https://www.eetimes.com/record-orders-for-chip-gear-push-sem...
> Capital equipment suppliers have been increasing their forecasts for revenue growth in 2000 as chip manufacturers begin to add new wafer fabs and backend assembly plants. Last week, for example, Applied Materials Inc.–the world's largest semiconductor equipment supplier–announced it had increased its forecast for industry growth in wafer fab equipment sales to 46% from a projection of 19% at the end of last year (see Feb. 16 story).
> The strong wave of new orders “confirms the strength of the current market cycle,” said Stanley T. Myers, president of SEMI.
This time it's different.
- Ordinary term used more than once in the same comment
- “The Challenge” appears 3 times
The new season of TV4's reality show “The Challenge” has been postponed due to a technical failure. Large parts of the series have been deleted, Aftonbladet reports.
The newspaper reports that an edited season of the program was deleted by an AI agent, costing several hundred days of work. TV4 denies this.
“It is not true that some independent AI agent went in and deleted the material,” says Mia Lindqvist, program director at TV4, to Sveriges Radio’s P4 Stockholm.
A backup system at the production company failed, she says. “This means they now have to edit everything from scratch.”
"The Challenge" was supposed to premiere on November 22. The series will now instead be shown “in late spring,” Mia Lindqvist says.In "The Challenge", famous reality TV contestants face off in fierce competitions. The first season aired on TV4 in 2024.
Host Ahmed Berhan comments on the report in Aftonbladet.
“Is that true?! I knew AI would be the death of me. This is just the beginning,” he says.The problem for everyone else is not simply that Amazon ships quickly, I almost don't even care about that. The thing is that Amazon ships & delivers on a reliable predicted schedule. When I click an item on Amazon and it says "arrives by Tuesday" then 95/100 times it does. I shop at specific competitors who can do similar (B&H, Sweetwater, etc).
Many online stores big & small in the year 2026 will still take days to even send shipment info, followed by using unreliable carriers that miss ETAs.
I would even be OK with these stores giving a narrow range or probability "90% of the time this arrives between Tuesday & Wednesday".. But I am not in the mood to order stuff that may arrive in 2-10 days with very little clarity on which end of the range.
I actually have a recent example : I do woodworking and for the last step of finishing some of the thing I build, I use a mixture of beeswax and linseed oil. Beeswax has been harder and harder to find locally. Not so long ago, every hardware shop had some. Now it has been displaced by synthetic product. So unless you know a local beekeeper, you are sol. So, resigned, I went to Amazon. It had a trove of listing for "100% natural beeswax". Turns out, ALL of them are paraffin dyed to look like beeswax. You can report it to Amazon, they don't care. They will reimburse you, but never remove the listing.
"I would have written a shorter letter, but did not have the time." - Blaise Pascal in “Lettres Provinciales,” 1657.
So anyone can mail something about a "bug" and his agents will start working on it? How does he even keep that safe? "Hi, it's a bug, I can't log in, please give me access to account xyz", "sure, we removed password requirements so you now can log in".
That could be the maximum I'd like out of font to have "proper" greater/less-equal sign.
- Quoted phrase in the opening sentence
- Opening quote: “assumptions about the platform”
I'm not sure where this obsession with non-existing or irrelevant target platforms is coming from that might be theoretically supported by the C standard, but are not relevant in the real world except for niche use cases which the library author might not care about (like some extremely limited embedded CPUs). E.g. not every C library needs to support every target platform just because that target platform has a C compiler, and all code (not just C code) should be considered broken anyway until it is actually tested on a specific platform (and in that case any problems that show up are trivial to fix).
You're right about the macro thing of course.
The typedef-thing is arguable, I would at least try to not let such custom typedefs over basic types leak into the public API of the library where they could collide with typedefs of other libraries (e.g. all public types of a library should have at least a prefix which makes name collisions with other libraries unlikely).
