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Out of curiosity did you reach out privately to explain you were surprised by their omission, and give them a change to update things? or did you go straight into the public story about copycats not giving credit where credit is due? Because it seems very conceivable to me that in the game of telephone of getting something out there some things may have been lost that might have been added in if you had reached out in good will. If you had, and they still ignored, that would be a different story entirely.

Cool to see Nomic embeddings mentioned. Though surpriser you didn't land on Voyage.

Did you look at Turbopuffer btw?


i assume based on their concerns of the hetzner pricing that they didnt want to pay for voyage/turbopuffer. unless there are free versions of those products that I'm unaware of, but I'm only seeing paid.

The biggest beneficiary of this whole thing will be the shift to renewable energy. I am surprised to see the greens up in arms about it all.

The ability of a state to run on energy pulled out of thin air is an obvious strategic benefit.

Surely the resources required to build and maintain solar panels, turbines, dams, and nuclear reactors are logistically more stable than oil has proven to be.


The ends don't necessarily justify the means. And it might just as well be a shift to nuclear energy instead, which greens are traditionally against.

I was just thinking how much this situation benefits China and their solar power industry.

Everyone knew the Iranians would close the strait and that it would take time to re-open it. That was the price the administration was willing to pay. Put differently, the regime's traditional deterrence did not work against this administration. You seem to think the administration would not have done this thing with what we know now. What makes you think that?

Trump is quoted saying that Iran would surrender or be pverthrown way before they would close the strait.

This operation was cobbled together between Trump, Hegseth, Rubio and Vance without consulting anyone outside that circle. The way they have been selling it, espwcially the strait stuff, smells of unplanned developements all around.


yeah I did expect US to know all those things...

but what I did NOT expect, is how Iran regime would choose strategically suicidal options just to "feel good"

missile-rambo even on non-combatant countries? that'll trigger self-defense attacks...

$2M per voyage? woah... the stait-users don't have a choice, but "make an example out of" iran...

I mean, iran should have just shot israel with all its missiles (select and focus), and bring that "missle interception rate" down to 40%.

Now what did iran gain from shooting everyone? making more enemies, and showing your weaknesses (96% missile interception rate, even from UAE? wtf...)

don't get me wrong -- I'm not saying Trump was right on starting the war. I actually think what the fk was he thinking back then...

I'm just saying even if you're angry and desperate, there are wise choices and dumb choices


I disagree. Even though I think the Iranian regime has been extremely incompetent overall their war strategy has been surprisingly lucid. They aren't actually risking much more by attacking neighboring countries that are already cooperating with the US. How much is Qatar's military involvement going to move the needle when you're already facing a full-on war with the US and Israel?

Raising the overall costs to the US and its allies is a pretty coherent theory of victory for Iran. Obviously they aren't going to win a conventional fight, but they might be able to inflict enough havoc on energy and commodity markets to the point that it really hurts the US and its allies economically; perhaps enough that they bail out of the war in order to stabilize the global economy.

Trump clearly wanted a quick easy win here and does not want to see massive inflation at home. Sure he personally doesn't give a shit about Americans but the rest of the politicians who enable him do and he's at risk of absolutely torching his own party for years if the war drags on and costs really get out of hand.

All the Iranian regime has to do to win is not lose for enough weeks. If the regime holds out Trump will have to either give up and try to pretend this disaster was a Great Victory, or he'll launch a ground invasion that will almost certainly turn into a quagmire. Bombing civilians makes a popular uprising much less likely, so the US is doing them quite a favor on that front.


Yup, Iran is threatening regime change by targeting the financial stability of American voters.

It's their only play, really.


well... I actually think even when trump is impeached, the democrats will continue -- even more so, to call mr trump "a weak president"

I mean, can US and its allies exactly stop at status quo?

Iran just learnt it can missile nearby neighbors and demand $2M toll fee on the strait users...

even if US just backs down from "epic wut", will iran become "the good guy" and never missile neighbors and stop demanding that $2M toll?

nope: rather, that would mean US and allies will lose its deterrence against Iran completely

iran'll start bullying more on those neighbors, and the toll fee will go up: $2M to $5M to $10M to... even $100M -- I mean, what's stopping iran from doing so?

anyway, I'm just surprised everyone in this forum is trying their best only to say "trump is such an idiot to start the war (well duh?)", and not to look at what choices each nations had/have after trump's dickhead move


Stop projecting on Iran what USA would do in their place (bullying everybody).

