JohnnyMarcone

6 ms·

31.
by JohnnyMarcone 10mo ago
How do you know?
32.
by JohnnyMarcone 10mo ago
This is similar to how Anthropic has treated sonnet/opus as well. At least pre opus 4.5. To me it seems like the big model has been "look what we can do", and the smaller model is "actually use this one though".
33.
by JohnnyMarcone 10mo ago
What was the moat in search?
34.
by JohnnyMarcone 10mo ago
The current leadership retains power in an IPO. Is there a minimum size chuck one has to sell when IPO-ing? How do you know it will be big chunks?
35.
by JohnnyMarcone 10mo ago
We will all have a great source if they IPO :)
36.
by JohnnyMarcone 10mo ago
What do you mean by pure play? Claude code alone is 1B revenue. It's not just the API they make money on. https://www.anthropic.com/news/anthropic-acquires-bun-as-cla...
37.
by JohnnyMarcone 10mo ago
I saw a Claude ad before watching Wicked for Good in the theater. I was surprised.
38.
by JohnnyMarcone 11mo ago
He didn't say it's over, just that continued scaling won't be transformational.
39.
by JohnnyMarcone 11mo ago
You can take a position without being sure about it. e.g. "I'm at 70% that AI is a bubble."
40.
by JohnnyMarcone 11mo ago
A lot of funding was predicated on them making the transition. Also they would not have been able to IPO without the transition, so there was a funding problem when you look at it that way.
41.
by JohnnyMarcone 11mo ago
I thought Altman didn't own hardly any equity.
42.
by JohnnyMarcone 11mo ago
I've also seen Open AI and Anthropic say it's pretty close at least. I'll try to follow up with a source.
43.
by JohnnyMarcone 11mo ago
They stated the total commitment is 1.4 trillion in their live stream about the restructuring and mentioned an IPO as the most likely path to get that amount of funding.
44.
by JohnnyMarcone 11mo ago
The non-profit controls the board of the for profit and can replace them at any time. They also serve in the for-profit board. This is according to the NY times article.
45.
by JohnnyMarcone 11mo ago
An independent panel has to declare agi now.
46.
by JohnnyMarcone 1y ago
I reacted more to the current administration than AI. I added a small allocation to international equities. I may increase my bond allocation a bit, but that's because I'm already heavy in stocks and want to focus a little more on
47.
by JohnnyMarcone 1y ago
Aren't you saying it's not hidden behind private equity then?
48.
by JohnnyMarcone 1y ago
If you're arguing to not have all investments in NASDAQ, that advice is good for any point in time. At least diversify to a total stock market fund such as VTSAX and have an allocation of bonds to fit your risk tolerance. Maybe add som
49.
by JohnnyMarcone 1y ago
I found some of it funny and entertaining.
50.
by JohnnyMarcone 1y ago
They allow limited use on the $20 plan last I knew.
51.
by JohnnyMarcone 1y ago
I got a pop-up when I opened the app explaining the change and an option to opt out. That seems very transparent to me.
52.
by JohnnyMarcone 1y ago
Imagine being middle class in your late 50s right now and eyeing retirement. Even worse, imagine you were planning to retire this year and now plan to work another couple years due to fear. The cherry being, the entire time you're worr
53.
by JohnnyMarcone 1y ago
Are you confident enough in that prediction to short the market?
54.
by JohnnyMarcone 1y ago
What is your investment horizon and when do you plan to buy back in? Also did you take a huge take hit to reallocate to bonds or was it all in tax advantage accounts? Seems more crazy to sell all equities when you have to pay tax on the gai
55.
by JohnnyMarcone 1y ago
If people start turning against Trump, Congress will follow. Look what happened after the 2022 terms. Dems over performed and everyone immediately tried to make Ron Desantis a thing. Sharks will always be in the water around Trump waiting f
56.
by JohnnyMarcone 1y ago
Pressure from the electorate, business leaders and foreign governments could spur Congress to act.
57.
by JohnnyMarcone 2y ago
To be fair their roadmap states that gpt-5 will unify everything into one model in "months".
58.
by JohnnyMarcone 2y ago
I feel like this period has shown that we're not quite ready for a machine god. We'll see if RL hits a wall as well.
59.
by JohnnyMarcone 2y ago
They already confirmed GPT-5 will be a unified model "months" away. Elsewhere they claimed that it will not just be a router but a "unified" model. https://www.theverge.com/news/611365/openai-gp
60.
by JohnnyMarcone 2y ago
You shouldn't jump to judgement without knowing any of the details.

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