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Cake day: June 16th, 2023

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  • When the bubble bursts I’m guessing at least a couple of the companies Micron signed SCAs with will fold and Micron won’t get anything.

    This is the key. The plan for a lot of these companies is that only two outcomes exist, unimaginable success where being gouged hardly matters or just utter failure and the obligations go away in bankruptcy.

    Alternatively, they just break the SCA and maybe pay some penalty less than their obligation otherwise would have been. I have seen companies sign agreements knowing up front they will break the agreements, but the contract penalties still make business sense.

    I’m still waiting to see what happens when OpenAI decides to back out of some of their purchasing obligations. It’s bound to happen, even if OpenAI does great. If folks think the tech sector is a bit wobbly the past few days, it pales in comparison to what such an announcement would do to the industry.





  • Well, they are, but not for the takeaway the article gives. The article is so close, but fails to extract the accurate conclusion.

    First are what he calls the “lazy” engineers — workers who rely heavily on AI to write code, answer questions, prepare updates, and complete tasks with minimal engagement.

    Then there are the “craftsmen,” experienced engineers who bear the burden of understanding, reviewing, and fixing the growing flood of AI-generated code.

    This is accurate. You have a set of “developers” who just need to make a good showing on the telemetry, whether it’s “tokens used” and/or prominence in commit activity. They are not held to account on actual productive outcomes, just that they supervised a credible volume of AI activity. If the AI generates code and tests and the AI is satisfied that the code passes the tests, then their job is done. You have another set of developers that have to live with the nightmarish consequences of the first, because they just generated a pile of shit that would have been better not to exist at all.

    ‘The craft they loved is dead’

    Wrong takeaway, the craft is alive, but mismanagement is diluting it with bullshit.

    Incidentally, this isn’t new, but the magnitude is new. I have had significant segments of my career consumed by management insisting that I somehow make the bottom dollar offshored developers “productive”, and similar pattern, if they “looked busy”, management was happy, and management didn’t care about whether the work was useful, because frankly they couldn’t tell. They could tell if some volume of “stuff” was happening and they just settled on that, and if the “stuff” alienated customers, well that was the fault of those “craftsmen” for failing to properly manage the output from the “lazy” engineers.







  • Note it is very nice for me to be able to start the air conditioning in my electric car when it’s 38C out before I leave my desk.

    Other things are mildly convenient, like checking progress of charging, locking/unlocking doors remotely. It happens to be convenient to check problems, but that’s only because the in-car system isn’t very good, and I would happily take the in-car system being better.


  • No, the lock in is not needed for seamless behavior. The lock-in is to secure various revenue opportunities.

    For example, if I connect a displayport cable to a displayport connection, poof, display happens. There’s no ‘tinkering’, there’s no “trying to match vendors”, it just works.

    Similarly, here folks sorted out the protocols in use, and none of the ‘seamless’ users were impacted. VW went out of their way to break them not to ensure a seamless experience, but because they wanted to paywall capability in a reliable way.

    One could easily imagine schemes that didn’t require the lock-in, but would not assure an enduring revenue opportunity.


  • Fun fact, recently had an argument with someone defending the favorable tax situation for the ultra wealthy.

    Their argument was that billionaires did not have as much “real money” as middle class people so of course the middle class people should pay more in taxes…

    Relevant to nothing, but just thinking of favorable billionaire treatment right now triggers that thought…