Iran was NOT bombing its neighbours and demanding Hormuz toll before the war. Not even after it was bombed last June.

If they had not responded strongly, USA/Israel would keep periodically 'mowing the lawn', not acceptable to any country, especially not for a big and proud nation like Iran.

Btw, the US military bases in Gulf countries are legitimate military targets, and have born the brunt of Iran's attacks. It is just that in our western media the focus is on any civilian damages, and almost all damages to military is hushed up.

Iran has no good way to prevent future attacks (nobody sane would believe any agreement signed by USA), their only way is to make sure beyond any doubt that attacking them again will hurt VERY, VERY much. As a side note, getting rid of USA military bases in the Gulf would be beneficial to them in making any future attacks on them more difficult. Hence the (very true!) messaging 'the USA military bases are not there to protect you, but to help them project power over us (and you!), and are only making you a target, reducing your security, not increasing it'.


>Iran was NOT bombing its neighbours and demanding Hormuz toll before the war. Not even after it was bombed last June.

They were funding and arming proxies that were bombing and destabilizing neighborhoods. Nobody in the region likes Iran, that is precisely why the Gulf States want US bases and a Israeli military pact.

And this is not a reactive policy as it is an explicit proactive policy of exporting the Islamic Revolution and gaining regional hegemony. Which no one wants.


> Iran was NOT bombing its neighbours and demanding Hormuz toll before the war. Not even after it was bombed last June.

Iran has a history of launching rockets into Israel, both through it's proxies an directly. It has also invaded the US embassy holding 52 staff hostage, conducted unprovoked attacks against allied interests, attacks merchant ships in international waters and massacred tens of thousands of it's own people for the crime of speaking out against the government.

Your perception of Iran is delusional.


If using proxies invites invasion, then proportionally the USA should be nuked multiple tims over from the face of the earth given the mass scale of terrorism their proxies have conducted. So this proxy argument is nonsense.

Your reading is very selective. I didn't just mention proxies in my comment.

Under a sane president there would be a pretty clear off ramp available in the form of a negotiated settlement. Iran stops attacking neighbors and the strait in exchange for a US promise to not start another unprovoked war, along with another JCPOA type agreement lifting sanctions and limiting their nuclear development. The problem here is that absolutely nobody trusts trump to actually stick to a deal, especially after he was the one who broke the previous deal and then attacked them twice in the middle of negotiations. Trump's stupidity compounds the mess in ways that no other president would.

Without a negotiating partner Iran basically has to settle the issue with force. They are going to try to do as much economic damage as possible in order to deter current and future attacks, or die trying. Without a ground invasion the attacks on both sides will wind down at some point but it's hard to see how we get to a clean cease fire, it's likely to be a messy uneven one that could flare back up at any point.


The Gulf states are not any more willing than the USA at invading Iran with ground troops. The only thing that changes by making them angry is that slightly more missiles fly into Iran. Which is already accounted for and won't magically reopen the strait.

Actually, Saudi Arabia might get involved.

I doubt US wants them involved.

The coordination will be difficult (I doubt the Saudis are properly, NATO - style, trained for joint actions with USA).

Their involvement would also severely raise the risk of friendly fire (see the F15's over Kuwait).


they couldn't defeat much smaller and weaker Yemen.

Did that involve boot on the grounds or just shelling via cruise missiles or from air? Also, Yemen is poorer, but has more or less the same population as Saudi Arabia.

That doesn't mean they can't be useful, and they do already have a chip on their shoulder wrt Iran because of Iran's support for the Houthis.

Yemen situation is just good indication of how useful they could be, and answer is not much. They don't have good functioning military.

Their military is a paper tiger like Saddam’s was during the Iraq invasion. Modern gear but without the doctrine or officer corps to effectively use it.

