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Re:Amazon to buy satellite firm Globalstar in $11.57B deal on Wednesday October 28, 2026 @11:22AM (#50275200)
This kind of trivia can be discovered in the very interesting and entertaining book "Eccentric Orbits: The Iridium Story" by John Bloom. Highly recommended read (if you're generally into tech/business/startup chronicles)!

And while you're at it, read "Chip Wars" by Christopher R. Miller as well. Extremely good read to understand tomorrows' most relevant geopolitical conflict.

Re:Kimi K3.1 Pro and K3.1 Pro Highspeed on Friday October 23, 2026 @05:11PM (#50215396)
Nobody has to "run their own setup". Just buy inference from one of the many different open weight inference providers out there. You can use non-chinese ones as well if you don't trust Moonshot AI.

At this point, the only reason why Anthropic has an advantage is laziness on the deciders' side (of which there is a lot) and, for non-coding work, the Claude harness is significantly better than most alternatives. For coding there are several model-agnostic alternatives on par or better than the frontier labs' own offerings. But arguably that is not yet true for office/document work.

Re:Kimi K3.1 Pro and K3.1 Pro Highspeed on Friday October 23, 2026 @05:01PM (#50215271)
You mean that "homework" that the US labs stole from me and billions of others before?

Yeah, I gladly get some of the fruits of that work back!

> the latest incident, which arguably isn't their fault

I'd not release them soo easily from their share of responsibility. Tamper-proof hardware is a thing, electronic funds transfer terminals for example already implement ways to detect or prevent physical intrusion into safety-relevant parts of the device. Would probably have cost a few cents in manufacturing to add countermeasures to physical modification into the Ledgers. The fact that there is not even the slightest attempt at securing the device against this kind of attacks is entirely on the manufacturer.

> How a French (EU based) company is still in business after all of this, is an indicator of selective enforcement of EU privacy laws (GDPR, etc).

Surely you can name a dozen of US companies that have been driven out of business by enforcement of EU privacy laws. But I'd be glad if you'd at least name a single one!

Re:Mistral Large 4 on Tuesday October 06, 2026 @11:16AM (#49979781)
I am frequently running agents on a multi-microservice application workspace where I really need the 1M context windows, because they are filled to the brim when implementing features that require changes on several services and APIs.

This works fine with Opus 5.5. But it also works fine with GPT 6.1 Sol, Kimi K3 and MiMo 2.6 Pro.

It doesn't work equally well with Sonnet 5.5, interestingly.

Re:The last time my family was replaced by technology on Thursday October 01, 2026 @06:09AM (#49919829)
Yeah, most PO/PMs I've encountered know awfully little about the business processes, their constraints and complex interactions within their own product. They know quite a bit about priorities the various customers voiced, fancy stuff they'd like to demo on the next review or trade fair or customer relationship meeting, or new features they want to get customers interested in. But don't ask them how those features interact with others!

If you want to go into detail with that kind of stuff, your best bet is not the PO, but the lead engineer of the team. If the team was properly staffed, the lead engineer will have a solid knowledge of the business aspects of the product while at the same time being able to cross-reference that with the most important technical aspects.

LLMs will make more people into "lead engineers", even if all they're "leading" is the LLM agents and not other humans, as it was common before the LLM age. One of those will then emerge as the "lead lead engineer" who's going to lead the humans which in turn lead the LLMs. If it wasn't for the "engineer" in the meaning of "code monkey" dying out - which I also expect - we'd have to invent a new title, but I'm currently expecting this shift to go without that. It'll still leave some engineers who made themselves comfortable just churning out code that does whatever a ticket requests, without even understanding one iota of the business process behind the ticket, without a job, but that's the kind of "software engineer" who in my opinion shouldn't ever have taken up the profession anyway.

Re:Dots: Always-on agents on Wednesday September 30, 2026 @10:56AM (#49909867)
Whatever LLMs are capable to with regard to translations is not relevant for the 30-year history of primarily Silicon-Valley-originated consumer tech service expansion: todays' LLMs didn't exist pre-2022, but the gigantic moat of US tech giants was developed pre-2022. Today, they mostly profit from that flywheel having been sped up already in the past.
Re:Dots: Always-on agents on Wednesday September 30, 2026 @05:41AM (#49906536)
Fragmented EU domestic market (27 very different countries with no shared language) vs. unified US domestic market (50 pretty similar states with shared language) is the most important factor when it comes to scaling the typical services with marginal to nonexistent unit costs that are common in the tech world, especially consumer tech.
Re:Dots: Always-on agents on Wednesday September 30, 2026 @04:59AM (#49906217)
If you have work building on top of other work, your "20% wrong" quickly turn into "80% wrong".

