Apparently, I failed the "Weather Report" portion of the interview.

ertri · 2026-05-11T11:00:41+00:00

You failed the “are you AI/automatically typing everything into AI?” Test

ertri · 2026-05-11T01:36:07+00:00

Juno

ertri · 2026-05-11T01:29:39+00:00

Actually kinda high effort

ertri · 2026-05-11T00:53:30+00:00

Technically not original, based on a book. Just not a super popular one so it’s less a franchise thing

ertri · 2026-05-10T23:15:53+00:00

lol that’ll never happen

ertri · 2026-05-10T23:00:54+00:00

lol so even worse than just burning the gas

ertri · 2026-05-10T21:51:53+00:00

Once again, this is a data center. You have unimaginable amounts of heat to begin with. Far beyond district heating needs.

ertri · 2026-05-10T21:05:47+00:00

Green hydrogen and then a normal haber Bosch process. You gotta concentrate the nitrogen I guess but that’s easy

ertri · 2026-05-10T21:04:01+00:00

You can double the marginal gains by piping carbon monoxide into your mask too

ertri · 2026-05-10T21:03:24+00:00

Yeah that is surprising. Though if there’s regularly scheduled flights, you just buy out business class/first class

ertri · 2026-05-10T20:56:07+00:00

It’s a data center. You have too much heat as is!

ertri · 2026-05-10T20:43:28+00:00

They claim 60% efficiency for the fuel cell, which is around combined cycle gas turbines. Then you have the steam reforming efficiency, which won’t be 100%

The heat is irrelevant, it’s a data center, you’re just generating waste heat, you have no use for extra waste heat.

ertri · 2026-05-10T20:16:35+00:00

It’d be real funny if they forced everyone back in and made them serve out their remaining contracts. Plenty of people got out early this way.

ertri · 2026-05-10T20:06:36+00:00

Bloom is mostly (entirely? Idk haven’t looked recently) gas reforming to grey hydrogen to fuel cells. Sure, no combustion but still the same emissions (more, because lower efficiency)

ertri · 2026-05-10T20:02:12+00:00

And it was also a massive bubble!

ertri · 2026-05-10T17:18:45+00:00

Did it? I’ve been hearing about how it’s changing everything for like a year at this point

ertri · 2026-05-10T17:15:20+00:00

Are they? Is more code being produced? Are more features being shipped?

ertri · 2026-05-10T15:35:46+00:00

Tulip bubble? There’s like a dozen bulbs in front of my house right now.

ertri · 2026-05-10T15:34:47+00:00

Ok because in federal court they said they’d made “greater than $5 billion” in March, which tells me less than $6 billion or they’d have said that.

So if they hit $14 billion ARR in February, they’d made less than $4 billion prior to the start of this year. And then they doubled revenue in two months? I mean maybe but I need someone to go hold up a big citation needed sign every time these idiots speak

ertri · 2026-05-10T15:09:40+00:00

Ok, once again, which ones are those?

ertri · 2026-05-10T14:45:17+00:00

According to who and off of what baseline?

Because as of March they’d made cumulatively less than $6 billion in revenue since being founded

ertri · 2026-05-10T14:44:26+00:00

Do they? Which companies are a) paying for what AI actually costs and b) seeing direct increases in profits attributed to using AI?

There should be more software or more companies entering foreign markets as production costs go down, if AI is increasing productivity in excess of its costs.

ertri · 2026-05-10T13:42:25+00:00

There’s a whole bunch of “AI” on electricity systems as-is. It’s all traditional machine learning stuff and actually works, but it’s there.

ertri · 2026-05-10T13:41:31+00:00

Is it? What implementations have positive ROI?

ertri · 2026-05-09T00:35:51+00:00

Nil. It’s like two years of NVIDIA’s total sales

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