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Nvidia would have to ship game ready drivers for H100s but it could work.

They don't have display-out. You'd have to send back the screen data over pcie to the motherboard for display.

Not exactly a problem for cloud gaming.

Has there ever been a market for cloud gaming apart from middle class people with macbooks who casually want to play one particular game but not enough to pay for a whole PC or console?

I have a big beefy gaming PC. I still use cloud gaming from time to time. It means I don't need to juggle so many 100GB installs on my gaming handheld or cheap personal laptop, both of which can sometimes struggle to play actually demanding games. Battery life on those mobile computers are significantly better when cloud streaming a game instead of running computationally demanding games locally. It also makes the friction around trying out a game significantly lower, all I need to do is click play and the game is running instead of having to wait for it to download, play it a bit, decide I don't really like the game, and then uninstall it.

The feature being bundled in with GamePass makes it worth it. I used to VPN home and try and run games remotely, but it was honestly a bit of a pain. Just pressing a button and having the game launch is quite nice.


This all comes back to Dualism. A radical and dangerous ideology that is fundamentally unscientific but all too common.

Dualism is not radical by definition, since most cultures during 99.9999% of human history believe/believed in it. What's radical is Scientism.

Radical does not just mean untraditional. It can also mean "advocating extreme measures to retain or restore a political state of affairs". Which do you think I meant?

Yeah I am aware that post modernists and leftists in general redefine words so that they can play dumb with enough plausible deniability. Equivocation is their bread and butter.

As a post modernist I must grant you the right to interpret what I wrote however you want to but it feels like you're probably just rage baiting yourself for lulz.

Thank you for confirming.

Basically all op-ed level pieces on AI make me feel like dialectic materialism really needs to make a come back. Public discourse has given up on engaging with the physical constraints of the world in a meaningful way.

Also don't smoke or do any of the other things this study didn't control for but do correlate with caffeine consumption in the general population.

Alzheimer's has quite high heritability. A family history seems like sufficient explanation.

I don't think the unit economics are too terrible. Expensive, but not impossible.

200m knowledge workers in US and EU. Total salary around $15T/year.

$1T/year in token spending is about $5k/year per person. A big number, but not totally mad. That's the low end for office space per person for example. Probably close to the existing SaaS spend per person for a lot of roles.

We are still early in the deployment cycle for these tools so I would expect them to get better and also cheaper too.


I disagree. Lots of people are so laser focussed at only the close to the code aspects of programming they are unable to leverage the enormous increase in scope it can offer them.

There is absolutely room for head count reduction while companies restructure around this.


Photoshop (and many traditional SaaS products) solve hundreds of different use cases. Most users probably only care about a handful of them. You don't need to do every use case to kill SaaS if you have a tool that can allow users to solve their 2-3 use cases on their own with custom tooling.


I read all the code I generate with Cursor and some of it smells a bit weird but is easily fixable and most of it is as good as what I would write or better.


I read a bunch of Claude-Code-generated code last week and I was pretty impressed. It followed the established service class paradigm almost as exactly as we'd originally intended. The code was mostly very clean and had copious comments. A big step up from 2025 code.

For the record, I definitely don't immediately read the majority of code Claude writes these days. I just check on it periodicially. In terms of code quality it's as good as any human I know of.

Can be a bumbler at times. So can people.


And it is only the beginning.


Culture wars are not worth anyones time participating in. Stop it.


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