4 ms·

Claude slop. "durable base", "That is real money", "those are requests, not appropriations", etc etc.

by bos 2mo ago

bdjsmsm 2mo ago
The author is literally a VC partner
- idle_zealot 2mo ago
  That explains why they have such contempt for their readers.
- plorg 2mo ago
  My mental model suggests that makes it more likely to have been crapped out by Claude.
- forgotTheLast 2mo ago
  Publisher not author
ElProlactin 2mo ago
Even if this was written "by"/with the help of AI, the point the post is actually pretty spot on. You can use AI to create slop using very simple, uninformed prompts, but you can also "collaborate" with it to write thoughtful pieces with good points. One point not made here though that I think is one of the most important about the space: these companies are being valued like software companies but defense work doesn't produce software-like margins and it never will. A company like Anduril being valued at $60+ billion is insane. Most of the major defense primes in the US trade at around 2x sales. Supposedly Anduril has a few billion in sales. For comparison, Northrop did $42 billion in sales last year and has a market cap of around $75 billion. Even factoring in growth, which reasonably deserves a premium, there's really just no way to get to some of these valuations in the defense market because it's structurally limited on the margin side.
- SiempreViernes 2mo ago
  Yeah, but if you didn't take the time to write it why should I read the full thing? Here's summary: > Defense-tech startup valuations vastly outpace the real, contestable market. > As valuations meet procurement reality, mergers, recaps, rollups, and acquisitions will reshape the sector
- idle_zealot 2mo ago
  > You can use AI to create slop using very simple, uninformed prompts, but you can also "collaborate" with it to write thoughtful pieces with good points. If you're working that closely with the piece you plan on publishing then you can go ahead and pick your own words too. This is a social skills test. You need to signal respect to your readers if you want them to engage with your output. That sense has clearly been eroded, or perhaps never developed, in the author if they consider this style acceptable.
  - ElProlactin 2mo ago
    Do you realize how much content today is being produced using AI in some fashion? Even for editing and concept development. You can spot the tell-tale signs even in major publications. You're free to throw the baby out with the bath water if you'd like, but it's increasingly unrealistic to stop reading the second you encounter a suspected AI footprint unless you're willing to just stop reading.
    - idle_zealot 2mo ago
      > You're free to throw the baby out with the bath water if you'd like, but it's increasingly unrealistic to stop reading the second you encounter a suspected AI footprint unless you're willing to just stop reading. Strongly disagree. It's incredibly nice, actually, for the mask to come off and get such an easy negative signal on low-effort content. There's more quality content than I could ever read in a lifetime, and it constitutes the slimmest fraction of all content that I will encounter. LLMs are highly effective honeypots for people who want to waste my and others’ time and attention.

Claude slop. "durable base", "That is real money", "those are requests, not appropriations", etc etc.

by bos 2mo ago

Claude slop. "durable base", "That is real money", "those are requests, not appropriations", etc etc.

bdjsmsm 2mo ago

The author is literally a VC partner

idle_zealot 2mo ago
That explains why they have such contempt for their readers.
plorg 2mo ago
My mental model suggests that makes it more likely to have been crapped out by Claude.
forgotTheLast 2mo ago
Publisher not author

ElProlactin 2mo ago

Even if this was written "by"/with the help of AI, the point the post is actually pretty spot on. You can use AI to create slop using very simple, uninformed prompts, but you can also "collaborate" with it to write thoughtful pieces with good points. One point not made here though that I think is one of the most important about the space: these companies are being valued like software companies but defense work doesn't produce software-like margins and it never will. A company like Anduril being valued at $60+ billion is insane. Most of the major defense primes in the US trade at around 2x sales. Supposedly Anduril has a few billion in sales. For comparison, Northrop did $42 billion in sales last year and has a market cap of around $75 billion. Even factoring in growth, which reasonably deserves a premium, there's really just no way to get to some of these valuations in the defense market because it's structurally limited on the margin side.

SiempreViernes 2mo ago
Yeah, but if you didn't take the time to write it why should I read the full thing? Here's summary: > Defense-tech startup valuations vastly outpace the real, contestable market. > As valuations meet procurement reality, mergers, recaps, rollups, and acquisitions will reshape the sector
idle_zealot 2mo ago
> You can use AI to create slop using very simple, uninformed prompts, but you can also "collaborate" with it to write thoughtful pieces with good points. If you're working that closely with the piece you plan on publishing then you can go ahead and pick your own words too. This is a social skills test. You need to signal respect to your readers if you want them to engage with your output. That sense has clearly been eroded, or perhaps never developed, in the author if they consider this style acceptable.
- ElProlactin 2mo ago
  Do you realize how much content today is being produced using AI in some fashion? Even for editing and concept development. You can spot the tell-tale signs even in major publications. You're free to throw the baby out with the bath water if you'd like, but it's increasingly unrealistic to stop reading the second you encounter a suspected AI footprint unless you're willing to just stop reading.
  - idle_zealot 2mo ago
    > You're free to throw the baby out with the bath water if you'd like, but it's increasingly unrealistic to stop reading the second you encounter a suspected AI footprint unless you're willing to just stop reading. Strongly disagree. It's incredibly nice, actually, for the mask to come off and get such an easy negative signal on low-effort content. There's more quality content than I could ever read in a lifetime, and it constitutes the slimmest fraction of all content that I will encounter. LLMs are highly effective honeypots for people who want to waste my and others’ time and attention.