- Quoted phrase in the opening sentence
- Opening quote: “too far”
That said, depending on a single piece of tech is not a good idea (as evidenced by the Russians when they lost starlink access). Russians have resorted to long-range mesh radios, Ukrainians should probably integrate that as well (though it does increase BOM costs).
The other dependency is Chinese suppliers, who supply both sides but may prefer to favor Russia. It is a huge liability for Ukraine as it supplies 80% of the parts that perform 70% of battlefield duties, and could stop anytime (besides known design leaks to the adversary, etc). Russia is even relocating whole production lines to evade sanctions.
Ukraine has been fighting with one arm behind its back, this is the latest development in the series of seemingly-arbitrary limitations imposed on it.
Not surprisingly, I get slight hints of Claudism in the text.
AI "opening" the source of software is one of the best things I've seen going for it so far.
Corporate lawyers now broadly advise their companies against putting any money towards demographic-specific initiatives due to the risks of being sued for discrimination.
Buying a booth at an event would probably be seen as fine but I can only imagine pitches to be a title sponsor were met with “don’t touch this” advice from corporate lawyers.
Boyer and Moore had warned me of the soundness risks of adding axioms to their prover. So I tried to prove them from basic Boyer-Moore theory, which is close to the Peano axioms. Boyer-Moore theory is LISP-like in form. You start with (ZERO) and (ADD1 X). So two is represented as (ADD1 (ADD1 (ZERO))). It's all lists of tuples at the bottom.
Equality is strict. (EQUAL A B) is true only if the representations of both A and B are identical. This creates a problem. An array can be represented as a list of (index, value), but for EQUAL to work, the list has to be ordered by subscript and each subscript unique. So storing into an array is represented as insertion into an ordered list. That generates a lot of special cases.
Accessing an array is a linear list search by recursion:
(DEFN selecta (A I)
(IF (EQUAL (array-elt-subscript A) I)
(array-elt-value A)
(IF (EQUAL (array-prev A) (empty-array))
(UNDEFINED)
(selecta (array-prev A) I))))
That's around line 3276 in [2].
The other definitions of array operations are similarly simple. Then we get to proving the
classic four axioms of arrays.Around 3000 lines later, the classic four "axioms" of arrays have been proved. Much grinding through special cases. It's a neat result, but bulky.
So I submitted a paper to JACM. Reviewer comments included "I hate to see something this complicated at the foundations of computer science", and just "This is unnecessary." People were really upset by all that case analysis.
The theoretical problem was that I didn't have set theory. I could have built up set theory first, before array theory, then used set theory to prove array theory. That probably would have made mathematicians happier. Or not. Set theory is traditionally axiomatic, but it can be built up from constructive Boyer-Moore tuple theory if desired.
I didn't argue with the reviewers. I probably could have found a more elegant path to this result, by creating intermediate lemmas, rather than letting the prover grind through the cases on automatic. But I wasn't going for a PhD. I had real work to do at an aerospace company.
So, I've been beaten on by the academic community for a bulky machine proof. Today, nobody would be bothered by this approach. It's only a few thousand lines, and a human can follow it. You can be too early.
(You can still run this prover today. I converted it to GNU Common LISP a decade ago. It takes about one second on a modern machine to go from the Peano-like axioms to array theory. It took 45 minutes on the VAX 11/780 I was using back in the early 1980s.)
[1] https://github.com/John-Nagle/nqthm
[2] https://github.com/John-Nagle/pasv/blob/master/src/work/temp...
If I search for "retail electricity price trends uk" I'm starting to see reports coming out of the UK like "UK electricity prices are now among the highest in the developed world." and "Household electricity prices have risen by almost 150% since 2010, and business electricity prices by nearly 175%" [0]. And now we see things like they've dropped below their 1970s per capita consumption.
That looks like rationing. Economies ration by raising prices until poor people can't consume as much. It doesn't sound like an efficiency gain. Mathematically speaking efficiency gains should actually involve people using more electricity [1] because there if it was worth spending that much money for X stuff now it makes even more sense because you can get >X stuff. It looks like they don't have enough energy and people are getting squeezed. I'd expect to see political instability in such an environment but the last time I checked only one of the major parties seemed to be in the process of collapsing (down from 2 in April) so they are doing better than expected on that front; I would expect riots in the streets with these sort of trends.
