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.
Its complicated, this is how its going to be. People are going to have opinions and take sides or take no side at all.
The powers that be are already planning to ban Chinese models.
This is the right answer. Double down or triple down on this comment.
Even if they lower costs to 0, it means nothing Topline growth matters more than costs. Mathematically - There is no limit to topline growth But cost cutting has a ceiling, which is the current costs. You can only…
"Our Model", "Our Model", "Our Model"
Brad Gerstner confirmed that tokens aren't being sold at a loss. Whatever the formula, API + Subscription split, the companies are making a profit on net token sale. They maybe running at loss after all the salaries and…
Can this project run for 30 years at loss? Google investors don't like that. One day an exec will say lets reduce wasteful projects and cut this.
You can use Codex and Claude code for most of the tasks that you would manually do Filing JIRA tickets, updates. Opening PRs, having AI review PRs. This will all use tokens. No need to tokenmaxx, you will end up burning…
But growth stall, because competitors will capture future growth. You need to keep up. Of course I acknowledge if Hersheys uses AI to make trillions of chocolates a second, there is an upper limit on consumption. And…
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.
Its complicated, this is how its going to be. People are going to have opinions and take sides or take no side at all.
The powers that be are already planning to ban Chinese models.
This is the right answer. Double down or triple down on this comment.
Even if they lower costs to 0, it means nothing Topline growth matters more than costs. Mathematically - There is no limit to topline growth But cost cutting has a ceiling, which is the current costs. You can only…
"Our Model", "Our Model", "Our Model"
Brad Gerstner confirmed that tokens aren't being sold at a loss. Whatever the formula, API + Subscription split, the companies are making a profit on net token sale. They maybe running at loss after all the salaries and…
Can this project run for 30 years at loss? Google investors don't like that. One day an exec will say lets reduce wasteful projects and cut this.
You can use Codex and Claude code for most of the tasks that you would manually do Filing JIRA tickets, updates. Opening PRs, having AI review PRs. This will all use tokens. No need to tokenmaxx, you will end up burning…
But growth stall, because competitors will capture future growth. You need to keep up. Of course I acknowledge if Hersheys uses AI to make trillions of chocolates a second, there is an upper limit on consumption. And…