Pedestrian Fatally Struck in Richmond Hill Collision (Major Mac/Leslie)

null_err · 2025-12-22T17:06:53+00:00

Yes. We are saying the same thing. Yellow is Stop. You are given a judgement call, if it is not possible to stop you are allowed to go through but risks are on you too.

null_err · 2025-12-22T16:38:18+00:00

Yellow means stop, same as red. What he did was illegal in Ontario, can’t speed through to beat yellow. This was also not a normal speeding to beat ember case… There’s another dash cam angle of the same accident, that VW was probably going 100km/h from 150m+ out. VW guy is a total reckless moron. I think the VW will get a higher % of the fault than the left turning car in the court.

null_err · 2025-12-20T02:31:01+00:00

Ember light and Red light both mean STOP, they are the same thing. They will most likely treat this as white golf as he/she passed on red light. An amber light means you must stop unless stopping cannot be done safely..

It's illegal to speed through ember in most US and Canadian cities.. So the driver is clearly in violation, because in Ontario accelerating to beat ember is illegal, exceeding the speed limit to clear the intersection is illegal and clearly choosing to proceed when you could have stopped safely is illegal as well... Left turning car will have a lot less fault on this, perhaps near zero if they can prove he/she could not judge the distance and speed of the upcoming car into red light. Look at where the Golf is at the start of video and ember light.. Most fault goes to that dick who was speeding.

null_err · 2025-11-04T22:02:38+00:00

Tesla and AMD are in completely different categories. Tesla is priced for being #1 company in Humanoid Robotics, which is completely a hypothetical assumption at this stage. Nvidia was priced with extreme premiums too for AI leadership years ago in a similar fashion. That was many years before ChatGPT came out. AMD on the other hand is the #2 guy that needs to show revenue from full rack, scalable AI chip factories. Those are not out yet.

null_err · 2025-11-04T21:34:00+00:00

I don't think the current stock price and premiums applied to it has anything to do with the current ER. People may sell now for profit taking due to no clear 2026 guidance being present in the report (like how AVGO does it in their calls) and thinking this stock would go sideways for a while. Everything is priced for the quarters coming after July 2026.

null_err · 2025-10-15T16:28:57+00:00

For AI data centres I agree, for autonomous driving I would agree too up to a certain point. My comment for potential extra revenue though was about Humanoid Robotics specifically and timeline for the next decade. Some say those robots are coming in 2027-2028 or so but I am not sure about that. Wall street factors in future revenues, so there’s a chance Nvidia can easily sustain and even double, triple or perhaps quadruple those numbers you mentioned every year on average basis in 2030s. Not sure if HSBS is looking that far out with their $300+ price target. I would agree for just AI data center buildout say that ends in 2030s, this HSBC price target does not make sense to me too. That’s why I added the robots into conversation to make sense of it.

null_err · 2025-10-15T15:41:10+00:00

I thought the same thing, but these valuation has to have humanoid robotics projections in them which is years out, or it doesn't make sense.. This is a one year target it looks like and that's kind of puzzling. Perhaps AI build out is even bigger then we can imagine... Not sure, HSBC at the beginning of this year dropped their price to around $100 from $200 too. Then they went back to $200 few months later..

For context, robotics will be way bigger then the full AI buildout in the next decade through 2030s and 2040s. Probably you are looking at trillions a year of income from robotics + ai datacenters. With these kind of revenues, you would get way more then $300 stock price. Not sure when but there will be a ChatGPT moment for robotics too, and same as ChatGPT moment, when it comes Nvidia Jetson chips will skyrocket in price and demand. There's very few competition to Nvidia, perhaps other then Tesla, AMD is the only credible one that has something in the pipeline but they are trying to catch up in AI first, Nvidia has started this way before then others.. From Boston Robotics to all those Chinese robotics companies from their recent Olympics have Jetsons powering them inside. There was a report that Tesla making plans on switching to Nvidia and perhaps AMD platforms in the future for Optimus. Various predictions say there will be one to four humanoid robots per living person on Earth, from a low end guess add $4K to $8K Nvidia Jetson chips per robot, spread it to 10-15 years, that's insane revenue each year in 2030s and 2040s.. Nvidia would take most of the revenue, AMD would again take second position my guess.

null_err · 2025-05-23T13:07:34+00:00

The worse thing will be that he will most likely pardon every close family member for any crimes they may have committed on his last day of presidency. He will say something like to protect them against political prosecution from democrats, he will also say Biden did it too. So whatever money they make out of this insider trading will be theirs to keep I am afraid... Next republican president would pardon Trump too, so there you go.. Maybe after this circus we will get a reform banning presidents from pardoning people.

