Retail is just a bad business. The ad business is many times more profitable than cloud business because of the margins. Cloud isn’t a money printer when compared to advertising.
Your curiosity is enabled but is it being best served? You are being fed a single perspective on every question, a singular world view. You do not have the serendipitous exposure to a broad range of ideas and opinions…
The courts eventually ruling against the administration doesn’t undo the harm caused. A Trump tirade against Instacart could be a death sentence for the business.
I am of course very sympathetic to your wife and think it is outrageous that someone should lose their job this way but also given the insane behavior of the Trump administration, it seems like Instacart had no choice.…
They’re inextricably linked. The ceiling is being raised by people at the top pillaging from people at the bottom. Sure, in a vacuum, raising the floor without regard for the ceiling might work but in the real world it…
The compute spend in the S-1 for H1 2026 is $9bn or $1.5bn per month. The S-1 goes on to say that H2 2026 compute spend will end with an additional $4bn per month to SpaceX. The compute spend is outpacing revenue…
Shorting a company is not a trade against the future of a company, it is a trade against the market. You can know a company is going to zero and the company can go to zero and you can still lose your shirt from shorting…
At the same time, an S-1 does not necessarily represent how the company thinks. Risk factors often get reported as “x thinks that y will happen” but the company is actually just describing things they have an obligation…
when they start removing biscuits from the Anthropic offices, that’ll confirm their WeWork-like death spiral
Can you explain how the trap works? The exploit gives you access to the machine which you can then use to wipe the evidence of your intrusion - right? There is nothing to leak by taking control of the machine. Is the…
Chloë Grace Moretz was huge as a child star but she is basically retired now, the likelihood that she continues to appear in any major movies is very slim. Her career's early start was beneficial to this ranking but is…
Presumably based on the numbers in the article? “A typical request to the open model Kimi K3 emits about 0.4 grams of CO₂ in Sweden, 1.6 grams in Ireland, 2.5 grams in Germany and 3.2 grams in Texas, on identical…
The relative resource consumption of meat vs. plants is well established. Chicken is much more resource efficient than beef if you want to eat meat but consume less resources, and mussels are even more efficient.…
Trained on a very small portion of what has been written, heavily biased by what is available to American companies to acquire. You could argue that LLMs are somewhat representative of their training data (with some…
There are thousands of these already, many have raised a lot of money. If your product and cold outreach is generated slop (as half your post is) it is doomed to fail. The easiest next step is to look at what your…
I am a nerd on Hacker News. My preference for technology and robots is obvious and an assumption that my disagreement with you is based on personal preference is brainless. I have spent time in China and Korea where…
this is tech fart sniffing self-aggrandization. You’re saying words that mean nothing. Tens of billions of robots? To do what, exactly? Have you ever interacted with people, not nerds, real human people? Real people…
The lack of a “moat” is mostly irrelevant because success is not decided by who can or can’t be cloned. TypeSafe invented[1] a new approach that became wildly popular almost immediately, if they can do that once, they…
They’re raising from a position of strength for capital they don’t need. As far as I know, they haven’t published their valuation, but it is very possible they’re giving up little equity. Plus, giving up some equity to…
You’re almost right but missing an entire category of startup: “egocentric” data. A lot of the most high revenue startups right now are, essentially, recruitment agencies for frontier labs to get video of skilled…
with respect, fuck no. Bankruptcy should be less consequential. A lender or creditor should rely on their own measure of creditworthiness to determine who to lend to, not rely on a borrower’s fear of the state. The…
Not the OP but run a high margin service that has customers run up accidental bills often. Customers running up bills intentionally and then not paying is even more common. There is almost no situation where trying to…
Yes, this is an important point although it has changed with A.I. Software is traditionally very high margin and so a $10k bill can be written off by the provider without any meaningful loss. As a customer, the big…
The article is arguing that a company’s output will be entirely created by AI (via the harness) and only the input (developing the harness) will be human. My take is counter to that. My take is that success in business…
We have evidence that this is not true. For years and years you have been able to self-host Zulip and Mattermost but companies still pay Slack millions of dollars per year. GitHub has billions in revenue, why not just…
Retail is just a bad business. The ad business is many times more profitable than cloud business because of the margins. Cloud isn’t a money printer when compared to advertising.
