Show HN: I put employees inside S&P 500 market-cap bubbles

Or it's classic modern journalism that gets clicks. LLMs are just mimic'n human behavior.

Such comments also encourage the idea that people "own" the threads they start. I've seen people get mad when people take the conversation in a direction they did not want, or add instructions telling people what to talk about and putting constraints around discussion. Such things stifle interesting conversation.

So I land heavily the opposite direction. Just post, and leave it at that. If the community finds it interesting, discussion will ensue.

Now, Show HNs are their own thing. An initial explanation is absolutely appropriate for a show HN. But it should be part of the post, not a comment.

What they actually need to do is scale the size of the stick people correctly.

For example, one meaningful measure might be to scale it so that one stick person fits inside a circle with area corresponding to the amount of money they have to earn in total for that number of people to cover all their living expenses and some amount of savings left over. I am sure some statistical bureau has some meaningful dollar amount of some sort that makes sense to use.

From a finance perspective I think they’re a _little_ weird but functional (NVDA moves with semis, MSFT with software, etc) whereas from a tech perspective I’d say very weird until you learn about the backstory and what motivated it.

If it were based on building vehicles there market cap would be 30x less than it was today comparing with Toyota.

Putting it in Information Technology is correct and the price is still stupid even then. It's why SpaceX is being forced to buy it, otherwise the whole deck of cards collapses.

People seem to think Nvidia’s gpus are the be all and end all of enabling large models but there isn’t a large model out there that runs on a single gpu.

Broadcom sells things like pcie switches. They allow you to plug your in about a hundred gpus into one big switched pcie plane that can all communicate at full pcie bandwidth to each other. Nvidia has nvlink which is similar. You need this technology to enable large models and they sell for even higher margins than the gpus and ram.

[0] https://news.ycombinator.com/item?id=47558516

It’s funny to read that from this becuase I read it as these companies are so good at exploiting capitalism that they can make this much profit and benefit so few actual people in the country. It’s like they’re a leech on the country, rather than companies to be proud of.

If we have hundreds of hyper-successful companies but we have people going into medical bankruptcy for a cancer diagnosis, I’d say America is failing at taxing these companies enough to fund what actually matters in society.