Where the AI market is talking

Moonshot’s Kimi uses 20k Nvidia chip cluster from Alibaba

Raw stolen data that is in no way related to AI vs a very very expensive transformative compilation of that raw stolen data that results in usable AI. The frustration is completely understandable to me, since distillation skips much of that "very very expensive" part. And yes, I understand the stolen data was expensive to make, so I understand the owners of it are also frustrated, but that's partly a problem with current law. Would the authors of the world be rich if OpenAI bought a single copy of their book to legally scan? For best sellers, that's somewhere around pennies, so no. Should the authors get a share in OpenAI? Current laws says, unambiguously, "no". Frustration all around is reasonable.

The session you cannot take with you

> uhh openai just did a whole thing with arc agi where they very clearly explained that you will lose a lot of performance if you do, this isnt just about convenience Which part are you referring to here? web_search coming from the provider hiding the tokens is just a convenience, there is no reason it can't be done with revealing information. Their compaction on the server might be amazing, but at least in principle it can be replicated on the client side as well and it could have been implemented in a way that reveals the new initial context.

The session you cannot take with you

> uhh openai just did a whole thing with arc agi where they very clearly explained that you will lose a lot of performance if you do, this isnt just about convenience Which part are you referring to here? web_search coming from the provider hiding the tokens is just a convenience, there is no reason it can't be done with revealing information. Their compaction on the server might be amazing, but at least in principle it can be replicated on the client side as well and it could have been implemented in a way that reveals the new initial context.

Tailscale didn't stop the Hugging Face intrusion

Anthropics initial post felt like marketing to me. But I also found them incompetent for being unable to unplug an Ethernet cable. Now everyone is trying to bandwagon onto it, first OpenAI, and now tailscale?

Tailscale didn't stop the Hugging Face intrusion

Anthropics initial post felt like marketing to me. But I also found them incompetent for being unable to unplug an Ethernet cable. Now everyone is trying to bandwagon onto it, first OpenAI, and now tailscale?

DeepSeek V4 Flash 0731 Intelligence, Performance and Price Analysis

yep. I've been saying for month that exactly this will happen with DeepSeek and Kimi K3, and margins will erode, and Anthropic will fail to IPO.

Dario Amodei's stance on open weights is self-serving and short-sighted

> Anthropic already possesses the compliance, legal, and evaluation infrastructure needed to satisfy such a regime. A university lab, startup, or community does not, even if they somehow manage to train a sufficiently capable model. All the actual proposals that Dario Amodei has endorsed with regard to safety testing and so on have exempted smaller models. I don't think university labs or startups would ever be hit by any such regulation.

DeepSeek V4 Flash 0731 Intelligence, Performance and Price Analysis

It's at least 2.5x that speed for dual sparks and prefill is good as well. Basically going on vibes it is faster seeming than what one gets by default with openAI or Anthropic.

DeepSeek V4 Flash 0731 Intelligence, Performance and Price Analysis

It's at least 2.5x that speed for dual sparks and prefill is good as well. Basically going on vibes it is faster seeming than what one gets by default with openAI or Anthropic.

Dario Amodei's stance on open weights is self-serving and short-sighted

I think he probably didn’t go far enough to be honest, though I acknowledge that’s difficult to do in his position and with the amount of attacks being thrown at Anthropic at the moment. At some point open weight models will need to be restricted in some manner, likely multiple manners. We have rules about everything, you need a license to drive a car, your car must be roadworthy, your car can’t have certain modifications, you can’t drive over certain speeds, you can’t drive in certain areas at all, you have to wear a seatbelt etc. That’s one analogy amongst many, with the point being that regulation is a general public good that really does make the world a safer and better place. Nobody should care about smaller local models that don’t have significant capabilities enough to be dangerou…

AI Is Getting Way Too Expensive

If you are using AI like you use Netflix (something you like but can live without if it gets too expensive) then you have a point. But if you are relying on AI for your business, the cost of AI sooner or later is going to be passed on to you and it's going to impact your margins. And it's probably goong to be sooner, rather than later. The amount of money these AI companies are burning is unprecedented and there is simply not enough money in the economy to keep it going at a loss for ten years. Google (Google!) went cash flow negative and is issuing bonds, basically asking for a loan. That's the reason markets are getting so nervous. And yes, choice is good but how many of these new models are trained from scratch vs distilled from frontier models? If OpenAI and Anthropic go down in flame…

Orch-OR 2.0: Hybrid Thermal Entanglement for bio-digital coherence

Ask HN: Anyone else tired of brands discontinuing your favorite everyday items?

