ai-x

6 ms·

1.
by ai-x 8d ago
Most HNers are clueless that if you have Top Talent + Capital you already have an insurmountable moat. OpenAI, SpaceX, Anthropic all have that and none of the regular guys can compete against them (if they choose to attack that industry)
2.
by ai-x 2mo ago
Strategically the best ethic czar one can hire for a company is the one that doesn't believe in this fluffy, arbitrary definition of ethics. 100% of the time, ethics department attracts activists, which is 100% trouble for the company
3.
by ai-x 2mo ago
skill issue. Solved by having the correct model of the world and forces acting on it given (appropriately weighted) current context and your usual variance. It's usually people who don't understand the context or assign appropriat
4.
by ai-x 2mo ago
Search is now only 50% of the revenue. But sure keep the myth going.
5.
by ai-x 2mo ago
You know SpaceX is still publicly valued at $1.5T marketcap, right? (offering price has nothing to do with anything other than ego of founders/bankers). Yes, I will wait for the correct valuation when all stocks enter the liquidity poo
6.
by ai-x 2mo ago
If you had asked HN 3 years ago what would code-generating market would be, they would have used the exact same reasoning and given us the opinion "Why no one will pay for glorified auto-complete"
7.
by ai-x 2mo ago
I love how HN ignores past execution results
8.
by ai-x 2mo ago
People are going to be surprised by how obscenely profitable both will be in a couple of years
9.
by ai-x 2mo ago
Smarter models will always route better because it is an intelligent/judgement activity
10.
by ai-x 2mo ago
The only metric that matters is f(cost, time, task). If Anthropic has a SOTA model, it can easily distill every model in the pareto frontier and have the SOTA model route appropriately. They haven't felt the 'sting' yet to op
11.
by ai-x 2mo ago
and Anthropic can top that benchmark if that's what the users are optimizing for...which is my original point
12.
by ai-x 2mo ago
Model Routing will always be done better by models themselves. Plus routing loses context making it more expensive and less reliable. Model Routing is just Bitter lesson. The models themselves will get better at this and frontier companies
13.
by ai-x 2mo ago
we don't know if it is 0.1% deficit, could be 0.05%
14.
by ai-x 2mo ago
There is no reason a smarter model will not build an internal smarter/efficient router itself
15.
by ai-x 2mo ago
One is actually building while the other is making Youtube videos. Also the video literally answers the economic question. I'm happy with my bet
16.
by ai-x 2mo ago
https://youtu.be/FKHENV75b9Q?si=JFBsT2HinR02AI4P
17.
by ai-x 2mo ago
Yes. https://youtu.be/FKHENV75b9Q?si=JFBsT2HinR02AI4P
18.
by ai-x 2mo ago
Models need datacenters to run. It also need other services to do anything useful
19.
by ai-x 3mo ago
"There’s a clean exception to all of this, and it flips the entire logic." AI Slop
20.
by ai-x 3mo ago
Completely missing the point of not adding Anthropic, OpenAI, SpaceX. Mag7 is just an arbitrary list of companies that were coined at a specific time with no rigor. If you must do rigorous analysis, then just like S&P 500 you need to ad
21.
by ai-x 3mo ago
Warren Buffett brags about his strategy. Jeff Bezos brags about his strategy. The reason they can brag is, even if it's simple, competition doesn't have the culture to copy/follow it. (My post is literally downvoted) Losing p
22.
by ai-x 3mo ago
I'm happy to give my identity to Anthropic and crush my competition with irrational fear about privacy and personal data. This is a serious competitive advantage and a moat.
23.
by ai-x 3mo ago
I'm sure people laughed in 2023 if someone said AI will reach $100B in revenue in 3 years. Yet here we are
24.
by ai-x 4mo ago
Exactly, it's never about absolute results, it's always Expected Value (Upside, given time/cost savings + Downside, given %reliability). So, every task falls under a spectrum
25.
by ai-x 4mo ago
actuaries look for data. visionaries take leaps in faith. There was no data proving LLMs will work at scale. Google waited for the Data. OpenAI and then Anthropic took the leap of faith. The result is there for all to see. The core attrib
26.
by ai-x 4mo ago
I'm not talking about Claude copying. I'm talking about scouring Twitter/LinkedIn and look at posts from employees who say SOTA model is banned. Look at what the business do. Copy it using SOTA. Call their clients with 30% di
27.
by ai-x 4mo ago
Step 1: Find all companies which refuses/bans to use SOTA models from irrational fear. Step 2: Use SOTA models to copy them and crush them Step 3: Profit. (Yes, not every business is easily replicable, but you sure can find some)
28.
by ai-x 4mo ago
One company's irrational fear is a competitive advantage for someone else.
29.
by ai-x 4mo ago
people over-rate how much software/IP is useful in running a successful business. There are genuinely very few IP in this world that needs to be protected. Everyone else is running stupid CRUD apps They also over index fear of LargeCo
30.
by ai-x 4mo ago
If it doesn't, at what point will the 'bears' admit they were horribly and confidently wrong?

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