My experience while working there years ago was that their armed forces were a weird mix of coup proofing and a nepotistic dumping ground for family members who couldn’t be trusted to help run the family business.


well with all the oil money, saudis and UAE don't even have to send their own citizens:

they can just pay gurkha mercenaries for the job


Iran did not made more ennemies. It attacked countries that did not liked Iran and hosted American assets.

They are easier to hit and harder to defend then Israel. That is depleting defense forces more.


> Iran should have just shot israel with all its missiles (select and focus)

Iran has deliberately escalated the war horizontally to create a bigger mess and to make the military adventure more expensive for America and the world.

Iran is saying, "If you attack us, these are the costs."

As an invading military, you're either willing to pay those costs or you're not.


I see a lot of people throw this "no revolution" perspective around when everyone involved has been very clear to the Iranian people: that this is the time to stay safe and inside. People rising up will take time, and will be highly unpredictable. No one said otherwise. You imply "analysts already had this all identified" yet you are putting forward a supposition here that's just wildly unrealistic.

Donald trump addressed the Iranian people in a video message and told them to rise up when the war began.

That was in January


I think you're conflating the details with what he explicitly was saying on January 13th

Did you even listen to the link you just posted? He makes very clear in his instructions to the Iranian people that they should stay sheltered as bombs will be dropping.

Do go on - what were his instructions on what they ought to do after the bombing stopped?

Overthrow the regime. Has the bombing stopped?

Link?


Seriously, all these armchair "experts" are missing very obvious truths -

1) Every authority figure is telling the Iranian people to stay inside and wait.

2) Revolutions don't happen overnight, the same way that businesses don't succeed overnight, even though from far away it might seem that way.

3) Official Israeli statements estimate it could take up to a year after the war is over for a successful overthrow, even if everything is going according to plan.

The truth is there's a lot of people who want this war to fail, because it will align with their political convictions and hopes.


I will predict right now that no revolution will happen. Revolutions happen because of fragmentation within the regime. If there is one thing that puts all grievances aside then that would be an existential war. Just like during the Iran-Iraq war.

> 1) Every authority figure is telling the Iranian people to stay inside and wait.

Last week: "Our aircraft are striking terrorist operatives on the ground, on roads and in public squares. This is meant to allow the brave Iranian people to celebrate the Festival of Fire. So go out and celebrate...we are watching from above," Netanyahu said, speaking from air force headquarters.


Israel does not want functional moderate goverment in Iran. It would bomb and kill anyone who tries that. Israels plan is to periodically bomb and keep Iran failed state.

It is working on making itself larger cleansing whole areas around it and settling it.


> Israel does not want functional moderate goverment in Iran

Israel would probably be fine with a moderate government in Iran. A moderate Tehran doesn't encourage Hamas and Hezbollah to randomly lob rockets into Israel.

Even if Israel disagreed, a moderate Iran balances Israel in the region. An Iran that has beef with literally every single one of its neighbors other than Turkmenistan cannot provide that balance.


> Israel would probably be fine with a moderate government in Iran.

Maybe, but I think they are genuinely aiming for a failed state.

Israel is a state with a political apparatus that is predicated on providing security. That apparatus needs a persistent (but non-serious) threat to remain in power. I think best case for that power is to have a number of failed, weak states in the Middle East that occasionally launch relatively impotent attacks against Israel. This would also have the side effect of giving hard-line elements in Israel the enough justification to expand their borders and continue ethnic cleansing (e.g. what is happening in Lebanon right now).


I think Israeli position is what a security researcher states in this FT article: https://www.ft.com/content/dd070ee7-7021-4f90-86ec-690fe6aa3...

> Summarising the Israeli government’s position, Citrinowicz said: “If we can have a coup, great. If we can have people on the streets, great. If we can have a civil war, great. Israel couldn’t care less about the future . . . [or] the stability of Iran. > > “That is a point of difference between us and the US. I think [Washington is] more concerned about nation-building and threats to their regional partners,” he added.


> An Iran that has beef with literally every single one of its neighbors other than Turkmenistan cannot provide that balance.

Well, is that better than Israel and its relationships with its neighbors?


