Unknown. AI usage went up exponentially this year but a lot of that was driven by access to frontier and near-frontier models and a shift to agents. Does that constitute a decrease in prices because $ per unit of…
The rates environment directly dictates what capital is available to OpenAI and at what terms. When potential investors can get x% virtually guaranteed, then they are less willing to give cash for equity to OpenAI.
1. They are starting to do it. Take a look at OpenAI's product portfolio, there's a galaxy of attempts at application. 2. Selling tokens via long running agents is the only thing that's provably working with respect to…
Everyone in this thread is being pedantic about what optimization is but missing the point that code is a precise description of some virtual machine that is realized with near perfect accuracy by the compiler. Yeah you…
I think it's a combination of it not being a GAAP revenue number and the timing. If you have flexibility in the report of the revenue number people assume you will choose the most flattering one especially before an…
But it is only two points of unclear data among a sea of exponential growth stories. It is just that the total debt amount and rates environment mean the industry has to hit an extremely small target which prices…
I don't think you can draw an accurate narrative from two data points but I'm going to do it anyway. This and the slowing in revenue growth at Anthropic are not terrific signs. This should be the era of exponential…
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The traditional pedagogy still works for those students who could be disciplined enough to not use AI on problem sets and projects. But that's not a realistic expectation. You can learn how to use AI on the job. It is…
Following is my experience and constantly pestering my friends across the industry for anecdotes. It isn't even that AI moves the bottleneck, the thing it solves was never the bottleneck in the first place (except for…
A payments platform is not a bank. Beyond the services being different and the customers being different (consumers vs businesses), both had to partner with... well a bank, to provide the actual financial services.
The moat for audio effects but especially guitar effects has never been just the quality of algorithm. Yes I know you and the teams at companies like Strymon and Universal Audio and whatnot have slaved over getting…
Japanese keiretsu also usually have a bank at their center or have both horizontal and vertical integrations. Where they don't have integration, they at least have financial integration. Whatever Musk is doing is far…
The more constraining the language, the better. For example, languages with strong static typing are better for agents because they reject entire classes of errors. This is why Rust is a particularly good target for…
I remember this being one of the first things I had to learn in my first "real" job. Like someone literally had to tell me there's not much of a difference between coding six hours in a day and one. Later on I learned…
There's just no need to unify the look and feel. Convergence didn't happen, its time to give up on it.
Man I hate the squircles. I understand for iOS you want apps to be consistent uniform touch targets. But for the desktop let the UI breathe a little, take off the jacket and tie. Such an absence of negative space with…
Man even a cursory look of this site which is very much in the Silicon Valley / Big Tech world and very AI forward will tell you that the usage of AI is still all over the place.
Agreed but the math results don't seem out of reach for the publicly available models in 2026. Certainly, they have an unrefined but superior internal model. But the math results don't prove said internal model would be…
That's more a function of the amount of compute they can throw at it. They can afford to let an agent run in a loop for longer than you and I can. Its not proof of a vastly superior model.
You sure wouldn't want to rely on one at an international diplomatic meeting even if the accuracy is phenomenal.
I agree and I think the question is then, how much economically valuable work exists in a closed world? My hunch is less than people think. Finance can't rely on LLMs because its adversarial we can't all be listening to…
If AI does anything, it amplifies asymmetries. Hacking, scamming, reducing code quality... its really good at making defending against those hard problems even harder.
Feel like he missed the chance to brand it American Intelligence but I'm not exactly sure the neurons have been firing off lately.
I just see the extremes. You either see people unable to recreate results and them calling people idiots for claiming those results. Or you see people saying that AI will supersede all other ways to develop and calling…
Unknown. AI usage went up exponentially this year but a lot of that was driven by access to frontier and near-frontier models and a shift to agents. Does that constitute a decrease in prices because $ per unit of…
The rates environment directly dictates what capital is available to OpenAI and at what terms. When potential investors can get x% virtually guaranteed, then they are less willing to give cash for equity to OpenAI.
1. They are starting to do it. Take a look at OpenAI's product portfolio, there's a galaxy of attempts at application. 2. Selling tokens via long running agents is the only thing that's provably working with respect to…
Everyone in this thread is being pedantic about what optimization is but missing the point that code is a precise description of some virtual machine that is realized with near perfect accuracy by the compiler. Yeah you…
I think it's a combination of it not being a GAAP revenue number and the timing. If you have flexibility in the report of the revenue number people assume you will choose the most flattering one especially before an…
But it is only two points of unclear data among a sea of exponential growth stories. It is just that the total debt amount and rates environment mean the industry has to hit an extremely small target which prices…
I don't think you can draw an accurate narrative from two data points but I'm going to do it anyway. This and the slowing in revenue growth at Anthropic are not terrific signs. This should be the era of exponential…
[flagged]
The traditional pedagogy still works for those students who could be disciplined enough to not use AI on problem sets and projects. But that's not a realistic expectation. You can learn how to use AI on the job. It is…
Following is my experience and constantly pestering my friends across the industry for anecdotes. It isn't even that AI moves the bottleneck, the thing it solves was never the bottleneck in the first place (except for…
A payments platform is not a bank. Beyond the services being different and the customers being different (consumers vs businesses), both had to partner with... well a bank, to provide the actual financial services.
The moat for audio effects but especially guitar effects has never been just the quality of algorithm. Yes I know you and the teams at companies like Strymon and Universal Audio and whatnot have slaved over getting…
Japanese keiretsu also usually have a bank at their center or have both horizontal and vertical integrations. Where they don't have integration, they at least have financial integration. Whatever Musk is doing is far…
The more constraining the language, the better. For example, languages with strong static typing are better for agents because they reject entire classes of errors. This is why Rust is a particularly good target for…
I remember this being one of the first things I had to learn in my first "real" job. Like someone literally had to tell me there's not much of a difference between coding six hours in a day and one. Later on I learned…
There's just no need to unify the look and feel. Convergence didn't happen, its time to give up on it.
Man I hate the squircles. I understand for iOS you want apps to be consistent uniform touch targets. But for the desktop let the UI breathe a little, take off the jacket and tie. Such an absence of negative space with…
Man even a cursory look of this site which is very much in the Silicon Valley / Big Tech world and very AI forward will tell you that the usage of AI is still all over the place.
Agreed but the math results don't seem out of reach for the publicly available models in 2026. Certainly, they have an unrefined but superior internal model. But the math results don't prove said internal model would be…
That's more a function of the amount of compute they can throw at it. They can afford to let an agent run in a loop for longer than you and I can. Its not proof of a vastly superior model.
You sure wouldn't want to rely on one at an international diplomatic meeting even if the accuracy is phenomenal.
I agree and I think the question is then, how much economically valuable work exists in a closed world? My hunch is less than people think. Finance can't rely on LLMs because its adversarial we can't all be listening to…
If AI does anything, it amplifies asymmetries. Hacking, scamming, reducing code quality... its really good at making defending against those hard problems even harder.
Feel like he missed the chance to brand it American Intelligence but I'm not exactly sure the neurons have been firing off lately.
I just see the extremes. You either see people unable to recreate results and them calling people idiots for claiming those results. Or you see people saying that AI will supersede all other ways to develop and calling…