It seems not normal (in the sense that it is obviously quite weird to but like half of the world’s RAM supply). But I wonder if they are also just not ready to announce what they are doing with it?
I mean with that many wafers, I guess it is possible that they’d be doing something pretty custom with the things…
Err… is there any question that the US is trying to slow down China’s high-tech computer development? I thought that was our open goal.
Countries decided the extent to which they’d like to engage in free trade together. It is a knob that we’d hope our leaders would turn strategically. (Regardless of whether or not we think our leaders actually are doing a good job of it…).
On paper it can sound rational. In reality you look at stuff like cars, for only so long people will tolerate buying a car for $60k when other countries, whom you are also competing with, get buy similar cars for $10-20k from China. Those same vehicles are used to boost productivity in your own domestic industries.
There is always a ton of risk involved with protectionism. Primarily whether your taxpayer-subsidized domestic jobs and hypothetical national security risk significantly outweighs all the very real economic costs.
> buying a car for $60k when other countries, whom you are also competing with, get buy similar cars for $10-20k from China
I'd love to hear your examples of this happening. For $22K you can get a BYD Dolphin Surf in Europe. And that's a pretty small car. What are you paying $60K for in the US that's the same size?
Maybe let's try a different match up. The BYD Atto 3 seems to start around 40K in Europe. It's smaller than a Model Y, and people say it is slightly lower in market position, but close enough. The Model Y starts at around 40K as well.
Are the comparisons between expensive US cars (remember the average is just above 50K, and plenty of perfectly good cars like a Honda Civic can be had for half that) and Chinese cars in China?
I read that's not really the case - there's a bunch of equipment on EU-spec (and some other market) BYDs that comes from EU vendors such as Bosch. It additionally has a completely different AC unit as the kind of refrigerant BYD uses in China is illegal in the EU.
I'm not saying it justifies the price difference, but there are changes between the cars.
Right, so we are never going to see it for 20 grand in the US. Maybe because of tariffs and taxes, as you say, or maybe just because BYD isn't going to set the price at 20K in a market with 10x the average income.
That is a fair point. But then it just reveals that the comparison was contrived from the outset and there was no point to be made. It has never been the case that products in different markets were priced in coordination. The price is always whatever the market will bear, it has zero relationship to the cost to produce unless the market has a lot of competition.
What better way to hurt the designated enemy and make others bare the cost?
Trump's America First in practice relies on a near-sided and overly simplistic understanding of the world (Win-lose, whatever is benefitting others must be a hinderance to the USA). Hence fighting the tariff wars against allies (Canada, Eu). Hence destroying Nato' credibility that was carefully built for 70 years. Hence ceasing to be Ukraine's ally (but continuing to be a trade partner, that sells weapons as long as Europe is paying). Hence helping Putin. Hence instigating problems with Taiwan if that means that TSMC will move some manufacturing to the USA.
It's a really miopic view, but at least on their part the behavior is intentional (consequences, on the other hand, are surprise for them).
Thank you. I was also wondering which one was correct, but I didn't have the opportunity to check it, so I went with my gut feeling. Thank you again for your help.
That’s more or less how a trade war works, yes. Obviously, it’s not just Korean dram manufacturers that have been or will be the only collateral damage.
Is it collateral damage if they get sky-high prices for their products instead of a smaller amount for the production equipment? The US thing seems like a convenient excuse of sorts for cartel behavior.
I wonder if a lot of these models are large language models that have had image recognition and generation tools bolted on? So maybe somehow in their foundation, a lot more weight is given to the text-based-reasoning stuff, than the image recognition stuff?
Go watch some of the more recent Google developer, Google AI, and Google deepmind videos, they're all separate channels at YouTube but try to catch some from the last 6 months with some of these explanatory topics on the developer side that are philosophical/ mathematical enough to explain this to you without going into the gritty details and should answer your question
No, the "large _language_ model" name is a misnomer nowadays. Some time ago it was indeed common to get a pure-text model and inject embeddings from a separately trained image-encoder (which generated "meh" results), but current natively multi-modal models are pre-trained with both text and images from the ground-up. That's why they are so much better at image understanding.
> Gemini models are trained on a dataset that is both multimodal and multilingual. Our pre-training
dataset uses data from web documents, books, and code, and includes image, audio, and video data.
