Sooo I haven't really been super impressed with the needle models before, but this is very impressive. It transcribed multiple sentences I gave it with complex timing and words and in such a small footprint, I'm super impressed. Excited to see what types of things can be built with something like this, the performance seems very good.
does anyone understand what this part actually means?
"The near-$42 billion net loss included a roughly $34 billion accounting charge that reflected an increase in the estimated value of financing that could eventually turn into Anthropic shares, rather than money the company spent running its business."
If you truly believe that the cost of financing should not be included in your net loss (I don‘t know anything about money, so I don‘t know whether you should or not) $8 billion in net loss is also mindboggingly large number.
As a member of the working class who believes this money is coming from systemic exploitation of the working classes, I hate it that Anthrhopic can just loose $8 billion like that. Those $8 billion could have been used elsewhere, including to mitigate the effects of the climate disaster, to educate the youth, towards social security, or to increase the wages of the working people who could have used it to pay rent, or go to the cinema, or a family trip to visit their grandma who lives in Wyoming.
Okay. About 50 million households in America earning under $50k.
8 billion is enough to give each of them $160. Great, all of Anthropic’s spending is enough to give each family a trip to Texas Roadhouse including dessert.
34.5M Americans below the poverty line. Divide out that $8B and it's a little over $230 per person.
Have you ever been in poverty? I grew up that way and the then-equivalent of $230 would have meant not skipping Christmas when I was 6. It would have meant a full refrigerator, gas for the car for a couple of months, or so many other things.
they don't light it on fire. it circulates in the economy. plenty of working class people doing enormously well from the data centre, chip production build out.
Money would circulate at least as much if used for climate solutions and even more so if given to workers. The AI build out is not benefitting workers, like hardly at all, it creates a dismal amount of jobs, and is raising utility prices for many of us.
If I understand correctly it means that they have a lot of debt and with increasing interest rates, they have to spend a significant chunk in just paying interest
If we're talking about something old, sure, but MCP and AI is new enough that any software interfacing with it that hasn't changed in 6 months it's a fair suspicion that it's abandoned.
You would probably be surprised by how many jobs require that you use AI - I even had an interview where it was strongly encouraged to use it during the technical phase. I guess what I’m getting at is, for many people this isn’t really a choice.
Huh… I always thought direct satellite connection was one of the things that distinguished starlink from cellular tech like 4g or 5g, and that low earth orbit was what made it possible… what actually makes starlink different?
Edit: oh I think? I understand now, these basically relay the internet itself up to the satellites - so your individual starlink dish is still talking directly to a satellite but the satellite resolves your request for a website through these ground stations. I think?
All satellite based internet access works the same way… (mostly)
1) you send a signal to the satellite
2) the satellite relays the signal down to a ground station
3) from here your packets go out on the Internet like any other ISP
The answer then goes in reverse: back to the ground station, up to the satellite and down to your dish.
Starlink’s special sauce is the low earth orbit. Older satellite internet companies operated in geosynchronous orbit. This meant they only needed one or two satellites to cover a large area. You also only needed a small number of ground stations. The satellite needs to be able to see your dish and the ground station at the same time. But this is very high up, so latency was horrible (the distance up and down before the packet even hits the internet). Bandwidth was also limited, but much less of an issue.
With low earth orbits, you have great latency. But, because you still need to be able to see the ground station and the customer’s dish, this means that you need more ground stations. This is just geometry.
Starlink adds one more feature that is relevant here - direct satellite to satellite communication. Instead of the signal going from:
Customer - satellite - ground station - internet
The signal can go from:
customer - satellite A - satellite B - ground station - internet.
This later setup might be what you were thinking about. You still want to limit the number of hops from satellite to satellite you have (latency again), but this should make the service more resilient to the loss of a single ground station.
> Starlink’s special sauce is the low earth orbit.
Arguably Starlink's special sauce is quantity of satellites and massively higher bandwidths combined with high-gain, electronically steered beams on both sides (i.e. terminal and satellite).
None of these are net-new as technologies: We've had LEO based telecommunications satellites for over two decades now (Iridium and Globalstar, the former of which even has in-space forwarding as well), as well as directional beams on both sides, but rarely all in one system and never at this scale.
In my opinion, the quantity of satellites needed is a function of the height of the satellites. You only need a large constellation because they are moving so fast relative to the earth. This means that each satellite can only see a limited arc at a time. So, in order to cover a large enough area, you have to have multiple satellites following after each other.
The phased array antenna is also a function of this. Each satellite is moving so much that you need to have an antenna following the satellite across the sky.
So, once Starlink decided to have a low earth orbiting constellation (for better latency and bandwidth), the other features (quantity and a steerable antenna) became requirements to have a functional system.
Altitude does impose a lower bound for the number required for global coverage but they have much, much more than geometrically needed. Iridium gets by with about 70 and is only marginally higher.
As for steered terminals, you actually only really need these once you have more than one satellite visible in the sky at the same time. Without that, they’re purely a power efficiency feature.
What you are calling 'internet' is the land based backbone that's connecting to the 'rest of the internet'. The term is thus relative. Now of course there is next to no servers directly on the sate to sate network save for a few companies with special contracts. But with the AI sate halo there will inevitably be other server sate.
but there are other LEO Internet services, like Iridium and Globalstar that just don't compare, like 100x slower at 5x monthly price for 1000x less data.
"because LEO" don't explain why Starlink is like million times cheaper and faster than competitors while singlehandedly being reponsible for like 75% of man-made objects in space currently and past.
It doesn't have to happen at exactly these specific ground stations, though (although any outage will increase the load on in-space forwarding capacity and downlink capacity of some other satellites, though).
Their phase one was you have a dish that goes to a satellite, but then that bounces straight back down to a ground station. Phase two was to have satellite-to-satellite comms, which they're doing with lasers. I imagine either some satellites can't do this yet, so ground stations are still needed, or they are using the ground stations for something else.
the real difference is cash. they can afford literally hundred launches costing billions upfront and hundreds of millions in upkeep.
the original concept arts called for lazer beam sat2sat dynamic mesh relaying packets globally. that didn't quite happen.
what did happen was sats and terminals refreshed like tech products and not like military tanks. decades old standards are slow. all their competitors usd decades old everything.
their launch count is off by two digits. like 10x by reuse and stacked 10x by cash. that amount of cash appearing from somewhere is the difference.
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