skybrian's recent activity
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Comment on Worldbuilding guide: airships - historical lessons in ~transport
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Worldbuilding guide: airships - historical lessons
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Comment on Claude Fable 5 and Claude Mythos 5 in ~tech
skybrian Link ParentYes, subscriptions are significantly cheaper than "API" prices, and it looks like they'll be closing that loophole starting with Fable, after a temporary preview.Yes, subscriptions are significantly cheaper than "API" prices, and it looks like they'll be closing that loophole starting with Fable, after a temporary preview.
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Comment on Claude Fable 5 and Claude Mythos 5 in ~tech
skybrian Link ParentAs long as they're supply-constrained due to datacenter capacity and there are customers willing to pay, they make more money by charging more. It's economics 101. This is expense-account pricing,...As long as they're supply-constrained due to datacenter capacity and there are customers willing to pay, they make more money by charging more. It's economics 101.
This is expense-account pricing, but I assume that there will be businesses willing to pay more than I will as a hobbyist. Meanwhile, I'll stick with the Chinese models I've been using.
I imagine prices will eventually come down due to increased supply, algorithmic improvements and competition.
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Comment on Nasdaq rewrites its index inclusion rules ahead of SpaceX IPO in ~finance
skybrian LinkS&P 500 rejects SpaceX, also blocking entry for OpenAI and Anthropic …S&P 500 rejects SpaceX, also blocking entry for OpenAI and Anthropic
The June 4 decision by S&P Dow Jones Indices—the company that creates and manages stock market indexes such as the S&P 500—means that SpaceX will not gain accelerated access to potentially billions more dollars through passive investment funds that automatically purchase shares of S&P 500 companies. An exception for SpaceX could have also allowed leading AI companies such as OpenAI and Anthropic to gain entry not long after their own expected initial public offerings (IPOs). That possibility has now been shuttered.
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However, the S&P Dow Jones Indices did “carve out one concession” by changing the investable weight factor rules for “lower-profile benchmarks” such as the S&P Total Market Index and Dow Jones US Total Stock Market Index, according to Quartz. That could allow an IPO faster entry into those indexes.
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Comment on When AI builds itself — progress toward recursive self-improvement and its implications in ~tech
skybrian (edited )Link ParentIt's a web-based coding agent called Shelley. It's open source. It's being written by developers at exe.dev to run on the Linux VM's they provide. It should run on any Linux VM, but you'd have to...It's a web-based coding agent called Shelley. It's open source. It's being written by developers at exe.dev to run on the Linux VM's they provide. It should run on any Linux VM, but you'd have to reimplement authentication since it relies on exe.dev's built-in authentication.
A web UI and a cloud-based VM works well for me because I can switch between laptop, tablet, or even my phone, and it doesn't shut down when I put my laptop to sleep.
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Comment on When AI builds itself — progress toward recursive self-improvement and its implications in ~tech
skybrian Link ParentI've read about people who have connected a coding agent to Slack (or similar team chat) so that the team works together more, and they seem to like the result. I'm a hobby programmer working...I've read about people who have connected a coding agent to Slack (or similar team chat) so that the team works together more, and they seem to like the result.
I'm a hobby programmer working alone, so that doesn't really work for me, but I think it shows that we haven't figured out the best way to use these tools and there will be more exploration of different ideas on how to organize the work.
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Comment on When AI builds itself — progress toward recursive self-improvement and its implications in ~tech
skybrian Link ParentSome people claimed that the code was trash, but is that really proven? I didn't follow it all that closely, but there was a claim that using a regular expression was somehow wrong and it seemed...Some people claimed that the code was trash, but is that really proven? I didn't follow it all that closely, but there was a claim that using a regular expression was somehow wrong and it seemed more like a hot take.
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Comment on When AI builds itself — progress toward recursive self-improvement and its implications in ~tech
skybrian Link ParentYou can think about it if you want to. I usually ask the coding agent to write a design doc first because I care about how it will be implemented. It will go through multiple drafts. For bug...You can think about it if you want to. I usually ask the coding agent to write a design doc first because I care about how it will be implemented. It will go through multiple drafts.
For bug fixes, I ask it to explain the bug and proposed fix before giving it the go-ahead to fix it.
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Comment on When AI builds itself — progress toward recursive self-improvement and its implications in ~tech
skybrian Link ParentBig tech companies have lots of internal code that is never released as a product. I think it's fair to ask what they're getting for it, but we can't really tell from the outside.Big tech companies have lots of internal code that is never released as a product. I think it's fair to ask what they're getting for it, but we can't really tell from the outside.
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Comment on When AI builds itself — progress toward recursive self-improvement and its implications in ~tech
skybrian Link ParentIt seems like the paragraphs you quoted also say that it’s not 8x productivity, and therefore it wasn’t “completely glossed over?” As for the quality of the code, I’ve heard bad things about...It seems like the paragraphs you quoted also say that it’s not 8x productivity, and therefore it wasn’t “completely glossed over?”
As for the quality of the code, I’ve heard bad things about Claude Code and prefer a different coding agent, but we don’t know about their internal codebase.
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Comment on When AI builds itself — progress toward recursive self-improvement and its implications in ~tech
skybrian Link ParentHmm. Okay, let’s hear the details on what they allegedly did.Hmm. Okay, let’s hear the details on what they allegedly did.