Apple is at least trying to fill their old niche. It seems quite telling that the only company truing to do the whole “prestige TV” thing is a kind of side-project for a hardware company. At least nobody can buy them, though.
Apple seems to have a no-nudity policy more or less (or at least, minimal nudity).
I dunno. Sex is part of human existence so it shouldn’t be off-limits for media IMO. But the sort of perfunctory thing where every show on Netflix or HBO has to have some nudity in the first couple episodes was a bit annoying. I don’t mind the lack of nudity in Apple’s stuff. There’s a balance that Apple falls on the “overly conservative” side of, though.
What’s adult mean to you? Nudity, violence, I dunno. Severance considers things like self-identity and the fake personalities, and fake social constructs of our workplaces… it seems more adult to me than a gangster or cowboy story.
I also quite like Pluribus, it feels like actual sci-fi (in the same way 3 Body Problem from Netflix does, actually—legit sci-fi, not action heroes in space).
In the context of academics I’d call it manipulating, exploiting or scamming the housing system, rather than cheating. Just because academic cheating is the center-of-gravity for this type of conversation, and, IMO, a much much bigger deal.
If someone says they cheated in school, the first thing that pops into your head probably isn’t that they might have gotten a single dorm room, right?
This kind of minor fraud is completely normalized within middle and upper classes. It's half the way many kids end up at these schools in the first place, thinking of the "pay-to-play" scandal at USC a while back.
So it’s funny, I grew up upper middle class with an extremely severe morality taught to me re: this kind of thing — integrity, etc. My entire adult life has been a lesson in how that’s a maladaptive trait in America in 2025.
That has been one of the underpinning lessons of Trump's America to me. That playing by the rules and doing the right thing just makes me a sucker. Once a critical mass of people start to feel that way (if they don't already) it'll have a devastating effect on society.
(when I say "Trump's America" I don't directly mean Trump himself, though he's certainly a prominent example of it. It feels like it's everywhere. One of the first times I really noticed it was the Netflix show "Inventing Anna". A dramatization of the real life story of a scammer, Anna Sorokin. Netflix paid her $320,000 for her story. She led a life of crime and successfully profited from it. Now she's been on Dancing with the Stars, essentially she's been allowed to become the celebrity she pretended to be.)
Donald Trump won twice. Republican party is mostly cheering everything he does. Ho won by lying a lot. Media mostly sanewashed it. Meanwhile, GOP complained they did not sanewashed it enough.
HN itself and startup culture celebrate breaking the rules and laws to earn money. It is ok to break the law if you are rich enough. People here were defending gambling apps despite all the shady stuff they do just a few weeks ago.
The white collar crime was barely prosecuted before, now the DOJ is loosing even the ability to prosecute it. So, I think the effect you worry about already happened, long time ago.
Compared to what Trump does, what his voters cheers on, what the whole his party defends, those students are still basically saints. It is profoundly hypocritical to look at who gets to win and lead, to look at what does not bother his voters at all and then complain abet ... check notes ... someone getting single room on some exaggerated claim.
And frankly, with HN praising Uber, Tesla and the rest of SV constantly breaking laws and rules companies, again, those students are practically saints.
OP worried about this:
> Once a critical mass of people start to feel that way (if they don't already) it'll have a devastating effect on society.
Trump winning second time, the people who lead government and GOP, the critical mass thing already happened. There was no moral already among significant share of population. Trying to pearl clutch over students is almost funny in that context.
> If someone says they cheated in school, the first thing that pops into your head probably isn’t that they might have gotten a single dorm room, right?
It isn't, but if I'm on the hiring end and I know you play games like this, I'm not hiring you. I can work with less competent folks much better.
I know; I'm pointing out this is manifestly not a libertarian worldview. It's part and parcel with Reason being ideologically paleoconservative with a libertarian dressing.
Not quickly but if somebody puts enough money on the table, the fabs change too.
All about cost and return.
Micron just axed their brand crucial (end customer RAM and SSD) because they will only sell to database centers from now on.
The old equipment is mothballed because china is the only buyer and nobody wants to do anything that the Trump admin will at some point decide is tariff-worthy. So it all sits.
I mean with that many wafers, I guess it is possible that they’d be doing something pretty custom with the things…
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