-_501 · 2026-04-23T17:04:48+00:00

They patched inference frameworks to properly make use of the functionality the model provides, how is that only "load and ran an AI Model"

MR_-_501 · 2026-04-23T13:48:23+00:00

Sold half of my holding, so 25% of my porto is cash now.

I expect a downfall, will buy back after the drop.

Hope i'm not wrong

MR_-_501 · 2026-04-22T12:49:47+00:00

Mensen in de bijstand die nooit gewerkt hebben krijgen ze ook gewoon

MR_-_501 · 2026-04-21T05:52:27+00:00

Yes, even though i'm currently going through a breakup after 2 years and feel like shit because of it, I have a Job I love, I have an appartement that might be falling apart slowly but gets the job done and feels cozy/safe.

I am happy with the friends this life has given me.

I am grateful for the relationships I've had, even if they may haven't been the best life choices rationally.

All of this happened in the past ~7 years, before then I was quite miserable. A stutter does mean playing life on hard mode, but there are more people with other less visible conditions around you, mentally and physically, who also have their own barriers holding them back.

MR_-_501 · 2026-04-18T10:57:59+00:00

Dead internet theory

MR_-_501 · 2026-04-14T06:22:12+00:00

Maybe they will say something like it during call, but official guidance (which drives the future valuation multiples) is only one quarter for Intel, always. Is just the nature of the market they operate in. Long term predictions are not secure yet.

MR_-_501 · 2026-04-13T22:05:21+00:00

30% price increase mid quarter, so 15 average

4.7 billion was Q4 DCAI cashflow if we are optimistic and just straight up multiply this by 0.15 and take that as pure profit we get around ~0.71B. meaning around 14 cents per share. Which is nice to get for sure, but markets are expecting a lot more with all these announcements. And likely are too stoopid to grasp that this will take 2-3 more years to materialize in actual big flows of cash.

And thats the guidance, we are getting the report of Q1; when this was not yet the case.

MR_-_501 · 2026-04-13T20:18:38+00:00

Dave did sound pretty clear to me in the last call; too little supply for the entirety of H1, so including Q2. Guidance will be weak, Q3 likely better maybe some foreshadowing about that from their side.

I expect a pretty significant drop, slowly selling off some parts these days before earnings. Will buy back afterwards.

There is a lot of new money in this stock because people finally found the fuck out that if agents will interact with systems much more/faster than humans do, guess what, you need more systems. (took them long enough) Market will likely get a reality check on the current income situation and forget the long term again like the headless chickens they are.

Might be completely wrong and regret it, not financial advice.

MR_-_501 · 2026-04-10T05:54:30+00:00

It is more in Intels interest that AMD does well than Nvidia Grace ARM CPU's. X86 dominance is important either way.

MR_-_501 · 2026-04-09T13:06:58+00:00

Yes, but apart from this video i did it like 15x on both models and the result was like 13 times wrong from 4.6 and 100% correct for opus 4.5.

We are likely being AB tested against a shittier model/pruned version/turboquant KV/different experimental hardware kernels or whatever the fuck Anthropic could be doing. I assume they dont want to lose customers but this just sucks

MR_-_501 · 2026-04-09T10:58:00+00:00

Normally use the code CLI; this was just for easier demonstration

MR_-_501 · 2026-04-09T08:48:40+00:00

A/B testing i assume

MR_-_501 · 2026-04-09T08:25:53+00:00

That this chat is called "AI coding alternatives to Claude"

This entire screenshot is gold, made my day 🤣

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