It's actually shocking they didn't do this before? Load balancing across multiple similar paths seems to be one of the first thing you would add once you hit some scale? I love how they congratulate themselves on that…
That's actually exactly how I feel about Anthropic. They play such a PR game, trying really really hard to be seen as the good guys. It feels as another satirical episode of Silicon Valley. It's very clear they are all…
This article is very long with almost no content. Except "spending more tokens is good". Obviously the author got something to sell us.
As a European, Democrats are absolutely not conservative from a European perspective. There are multiple dimensions but at least socially they push everything further to the left than in Europe. (Which is also in my…
How many non-tech people knew about Anthropic before? How many know about Anthropic since this episode? Still don't see it? Still don't see how the huge IPO coming up soon could profit from this? Yes, this was a…
>> Looking at the ongoing Mythos export control issue, it's obviously not good for profits We must live in different planets. The whole episode about Mythos has been the absolute best free PR move ever designed. At this…
> I think they should have basic workers rights still You make it look like they are underpaid poor manual workers. Those are people that chose to make >500k$/year by joining a company that is known to be one of the…
I came to the same conclusion. Specifically Anthropic's whole PR has all been about danger, safety, doomerism all to make themselves indirectly more important and central to the debate. Calling meetings in Washington DC…
Aaah the beautiful inability to see what is so obvious because your salary depends on it.
Google revealing how evil they really are. That was always the plan with Chrome. Put B$ of engineering efforts into creating a nice browser and pushing people to switch over. Once everyone is addicted and forgot about…
The issue is that it creates an incentive to maximize the cost of travel as the employee directly get miles based on the price. I see this all the time with employees/managers booking a 1000$ flight that will give them…
It has always been super difficult in tech to know who does what exactly. You can look at PRs or # LoC but we all know they are not very representative. Plenty of people have realized that and played the…
> Source? There is an actual ETF tracking IPOs: https://finance.yahoo.com/quote/IPO/
> It's an index. The conventional way to market weight is to use market cap. The float rules are mostly for technical reasons around transaction costs for very large indices. No the float rule is to avoid having to buy…
> How would you differentiate insiders needing to sell versus insiders needing to dump before a crash? To answer this, just ask yourself how many of the insiders would have bought the stock at current IPO's price? Most…
I agree with you that this might be a good marketing move overall. And I don't really care about the chain of causation. The change of rules for the available float and the fact those funds will buy based on the market…
Both OpenAI and Anthropic were able to raise astronomical amount of cash on the private markets just weeks ago. I don't think that's what's driving them. I really think what is driving this is the need for insiders,…
> But for NASDAQ 100 I'm going to go ahead and say this was a brilliant market move, since nobody ever talked about that index before this. Most people know the NASDAQ100 as its ticker QQQ. Also known as the high risk -…
yes it will keep the grift going for a couple months due to the index artificial demand. Actually, SpaceX timed the unlocking of their shares to the timeline index funds will have to buy. Guess who will hold the bag…
Just the fact that they still calling themselves OpenAI is so grotesque. Similar to Google with "Don't be evil". At least they got the decency to eventually remove it when they realized they were actually doing evil.
Depending on how much that bubble will pop, all of those above might still be very right. We could very well go back to the 2021 valuations.
Ben Felix got a great video on this subject: https://www.youtube.com/watch?v=iOyFja87uyw The point he makes is that companies go public when they think they can get the maximum our of their shares on the retail market.…
I wish Adyen was as good at marketing and hype as Stripe was. Stripe is really good at making themselves look like a way bigger deal than they are.