If feature B depends on implementation of feature A, and feature A happens to be on the 20% wrong side, then feature B will be wrong too, regardless of whether you happen to have better luck with it being implemented on the 80% right side. It'll simply be built on a broken foundation. It WOULD have been correct if the foundation was right, but it wasn't.

This is actually very common in software development, where you rarely have stuff happening in isolation. A lot of features deliberately touch each other, build on top of each other, and even more so when you factor in "accidential" overlap due to unclean technical boundaries (in spaghetti code, everything touches everything).

Also BPMN, CORBA and UPOS/JavaPOS.

It's funny that you can legitimately just add " - OMG!" in the slang acronym meaning after any of its creations' names.

Re:Mistral raises €3B on Tuesday September 08, 2026 @06:34PM (#49618098)
Where exactly do you take the knowledge from that this strategy is indeed not a strategy, but was retrospectively declared a strategy by the West?
Re:Mistral raises €3B on Tuesday September 08, 2026 @09:38AM (#49610196)
A harness of limited capability is a component that doesn't exist in your proposal, right? Just like non-automatable or at least hard-to-automate things like physical actions to be performed in the real world as part of a business task do not exist, too? Same goes for coordination with other real humans - doesn't exist.
Re:Mistral raises €3B on Tuesday September 08, 2026 @07:18AM (#49608741)
You call it "lack of ambition", implying a certain arrogance; more humble people might just call it "a different sweet spot" of AI integration. After all, the goal in the end is not to use up as many AI tokens as possible, but the goal is to implement/perform a certain business case in the best way possible with regard to cost/speed/quality.

It's not like everyone using AI has the same software development cycle. It's not even that everyone using AI is developing software.

Re:Mistral raises €3B on Tuesday September 08, 2026 @06:42AM (#49608459)
China is actively tripping the US up by pushing the open-weight strategy, which is kind of smart. They realized that they obviously will not be able to make Western companies trust Chinese companies enough to just use proprietary models by sending all their data to services hosted by Chinese companies. The US is still able to attract this trust, although it's eroding quickly in spite of recent political events and the current trust is more or less a function of old habits that need some time to change. But China correctly found that - due to there being no old habits to piggyback on - they wouldn't ever be able to compete in this way, even if they had proprietary foundation models superior to their US counterparts, so they decided to throw sticks into the spokes of the US frontier labs by releasing top open-weight models worth billions of dollars in training cost and thereby devaluing the huge proprietary investments of the US labs.

That is absolutely not "do nothing".

Re:Mistral raises €3B on Tuesday September 08, 2026 @02:54AM (#49606471)
Ehm, sorry, but no, this is not how lithography works. You cannot "hide" functionality in circuitry your machines are producing if your machines' job is to shine light through a mask.

You'd have to be the producer of the machine producing the mask. Or, even better, the software that produces the plan according to which a machine produces a mask.

Re:Mistral raises €3B on Tuesday September 08, 2026 @02:48AM (#49606421)
Well, then Samsung Electronics appears to be dumb for leading this investment round? They probably only do it because they're European...oh, wait...

> so if you don't have the most intelligent or cheapest model in the world, you're losing

So how does this match up to the fact that there is currently OpenAI and Anthropic, both raking in money? They can't both have the smartest model at the same time, can they? And all those inference companies selling API access to open weight models on OpenRouter, which are apparently also earning billions already? While the former are probably bound to have much higher cost for research and training than they are currently earning, which may be called "losing", the latter don't have that problem, they can simply price their API access such that the money earned covers their costs, no training and practically no research necessary. In your theory these companies shouldn't have a cent of earnings.

Re:Claude Opus 5 on Saturday July 25, 2026 @07:46AM (#49046780)
Yep, most wealth is ultimately dependent on some kind of ability to scrape off tiny bits of practical accomplishments of value achieved by large numbers of people. In some cases, such as your housing example, this is a very direct dependency. In other cases the dependency is indirect and less visible.

The smarter ones among the rich have realized this and are open for something like a universal basic income precisely for that reason: to protect their wealth and the position in the food chain this wealth affords them.

Re:Stripe in talks to buy OpenRouter for about $10B on Friday July 24, 2026 @02:45PM (#49039968)
OpenRouters moat is that a) everyone knows it, but not their gazillion competitors, and b) their API URLs and key are already configured in your OpenCode/Oh-my-Pi/whatever harness or agent you use.