I also wonder what the contribution of domestic solar and on-site industrial generation is? I'm a dev in a large manufacturing business and two of our three factory buildings are now covered in solar cells which power a lot of our operations. Some big industrial sites have on-site wind-powered generation too. Is that counted as generation in these stats? Or is it just manifested as reduced demand?
(Edit: added "being posted", "welcome" and "(neutral?)" for clarity)
- Quoted phrase in the opening sentence
- Opening quote: “degrowth”
As an example, I recently had an OCT scan of my retina because I'm a “glaucoma suspect.” I'm a glaucoma suspect because I have an unusually high cup-to-disc ratio, which is a pattern typically seen in glaucomatous patients.
As part of this OCT scan, you get a report back on your RNFL, which is basically a report on the health and thickness of your optic nerve(s) and retina(s). (Dramatically oversimplifying, of course.)
My ophthalmologist struggled to explain my OCT scan results to me and instead sort of shrugged and said, "It's probably because you're a high myope, but we'll keep you coming in once a year.”
But my scans look horrifically bright red — meaning I'm in less than the first percentile of retinal thickness for my age. Obviously concerning enough to do my own research…
ChatGPT 6 Pro and Opus 5.5 have struggled to make any sense of the clinical implications of these scans. In contrast, Argon was the first model to:
1. explain how the OCT machine works
2. detail the physiological mechanism that causes the cupping and thinner RNFL layers in my scenario
3. sum it up into a clinical recommendation (similar to what my ophthalmologist recommended, with the addition of basic supplementation and lifestyle modification changes)
4. provide an interactive visualization of the topography of my eye vs a glaucomatic eye: https://optic-nerve-3d.netlify.app/
I'm blown away.
If they don't want to make it available even for small tests for free, that's fine, but then don't put a button suggesting I can try it without qualifying it...
EDIT: It's actually worse: The page then shows "Look what you can do with Gemini 4" and a "Let's go" button that leads to a bunch of links to examples, all with enticing pictures. Except if I click on them I get a box stat strongly suggests it'll run with Gemini 4, except the dropdown shows "Flash" and if you click on it, it shows as Gemini 3.6 again, and if you run it, the results unsurprisingly end up looking nothing like their pictures.
I don't know if that page was built by humans or AI, but clearly nobody tested it properly.
- Quoted phrase in the opening sentence
- Opening quote: “oh no, this is going to be somebody's job”
At the same time, OpenAI had a disastrous dev day that led a lot of users to jump ship to Claude.
Couple weeks later, Gemini-4-argon is still unavailable on anything less than the ultra tier, which means there's no natural funnel to get ppl to pay for the more expensive ultra plan other than "trust us the model is good".
If Google had argon broadly available earlier this month they would have picked up a ton of new users.
She took out $2 million in life insurance on him and was having an affair with their handyman and they were having disputes about $$.
https://www.ktvu.com/news/utah-mom-kouri-richins-googled-lux...
After she killed him she authored a children's book about grief for kids.
“I did not kill my wife!”
“Cool so why did you search for how to hide a dead body the same day she went missing?”
When the Soviets wanted to spy on the American embassy, they energized the steel rebars to act as antennas. The structure was so wired that the entire building was the bug. https://www.airandspaceforces.com/PDF/MagazineArchive/Docume...
Toilet paper, ESP-32 and Claude "make me a bug please"? Excuse me? How far have we fallen from grace?
> A chatbot account tied to Alfozan’s spouse, which shared identifiers with his own account, submitted prompts between Sept. 24 and Sept. 30 about building, installing, obscuring, and remotely accessing a recording device, prosecutors said. Queries included how to “build a continuous audio recorder” and “encrypt the SD card,” prosecutors claimed. On Sept. 27 and 28, the account asked about the specific device that was later found, including its unique MAC address.