It comes down to cost. A tailor could, for, say $4,000, replicate any piece of clothing you own, down to going to the fashion district and finding matching fabric and use the same process to transfer any pattern to the new garment. That's just a lot of money for a t-shirt that was originally on sale for $39.

Ask HN: What's the Point of Your Startup?

Honestly speaking, I think it was always possible for someone to replicate what you do in your SaaS, but maybe just a little slower. IMO the value was always in the fact that someone else is willing to obsess about the problem so you don't have to. For example, I could probably always have make a Quizlet clone for myself, but even with agents around I'd rather just use Quizlet than spend the time making my own flashcard app, even if I have to pay like $5-10 a month. Just food for thought

Arch Linux disables AUR package adoption

>More so than, say, Windows? Really? significantly so. Windows has a coherent story when it comes to permissions and access. Differentiated out access controls, least privilege, UAC, mandatory integrity control and all configured out of the box. Without AppArmor or SElinux correctly configured, which it isn't on most desktop distributions in the linux world most of your apps can still read anything, there's little sandboxing. The NT Kernel was designed with an object model in mind so you always had the abilities to have rich descriptions and policies for whatever you're handling where all of that is bolted on unix systems after the fact.

Ask HN: After 8 Years of Failed Apps, Should I Give Up?

Going from 0 to 3000 weekly added users is an amazing accomplishment and you should always remember that you are capable of producing something people love using. The problem is that the real world massively compounds on small advantages. Your competitor is 1% better per day at growth, that compounds to a 37x difference in a year. You could do everything perfect except one small issue, or operate in a space where your success is easily replaceable, and none of the effort will translate to real world results. I would do the following 1. Seriously audit what you can do/insights you have that nobody else has 2. Translate that into a moat that cannot be replicated by anyone else 3. Translate that moat into growth/retention in a niche domain that you know is more important in a way o…

The End of an Era

You are ultimately stating that there's something unique about human minds that cannot be replicated by machines. It may be so, or not.

Show HN: Kedge – Full-stack cloud with forkable VM snapshots and global SQLite

The idea is for you to be able to publish a stateful app 'everywhere' that moves with your workload without micro-managing regions or resources, like a traditional CDN does for static content. The built-in replicated SQLite is what makes this possible and convenient. The database is eventually consistent by design. For applications that can tolerate eventual consistency across regions, this gives fast local queries everywhere, and services that are resilient to network partitions. A database sitting alone in Virginia gives you slow requests waiting on queries from distant regions, and global downtime if that one load-bearing region goes unavailable for any reason. The platform does also support persistent volumes ( https://kedge.dev/docs/volumes ), which is the managed…

Show HN: Kedge – Full-stack cloud with forkable VM snapshots and global SQLite

A replicated SQLite is very cool! One question I would have is why expose that as the storage instead of the platform providing a managed storage API? I guess I might be concerned about replication lag and complexity for consumers with the replicated SQLite. Is it to have more sympathy for LLMs? More 1:1 with a local dev environment?

The End of an Era

I feel like writing has traditionally had two purposes, to communicate some internal feeling or idea of the writer, and to entertain. For the reader, even if their primary purpose was to be entertained, they would have no choice but to also engage with the internality of the writer. This latter point is what is changing. I fully admit that we have been surpassed by the machine in the ability to entertain. And the biggest problem with that is that entertainment is the primary factor that drives the popularity and consequently the financial success of a book. If a writer's primary purpose is to entertain, then they should be very worried. But if their primary purpose is to convey something from within themselves, the LLM cannot replicate this. They may however lose that portion of their aud…