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byzantinegene
searching PlanetScale…
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1.
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by
byzantinegene
8d ago
they could potentially lose their license, I think that's worth caring about.
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by
byzantinegene
8d ago
amicable divorces are like 5% of all divorces, so there's not much to be won there
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byzantinegene
12d ago
they would if they could, their investors are seething already.
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by
byzantinegene
15d ago
22x more to be exact
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by
byzantinegene
15d ago
i think the main consensus here is that the actual performance is not indicative of the benchmark performance (which supposedly outperforms the previous iterations)
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by
byzantinegene
15d ago
i'm not sure why there's a need for comparison here. both are not saints and you shouldn't trust any of them anyway
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byzantinegene
1mo ago
I think the (non-definitive) evidence is that the chinese models are always just slightly behind the publically released US models, and never ahead.
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byzantinegene
1mo ago
China is still quite far from monopolizing hardware production
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byzantinegene
1mo ago
most of the bubble right now is fueled from circular financing of Anthropic and OpenAI
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by
byzantinegene
1mo ago
100b sounds implausible if you consider that anthropic's revenue is only expected to reach 100b this year, 100m is more likely.
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by
byzantinegene
1mo ago
where are the cheaper chinese models?
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by
byzantinegene
1mo ago
source? most benchmarks show "smart" routing producing near-identical accuracy and 50-75% cheaper costs.
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byzantinegene
1mo ago
i think plenty of people don't want to be forced to using just Claude and ChatGPT
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byzantinegene
1mo ago
they have no reason to do that to harm their reputation if their goal is profit, in which in this case it is.
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byzantinegene
1mo ago
this would never work if the core business model requires your flagship product to be best-in-class.
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byzantinegene
2mo ago
such a business plan has not yet created economic value, being able to roll out features at rocket speed is not a huge determinant of a startup's success.
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byzantinegene
2mo ago
sam and dario would be extremely happy
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byzantinegene
2mo ago
why would you even hire 2 AI friendly people when you could just prompt it yourself? we wouldn't even need you anymore
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byzantinegene
2mo ago
we are already at the point where AI proponents are planning to have the review cycle be replaced by llms
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byzantinegene
2mo ago
i doubt the users really care as long as they get the job done, AI in 90% of use cases is just a race to the bottom, nobody cares as long as it's cheap and gets the job done.
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byzantinegene
2mo ago
fraud that cannot be reliably be prevented, which makes the business model in-question fall into 'questionable' category.
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byzantinegene
2mo ago
good, then the money could be potentially put to better use
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by
byzantinegene
2mo ago
The official reasoning they use is sanctioning 'intellectual theft' due to distillation.
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by
byzantinegene
2mo ago
VCs have been horseshit for some time and throwing money at horseshit startups to increase their AUM, their incentive structures are fundamentally misaligned with their clients.
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by
byzantinegene
2mo ago
Why would model progress slowing be necessarily bad for China?
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byzantinegene
2mo ago
if this is true, the frontier labs are not able to justify their trillion dollar valuations, they are barely making anything on subsidized plans.
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by
byzantinegene
2mo ago
I believe they will last until they IPO, and not long after that. $200/mo plans are not good for their P&L when their users using $10000 worth api credits. That's -98% margin loss per user.
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by
byzantinegene
2mo ago
until they put their money where their mouth is
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byzantinegene
2mo ago
claude code is free to use, you can use claude code with any non-anthropic model, so harness stickiness doesn't benefit the AI labs at all.
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by
byzantinegene
2mo ago
the reselling of fixed price plans by resellers are causing american labs to lose alot of money and that's why they're trying really hard to stamp it down.
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