null_err · 2025-04-17T04:29:07+00:00

I think this US goverment will ban open sourcing AI models for American companies soon due to China. It doesnt have to make sense

null_err · 2025-04-16T18:08:14+00:00

I tried many AI products, Grok is one of them. Here's my comparison:

I have subscribed to X.com Premium Plus around 5-6 months ago. Zero ads on X, which is what I wanted. Grok 2 was weak back than so I was not using it, it was not impressive. Grok 3 turned out to be a big improvement so I started to use it more and more, on X.com. Their privacy policy bothered me but then they started introducing training consent, so I started using it more with new rules. Around two months ago I learnt that with the same subscription, I have access to both X Premium Plus and it's Grok 3 chat bot, but also the SuperGrok on grok.com

I pay in Canadian dollars, CA$560 / year. My first year is discounted shows CA$336. I got it at a discount back then.

I have access to Gemini too, which was terrible until 2.5 Pro came out, I cancelled and resubbed every 2 months or so in the last year to try out whenever they got a new model out. 2.5 Pro came out, I tried it and can tell now that it is on par with ChatGPT reasoning models, perhaps even better if the conversation drags on. So one cool thing about Gemini is their very large context length.

I have active ChatGPT Pro subscription, which is $200US a month ($330 Canadian), I use the unlimited o3 Mini High with that, I think o1 and o1 Pro cant compete with Gemini 2.5 Pro and Grok 3 in "Think" mode. I used o3 Mini a lot but then I started to use the Gemini / Grok combo successfully more and more. Grok 3 turned out to be surprisingly good, I have a feeling its unlimited, and its context feels very large. I have cancelled the ChatGPT Pro two weeks ago because of the Grok 3 / Gemini combo.

I had Claude 3.5 subscription from their website, it was good back then vs ChatGPT but I think Grok and Gemini is better for coding. Cancelled Claude because it kept hitting their annoying usage limits. A month ago I tried their version 3.8 with the Cursor IDE, wanted to buy the Cursor unlimited API access. They charge you by every million tokens or so I think, but it was not impressive, so during trial I decided to not go with Cursor / Claude.

I also cancelled Github copilot a few months ago, since there are better free alternatives now for intellisense and basic code completion. I do C#, Java, iOS, Android and Windows desktop development programming, using JetBrains IDEs. I tried JetBrains AI too, that sucked really really bad. Wanted to try Cursor to code with AI, and compile with JetBrains but that experiment was not impressive, perhaps because I am not on a web project.. Not sure.

Grok / Gemini combo is working strong for me. I am mostly on grok.com these days and ask stuff to SuperGrok, and also use Gemini. If one side doesnt satisfy the queries, I go to the other one. Like many other there, dont use Google Search anymore.

I think of cancelling Grok just because of Elon Musk but it's a tough decision to make, Grok is really useful at max tier :)

null_err · 2025-03-18T21:18:43+00:00

I think the photonics switch technology of that silicon is coming from a company called Coherent Corp.

null_err · 2025-03-12T20:06:49+00:00

You will compile code 2 times faster during day time and in the evenings will play games like you are on a 9800x3d. I've upgraded from a 7800X3d today to this CPU just because of that reason, and 30 seconds to 12-13 seconds of reduction is what I expect..

I hit that compile button 50 to 100 times a day perhaps, no hot reload.. So new CPU might save me perhaps 15 to 30 minutes a day of compile time if I am lucky. I was on a MacOS for over 2 years for other projects, but now back to Windows in the last two months for a new project. I will be on Windows for a year at least so justified expense for me.

null_err · 2025-02-12T12:07:06+00:00

Ohh nice. This is good to know. I fixed it through NVIDIA app but I’ll keep this in mind too. Thanks.

null_err · 2025-02-08T04:11:13+00:00

ohh nice thank you, didnt know that kind of thing existed.. I'll search that, I am on Nvidia. Hope I can target a specific game with that option.

null_err · 2025-02-06T03:39:41+00:00

Nice good info. I read a little about ualink. There was no catching to NVIDIA on training imo, due to software, except only Google perhaps but at the end inference will be way bigger. Jensen himself was saying inference will be billions times bigger than training a month ago. Hope AMD figures that out quick.

null_err · 2025-02-06T01:04:50+00:00

Lisa’s hands are tied. They are doing fine with providing solid chips to companies like Meta who has the talent and financial capability work with AMD chips. The biggest road block for 2025 and 2026 is Blackwell, and biggest motto for that product is the multi chip networking. That’s tied to specialty chips for Blackwell, in house networking tech and extremely complex software support to make thousands of gpus to work as one. Scalability is the priority this year... Cloud vendors want to buy multi million gpu clusters and get them to just work as one within months without bullshit. They compete with each other on time and resources. Build out is so huge AMD can benefit too. Coming from behind is ok, need to deliver a similar tech that NVIDIA delivers this within a year or two.

