crowcroft

7 ms·

61.
by crowcroft 1y ago
Totally agree, it might not blow up in Nvidia's face, but there's a margin call sitting around somewhere in the pile.
62.
by crowcroft 1y ago
Anytime there's a massive draw down equities an asset-liability mismatch shows up (margin calls) because someone was borrowing money to spend in the short term against the value of assets that have now disappeared. It might not be th
63.
by crowcroft 1y ago
Yea this is speculation, you might be right. I'm not sure how exactly they're doing this but my thinking would be. 1. Selling equity (probably good). 2. Financed with actual profits over time showing up as lower margins on the inc
64.
by crowcroft 1y ago
For some of these tech companies their valuations let them go to the market with their equity in way that is basically a ZIRP environment. In a way you could say this is a competitive advantage someone like Nvidia has at the moment and so t
65.
by crowcroft 1y ago
The counter point to this is that while not profitable, the cashflow is real, and inference is marginally ROI positive. If you can scale inference with more GPUs then eventually that marginal ROI grows large enough to cover the R&D and
66.
by crowcroft 1y ago
It seems similar to how GE under Jack Welch would use their rock solid financials to take on low cost debt that they could lend out to suppliers who needed finance to purchase their products. The biggest difference here though is that most
67.
by crowcroft 1y ago
It's more of a second order effect, once you train people to turn to your app for something instead of the open web you can then steer them towards more owned and operated experiences within that app instead of leaving. Meta is the per
68.
by crowcroft 1y ago
I've seen more search labs in the last 24 months than probably the full decade before that. Not sure if there's actually been that many more search labs out of Google, but there's certainly been a lot more worth talking about
69.
by crowcroft 1y ago
Bringing search into an app and then consolidating the web experience there is more surface area for ads, not less.
70.
by crowcroft 1y ago
Suspect this is another surface they want to play around with as a gateway into an AI/ChatGPT like experience. Google have wanted to get people out of the web and into an app for a long time and have mostly failed because traditional s
71.
by crowcroft 1y ago
Interesting, using webviews is a common shortcut for a lot of functionality, and even native apps will occasionally have some webviews (that you might not even notice) out of convenience (and sometimes necessity). Apple themselves run into
72.
by crowcroft 1y ago
How new is your site? The domain might just need to mature a little bit. Other than that I would add some organization schema to your site to help confirm that your site is the canonical 'home' for you business, possibly a Google
73.
by crowcroft 1y ago
How generic is your brand name, and are there other brands that sound similar? Two reasons this usually happens. 1. You’re trying to jump on a generic term that is already established and make it your brand. Ie don’t try claim ‘superfood’ a
74.
by crowcroft 1y ago
Do they even have $10mm? What exactly is being allocated?
75.
by crowcroft 1y ago
A serious company would not consider this research. Zero evidence of anything is presented. No one in the organisation or advisory board have any expertise in building modern LLMs, and most are self-fashioned AI Execs that moved into the sp
76.
by crowcroft 1y ago
Seems like LeChat identifies itself as python-httpx/0.28.1 instead of setting a proper name.
77.
by crowcroft 1y ago
After testing it for myself, I find it's pretty solid for a lot of general use cases but basically breaks as soon as it needs to make multiple tool calls. A bit of a shame if they're going to launch these connectors that the model
78.
by crowcroft 1y ago
On the other hand, it's kind of crazy no one can make an OS except Windows, Apple and Google? Trillion dollar market and no one can compete.
79.
by crowcroft 1y ago
You're assuming that Dia is what Atlassian wanted in this acquisition, and nothing else. We don't know what things would look like if they had continued developing Arc. Almost every successful company has got there by grinding awa
80.
by crowcroft 1y ago
Which is why tactics are so important. I would say no one has actually got the experience right yet, 'browser is the OS' has been true for a long time, and no one has delivered it yet. Similar to ambient computing and augmented re
81.
by crowcroft 1y ago
All things considered the cash looks pretty good – maybe not the deal they wanted, but doesn't look bad all things considered.
82.
by crowcroft 1y ago
The thing is they make the correct diagnoses of Arc's issues [1], but then instead of addressing them and doing the hard work of building a great product, they took the easy way out and started another greenfield project. How often has
83.
by crowcroft 1y ago
The strategic insight behind Arc was perfect – your browser IS the Operating System, and so we should build a browser that can function as that platform. Arc had pretty good market validation with early adopters, they say that growth was fl
84.
by crowcroft 1y ago
How effective are Mistral's models at this point? My perception using them is that they have comparable models to OpenAI and others when it comes to general use 'chat' tasks, but they don't match something like gpt-5 Pro
85.
by crowcroft 1y ago
IMO 'Zero return' is really just saying that these companies never had a plan for their AI implementation in the first place, and so never had any idea what they were trying to achieve and measure in the first place. The article d
86.
by crowcroft 1y ago
What are social security numbers if not just another bit of information that wants to be free? Or perhaps you are saying that people that have an interest in the availability of particular information should have some control on that inform
87.
by crowcroft 1y ago
Probably want to try front run comms with Supabase getting into this as well.
88.
by crowcroft 1y ago
I'm drowning in benchmarks and results at this point. Just show me what it can do.
89.
by crowcroft 1y ago
The biggest challenge I have is that setting up and configuring them is a mess. I'm pretty technical and I still find configuration confusing and brittle. Especially if auth is involved. I work in a marketing team, I would love folks t
90.
by crowcroft 1y ago
This is why I think we should just be packaging tools into apps though. Let ChatGPT/Claude/Cursor manage my Oauth tokens, and then just bring tools into those platforms without a whole MCP server in the middle.

More ›