bushbaba

Better comparison is Pepsi vs coke or Home Depot vs Lowe’s.

Welp that’s not a good sign for the anthropic IPO. Curious what happens now that both OpenAI and Anthropic will face budgetary pressure. I don’t think they can raise prices, as it’d just open ppl to switch to Open source models.

Tend to agree. AI has failed to produce more business outcome. The only thing left is cost efficiency by reducing headcount. Thus 5x more productivity means needing just 1/5th your current staffing.

GitHub copilot then comes in and offers multi provider support including open source models, and gets the contract due to Microsoft’s existing establishment and lower price point.

Anthropic can’t raise their prices without loosing market share of Claude code

Idk there’s a lot of unicorn startups with valuations more than 100x earnings with no path to profit.

A lot of the token spend is circular in nature and f500 has not seen a meaningful revenue or profit improvement from AI.

Sure looks like the dot com bubble.

Flood insurance is a seperate policy often through the government.

10M would be huge. I have soo many use cases that could leverage it. Pls ship it google if your listening.

Kind of makes a point to have a wealth tax. As the top 1% of w2 earners are paying a disproportionate amount of tax relative to too 1% of wealth holders.

That or just raise interest rates to force these people to sell more equity

The best of the best do work at Amazon. Their cloud infra is world class. They just cannot compete in the ai/ml space with different economics. It’s an operational company and not one to do tech innovation.

Basically you want to run an LLM, Amazon. You want to build an LLM not Amazon

Yes and No. If you are a citizen and have “AI” experience there’s plenty of startups offering base salaries in excess of the average Microsoft total comp.

F500 company I’m at switched off Claude code to copilot in 30 days across a 5000 person org.

There’s no moat. AI tools actually make the switching that much easier

Crazy that SpaceX has similar commitments to AWS/GCP. Means it’s very bullish for SpaceX given they produce their own energy turbines and have the best ability to deal with supply chain constraints

Instead the right app is hotdog / not hotdog

If not Amazon, someone else would ship this. At least if you ship it you can make it less shitty

Because of Dolly, other billionaires have stepped up to fund similar free books per month programs. She had a truly outsized impact.

Maybe with LLMs a full rewrite that’s more secure could be done

Amazon’s edge is logistics. That’s not something you can vibe code

Amazing we did the exact same thing at work. Been working great. A lot of BI datasets can fit within sub 20MiB of ZSTD compressed parquet.

When you spend 1k/month of LLM api calls. That doesn’t sound all too unreasonable to have locally in the near future.

Thundering heards during zonal outage is fairly common across the providers. You are substantially better off being multi-regional than multi-zonal.

Why must every thread bring up Israel? This has nothing to do with it.

However Israel has and does evacuate soldiers.

They work in GPS contested environments.

That 13mil also covers r&d costs as well as the actual manufacturing costs. If we needed 10000+ the cost would go down

There’s already a turn around. It’s the Covid policies at play and refusal to hold back failing students. My local district is already starting to see test scores improve

Makes you wonder how much of q3 revenue growth was early on. And what’s the current MoM growth.

Sure but if you bought a broad index you were fine

This is why open source wins for security. The more able you are to audit and decentralize the better.

Curious what this means for the anthropic ipo. Between this and meta, seems like there’s zero moat

You assume he’s a human and not a super intelligent being himself

What does this mean for Pex and other plastic water mains?