possibility yes - reality often no due to cost that would have to be incurred to make this happen. the "how they got those users" is the easy part if you offering is same(ish) at a fraction of the cost.
I don't disagree but in this day/age figuring out who the customers are is fairly trivial with "AI" and then simple marketing campaign will at least point the right eyes to the right place. Unless there is large moat switching will happen (it is already happening across the industry which is why we are hearing about the death of SaaS all that jazz...)
We all use Claude at my work and I have a very strict rule for my boss and my team: we don’t say “I asked Claude”. We use it a lot, but I expect my team to own it.
Aluminum smelters use the Hall-Heroult process, where alumina is dissolved in molten cryolite and reduced in massive “pots” which are large electrolytic cells. Each pot contains a carbon cathode lining that must be kept at around 950C during operation. If the pot cools down, the frozen electrolyte and solidified aluminum contract at different rates than the carbon and steel shell, cracking the lining.
Once it’s cracked, the pot has to be completely cleaned out and relined which takes weeks. A smelter usually has hundreds of pots so this alone takes a while as the liner and anything in it are basically frozen solid and need to be broken apart and torn out. Once relined the pots must be brought back up slowly and the chemistry balanced. The pots also draw a ton of power and are wired in series so they have to all be brought up slowly together (or in batches).
That assumes it was a clean shutdown with nothing else clogged up in the system. “Cleaning” in smelting means that the hardware involved needs to be replaced because it fused to molten metal while cooling down.
How much of this process is cleaning up from the previous run and how much is purely for starting up the process again? Does it make sense to clean up the system as soon as you can after shutdown, in preparation for restart, whenever that may be?
It’s one and the same. The sodium and other atoms from the molten cryolite intercalate into the carbon cathode structure and swell it by a few percent. Once in use, a cathode is held together by the steel shell and thermal equilibrium of the running pot. Once it cools the cracking is inevitable.
You also can’t fully drain a pot. You can siphon most of the aluminum and cryolite off but at those temperatures they behave like a proper liquid with surface tension and the metal wicks into the pot like solder instead of flowing with gravity.
Anything made of steel or aluminum is recyclable because they can just melt it down and easily separate the metals, but the carbon lining and anything nonmetal is basically slag afterwards. Aluminum, electrolyte, and random atoms seep in everywhere and destroy it.
The smelting process I described above is actually the more expensive process to used to produce aluminum from raw bauxite. Recycling aluminum is cheaper and a significant fraction of the world’s aluminum produced every year is from recycled feedstock (over two thirds in the US, last I checked). Same goes for steel and most other metals.
I'm sure, like any metal at an industrial scale, it is profitably recyclable. But that is beside the point. This is akin to asking: "My car's engine just threw a rod and is seized. Is it recyclable?" Hopefully you see in this analogy that the car (engine) costs way, way more than the sum of its parts (the constituent metals).
I'm not sure in this instance, but for industrial plants, the expectation is for them to run 24/7/365 without disruption. They're not designed to be turned off and then on again. When you shut something down, how do you "reset" it to a clean state so production can start again? Think about all the existing stuff still in the pipes, residual, etc.
To be fair they can, they'll just run 10k agents and some $20k worth of tokens and they will have a slack replacement without any manual coding, Sure it will have missing features like search and permissions, security will be figured out later, and you can't compile it on your machine, but it's 80% done, how hard can that 20% be?
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