Litestream releases 5.9 and newer have a bug that causes instances to sync an insane amount of data. a DB with <10K of data in it and practically no writes/reads causes something like 10GB of daily replication traffic. For my toy project that got needlessly expensive.
I've been following litestream for a while, and it seems like the project has been hijacked by a vibe coder. I wouldn't trust it for critical tasks anymore.
This is one of a bunch of issues that have been popping up since a vibe coder took over the bulk of development on this project. There's a (probably also AI generated) list of a big portion of the issues here: https://github.com/benbjohnson/litestream/issues/1221. That proposal has been open for a few months, and it seems (from my POV) unlikely to be resolved any time soon.
if it came with a good insurance policy and included review/approval of footage.
I'd like it to redo our outside water sprinklers, please. involves a lot of digging. Also installing a hot water recirculation loop. Pretty much unaffordable.
You can see even with Biden as president, around half of Europe's population regarded the US unfavorably. This was at a time when the US was sending more aid per capita than almost all European countries:
There's no point in trying to please these people. They'll accuse the US of warmongering one year, then demand that the US help them fight a war the next year.
The very statistic you presented, shows that the USA was seen as neutral, slightly favorable. The fact that there is now an unprecedented animosity towards the emerging autocracy of the USA, does not mean there were no issues before. They just pale in comparison.
You didn't give me enough good grades for my actions, therefore I run amok now, doesn't sound like healthy behaviour.
>shows that the USA was seen as neutral, slightly favorable
Yep, we could've gotten the same level of favorability by doing nothing, just like Switzerland. All of that stuff about the "soft power" we supposedly get from defending Europe is nonsense.
>You didn't give me enough good grades for my actions, therefore I run amok now, doesn't sound like healthy behaviour.
I'm not defending Trump's foreign policy. I'm an isolationist. I'm simply saying there's no reason for the US to try to please European public opinion. You'll never get anywhere.
Europeans just don't like the US. That's been true for as long as I can remember. If they aren't criticizing our foreign policy, they will criticize our domestic policy, as though how we handle our internal affairs was their business. Europeans essentially view the US as a vassal state.
>Remember that Trump also had a term before Biden where he undermined cross-atlantic relations.
Sure, tell me about Trump's first term where he made statements about Europe's relationship with Russia that look incredibly prescient with the benefit of hindsight:
>Before Obama you had Bush Jr's wars, with especially the Iraq war being very controversial.
Yes, I'm an isolationist. I say the US should end all defense commitments and warmongering. Starting with Europe. US should withdraw from NATO, because Europe complains about US foreign policy the most. What's good for the goose is good for the gander.
It's not a big secret. If you just do the math yourself, it's easy to compute that inference doesn't cost all that much. People just see all the capital investment going around and all the new data centers being built, see that it's spent on "AI", put two and two together and get a three, or "clearly serving AI requests costs an arm and a leg".
The 1 they were missing is that AI requires both training and inference, and training is by far the expensive part. And that in principle you can stop training at any point and keep using the models as they are. (But that means that if other companies keep improving their models, you'll be left behind...)
In contrast, inference is fairly cheap and all the providers have great margins on it. Eventually either investment in training stops having commensurate impact on model quality, and people stop doing that and instead concentrate on making inference faster and even more efficient. Or if that doesn't happen, things will get very weird very quickly.
Yes it seems that this discussion that has sparked such controversy involves an already well defined concept in business.
Net margin versus gross margin.
Net shows profitability after extracting all expenses while gross only extracts the cost of the goods sold. Putting the model training costs into a one time fixed expense provides a much better gross margin.
This is known as COGS reclassification or classification shifting and is a common tactic to mislead investors.
This is why analysts look at Free Cash Flow Margin.
WorldCom and MicroStrategy did this before the Dotcom Bubble imploded.
Just look at large open weights models being served by inference providers.
Kimi 2.6 is a 1 trillion total / 32B active parameter model that's something comparable to Sonnet. Sonnet's API pricing is $5 in, $15 out per million tokens. Deepinfra serves Kimi at $0.75 in, $3.50 out, and about the same at openrouter. So you're looking at a 4-7x multiple that Anthropic is charging compared to market rates that any plebe can get with a credit card.
I'm not sure just how good that looks for Anthropic/OpenAI.
