meshugaas

Love this. There's never just one variable to think about.

Oracle & Coreweave deal coming soon to complete the circle…

woke cancel culture at it again!!

I don’t understand why nvidia would do this, other than to ensure the vibes stay good longer?

It would be fascinating to see numbers behind how many AI boosters are religious. Feels like a similar central belief. No matter the current state, boosters believe it will get better: essentially they have faith. Critics take it at current face value and don’t believe it can become AGI.

Although, people creating a digital god would be pretty blasphemous. Tough one.

A financial bubble has a clear definition. You're just changing the meaning to be a different strawman so you can refute that. Are there lots of companies that are overvalued because of their AI offerings, and will those companies fail when they don't provide acceptable returns? If yes, bubble.

> If they're talking about the 2023-2024 "chatbots = rich", that's a bad argument because hardly anyone believes that anymore

Oh yes, this must be why chatbot companies announced $25 billion of new funding last week.

Really curious how OpenAI becomes a for profit at this rate, and thus gets the majority of that softbank funding.

These answers take a shockingly long time to resolve considering you can put the questions into Brave search and get basically the same answers in seconds.

Look at their stats though. If they did this, more than half of responses would end up as “I don’t know.” Nobody would use something that did that.

it’s a dig at this https://techcrunch.com/2025/08/22/coinbase-ceo-explains-why-...

preaching to the choir in absolute terms. in relative terms, if a random feature flag company can be bought for over a billion by an AI company, an AI browser company should be able to be sold for at least that much.

their valuation from last funding in March 2024 was $550m, sold for $610m minus cash on hand. so basically at value...agreed that it's a nice windfall for these folks but relatively bad outcome. When you're building a new browser with AI a year before the trillion dollar AI industry goes bananas for AI browsers and you end up with 600 mil, that feels like an L.

“This guide is intended to encompass inclusive language recommendations for projects”

Interpreting this as “banning words” is genuine idiocy.

Whoever wrote this is overreacting more than any specific choice of word might be

If you enjoy building it, 10/10 great idea

exactly: it’s like making shoes if you’re really bad at making shoes :)

The "model as company" metaphor makes no sense. It should actually be models are products, like a shoe. Nike spends money developing a shoe, then building it, then they sell it, and ideally those R&D costs are made up in shoe sales. But you still have to run the whole company outside of that.

Also, in Nike's case, as they grow they get better at making more shoes for cheaper. LLM model providers tell us that every new model (shoe) costs multiples more than the last one to develop. If they make 2x revenue on training, like he's said, to be profitable they have to either double prices or double users every year, or stop making new models.

Everything he's done was either copied or bought. The guy has never had an original idea in his life.

Phew, glad he let us know they had a dinner together. Otherwise might’ve just thought this whole article was made up.

2024 revenue was like $4B. So if your chart ends at 3B then yeah it’s way off

Grok will lose because they won’t have any customers