Roland Dreier

@rbd.bsky.social

282 Followers 90 Following

I put the R in RDMA. All posts based only on information from within my past light cone.

mossy rocks along the side of a trail
Group of bicyclists admiring the view of Pilarcitos Lake from Fifeld Ridge
Rivian R2
Golden State Warriors announcing IREN as their jersey patch sponsor for the next season
Future texting meme
Future texting meme
Dashboard of a Rivian R2 showing the album art for Boards of Canada Inferno and Universal Hands-Free enabled
Screenshot of SpaceX post: “SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities”
Faros.ai website banner: “Stop tokenmaxxing. Start outcome maxxing.”
One thing worth flagging: I'd disregard the "Claude Fable 5 / Mythos-class" item in those release notes. There is no such model the current Claude family is 4.X (Opys 4.8, Sonnet 4.6, Haiku 4.5), and that entry doesn't correspond to any real Anthropic release. The second note (the VS Code transcript fix) is the kind of thing that belongs in real release notes. Updating won't get you a "Fable 5"; it'll just get you the latest genuine build. Want me to run claude doctor to check your current install and update status? * Churned for 9s
Stock chart of Corning (GLW) showing that over the past year it has spiked up to $187, far exceeding its dotcom era price spike
A line of Waymo cars parked along a street in San Francisco's Sunset
Zoox L3 engineering vehicle on San Antonio Road in Mountain View, CA
Axios screenshot: Driving the news: Microsoft canceled most of its Claude Code licenses, in part over costs, according to The Verge, and Uber's COO said AI costs are getting "harder to justify." An AI consultant tells Axios one of their clients recently spent half a billion dollars in a single month after failing to put usage limits on Claude licenses for employees.
Amazon order details page showing a 96GB SODIMM kit costing $203.99
Here is how platforms die: First, they are good to their users; then they abuse their users to make things better for their business customers; finally, they abuse those business customers to claw back all the value for themselves. Then, they die. I call this enshittification
Zitron post with a newsletter excerpt: Where Are All The Data Centers? I expect a fair amount of huffing and "well of course they're coming online" from the peanut gallery, but come on guys, isn't this all kind of weird? Even if you want to marry Sandisk and name your children "Western" and "Digital," why can't you say with your whole chest several data centers that got finished? We have macro level "proof" but when you try and look at even a shred of the micro you find a bunch of guys with their hands on their hips saying "sorry mate that'll be another $4 million." Something doesn't line up, and it's exactly the kind of misalignment that happens in a bubble - when infrastructural reality disconnects from the financials. NVIDIA is making hundreds of billions of dollars and it's unclear how much of it is from GPUs installed in operational data centers. It feels like Jensen Huang might have run the largest preorder campaign of all time.