Everything Anthropic says absolves them of responsibility and is self serving.
We are living in such a weird, amazing, and miraculous time. It’s completely surreal.
Yes. And yes you can churn slop. And I’m sure many will and many will get stuck with a source base that grows bigger than LLMs can cope with and becomes unmaintainable. But you can also have many engineers operating it,…
> At the same time, we'll keep helping people focus on the work that matters most, build new skills, and, where it makes sense, find new opportunities across Microsoft. Anthropic is already doing this - some software…
The calculus may be that DeepSeek (or similar) + human is good enough and that the frontier simply won’t have the growth to get to the next level that differentiates them and justifies the token cost. They get stuck in…
The $100/month guy for inference isn’t the prize. It’s the thousands of companies spending millions/month. It’s not unusual for someone to spend $5k in a week. 2 guys at my place just spend $150,000 over 3 months…
Their entire goal is to get to AGI via RSI ASAP. If they do they win. But if not they’ll be a legendary story of a flying too high too fast. That they are IPOing tells me that the massive amount of funding they need is…
I’d challenge that and say that the opportunity cost was massive. So you needed to be super precise and confident in what to spend the time doing. Now that opportunity cost is much lower so experimentation is more…
They do when they see the cost savings and ROI. It’s the one reliable thing that makes a company switch from any tech to another one. Looking at our AI spend today vs 1 year ago we have massive changes. Anything that…
Everyone I know is either starting to or planning to switch to open weight models. Cost savings are just too good. This is what will cook frontier AI and probably prevent the investment scale to happen for AGI. Humans +…
Their thesis is there won’t be companies when they achieve AGI. They are trying to fund that accomplishment by selling tokens to the companies they plan on making obsolete eventually. Essentially getting everyone to…
It’s shovels all the way down. Nvidea is selling shovels to frontier model labs who are selling shovels to AI companies who are selling shovels to actual businesses who have nicer power point presentations, a lot more…
Patriot. God bless, Mr. Zuckerberg.
It's probably because with the release of each model it is becoming more and more difficult to see how a person's livelihood and way of life continues. Uncertainty stacked on uncertainty. How will it pan out, no one…
There's a high degree of variability in dentists in large part because it's a rare job that requires knowledge and experience as well as dexterity. I had a conversation with a guy that is a leading endodontist that…
Same reason banks sell mortgages rather than just buying all the homes.
Mongo’s biggest sell was it increases developer productivity so backlogs were burned down faster and managers all benefited. AI greatly removes that differentiator. AI doesn’t care if it needs schemas or if there’s an…
I think you’re just imagining things. Our teams have exclusively used LLMs for coding for 6 months. Literally 0 lines written by hand. 100% more PRs than a year ago and code quality is as high due to thousands of tests.…
The LLM. And you can use an alternate LLM to antagonize the coding LLM. You’re simply testing outputs. Make a spec but ultimately ungodly amounts of tests can be built quickly to ensure the program is outputting the…
> It really sucks at designing types and apis though and when it creates types and apis it doesn't think or plan for the future way the system will evolve (even if it's known up front how the system will evolve). Does…
I think it’s what customers want though as it gets you higher and closer to that high they’re always chasing. That it can kill you is a marketing feature if anything.
We create 25% more new jobs that never existed before than jobs that are forever destroyed as obsolete every year. In the USA.
Time to get AC in homes. Especially in the Uk Where homes are generally terraced/attached, small, and decently insulated. The costs to operate wouldn’t be too painful. Secondly, much of Western Europe (except Norway)…
It can but it takes a very long time to bring food online. To develop real estate. Especially when the real numbers of immigrants is much higher. It takes time to train more doctors, to raise more cattle, and to build…
And it’s a good thing all that wealth is evenly distributed and not hoarded nearly exclusively by a small class of families. I can assure you mass immigration is not good for the working class families of this country…
Everything Anthropic says absolves them of responsibility and is self serving.
We are living in such a weird, amazing, and miraculous time. It’s completely surreal.
Yes. And yes you can churn slop. And I’m sure many will and many will get stuck with a source base that grows bigger than LLMs can cope with and becomes unmaintainable. But you can also have many engineers operating it,…
> At the same time, we'll keep helping people focus on the work that matters most, build new skills, and, where it makes sense, find new opportunities across Microsoft. Anthropic is already doing this - some software…
The calculus may be that DeepSeek (or similar) + human is good enough and that the frontier simply won’t have the growth to get to the next level that differentiates them and justifies the token cost. They get stuck in…
The $100/month guy for inference isn’t the prize. It’s the thousands of companies spending millions/month. It’s not unusual for someone to spend $5k in a week. 2 guys at my place just spend $150,000 over 3 months…
Their entire goal is to get to AGI via RSI ASAP. If they do they win. But if not they’ll be a legendary story of a flying too high too fast. That they are IPOing tells me that the massive amount of funding they need is…
I’d challenge that and say that the opportunity cost was massive. So you needed to be super precise and confident in what to spend the time doing. Now that opportunity cost is much lower so experimentation is more…
They do when they see the cost savings and ROI. It’s the one reliable thing that makes a company switch from any tech to another one. Looking at our AI spend today vs 1 year ago we have massive changes. Anything that…
Everyone I know is either starting to or planning to switch to open weight models. Cost savings are just too good. This is what will cook frontier AI and probably prevent the investment scale to happen for AGI. Humans +…
Their thesis is there won’t be companies when they achieve AGI. They are trying to fund that accomplishment by selling tokens to the companies they plan on making obsolete eventually. Essentially getting everyone to…
It’s shovels all the way down. Nvidea is selling shovels to frontier model labs who are selling shovels to AI companies who are selling shovels to actual businesses who have nicer power point presentations, a lot more…
Patriot. God bless, Mr. Zuckerberg.
It's probably because with the release of each model it is becoming more and more difficult to see how a person's livelihood and way of life continues. Uncertainty stacked on uncertainty. How will it pan out, no one…
There's a high degree of variability in dentists in large part because it's a rare job that requires knowledge and experience as well as dexterity. I had a conversation with a guy that is a leading endodontist that…
Same reason banks sell mortgages rather than just buying all the homes.
Mongo’s biggest sell was it increases developer productivity so backlogs were burned down faster and managers all benefited. AI greatly removes that differentiator. AI doesn’t care if it needs schemas or if there’s an…
I think you’re just imagining things. Our teams have exclusively used LLMs for coding for 6 months. Literally 0 lines written by hand. 100% more PRs than a year ago and code quality is as high due to thousands of tests.…
The LLM. And you can use an alternate LLM to antagonize the coding LLM. You’re simply testing outputs. Make a spec but ultimately ungodly amounts of tests can be built quickly to ensure the program is outputting the…
> It really sucks at designing types and apis though and when it creates types and apis it doesn't think or plan for the future way the system will evolve (even if it's known up front how the system will evolve). Does…
I think it’s what customers want though as it gets you higher and closer to that high they’re always chasing. That it can kill you is a marketing feature if anything.
We create 25% more new jobs that never existed before than jobs that are forever destroyed as obsolete every year. In the USA.
Time to get AC in homes. Especially in the Uk Where homes are generally terraced/attached, small, and decently insulated. The costs to operate wouldn’t be too painful. Secondly, much of Western Europe (except Norway)…
It can but it takes a very long time to bring food online. To develop real estate. Especially when the real numbers of immigrants is much higher. It takes time to train more doctors, to raise more cattle, and to build…
And it’s a good thing all that wealth is evenly distributed and not hoarded nearly exclusively by a small class of families. I can assure you mass immigration is not good for the working class families of this country…