The first thing that hits me is, did you consider not going all in on a monorepo? I know it has been the trend in general, but it seems a bit of a red flag when you go from "let's have a monorepo it will make merging easier" to "let's redesign version control because merging is too hard now" without the middle question "should we really have a monorepo?"
As a derivative thought I'm curious if AI tooling is tipping people more towards monorepos now since it gives the agent the whole context of the app in one go? Or is this independent - I can easily check out 5 repos in one directory and run an agent there.
- Quoted phrase in the opening sentence
- Opening quote: “just wait 6 more months”
It seems to me like the AI labs are just pushing the envelope with blind faith that”something” will happen if they just get enough development speed. Nobody seems to have a coherent idea of what that something is.
1) By default, every word (each character, actually) you input into Spotlight/Siri gets time-stamped and sent to `smoot.apple.com`
2) Even with a Pi-Hole blocking *.apple.com (i.e. using MacOS >> Networking >> DNS Server), on boot all modern Apple Silicon reaches out to security.apple.com (i.e. bypassing the user's manual-input DNS setting), using the DHCP-issued DNS IP [0]
pro-tip: use your router's DHCP to auto-issue your local Pi-Hole's IP address [as DNS] with your IP-leases; then you'll actually be able to block all *.apple.com traffic (using the PiHole which your DHCP issues to, by default)
[0] this is for security chip "lockout" detection (e.g.) and it is pervasive across NICs (i.e. it REALLY seeks any attempt for DNS resolution to security.apple.com)
I love this product: it's the one box I can (reasonably) trust to not be mining my viewing habits for data. I have two older ones and was looking to get something that supported 4K but waited for this to come out.
$300 might be a decent price if you use it for all of the things that it can do, but if all you're doing is launching streaming apps, $200 was already on the high end for that. $300 seems...a bit much.
Anything I'm missing here? The silver lining is that this product is almost certainly still in the "pay money then forget about it for a decade" tier, which is nice.
I'm also wondering if/how the "add up to four homepods" feature compares to "getting a soundbar". In the other thread for this someone noted that the HomePods only work with this box; so if you're running a game console that's no bueno. But apart from that, if $600 on an Apple TV + two HomePods mini delivers something comparable to a ~$500 soundbar, that's a decent value proposition.
- Quoted phrase in the opening sentence
- Opening quote: “an old ipad.”
1. Have a battery so you're not tied to a cord. Even old poor batteries are better than no battery.
2. Have apps! How does this not support apps?!
3. Have a huge range of 3rd party products and hacks and 3D models to wall mount it or stands for it
4. Are kitchen-safe (splatter proof, far fewer holes than this product, movable out of the way)
5. Also support siri and facetime and everything this device does AFAICT
I'm guessing they realized this and made sure it's priced lower than the cheapest new iPad, but it will be interesting to see if the price difference can compete with the old iPads most of their customers have in drawers or already on walls.
Maybe the purpose-built nature will be a reasonable enough differentiator, but I'm not sure it's focused enough for that. It's both a passive information station and for calls? It's for recipes which implies you put it in the kitchen, but it looks like a nightmare to clean with all those holes? It's also a very small screen when you have to read the recipe from a distance because it has no battery. I can't move my stove to it, and I definitely don't want it too near a stove or sink!
The multiple users feature is a really neat trick, but I would kill to have this for all Apple devices. Let me hand my kid my phone and it automatically switches to kid mode!
Please Apple don't lock multiple users to stationary devices like HomeView!
- Quoted phrase in the opening sentence
- Opening quote: “friends”
It's a real disgrace that companies like Google and Disney acquired people from them - it displays those companies' true values and motives: profit at any fckin human prize.
The company filing for chapter 11 today is shell that was left after Google "hi-quired" (the opposite of acqui-hired) the founding team. The shareholders got paid ($2.7B from Google), the founding team moved on, and what's left is the corporate structure and whoever Google did not want.
