Their disclosed run rate was 14bn around the time of those filings IIRC, they started showing meaningful revenue around start of 2025, so if you just linearly extrapolate up that would give you ~7bn-ish actual revenue…
This makes no sense. You can describe the brain reductively enough and make it sound like it can't have an original insight either. Transformers are expressive enough function approximaters in theory, there's no reason…
I think this is valid criticism, but it's also unclear how much this is an "inherent" shortcoming vs the kind of thing that's pretty reasonable given we're really seeing the first generation of this new model paradigm.…
Do you work in ML research on LLMs? I do, and I don't understand why people are so unbelievable confident they understand how AI and human brains work such that they can definitely tell what functions of the brain LLMs…
ToM is about being able to model the internal beliefs/desires etc of another person as being entirely distinct from yours. You're basically bringing up a particular implementation of long-term memory as a necessary…
And people with short term memory loss nevertheless have theory of mind just fine. Nothing about LLM's dropping context over big enough windows implies they don't have theory of mind, it just shows they have limitations…
If you have virtually no pricing power and have to drop your $200/mo to $15/mo that's a big deal if your $300bn valuation is implying that not happening, which is what OP's point is about Idk what you mean by saying…
Executive branch has leeway to decide on what to fund within the parameters set for the program by Congress. It can evaluate grants and set processes but not completely change the acceptance criteria or scope, which is…
Hey man, if you wanna make a point just make a point - no need to try the whole snarky rhetorical thing Ofc not every decision is fully democratic, but the people making them are beholden to rules and systems which are…
I'm very pro some systematic auditing/cleaning of out sclerotic waste, but I don't see how anyone can look at the way this is being handled and not be incredibly worried I think it's the second-order stuff here. Even…
I mean those same conditions already just lead the human to cutting corners and making stuff up themselves. You're describing the problem where bad incentives/conditions lead to sloppy work, that happens with or without…
They're also still deep in their loss-making phase, the whole "incumbent squashing upstarts" stance is a lot easier to pull off when you're settled and printing money
Yeah that's a fair point! It's def a more general tech thing, but I think there are a couple specific reasons why it comes up more here though. Firstly, I think most tech does not improve at the insane rate that AI has…
Yeah obviously motivations are murky and all over the place, no one's free of bias. I'm not taking a strong stance on whether they're right or not or how much of it is motivated reasoning, I just think at least quite a…
> Is the key idea here that current AI development has figured out enough to brute force a path towards AGI? My sense anecdotally from within the space is yes people are feeling like we most likely have a "straight…
Their disclosed run rate was 14bn around the time of those filings IIRC, they started showing meaningful revenue around start of 2025, so if you just linearly extrapolate up that would give you ~7bn-ish actual revenue…
This makes no sense. You can describe the brain reductively enough and make it sound like it can't have an original insight either. Transformers are expressive enough function approximaters in theory, there's no reason…
I think this is valid criticism, but it's also unclear how much this is an "inherent" shortcoming vs the kind of thing that's pretty reasonable given we're really seeing the first generation of this new model paradigm.…
Do you work in ML research on LLMs? I do, and I don't understand why people are so unbelievable confident they understand how AI and human brains work such that they can definitely tell what functions of the brain LLMs…
ToM is about being able to model the internal beliefs/desires etc of another person as being entirely distinct from yours. You're basically bringing up a particular implementation of long-term memory as a necessary…
And people with short term memory loss nevertheless have theory of mind just fine. Nothing about LLM's dropping context over big enough windows implies they don't have theory of mind, it just shows they have limitations…
If you have virtually no pricing power and have to drop your $200/mo to $15/mo that's a big deal if your $300bn valuation is implying that not happening, which is what OP's point is about Idk what you mean by saying…
Executive branch has leeway to decide on what to fund within the parameters set for the program by Congress. It can evaluate grants and set processes but not completely change the acceptance criteria or scope, which is…
Hey man, if you wanna make a point just make a point - no need to try the whole snarky rhetorical thing Ofc not every decision is fully democratic, but the people making them are beholden to rules and systems which are…
I'm very pro some systematic auditing/cleaning of out sclerotic waste, but I don't see how anyone can look at the way this is being handled and not be incredibly worried I think it's the second-order stuff here. Even…
I mean those same conditions already just lead the human to cutting corners and making stuff up themselves. You're describing the problem where bad incentives/conditions lead to sloppy work, that happens with or without…
They're also still deep in their loss-making phase, the whole "incumbent squashing upstarts" stance is a lot easier to pull off when you're settled and printing money
Yeah that's a fair point! It's def a more general tech thing, but I think there are a couple specific reasons why it comes up more here though. Firstly, I think most tech does not improve at the insane rate that AI has…
Yeah obviously motivations are murky and all over the place, no one's free of bias. I'm not taking a strong stance on whether they're right or not or how much of it is motivated reasoning, I just think at least quite a…
> Is the key idea here that current AI development has figured out enough to brute force a path towards AGI? My sense anecdotally from within the space is yes people are feeling like we most likely have a "straight…