> is that better than Israel and its relationships with its neighbors?

Yes. Tel Aviv retains solid security relationships with Jordan and Egypt. And it trades with its region [1]. On a ranking of hegemonic pests, Iran is way ahead.

[1] https://en.wikipedia.org/wiki/Free_trade_agreements_of_Israe...


Your facts are a bit out of whack.

Pre-war, Iran had good relations with Qatar and Oman. Also with Pakistan. And Armenia. Their current relations with Iraq are also OK.

They have problems with Saudis, Bahrain, UAE - exactly the countries with extensive US military bases. No surprise there.

And Iran has not (prior to being attacked) attacked any of their neighbours.

The only two neighbouring countries Israel does not have problems with are heavily-bought Jordan and Egypt (Israel still attacked them prior to Camp David accords).

To any non-ideologically blind person it is obvious who is the one stirring the instability in the middle east.

You


>Israel would probably be fine with a moderate government in Iran. A moderate Tehran doesn't encourage Hamas and Hezbollah to randomly lob rockets into Israel.

I don't think they would be happy having a moderate government that could still evolve Iran into a regional leader.


But how would they have an excuse to conduct a genocide then?

Israel doesn't want delusional theocrats running Iran.

It may not be in Israel's national interest having an aggressive Islamist government in Iran, but political incentives and national interest aren't always aligned.

I mean, they kinda do.

Amazing to me how impatient people are. It was six to seven months between the 12 day war in June and the mass uprising seen in December/January which was ruthlessly crushed. It will likely be a while between the end of this war and the next mass uprising. But every uprising that happens against a massively weakened regime means there's more chance of real change. Totalitarian regimes fall in ways that are hard to predict, but gradually and then suddenly.

Crazy how impatient people are while millions of people suffer, thousands die, and prices go up around the planet.

Fabless. Like AMD and Nvidia. So I would think about it more as branding and packaging than Manufacturing

Huh, many companies use TSMC, in fact, probably all of them use TSMC, including Intel, yet there are only a few who dominates in performance. There are much more in designing chips than what you just listed.

Intel uses its own fabs for certain IP, tsmc for others yeah. As far as I've seen the latest greatest Panther Lake that stuff is made in intel's arizona fabs.

There's a big difference between just providing IP and actually doing the physical design, manufacturing and packaging. You can't just send your RTL to TSMC and magically get packaged chips back.

I haven't ever ordered an ARM SoC but I also wouldn't be surprised if there were significant parts that they left up to integrators before - PLLs, pads, SRAM etc.


The article takes an odd turn in the second half and seems to veer from a very interesting deep-dive into how a lot of backlogged US data center production may correlate with GPU "slippage" via questionable resellers and GPU rental outfits to China

I too was excited about the idea originally but then started realizing that they will have an increasingly untenable service area to try and maintain and mimic and it was just never going to work out.

Yeah I remember looking at it when I started a job that was all in on AWS and quickly realised that it would be much better to just stick with real AWS and minimise my dependence on niche services.

It does seem like LLMs might make that a real proposition; of course, after these commercial enterprises steal copyright, copyleft and open source code, and the tooling gets good enough to download their cars, a new legion of DMCA lawyers and lobbies will be unleashed.

Prep yourself though for that napster bloom, it'll be here shortly.


Agree but still a lot of surface area

Out of curiosity, what are you finding success with in dotnet land? My observation is that it's not clear when Semantic Kernel is recommended versus one of multiple other MSFT newly-branded creations

Agent Framework + middleware + source generation is the way to go.

Agent Framework made middleware much easier to work with.

Source generation makes it possible to build "strongly typed prompts"[0]

Middleware makes it possible to substitute those at runtime if necessary.

[0] https://github.com/CharlieDigital/SKPromptGenerator/tree/mai...


we have been using Agent Framework. I also have been eyeing LlmTornado. Personally, I find dotnet as a whole hard to implement the kind of abstractions I want to have to make it ergonomic to implement AI stuff.

I've been fiddling around with many prototypes to try to figure out the right way to do this, but it feels challenging; I'm not yet familiar enough with how to do this ergonomically and idiomatically in dotnet haha


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