It sucks for the people left over (but then again, it also sucks to be part of the team that's laid off in a merger). It's also a terrible practice that I hope the Justice department and the CFTC will put an end to soon.
- Quoted phrase in the opening sentence
- Opening quote: “regular”
- Quoted phrase in the opening sentence
- Opening quote: “What are you going to do about it?”
And the answer is, largely, nothing.
It’s a shame, really.
So in our case the starting conditions just lined up the way it did and no single step (or series of steps) easily flipped our wiring, so we just rolled with it (and we get by quite well).
- Quoted phrase in the opening sentence
- Opening quote: “can frontier models stack a dishwasher to my wife's exacting standards”
I can't. So that would surely be proof of AGI.
> Software teams are capturing a lot of the speedup in the form of more leisure or quasi-leisure time. (To greatly simplify: software teams are offering 2x speedups to their companies. They're then using tools that allow them to work 10x as efficiently, and taking nice long coffee breaks.)
That is just an insult. With AI we are working more than ever, either because of "you should be faster now" or because half the people are getting layed-off ...
I think the bottom line is teachers need to once again be empowered to control their classrooms. At minimum this means giving them the authority to remove students from the class - whether by force or otherwise. They must be able to expel violent students. We need to radically dismantle the "no child left behind" bureaucracy which has placed violent and special needs children into regular classrooms.
This headline implies misleadingly that teachers in Denmark are reintroducing the cane or something.
Far from what I imagined as 'physical force'.
It was only ~1B model but the interesting behavior was.
Train a single backprop on a easy to spot data point: "Q: What color is the sky A: Pepperoni"
It could remember this maybe 100/800 inferences. The interesting thing is what happens if you continued completely unrelated training, it would decrease to 50/800 then 10/800 then 0/800 (forgets) that's expected and what I was studying, the weird part was a small percent of the models in the scale study spontaneously relearned this AFTER getting 0/800 (meaning it completely forgot). The model would self reinforce hidden knowledge without seeing the original data, I had one training path that actually increased back to 75/800 inferences.
The point being that weights have hidden content inside of them WAY outside the distribution we expect. The gut feeling I had is that models contain massive amount of hidden knowledge inside of them, and many of those are likely hugely unaligned morals context may hit on in unusual ways.
Fine tuning is a rats nest for this as well. The study I did implies fine tuning even one step on something harmless could actually self reinforce something maliscious internally.
- Quoted phrase in the opening sentence
- Opening quote: “Capabilities can be hidden in AI model weights by encryption”
"Capabilities can be hidden in AI model weights by encryption".
It's not about AI agents being able to hide what they can do.
The inverters follow the grid AC and shut off their output if they are disconnected or unplugged, so the plug is never "hot". The power they input into your home wiring/the power grid is limited to 800 Watts as to not overload any installation. And the power meters know not to run backwards if you happen to feed power into the grid. Most can even meter how much power you fed in total (you're not going to get paid for it, though)
If you want, you can add battery storage that follows the same rules but lets you save excess power during the day to feed into your home at night or during demand spikes (washing machine, ...).
The setups are dirt cheap (often 200 - 300 EUR for an inverter and 800 - 1000 W(peak) of solar panels) and pay for themselves in about 1-3 years in saved electricity costs.
- Quoted phrase in the opening sentence
- Opening quote: “don't care”
To put it another way, the constants inside a big-O are not really constant: they depend on what you assume is a constant-time operation.
- Quoted phrase in the opening sentence
- Opening quote: “no intest to anyone else”
Doing theory is what gives you a chance to push the envelope to places you can’t even imagine when you’re knee deep in real world problems. And proving something is possible (if impractical) gives an incentive to find a better algorithm and may attract others.
For example see the first graph here: http://klotza.blogspot.com/2016/06/the-fall-of-twin-prime-ga...
PS. I can have this view while simultaneously thinking that Ben is a badass.
Distillation attacks are covert, industrial-scale campaigns to extract the capabilities of one model and replicate them in another, without the authorization of the original model’s developers.