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Comment on When AI builds itself — progress toward recursive self-improvement and its implications in ~tech
skybrian Link ParentIt sounds like you will be skeptical no matter what they do?It sounds like you will be skeptical no matter what they do?
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Comment on What do you think of robots in the military? in ~tech
skybrian (edited )Link ParentPutin miscalculated, apparently due to having a very old-fashioned idea of imperialism. Such wars are no longer profitable. Trump miscalculated, apparently because Israel talked him into thinking...Putin miscalculated, apparently due to having a very old-fashioned idea of imperialism. Such wars are no longer profitable.
Trump miscalculated, apparently because Israel talked him into thinking it would be easy.
If leaders didn’t make blunders, maybe there wouldn’t be wars?
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Comment on What do you think of robots in the military? in ~tech
skybrian Link ParentThis isn’t unique to the US. No wealthy country in the modern world is self-sufficient. The benefits from trade are too strong to give up.This isn’t unique to the US. No wealthy country in the modern world is self-sufficient. The benefits from trade are too strong to give up.
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Comment on The rise of build-to-rent housing in ~finance
skybrian (edited )Link ParentMaybe that's true, but I think renters having a place to live is a good thing. The previous owner sold it to a corporation that built two small houses, so now two renters can live there. That...Maybe that's true, but I think renters having a place to live is a good thing. The previous owner sold it to a corporation that built two small houses, so now two renters can live there. That seems good for them.
If the property had been developed as a single, more expensive home, and sold to someone who could afford the mortgage, it seems like that would be increasing inequality and shutting out the renters?
(Also, when a home owner pays their mortgage, isn't that money leaving the area too?)
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Comment on The rise of build-to-rent housing in ~finance
skybrian (edited )Link ParentI don't like the idea of assuming renters are second-class members of the community. Whether you rent or own shouldn't matter.I don't like the idea of assuming renters are second-class members of the community. Whether you rent or own shouldn't matter.
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Comment on The rise of build-to-rent housing in ~finance
skybrian Link ParentMaybe the people who move in will be part of the community though?Maybe the people who move in will be part of the community though?
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Comment on Tokyo land is still >$85 million an acre in ~finance
skybrian LinkFrom the article: [...] [...] [...] [...]From the article:
Thus the right question isn’t whether YIMBYism would lower the user cost of housing—that’s the whole point of the YIMBY movement and the unanimous upshot of the academic urban economics literature—but whether it would lower the value of land overall. The answer will almost certainly turn out to be no, because higher land prices are substantially severable from, and can coincide with, lower structure prices. And Tokyo, the world’s largest city and the only one that features anything like a realistic best-case version of housing abundance at megacity scale, is the cleanest place to see it.
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By the standards of Anglosphere megacities—New York, London, Toronto, LA—Tokyo housing is famously cheap. Builders can put up small-lot single-family homes, midrises, microapartments, and single room occupancy-style shared housing units with ease and in large volumes. (High-rises are not allowed by-right everywhere, so this isn’t a pure laissez-faire experiment, just the closest real-world example.) If “Tokyo regulation” is what real-world YIMBY victory looks like in a global megacity, it’s the best dataset we have.
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The famous (relative) cheapness of Tokyo housing is not a story about cheap land. A one-acre detached house in central Tokyo would cost more than $100 million in dirt before you broke ground. The land is pricey but the structures are cheap. Admittedly, Tokyo’s rents and prices are not as cheap per square foot as buildings in the US Sunbelt’s midsize cities, but cheap by the standards of any 10-million-plus Anglosphere metro area. Tokyo built its way to relative affordability without ending up with low land values, and the values themselves look reasonable for a productive, agglomerated megacity that simply didn’t artificially restrict its own supply.
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When policymakers upzone widely with by-right permitting across a high-demand metro, two things should happen at once. Measured per-acre (like farmland), land value rises, because the parcel has been granted a valuable option to host more buildable area. Land value measured like NYC-area developable land per buildable square foot falls, because that higher per-acre value is being amortized over much more floor area.
These move in opposite directions, and neither one alone is “the land price” in the sense political conversation usually means. This distinction dissolves a lot of the political-economy panic around housing abundance. Again, land prices quoted the way NYC land brokers quote them, on a “Zoning Square Feet” or “Buildable Square Feet” basis, will fall even as the total value of land is at least stable or rises in the metro area being upzoned.
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If American single-family homeowners in the cores and first-ring suburbs of New York, San Francisco, Boston, or LA were maximizing the dollar-denominated asset values Fischel says they care about, they would be voting to become like Tokyo landowners — to unlock the redevelopment option on their parcels. They are not. Whatever they’re maximizing, it isn’t profit. (See Agenda for Abundant Housing for a full-length argument.)
That’s not a fatal blow to the homevoter framework if we’re willing to relax the “objective function” of voters from strictly defined profit-maximization. As any good undergraduate economics professor will remind a student who discovers people valuing non-pecuniary interests: “Firms maximize profit. People maximize utility.” This is of course the beginning, not the end, of the question: It is the task of the other social sciences and humanities to help economists figure out what it is that people see as utility-maximizing or otherwise in their best all-things-considered interests, when consumers are not behaving in a way that maximizes apparent pocketbook dollars and cents.
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Tokyo land is still >$85 million an acre
8 votes
From the article:
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