RAM is a commodity. It has much less moat to prevent competitions. When the rams flood the market that's when the bubble ends, until the next cycle arrives. Processors are much harder to design and commoditize.
I think you are confusing manager with ICs. Managers don't really read or review the codes. What you are describing is where agents are doing all the coding and reviewing without people in the loop. I don't think the op…
I think they are in b2b enterprise model space. Privacy is way more important. Not sure if Sota models are needed.
Canada do have an ai company Cohere that has potential to be big. Personally I do think they are one of the credible competitors.
That's true. But trying out a new sector is one thing, even apple build their own vr. Zuck took so long to cut loss on vr platform because he wants to have this platform to be solely under his control
Btw I am just quoting someone else. It's in the news in for a long time. Besides ads monetization, Zuck's moves in recent years are mostly about creating their own platform so the Apple incident never happen again
> For one thing, I still don't understand Meta as a business Zuck got spooked by apple ads change a few years ago, which crashed the meta's stock to double digit. So Zuck is trying to own a platform. They want to be the…
We can have a volume normalization ceiling function in the final pass of video data compression stream for the ads injection section. The volume normalization variable can be chosen by the stream er so that the ads'…
There are tons of Jewish people are against Bibi's government for a long time. These kind of generalizations for average citizens are so dangerous. Today you are racists again Jewish group, tomorrow someone will do the…
This kind statements are so ridiculous. Should American Koreans be lumped together with DPRK? Should American Chinese be grouped with CCP? The foreign government is not related to your average citizens regardless of the…
It's similar to tokenmaxxing in various companies. Who cares about reviewing the design and the code, just code generation all the way. If it runs it's good
> Apple TV, Netflix, BritBox and PBS add up to about $45 a month. Most people are gonna judge AI up against what they’re already paying for and the AI model makers simply don’t have a good enough product. What's the…
The competitors of $65/mo subscriptions are the free models and services that are good enough. It will only get worse as open models or free tiers catch up. For most people, they just use whatever that's free
Isn't the recent Oppenheimer about building organizations, politics, and courts? There are bombs scenes but majority of the movie is the supposed boring stuff
Capex spending to push out employees is not hype. People are getting laid off as AI spending increases is definitely real
Exactly. I write my own notes in markdown, it works with or without a viewer app. I am not even sure if there is a better alternative. This format is good enough for most of the casual and semi serious use cases
There are a few things to consider if you are in the investment space: - Growth rate: you can't compare them to the average single digit growth companies or dividend focused companies. Most of these tech companies…
Yes gaap absolutely matters. You can just choose not to play the accounting game, and only choose the ones that actually gaap viable as investment opportunities. For example mag7 - tesla are all relatively cheap when…
Update typo: Meant to say supply constrained
The problem is that their current capacity is literally full. They were running a highly profitable business for the last 2-3 years and recently switched up the strategy to build more datacenters to meet the ai demand.…
The issue is the company's valuation has priced in ridiculous growth in the future. The trajectory matters here. Not saying you should short the stock
We can have different opinion on how much inflation is too much. But the universal consensus is that a little bit of inflation is good. It's ok if you think 2% too high. Maybe 1.25% is better. But we cannot just dispute…
It's more than the quarterly net income last year. So still quite a lot.
It's basically a form of meditation. It's a great way to get your life back on track
Not sure how that works when there are fierce competitions, and openai's product is not substantially better than the rest. There are US competitors, then China. Take ozempic as an example. The word is already part of…
RAM is a commodity. It has much less moat to prevent competitions. When the rams flood the market that's when the bubble ends, until the next cycle arrives. Processors are much harder to design and commoditize.
I think you are confusing manager with ICs. Managers don't really read or review the codes. What you are describing is where agents are doing all the coding and reviewing without people in the loop. I don't think the op…
I think they are in b2b enterprise model space. Privacy is way more important. Not sure if Sota models are needed.
Canada do have an ai company Cohere that has potential to be big. Personally I do think they are one of the credible competitors.
That's true. But trying out a new sector is one thing, even apple build their own vr. Zuck took so long to cut loss on vr platform because he wants to have this platform to be solely under his control
Btw I am just quoting someone else. It's in the news in for a long time. Besides ads monetization, Zuck's moves in recent years are mostly about creating their own platform so the Apple incident never happen again
> For one thing, I still don't understand Meta as a business Zuck got spooked by apple ads change a few years ago, which crashed the meta's stock to double digit. So Zuck is trying to own a platform. They want to be the…
We can have a volume normalization ceiling function in the final pass of video data compression stream for the ads injection section. The volume normalization variable can be chosen by the stream er so that the ads'…
There are tons of Jewish people are against Bibi's government for a long time. These kind of generalizations for average citizens are so dangerous. Today you are racists again Jewish group, tomorrow someone will do the…
This kind statements are so ridiculous. Should American Koreans be lumped together with DPRK? Should American Chinese be grouped with CCP? The foreign government is not related to your average citizens regardless of the…
It's similar to tokenmaxxing in various companies. Who cares about reviewing the design and the code, just code generation all the way. If it runs it's good
> Apple TV, Netflix, BritBox and PBS add up to about $45 a month. Most people are gonna judge AI up against what they’re already paying for and the AI model makers simply don’t have a good enough product. What's the…
The competitors of $65/mo subscriptions are the free models and services that are good enough. It will only get worse as open models or free tiers catch up. For most people, they just use whatever that's free
Isn't the recent Oppenheimer about building organizations, politics, and courts? There are bombs scenes but majority of the movie is the supposed boring stuff
Capex spending to push out employees is not hype. People are getting laid off as AI spending increases is definitely real
Exactly. I write my own notes in markdown, it works with or without a viewer app. I am not even sure if there is a better alternative. This format is good enough for most of the casual and semi serious use cases
There are a few things to consider if you are in the investment space: - Growth rate: you can't compare them to the average single digit growth companies or dividend focused companies. Most of these tech companies…
Yes gaap absolutely matters. You can just choose not to play the accounting game, and only choose the ones that actually gaap viable as investment opportunities. For example mag7 - tesla are all relatively cheap when…
Update typo: Meant to say supply constrained
The problem is that their current capacity is literally full. They were running a highly profitable business for the last 2-3 years and recently switched up the strategy to build more datacenters to meet the ai demand.…
The issue is the company's valuation has priced in ridiculous growth in the future. The trajectory matters here. Not saying you should short the stock
We can have different opinion on how much inflation is too much. But the universal consensus is that a little bit of inflation is good. It's ok if you think 2% too high. Maybe 1.25% is better. But we cannot just dispute…
It's more than the quarterly net income last year. So still quite a lot.
It's basically a form of meditation. It's a great way to get your life back on track
Not sure how that works when there are fierce competitions, and openai's product is not substantially better than the rest. There are US competitors, then China. Take ozempic as an example. The word is already part of…