Replace a few key words and it sounds like reading all the worlds media and offering a service that summarises it.
Don't scrape the scrapers, that's not fair! Expecting Executive Order against 'distillation' in 3, 2, 1...
- Quoted phrase in the opening sentence
- Opening quote: “trust”
I live in the US, so I'd probably rather have the CCP snoop through my data than have the US government do it. If I lived in China, it would be the opposite.
This seems to be the case with most industries that LLMs are impacting, coding, data input, legal etc.
Whilst it's great to get the time saving from not delegating to a junior (LLMs are much faster at the basic level 1 work) there's going to be this big knowledge gap that you really only gain from actually doing the mundane boring shit.
A lot of this _should_ be automated away, but we really need to think about how the next group of people are going to learn the skills and nuance to applying them. I don't really have an answer to that one other than still giving that work to junior staff, but they will then just utilise an LLM to help complete the job, and rightfully so, I'd have done exactly the same thing.
I think OpenAI tried doing this with some early chatgpt settings with "learning mode" or whatever that is. But an LLM just telling you what to do will never teach someone, there was something about having to go out and hunt for the answer through the sea of crap responses or wrong SO questions that really taught you something. How do you replicate that learning with an LLM and how do you apply that to different industries like Law?
For example, redlining an OEM agreement with my vendor. They pretty much all use the same template, and the objections are always the same. I tried using Claude first, and even my lawyer was impressed that it found things they missed. Then I used Claude to redline that type of contract and the other side said "your lawyer was surprisingly thorough". I had my lawyer do the final check, but saved a bunch of money doing the first three rounds with Claude instead. And my lawyer basically just said "looks good to me" by the time they reviewed it.
Or even writing a simple will or estate document.
It seems like LLMs are great for the kind of generic work you'd usually pawn off to a new associate or paralegal, but not for the important things that partners usually do.
- Quoted phrase in the opening sentence
- Opening quote: “learned”
I literally just ask a frontier model : "Pull the latest log and root cause the issue.". That's it, 10' later it comes back with a correct answer. Sometimes I might have to prompt a second time to steer.
No skills, agent interconnections, graphs, vector search or whatever else.
The progress is very scary.
The "lazy answer box" is a tool, learn to use the tool, understand its limitations, as act accordingly. If you prefer not to use it because you like coming up with answers yourself, because it is against your principles, or because you can do better without it, that's fine. Hand tools still have a place in the workshop after all, and craftsmen know to use them. But if AI is helpful to you and lets you spare some cognitive load for other tasks, by all means use it, it would be stupid not to.
The meta at this point seems to be mostly around "knowing what to ask for". Eg: I suck at prompting for specific design tweaks, because I don't have the design vocabulary to be specific and articulate what I want. It's a lot of trial and error. I hear people who are developing full scale applications without a tech background run into the issue writ large. For now, I have an advantage over these people when building applications. But perhaps that's just one round of RL away from being obsolete too. Supposedly the model will eventually have such good taste in design/architecture/whatever there will be little point in asking for tweaks.
The only thing that seems relatively future-proof is just being able to communicate clearly what you're trying to do. Not how to do it, or even what success looks like. Perhaps an element of it is even as basic as being honest with yourself.
They don't look at 3DFX, Transmeta, Centillium, Virata, or the numerous other companies because they are dead in the graveyard of failed companies that have lost full valuation.
Depending on how much you invest in each, if you panic-buy/sell, etc changes all that. You're also ultimately betting on whether or not there will ever be another bubble/hype in the industry, and that you are betting wide enough into fully speculative companies like Nvidia instead of just aiming for power players. People forget that the market for luxury PC hardware barely existed at the time and was populated by a very small group of wealthy consumers. Expecting that to take off against the cheap prices of console offerings and against the technical know-how of assembling/disassembling PCs is closer to faith than any rationale.
Just by law of probability and total number of actual bagholders, the vast majority of people didn't bet that way. But I guess if you think you're special or have some lucrative insight into the industry, you might think you're an exception to that rule.