"There’s a clean exception to all of this, and it flips the entire logic." AI Slop
Completely missing the point of not adding Anthropic, OpenAI, SpaceX. Mag7 is just an arbitrary list of companies that were coined at a specific time with no rigor. If you must do rigorous analysis, then just like S&P…
Warren Buffett brags about his strategy. Jeff Bezos brags about his strategy. The reason they can brag is, even if it's simple, competition doesn't have the culture to copy/follow it. (My post is literally downvoted)…
I'm happy to give my identity to Anthropic and crush my competition with irrational fear about privacy and personal data. This is a serious competitive advantage and a moat.
I'm sure people laughed in 2023 if someone said AI will reach $100B in revenue in 3 years. Yet here we are
Exactly, it's never about absolute results, it's always Expected Value (Upside, given time/cost savings + Downside, given %reliability). So, every task falls under a spectrum
actuaries look for data. visionaries take leaps in faith. There was no data proving LLMs will work at scale. Google waited for the Data. OpenAI and then Anthropic took the leap of faith. The result is there for all to…
I'm not talking about Claude copying. I'm talking about scouring Twitter/LinkedIn and look at posts from employees who say SOTA model is banned. Look at what the business do. Copy it using SOTA. Call their clients with…
Step 1: Find all companies which refuses/bans to use SOTA models from irrational fear. Step 2: Use SOTA models to copy them and crush them Step 3: Profit. (Yes, not every business is easily replicable, but you sure can…
One company's irrational fear is a competitive advantage for someone else.
people over-rate how much software/IP is useful in running a successful business. There are genuinely very few IP in this world that needs to be protected. Everyone else is running stupid CRUD apps They also over index…
If it doesn't, at what point will the 'bears' admit they were horribly and confidently wrong?
If you looked at Google, Amazon, Apple, Microsoft valuation around 2007 (before the crash), you'd asked the same question about the large base. But here we are.
Why are you comparing SpaceX revenues to US GDP? (when it's main customers will all have a global footprint) GDP rates should be nominal (5-6%) not 3% Also, go back in time and do the same analysis for Anthropic in 2023…
The ARR of OpenAI + Anthropic > $85B greater than McDonalds, Netflix, Starbucks, Google Cloud, CocaCola, and 1000 other iconic firms around the world. If I wanted blind pattern matching comments of dot-com bubble, I can…
The content of all these comments has a smell similar to 2023 when NVDA had a spectacular run and HN was absolutely sure that AI is a bubble. It's also similar to 2024 when HN was sure that AI is a bubble. Similar to…
Exactly. Sam may lose on Product capabilities, but never on Deals.
You clearly have no clue of the marketcap of these cannibas companies. The minimum marketcap for S&P 500 is ~23 Billion The highest current marketcap of cannibas companiy is $3 Billion
Remember the scene in "You got mail" where there are bunch of people who protest against big retailer and support the local bookstore but at the end of the day, they have no extra sales. All these anti-Google,…
E.g If the driver brakes because they saw a pothole, and Lidar captures someone biking 200m away on their own path, it may mistakenly put more weight on brake causation to the 200m away object (because large moving…
You are just being punished for your poor judgement for not backing the winner. Not sure why you should be rewarded. It's the same logic for de-googlers. You can't De-Google yourself and then bitch about some Google…
I thought about this and I think it boils to how the model is trained. Tesla trains it models from actual drivers purely based on (input) Vision and (output) actuators - Brake, Steering, Accelerators. Human output is…
Imagine making "AI Hater" as your personality
That's like saying can't the Judge decide who the killer was when he literally saw the video of shooting.
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"There’s a clean exception to all of this, and it flips the entire logic." AI Slop
Completely missing the point of not adding Anthropic, OpenAI, SpaceX. Mag7 is just an arbitrary list of companies that were coined at a specific time with no rigor. If you must do rigorous analysis, then just like S&P…
Warren Buffett brags about his strategy. Jeff Bezos brags about his strategy. The reason they can brag is, even if it's simple, competition doesn't have the culture to copy/follow it. (My post is literally downvoted)…
I'm happy to give my identity to Anthropic and crush my competition with irrational fear about privacy and personal data. This is a serious competitive advantage and a moat.
I'm sure people laughed in 2023 if someone said AI will reach $100B in revenue in 3 years. Yet here we are
Exactly, it's never about absolute results, it's always Expected Value (Upside, given time/cost savings + Downside, given %reliability). So, every task falls under a spectrum
actuaries look for data. visionaries take leaps in faith. There was no data proving LLMs will work at scale. Google waited for the Data. OpenAI and then Anthropic took the leap of faith. The result is there for all to…
I'm not talking about Claude copying. I'm talking about scouring Twitter/LinkedIn and look at posts from employees who say SOTA model is banned. Look at what the business do. Copy it using SOTA. Call their clients with…
Step 1: Find all companies which refuses/bans to use SOTA models from irrational fear. Step 2: Use SOTA models to copy them and crush them Step 3: Profit. (Yes, not every business is easily replicable, but you sure can…
One company's irrational fear is a competitive advantage for someone else.
people over-rate how much software/IP is useful in running a successful business. There are genuinely very few IP in this world that needs to be protected. Everyone else is running stupid CRUD apps They also over index…
If it doesn't, at what point will the 'bears' admit they were horribly and confidently wrong?
If you looked at Google, Amazon, Apple, Microsoft valuation around 2007 (before the crash), you'd asked the same question about the large base. But here we are.
Why are you comparing SpaceX revenues to US GDP? (when it's main customers will all have a global footprint) GDP rates should be nominal (5-6%) not 3% Also, go back in time and do the same analysis for Anthropic in 2023…
The ARR of OpenAI + Anthropic > $85B greater than McDonalds, Netflix, Starbucks, Google Cloud, CocaCola, and 1000 other iconic firms around the world. If I wanted blind pattern matching comments of dot-com bubble, I can…
The content of all these comments has a smell similar to 2023 when NVDA had a spectacular run and HN was absolutely sure that AI is a bubble. It's also similar to 2024 when HN was sure that AI is a bubble. Similar to…
Exactly. Sam may lose on Product capabilities, but never on Deals.
You clearly have no clue of the marketcap of these cannibas companies. The minimum marketcap for S&P 500 is ~23 Billion The highest current marketcap of cannibas companiy is $3 Billion
Remember the scene in "You got mail" where there are bunch of people who protest against big retailer and support the local bookstore but at the end of the day, they have no extra sales. All these anti-Google,…
E.g If the driver brakes because they saw a pothole, and Lidar captures someone biking 200m away on their own path, it may mistakenly put more weight on brake causation to the 200m away object (because large moving…
You are just being punished for your poor judgement for not backing the winner. Not sure why you should be rewarded. It's the same logic for de-googlers. You can't De-Google yourself and then bitch about some Google…
I thought about this and I think it boils to how the model is trained. Tesla trains it models from actual drivers purely based on (input) Vision and (output) actuators - Brake, Steering, Accelerators. Human output is…
Imagine making "AI Hater" as your personality
That's like saying can't the Judge decide who the killer was when he literally saw the video of shooting.
[flagged]