As long as they offer stable services and do charge the same API prices as competitors (or even less maybe, since they have the most inference providers on board, because OpenRouters' prime popularity also exists with inference providers) you do not really have an incentive to go through the hassle of changing all your configurations.

Re:Stripe in talks to buy OpenRouter for about $10B on Friday July 24, 2026 @02:37PM (#49039883)
They are reselling inference. That is not a novel concept, indeed, a stationary merchant like Walmart does conceptually the same. Although since inference doesn't require any stockkeeping, I would rather compare it to Amazon Marketplace.

But it's been novel for inference services when OpenRouter was founded. And nowadays they have a considerable foothold in the market. There are competitors, but the one everyone knows is OpenRouter.

And since they do not need to maintain any stock, don't need to do anything with queries but route them through 1:1, the most complex thing they do from a business perspective is that they collect your money and route the right amounts to various inference providers that served you.

Re:Claude Opus 5 on Friday July 24, 2026 @02:32PM (#49039807)
And you do not have flat priced quota for Fable 5, right? Because nobody has, as far as I know. So you'll probably not route any task to the "current best available SOTA".

Also: quota. Implies you do not have unlimited access even for flat prices. Which in turn implies that as soon as you hit the quota on the most expensive flat price plan, even you will suddenly discover the magic of economically sensible behavior.

Re:Stripe in talks to buy OpenRouter for about $10B on Friday July 24, 2026 @02:51AM (#49032018)
OpenRouter is basically a payment system for LLM tokens. Yes, it does route TCP connections from you to an inference providers' cloud, too, but what is way more important is that it routes money from your wallet to inference providers'wallets.

The latter is the core business of Stripe. For them, buying OpenRouter to become the premier channel for LLM token money makes perfect sense. At least if you assume that the current state of labs offering heavily subsidized subscriptions directly is only temporary and the future lies in people buying tokens and switching between models fluidly - and I consider that the future, in light of the recent developments with Kimi K3.

They are simply out of ideas to keep the most expensive party in the history of mankind going.

That's it. Simple as that. When you grasp for straws in panic mode, you don't exactly spend time strategizing and weighing the pros and cons of each straw carefully.

Not if the price per token is significantly lower.

Also this arm of the discussion was about speed, not price.

The speed at which tokens are crunched, even on the same hardware, differs between models as well. Using more tokens is only a problem if they are processed at the same speed as with a comparison model.
I'd guess the slowness is mostly due to there currently being only one provider, Moonshot AI. And they are overwhelmed with demand.

Let's judge the speed of the model when its weights are released and every inference provider on the planet offers it, so demand can spread out a bit.

It's the same topic with token budget comparisons and subscription pricing - don't people understand that this doesn't really matter for open weights models? The pricing is going to be determined by the inference providers, and until they had a chance to evaluate the model on their infra and set token prices accordingly, one doesn't really have anything tangible to compare with other open models nor with closed ones.

Did you not notice that there are inference providers running all the various Chinese open weight models in the US and EU?

Nobody needs "web services run from China" to use Chinese open weight models.

Re:Where are YC founders now? OpenAI and Anthropic, mostly on Thursday July 16, 2026 @09:24AM (#48934225)
> What do they do all day?

Same as they were doing in their startups: burn mon..., eh, tokens.

> And who is left to manage their hundreds of thousands of servers?

AI, of course.

Re:Rocketlab acquires Iridium on Tuesday June 30, 2026 @03:50AM (#48729684)
I second that recommendation. Hugely informative and entertaining book!
Re:Total Iran Economic Damage Estimate on Tuesday June 16, 2026 @06:05PM (#48562817)
You mean like this executive also couldn't kick off an all-out war and keep it going for months without authorization of congress?
OpenCode exists, it is your "open source coding agent" that is practically on par with Claude Code and Copilot in terms of being able to do the 80% of things that most people actually use.

DeepSeek v4 Flash/Pro also exist, they are open weight and on par with Sonnet, just a bit below Opus. Again: practically useful and sufficient for 80% of things most people actually do. And most of the remaining 20% are benchmarks designed to push the limits, not productive work.

Using these already is way cheaper than your typical Claude API prices. What's still missing is a) mindshare - everyone still thinks "claude = coding" and everyone thinks he/she really needs the very best models because he/she is doing such incredibly complex stuff - and b) someone pushing such a stack as a convenient solution for corporations to easily dump their token money into, complete with user management, enrollment, monitoring, all that enterprisey stuff you need if you want to sell to, well, enterprise customers.

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