Your curiosity is enabled but is it being best served? You are being fed a single perspective on every question, a singular world view. You do not have the serendipitous exposure to a broad range of ideas and opinions…
The courts eventually ruling against the administration doesn’t undo the harm caused. A Trump tirade against Instacart could be a death sentence for the business.
I am of course very sympathetic to your wife and think it is outrageous that someone should lose their job this way but also given the insane behavior of the Trump administration, it seems like Instacart had no choice.…
They’re inextricably linked. The ceiling is being raised by people at the top pillaging from people at the bottom. Sure, in a vacuum, raising the floor without regard for the ceiling might work but in the real world it…
The compute spend in the S-1 for H1 2026 is $9bn or $1.5bn per month. The S-1 goes on to say that H2 2026 compute spend will end with an additional $4bn per month to SpaceX. The compute spend is outpacing revenue…
Shorting a company is not a trade against the future of a company, it is a trade against the market. You can know a company is going to zero and the company can go to zero and you can still lose your shirt from shorting…
At the same time, an S-1 does not necessarily represent how the company thinks. Risk factors often get reported as “x thinks that y will happen” but the company is actually just describing things they have an obligation…
when they start removing biscuits from the Anthropic offices, that’ll confirm their WeWork-like death spiral
Can you explain how the trap works? The exploit gives you access to the machine which you can then use to wipe the evidence of your intrusion - right? There is nothing to leak by taking control of the machine. Is the…
Chloë Grace Moretz was huge as a child star but she is basically retired now, the likelihood that she continues to appear in any major movies is very slim. Her career's early start was beneficial to this ranking but is…
Presumably based on the numbers in the article? “A typical request to the open model Kimi K3 emits about 0.4 grams of CO₂ in Sweden, 1.6 grams in Ireland, 2.5 grams in Germany and 3.2 grams in Texas, on identical…
The relative resource consumption of meat vs. plants is well established. Chicken is much more resource efficient than beef if you want to eat meat but consume less resources, and mussels are even more efficient.…
Trained on a very small portion of what has been written, heavily biased by what is available to American companies to acquire. You could argue that LLMs are somewhat representative of their training data (with some…
There are thousands of these already, many have raised a lot of money. If your product and cold outreach is generated slop (as half your post is) it is doomed to fail. The easiest next step is to look at what your…
I am a nerd on Hacker News. My preference for technology and robots is obvious and an assumption that my disagreement with you is based on personal preference is brainless. I have spent time in China and Korea where…
this is tech fart sniffing self-aggrandization. You’re saying words that mean nothing. Tens of billions of robots? To do what, exactly? Have you ever interacted with people, not nerds, real human people? Real people…
The lack of a “moat” is mostly irrelevant because success is not decided by who can or can’t be cloned. TypeSafe invented[1] a new approach that became wildly popular almost immediately, if they can do that once, they…
They’re raising from a position of strength for capital they don’t need. As far as I know, they haven’t published their valuation, but it is very possible they’re giving up little equity. Plus, giving up some equity to…
You’re almost right but missing an entire category of startup: “egocentric” data. A lot of the most high revenue startups right now are, essentially, recruitment agencies for frontier labs to get video of skilled…
with respect, fuck no. Bankruptcy should be less consequential. A lender or creditor should rely on their own measure of creditworthiness to determine who to lend to, not rely on a borrower’s fear of the state. The…
Not the OP but run a high margin service that has customers run up accidental bills often. Customers running up bills intentionally and then not paying is even more common. There is almost no situation where trying to…
Yes, this is an important point although it has changed with A.I. Software is traditionally very high margin and so a $10k bill can be written off by the provider without any meaningful loss. As a customer, the big…
The article is arguing that a company’s output will be entirely created by AI (via the harness) and only the input (developing the harness) will be human. My take is counter to that. My take is that success in business…
We have evidence that this is not true. For years and years you have been able to self-host Zulip and Mattermost but companies still pay Slack millions of dollars per year. GitHub has billions in revenue, why not just…