Those mega IPOs are the latest grift to unload overpriced shares before the whole AI tulip bubble explodes in everyone's face. The insiders know it, which is precisely why those IPOs are happening right now. Employees…
Seriously wondering who was even considering buying those. I know nobody cares about privacy anymore but this is another level. Buying a camera and mic appliance from the least trustworthy company in the world, who has…
It's actually shocking they didn't do this before? Load balancing across multiple similar paths seems to be one of the first thing you would add once you hit some scale? I love how they congratulate themselves on that…
That's actually exactly how I feel about Anthropic. They play such a PR game, trying really really hard to be seen as the good guys. It feels as another satirical episode of Silicon Valley. It's very clear they are all…
This article is very long with almost no content. Except "spending more tokens is good". Obviously the author got something to sell us.
As a European, Democrats are absolutely not conservative from a European perspective. There are multiple dimensions but at least socially they push everything further to the left than in Europe. (Which is also in my…
How many non-tech people knew about Anthropic before? How many know about Anthropic since this episode? Still don't see it? Still don't see how the huge IPO coming up soon could profit from this? Yes, this was a…
>> Looking at the ongoing Mythos export control issue, it's obviously not good for profits We must live in different planets. The whole episode about Mythos has been the absolute best free PR move ever designed. At this…
> I think they should have basic workers rights still You make it look like they are underpaid poor manual workers. Those are people that chose to make >500k$/year by joining a company that is known to be one of the…
I came to the same conclusion. Specifically Anthropic's whole PR has all been about danger, safety, doomerism all to make themselves indirectly more important and central to the debate. Calling meetings in Washington DC…
Aaah the beautiful inability to see what is so obvious because your salary depends on it.
Google revealing how evil they really are. That was always the plan with Chrome. Put B$ of engineering efforts into creating a nice browser and pushing people to switch over. Once everyone is addicted and forgot about…
The issue is that it creates an incentive to maximize the cost of travel as the employee directly get miles based on the price. I see this all the time with employees/managers booking a 1000$ flight that will give them…
It has always been super difficult in tech to know who does what exactly. You can look at PRs or # LoC but we all know they are not very representative. Plenty of people have realized that and played the…
> Source? There is an actual ETF tracking IPOs: https://finance.yahoo.com/quote/IPO/
> It's an index. The conventional way to market weight is to use market cap. The float rules are mostly for technical reasons around transaction costs for very large indices. No the float rule is to avoid having to buy…
> How would you differentiate insiders needing to sell versus insiders needing to dump before a crash? To answer this, just ask yourself how many of the insiders would have bought the stock at current IPO's price? Most…
I agree with you that this might be a good marketing move overall. And I don't really care about the chain of causation. The change of rules for the available float and the fact those funds will buy based on the market…
Both OpenAI and Anthropic were able to raise astronomical amount of cash on the private markets just weeks ago. I don't think that's what's driving them. I really think what is driving this is the need for insiders,…
> But for NASDAQ 100 I'm going to go ahead and say this was a brilliant market move, since nobody ever talked about that index before this. Most people know the NASDAQ100 as its ticker QQQ. Also known as the high risk -…
yes it will keep the grift going for a couple months due to the index artificial demand. Actually, SpaceX timed the unlocking of their shares to the timeline index funds will have to buy. Guess who will hold the bag…
Just the fact that they still calling themselves OpenAI is so grotesque. Similar to Google with "Don't be evil". At least they got the decency to eventually remove it when they realized they were actually doing evil.
Depending on how much that bubble will pop, all of those above might still be very right. We could very well go back to the 2021 valuations.
Ben Felix got a great video on this subject: https://www.youtube.com/watch?v=iOyFja87uyw The point he makes is that companies go public when they think they can get the maximum our of their shares on the retail market.…
I wish Adyen was as good at marketing and hype as Stripe was. Stripe is really good at making themselves look like a way bigger deal than they are.
Those mega IPOs are the latest grift to unload overpriced shares before the whole AI tulip bubble explodes in everyone's face. The insiders know it, which is precisely why those IPOs are happening right now. Employees…
Seriously wondering who was even considering buying those. I know nobody cares about privacy anymore but this is another level. Buying a camera and mic appliance from the least trustworthy company in the world, who has…