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Nyoro~n
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#bitcoin 🧐 🇹🇼⚡

Felt the same way, I was so inspired I even sat down and wrote for a few hours

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Nvidia 想讓世界相信AI 計算的需求是無限的。但實際上,AI 計算並沒有什麼特別之處。 AI真的很棒,發展的方向很多,但哪個方向值得開發呢?從基本原則來看,AI 計算的業務模式與比特幣挖礦並無太大差異,它們活在同個市場。"能源" 是這雙方共享的交叉點。

這兩者的商業模式都是購買大量的電力,然後以利潤出售計算能力。最終,競爭是用電的效率

比特幣礦工相比於 AI 計算有一個明顯的優勢,那就是 AI 計算隨著模型的不斷進化,複雜性一直提升,相對於的比特幣複雜性就是固定的。隨著AI成長,晶片的設計跟著增加功能,打出來的晶片只會越難做。良率就是這樣,TSMC再怎麼努力又不是魔法師。比特幣的晶片的複雜性可以說已經到終點了,已經選好晶片上的空間是怎麼理想的用(sha256-only)。

這複雜性也可以用其他的角度形容不只是晶片: 比特幣礦工只需關注冷卻 ASIC 和電源輸送元件,而 AI 計算需要GPU、記憶體、存儲磁盤/SSD、網路等各種組件,這些組件光在體積上的不同,也全面運行時有著不同的散熱需求。相對於,比特幣 ASIC 的熱管理相對簡單,保持所有設備的正常運行相對於容易。在購買大量電力並出售計算能力的業務中,變數越少越好。 這禮拜跑去看了Supermicro 的 Nvidia B200機台,被熱心介紹說那麼大台的機器可以吃掉8000W。 有那麼厲害嗎?8000w才兩台跟微波爐差不多大的S21而已呢。

誰該用電,是否AI計算的價值可超越比特幣?錢的價值也是一個計算。這算哲學了,分開討論吧。

比特幣礦工在地點選擇上也具有很大的靈活性,也可以隨時開關機,因為工作負載是均一的,這使得比特幣礦工的運營非常靈活。相對於 AI 工作負載是變動的,無法隨需關閉,靈活性較差。for example, 之前分享過了非洲小鎮用瀑布的水力挖礦的故事,Supermicro那台兩百多萬的AI伺服器機架放哪,你覺得那邊網路跟得上用的到嗎? 那邊的AI需求會是什麼?何必計算送去哪兒?

老實說,我對 Nvidia 的東西有點看不懂,看到每一家台灣 ODM 在 Computex 上都對 AI 計算百分之百投資,大家雞蛋放一個籃子裡,警覺心呢?媒體也對於黃仁勳的表現出極大的熱情有點誇張,這讓我個人感到有些擔憂。他不只過是一家公司的CEO怎麼崇拜成這樣?

Imagine going back to 2008 and telling people that Nvidia is going to be a $3 trillion company in 2024.

Fiat world is so far removed from reality, their numbers make no sense

Remember the movie "too big to fail' and how the word trillion was treated?

Money printer aside,

At the end of the way, Nvidia wants the world to believe the demand for AI compute is infinite, but AI compute isn't special. The business of AI compute is not far removed Bitcoin Mining if one really strips it down to first principles.

The business is to buy bulk cheap power and sell computation at a profit.

Bitcoin Miners have an advantage over AI compute for the simple reason that AI computing necessitates increasing complexity as models continue to evolve. On the board, Bitcoin Miners just have to worry about cooling ASICs and power delivery components, an AI compute module needs GPUs, memory, storage disks, networking all in one package -- these all have differing thermal requirements when at full operations. As AI computing evolves into new iterations, the yields to produce those chips don't increase, they decrease.

Bitcoin ASICs in comparison have a much simpler thermal envelope, keeping everything running in tip-top shape is straightforward. In the business of buying bulk power and selling compute, the less variables the better.

Bitcoin Miners are also generally location agnostic and can be shut off and on at will because the workload is uniform -- perfectly flexible. AI workloads in comparison are variable and unable to shut off on-demand -- less flexible.

Iono, the Nvidia stuff makes no sense to me, seeing every single Taiwan ODM at computex 100% into AI compute riding on Jensen's dick is worrisome 🥲

if you're separating out between the "machine" that runs your services from the "machine" that builds the software just be sure to keep your packages in lockstep working between them, keep a note of any that don't line up. Debian might have outdated packages against the newest versions of Ubuntu (cant think of any off the top of my head); no big deal because both are debian-based anyways

of course you can do dev work without desktop environments! That's just living in the terminal all day! 🤣 (I use tmux, vim personally).

There's even fancy things with terminal text-editors like neovim where you can even add Copilot features to it.

If you need to be opening a browser frequently and/or enjoy using a mouse with your IDEs than maybe a desktop environment is better for you

there's lots of little quirks with desktop environments under VirtualBox. (i.e. the login page might not display properly, unable to resize windows). There's stuff you can tweak to fix those quirks with some hours on Google, but maybe avoid the desktop environment altogether and use the server version of ubuntu?

if you're looking to save money, have a look at FreeDNS domains at afraid.org. I use them all the time for one-off projects, lots of public ones to choose from and very easy to update DNS records

desktop environments (GNOME or Plasma/KDE) are pretty heavy, the lightest weight one would be lxqt. it is pretty functional out of the box, but takes some getting used to. the latest version of debian has been out for awhile, go for it!

"yo, you see that signed encrypted message last night?"

"Yeah man, it got rebroadcasted to my relay so many times to the extent that sats started to leave my node"

"Word?"

"Yeah it was crazy. But I signed a few more messages, and got those sats back a few days later"

Honestly going to miss them when they're gone 🥹 their best intentions are what made us strong

The old men really hate this generation, refuse to tell us anything straight up what's up: WikiLeaks, Panama papers, PRISM, list goes on and on and on

Couldn't even allow the sharing of mp3s, even had issues with sending stuff around silk road😤

Trashed us on radio, magazines and now have the audacity to use our digital channels against us. They want us to meet them halfway to help them keep things running. The old men want submission

No way 🙂‍↔️

"They say time is money, and the reaper knows the budget" -- Black Thought

🤔🤔🤔