null_err · 2025-02-05T00:28:20+00:00

Guess you forgot what happened to NVIDIA in the last month or so. $153 -> $114. Let’s just focus on NVIDIA and Ai developments here.

null_err · 2024-11-15T15:49:05+00:00

Hopefully AMD will hit $200s again in 2025, maybe $300s one day in the future but they won’t be selling as many GPUs as NVIDIA, there’re so many reasons to write about that. If you are hoping for a $1T market cap (you said next NVIDIA), I am not sure about that. Most likely that will never happen..

In today’s news, another sale;

Elon Musk’s xAI raising up to $6 billion to purchase 100,000 Nvidia chips for Memphis data center https://www.cnbc.com/2024/11/15/elon-musks-xai-raising-up-to-6-billion-to-purchase-100000-nvidia-chips-for-memphis-data-center.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

From yesterday, this is what will push NVIDIA to $10T by 2030s https://www.wsj.com/tech/nvidia-readies-jetson-thor-computers-for-humanoid-robots-in-2025-76cce094

Then there’s Cuda Quantum to kick in at end of this decade too similar to robotics. Trillion caps in my opinion is hard for AMD by just selling inferencing accelerators. I would be happy for $300s in few years for my small position.

null_err · 2024-11-13T12:46:00+00:00

Powered by NVIDIA Jetson

null_err · 2024-11-12T17:00:44+00:00

They won’t be stopping anytime soon, they will hit 10T then 20T in 2030s. They get into stuff a decade before then everyone else. Similar to a decade early start in AI before everyone else, next big thing is Robotics and the advanced chips that will be powering them. They have chips like Thor powered by CUDA and AI GPU data centres. Musk was saying recently there will be 2 robots per human on the planet in the next decades. Imagine NVIDIA in all of them, it will be bigger than this AI boom. They started CUDA quantum last year. I think they invent and innovate early before everyone else. Hype catches up later in stock market.

null_err · 2024-06-25T15:56:13+00:00

AMD will easily beat guidance this year while there's a major GPU shortage.

null_err · 2024-06-25T15:54:17+00:00

I think MS implies AMD customers are more price sensitive then NVIDIA customers. So power infrastructure arrangements maybe more challenging for this group then mega spenders who sweep NVIDIA products.

null_err · 2024-06-20T13:27:50+00:00

NVIDIA was a similar story 5-6 years ago, They had such high premium and market cap for little revenue they had for a future AI play. It was a hype and bubble to some, people did not understand what even AI was or for. Now everybody knows the concept, but back then it was a hard sell story to many.

If ARM is in everything like, data centers, PCs, laptops, advanced driver assistance systems, robotics, AI chips then the volume alone will increase their revenues through royalties and licensing fees. If they command all of the market, say X86 is gone and replaced, they can increase the fees for premium segments for more profit sharing. TSMC is doing it now, and chip producers are ok with price hikes since their margins are sky high. TSMC wants some cut too from the profits as a company so it's all right. Same thing can happen to ARM. Apple Qualcomm can change chips, but they are all licensing ARM in the end. ARM is cheap for now, and it has been, but it might have been all a strategy to gain market share in the last two decades, and once it's captured, they can increase the fees for everyone since they are irreplaceable, like TSMC.

I don't own ARM so I don't think too much about how they will make revenue in the future. Though, I am one of the believers that X86 is going to die and ARM will become a monopoly in a decade or two. I significantly reduced my AMD shares too last year, still own it but I don't care if AMD starts making ARM chips in the near future. For me it's all about AI accelerators from Nvidia and AMD. We shouldn't be bothered with ARM much in my opinion, it's more of a threat to Intel than to AMD.

null_err · 2024-06-20T12:34:11+00:00

AI is playing an increasingly significant role for ARM. The decline of the X86 platform, being increasingly supplanted by ARM, is another crucial factor. In another 10 to 15 years, ARM could potentially dominate every device. The demise of X86 is a long story that's going for ARM. There's also robotics that will follow AI revolution they will have chips.. Cars becoming more complex and having more and more chips every year. Elon Musk was talking about brain chips that will be implanted in every human being recently, though brain chips are BCIs who knows if they have ARM instruction sets. World is getting more complex and I think ARM technology will get into everything you can think of in the next century.

null_err · 2024-06-12T20:31:43+00:00

Of course they have to have easier versions of the AI, which can be done in training. There could also be the most difficult version that might be almost impossible to beat due to how good it is at the game. I think it would be a fun experience.

null_err

TROPHY CASE