4-7x isn't a tiny markup, but how does that compare to high-margin internet businesses like AdSense? Meta and Google do hundreds of billions in ad revenue a year, and after taking out the publisher's portion (60-80% per some searching), I wonder what the ratio of the remaining tens-of-billions is against the compute cost and headcount required to run it.
And how much room for maintaining or improving that margin do they have if the cheap competitors also continue getting better? Is there a "good enough" point where the easier inference tasks are all moving to vendors massively undercutting them, and then they don't have the volume necessary to justify spending on further cutting-edge development?
> Kimi 2.6 is a 1 trillion total / 32B active parameter model that's something comparable to Sonnet.
No it's not. On some rigged paper maybe. Some such benchmarks say all models group together, which they clearly do not.
> Sonnet's API pricing is $5 in, $15 out per million tokens. Deepinfra serves Kimi at $0.75 in, $3.50 out, and about the same at openrouter. So you're looking at a 4-7x multiple that Anthropic is charging compared to market rates that any plebe can get with a credit card.
That's not saying much. You can get "cloud" at AWS and you can get a VPS. There is likely a 10x difference. It's not "same". Whilst AWS costs more they also don't have 7x margins similarly.
In the US, companies are not allowed to unfairly privilege some investors over others by giving them access to secret information that would let them judge the future prospects of the company. (Except in all the ways they can, but these usually involve some kinds of insider trading rules.) Private companies can handle giving out secrets to investors by literally writing and memo and mailing it to all their investors, if they want to give out some secrets to one of them.
Public companies cannot do that, even if they knew who all their investors were, but must instead consider every member of the public a potential investor, even if they don't already own the stock. Because of this, when public companies want to reveal material information about their future prospects, they must reveal it to everyone.
Besides the legal requirement, the reason these companies go public is often to provide liquidity for early investors or employees. So they do want to have as good of a margin story that they can, at least in terms of unit margin.
This is an interesting anomaly in the US. In the civilised world all corporations have to file public accounts, as the price for their limited liability. The detail and audit requirements depend on the size, turnover, staff numbers etc. This is because the shareholders are not the only stakeholder. The companies creditors, for instance, who are exposed to the limited liability have a right to see what they are lending to.
To answer the sibling comment, all of these public accounts follow local GAAP or IFRS.
The US still astounds me with its willingness to allow corporations to rip people off!
Creditors in the US can make visibility into financials a requirement for financing if they want. Protecting creditors isn’t a good argument for public reporting.
What about potential employees, can they look? The local community that consents to let the company build and operate in their town? How does that help, if they don't follow have to follow GAAP anyway?
Why are those things relevant to either employees or a town?
Most of the US is at-will so the financial health of the company is unlikely to be the reason you’ll suddenly lose a job.
Same for a town, if you’re structuring a deal that has counterparty risk then you mitigate the risk. If an employer is just leasing some office space in your town, why in the world would you ever even think you had the need to look at their financials?
As a consumer you are often sending deposits or even the full cost of goods to companies some time before you receive those goods (in effect you become a creditor). You are also dependent upon some of those companies for service and repairs. It seems reasonable that you can check the finances of a company you are creating a business relationship with, I know in the past I've checked company statements.
You are unlikely to have significant enough sway to force that kind of disclosure. Small businesses as consumers have less legal protection and are similarly unlikely to be able to make disclosure a precondition of a deal.
So what. As a customer you can insist on seeing audited financial statements as a condition of purchasing, or purchase from another vendor, or do without. No problem.
Isn't there a limit on the public markets where if a company has less than a certain percentage of its ownership traded publicly then it is no longer a public company and therefore de-listed?
I remember hearing about a guy trying to squeeze out short sellers of his own company but ended up effectively taking his company private because he bought out like 95% of all the shares.
I wonder how that aligns to these small releases of stock for the public.
There is no legal minimum free float requirement before deregistration in US, however, different exchanges have different rules
Essentially, a stock has to stay above 1$ per share, have a minimum market cap of $15m, minimum 400 shareholders and "adequate" liquidity
If it meets those 4 criteria, it's essentially not at risk of deregistration
Growing companies don't brag about their margins, they brag about their growth and revenue. Margin talk is for when you're a mature company squeezing out every bit of profitability you can - if anything it would be a negative sign to be worrying about your margins when you're supposed to still be growing and innovating.
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