cmiles8

33 ms·

361.
by cmiles8 6mo ago
I will be good to have competition for space Internet. It’s unclear though if the market will really support two players. Satellite radio and data quickly ended up consolidating down to one. Amazon is trying to become more vertically integr
362.
by cmiles8 6mo ago
Space is hard. Losing payloads hurts though, especially for a new platform.
363.
by cmiles8 6mo ago
Good point. At some point there will be a reality check for the giant pile of burning cash that is new model training.
364.
by cmiles8 6mo ago
AI has the same problem. It’s not that it doesn’t work, but that folks just aren’t all that interested in adopting it at scale. Tech makes this “build it and they will come” error a lot. The tech is quite good, but it’s all the non tech asp
365.
by cmiles8 6mo ago
There’s alway a bit of that going on, but ironically if AI does result in mass labor replacement India and the Philippines are likely going to be ground zero where workforces get wiped out first. They’re ripe with the kind of things that AI
366.
by cmiles8 6mo ago
AI isn’t going away, but it’s also clear the much promised impacts aren’t there and aren’t coming anytime soon. A bit like the claims a few years back that we’d all have self driving cars by now. The most likely outcome is an AI bubble corr
367.
by cmiles8 6mo ago
Typical bad management decisions that came home to roost. It’s a lot easier to say “AI productivity improvements” than for the CEO to say “I’m cleaning up terrible performance on my part and a lot of bad business decisions.”
368.
by cmiles8 6mo ago
There’s another version of the Mythos narrative that reads like: AI companies realized that all this vibe coding has released a shitstorm of security vulnerabilities into the wild and so unless they release a much better model to fix that m
369.
by cmiles8 6mo ago
I have seen this shift myself. A year ago everyone was super excited by AI. Now, if you exit the tech ecosystem, most people have become decidedly “meh” about the tech. “Is that some nonsense ChatGPT told you?” Has turned into an almost cyn
370.
by cmiles8 6mo ago
Individual heath insurance premiums aren’t linked to your behavior or health or activities (apart from smoking). Most of that was made illegal by the insurance reforms in the “ObamaCare” bill. If many people started doing stupid things thou
371.
by cmiles8 6mo ago
The biggest risk to cloud revenues is that everyone wakes up and realizes they could slash their cloud bills by 60+% quite quickly with just some minimal leaning.
372.
by cmiles8 6mo ago
Mythos is clearly a nice improvement. It’s also clear there’s a lot of unfounded hype around it to keep the AI hype cycle going. Gating access is also a clever marketing move: Option A: Release it but run out of capacity, everyone is annoye
373.
by cmiles8 6mo ago
AWS was the clear undisputed leader for years, but feels like it’s lost its way now. It knew how to be the market leader and first to market with big launches. It’s now struggling to navigate a world where in more and more areas it’s fallin
374.
by cmiles8 6mo ago
They’re still going the almost certainly end up running this on US designed chips, with US designed networking equipment and a bunch of other assets tied back to US companies. They should do what they want, but it’s “sovereignty theater” at
375.
by cmiles8 6mo ago
Space is hard. If we didn’t accept these parameters we wouldn’t go to space. Apollo lost one entire crew and almost two, the Space Shuttle lost two missions where the whole crew died. The risks are real.
376.
by cmiles8 6mo ago
I’ve observed this consistently. It’s scary how easy it is to fool these models, and how often they just confuse themselves and confidently march forward with complete bullshit.
377.
by cmiles8 6mo ago
So we’re meant to believe that Anthropic is sitting on a world ending cyber tool that writes God-like code while just forgetting that a week ago the same company leaked its source code on the internet and was ribbed for how shit it was. Got
378.
by cmiles8 6mo ago
I’m sure it’s a decent model. But it’s also clear folks are running out of runway and desperate to find something that sticks and keeps the party going. All the promises of amazing things in general work never happened. Companies consistent
379.
by cmiles8 6mo ago
It seems unlikely OpenAI can survive long term with Sam at the helm. Challenge is folks already realized that once and yet here we are.
380.
by cmiles8 7mo ago
Great reporting. Altman describes his shifting views as genuine good faith evolution of thinking. Do you believe he has a clear North Star behind all this that’s not centered on himself?
381.
by cmiles8 7mo ago
tl;dr nobody wants OpenAI shares and the secondary market has completely dried up. “We literally couldn’t find anyone in our pool of hundreds of institutional investors to take these shares“ This doesn’t bode well for an IPO. The market is
382.
by cmiles8 7mo ago
This. Github CoPilot is decent but the rest of the copilot ecosystem is a hot mess. It’s not surprising MSFT is struggling to monetize AI.
383.
by cmiles8 7mo ago
Costco is a rare example of a large company that’s actually pretty well respected for not doing shady things. I doubt customers have much standing here. They were free to not buy items if they didn’t like the price. And I do believe Costco
384.
by cmiles8 7mo ago
Sadly looks like another example of “fake it till you make it” in highly regulated industries is playing with fire.
385.
by cmiles8 7mo ago
I would expect further H1B crackdowns coming. The $100k fee was just the start.
386.
by cmiles8 7mo ago
It’s not. The moat is just that it’s challenging to get into that world as a vendor, but by all indications and observations folks cite the tech is pretty meh by 2026 standards.
387.
by cmiles8 7mo ago
The Palantir brand has become incredibly toxic and, from what folks report, the software just isn’t very good either. A lot of smoke and mirrors hype not matched by substance.
388.
by cmiles8 7mo ago
Google is already dumping LLMs into search and it works well and is free.
389.
by cmiles8 7mo ago
In large part because most companies have a set budget for IT spend. Thats how “normal” profitable companies operate outside this cash burning bonanza that’s going on. And in that reality one can’t just magically spend a bunch more on some
390.
by cmiles8 7mo ago
“The LLM usage will generate hundreds of billions of dollars in ad revenue” And yet every attempt to extract even minimal ad revenue has been canned to date as something nobody wants with AI providers retreating in failure. I don’t doubt th

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