ai-x

4 ms·

31.
by ai-x 4mo ago
If you looked at Google, Amazon, Apple, Microsoft valuation around 2007 (before the crash), you'd asked the same question about the large base. But here we are.
32.
by ai-x 4mo ago
Why are you comparing SpaceX revenues to US GDP? (when it's main customers will all have a global footprint) GDP rates should be nominal (5-6%) not 3% Also, go back in time and do the same analysis for Anthropic in 2023 or Nvidia in 20
33.
by ai-x 4mo ago
The ARR of OpenAI + Anthropic > $85B greater than McDonalds, Netflix, Starbucks, Google Cloud, CocaCola, and 1000 other iconic firms around the world. If I wanted blind pattern matching comments of dot-com bubble, I can just ask LLMs of
34.
by ai-x 4mo ago
The content of all these comments has a smell similar to 2023 when NVDA had a spectacular run and HN was absolutely sure that AI is a bubble. It's also similar to 2024 when HN was sure that AI is a bubble. Similar to 2025 when HN comme
35.
by ai-x 4mo ago
Exactly. Sam may lose on Product capabilities, but never on Deals.
36.
by ai-x 4mo ago
You clearly have no clue of the marketcap of these cannibas companies. The minimum marketcap for S&P 500 is ~23 Billion The highest current marketcap of cannibas companiy is $3 Billion
37.
by ai-x 4mo ago
Remember the scene in "You got mail" where there are bunch of people who protest against big retailer and support the local bookstore but at the end of the day, they have no extra sales. All these anti-Google, anti-facebook, anti-
38.
by ai-x 4mo ago
E.g If the driver brakes because they saw a pothole, and Lidar captures someone biking 200m away on their own path, it may mistakenly put more weight on brake causation to the 200m away object (because large moving object) vs the pothole. I
39.
by ai-x 4mo ago
You are just being punished for your poor judgement for not backing the winner. Not sure why you should be rewarded. It's the same logic for de-googlers. You can't De-Google yourself and then bitch about some Google products work
40.
by ai-x 4mo ago
I thought about this and I think it boils to how the model is trained. Tesla trains it models from actual drivers purely based on (input) Vision and (output) actuators - Brake, Steering, Accelerators. Human output is based on what they and
41.
by ai-x 4mo ago
Imagine making "AI Hater" as your personality
42.
by ai-x 4mo ago
That's like saying can't the Judge decide who the killer was when he literally saw the video of shooting.
43.
by ai-x 5mo ago
HN is not the target market. In fact, if HN hates it, there is a higher chance the product will be successful Will Bookmark it so that it becomes one of those legendary HN quotes
44.
by ai-x 5mo ago
The landscaper analogy is to explain how any firm can hire or fire at the same time (which many can't seem to grasp). A landscaper that doesn't have repeat clients is what you are comparing to, which is the signal for unskilled la
45.
by ai-x 5mo ago
I haven't met any truly skilled person constantly being fired. Sure they may get unlucky once or twice, but talent shines through
46.
by ai-x 5mo ago
In a free market, the content provider is free to put whatever guardrails they feel appropriate. Loginwall, Paywall, CaptchaWall. If you don't like that provider, you are free to pick another.
47.
by ai-x 5mo ago
4GB, $0.10 (whatever the HD price) that is the equivalent of a High School level intelligent brain that can perform many cognitive tasks (and in the future even PhD level intelligence) for free? Oh, the horror!!! Wait, let me pay my HVAC gu
48.
by ai-x 5mo ago
The hypothesis is completely wrong. With AI, juniors can catch up with the codebase / domain must faster and deeper than before. It's just a matter of putting time.
49.
by ai-x 5mo ago
Did you add Google, Meta, Apple, Amazon in that because more people consume from these firms than Ford
50.
by ai-x 5mo ago
Several customers like Citadel, run TPUs in their own datacenters (closer to Exchanges)
51.
by ai-x 5mo ago
Can you exactly point to me how US Tech firms are "falling apart". Deepseek is a mid model. not SOTA.
52.
by ai-x 5mo ago
Non-Chrome browsers constantly require Robot check
53.
by ai-x 5mo ago
for all you know, you think you are standing in the $3 line, but it really is $2 line and $3 line is BigCos, Govt and others who have guaranteed demand for several years.
54.
by ai-x 5mo ago
https://www.theinformation.com/articles/anthropic-lowers-pro... I have access to that article https://www.saastr.com/have-ai-gross-margins-really-turned-t... Like I said, majority of people (including
55.
by ai-x 5mo ago
Math / Economics 101 thought experiment. You have (limited) 100 Coke cans to sell (that you bought for say $1) There are two large lines being formed for that. One line is offering an average $3 per bottle and another line is offering
56.
by ai-x 5mo ago
Anthropic has 50% gross margins on their tokens. Step 1) Bubble callers will be proven wrong in 2026 if not already (no excess capacity) Step 2) Models are not profitable are proven wrong (When Anthropic files their S1) Step 3) FOMO and act
57.
by ai-x 5mo ago
If you have this view in 2026 April, you are going to have a bad time
58.
by ai-x 5mo ago
Fundamental mis-understanding of why availability is spiky
59.
by ai-x 5mo ago
Nothing to do with coding and everything to do with capacity. In fact, this proves that there is no AI Bubble and we are massively capacity constrained (aka we under-invested in infrastructure)
60.
by ai-x 5mo ago
This precisely justifies Anthropic's market cap to be higher.

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