this is a terrible article, fire that writer the media landscape has changed. youtube, tiktok, reels are the dominant media. the money the creators make there dwarfs this 200k loss of jobs. The issue is, its global,…
you know they paid some 70 billion for activision blizzard?
This is good, punish the shareholders, wallstreet gets the news. This wealth tax is poorly planned, tax the wealth, but find a better way.
SaaS that's critical for the business is not going to be disrupted. Once a business grows where tool failure is not a option, they will buy salesforce or similar professional clones. Now will salesforce be disrupted by…
I won't be hosting my own notes solution. I thought about hosting my own photos. The time is just not there, cheaper to pay Google. Until AGI or Super Intelligence saas is not dead. Once AGI and Super Intelligence here,…
where do you get the data from?
the moat is getting wider, it proves vibe coded apps can't replace your business. only a serious business can replace. figma, canva and other tools. but these are new tools in the same industry.
Anth revenue has probably crossed 70 billion. The way they calculate that is, last month's revenue x 12. The leaked numbers are old.
I think its Zuck's new hiring strat, He hired cred CEO to be whatsapp CEO. Scale CEO to be AI leader Now Mongo ceo to lead the AI enterprise sales.
yeah and antropic s1 is going to shock many people, its going to be an eyeopener however there is the open source cheaper token threat
Steve jobs was even more cut throat, he would have doubled the prices.
yes in an ideal world, in business world its all wine dine, contracts, costs savings. perhaps all the companies should dump teams and use slack.
This is a play to grab market share from Claude, But it seems Claude code is too strong of a brand Until the IT managers and CFOs cut budget hard, Claude will live rent free in heads of all developers OpenAI should…
Google stock would drop big if this new company was being funded by competitors
As what? CEO? Demis will not take up the MTS role.
if demand for "safe" tokens explodes, this is a no brainier if open source throws a wrench into the frontier revenue growth, then its gonna be biggest bubble explosion
bullish on google stock revenue must go up
not going to watch this if there is a bubble, then watch out for money supply. if it contracts because of interest rates or some random reason, then bubble will collapse.(if there was a bubble) also iran war, nobody…
Exactly, you need to be in the chosen group. The trusted group.
I think GPT 5.6 sol is pretty slow. I went back to 5.5 Though its been just 3 days I started using. Half way through the chat, GPT 5.6 Sol stops and does a safety verification, pretty annoying
Folks if you believe this Ed guy, you're soon going be really disappointed. LLMs are big, Codex app is huge. You can control the browser from within codex app with just natural language. Tell codex to perform a few…
Reddit, Quora, Twitter, Pinterest won. Now facebook is trying to build a new app.
yeah I was a uber bear too, some how it has turned around I was betting on the taxi drivers revolting, but the capital markets have prevailed
They are paying for the installed based. The users mainly. And also the team.
they are profitable on tokens. if company itself is profitable is unknown and we will see it soon.
this is a terrible article, fire that writer the media landscape has changed. youtube, tiktok, reels are the dominant media. the money the creators make there dwarfs this 200k loss of jobs. The issue is, its global,…
you know they paid some 70 billion for activision blizzard?
This is good, punish the shareholders, wallstreet gets the news. This wealth tax is poorly planned, tax the wealth, but find a better way.
SaaS that's critical for the business is not going to be disrupted. Once a business grows where tool failure is not a option, they will buy salesforce or similar professional clones. Now will salesforce be disrupted by…
I won't be hosting my own notes solution. I thought about hosting my own photos. The time is just not there, cheaper to pay Google. Until AGI or Super Intelligence saas is not dead. Once AGI and Super Intelligence here,…
where do you get the data from?
the moat is getting wider, it proves vibe coded apps can't replace your business. only a serious business can replace. figma, canva and other tools. but these are new tools in the same industry.
Anth revenue has probably crossed 70 billion. The way they calculate that is, last month's revenue x 12. The leaked numbers are old.
I think its Zuck's new hiring strat, He hired cred CEO to be whatsapp CEO. Scale CEO to be AI leader Now Mongo ceo to lead the AI enterprise sales.
yeah and antropic s1 is going to shock many people, its going to be an eyeopener however there is the open source cheaper token threat
Steve jobs was even more cut throat, he would have doubled the prices.
yes in an ideal world, in business world its all wine dine, contracts, costs savings. perhaps all the companies should dump teams and use slack.
This is a play to grab market share from Claude, But it seems Claude code is too strong of a brand Until the IT managers and CFOs cut budget hard, Claude will live rent free in heads of all developers OpenAI should…
Google stock would drop big if this new company was being funded by competitors
As what? CEO? Demis will not take up the MTS role.
if demand for "safe" tokens explodes, this is a no brainier if open source throws a wrench into the frontier revenue growth, then its gonna be biggest bubble explosion
bullish on google stock revenue must go up
not going to watch this if there is a bubble, then watch out for money supply. if it contracts because of interest rates or some random reason, then bubble will collapse.(if there was a bubble) also iran war, nobody…
Exactly, you need to be in the chosen group. The trusted group.
I think GPT 5.6 sol is pretty slow. I went back to 5.5 Though its been just 3 days I started using. Half way through the chat, GPT 5.6 Sol stops and does a safety verification, pretty annoying
Folks if you believe this Ed guy, you're soon going be really disappointed. LLMs are big, Codex app is huge. You can control the browser from within codex app with just natural language. Tell codex to perform a few…
Reddit, Quora, Twitter, Pinterest won. Now facebook is trying to build a new app.
yeah I was a uber bear too, some how it has turned around I was betting on the taxi drivers revolting, but the capital markets have prevailed
They are paying for the installed based. The users mainly. And also the team.
they are profitable on tokens. if company itself is profitable is unknown and we will see it soon.