gloryjulio

4 ms·

1.
by gloryjulio 6d ago
A lot of the Meta/Google folks jumped ship to Openai/Anthropic. This kind of work is expected
2.
by gloryjulio 10d ago
There is also insane amount of debt from ai related investment. China's free model is crushing the ai margins while these companies need to pay their debt and obligations. The debt bomb clock is ticking. The next few years would be fun
3.
by gloryjulio 17d ago
> and it does not require anything close to that to maintain their network. If it's so easy to disrupt visa/mastercard payment network, they wouldn't be able to charge this much. Payment is a highly competitive business. W
4.
by gloryjulio 18d ago
In my experience it's kinda different. The serious issue that raised by higher up usually means more scope, visibility, bonuses and potential bonuses. Teams usually fights to get the important issues(whichever the higher thinks that&#
5.
by gloryjulio 26d ago
Mac gaming is a pain in the **. It's Apple's fault. It's fine they can't justify the maintenance.
6.
by gloryjulio 1mo ago
Exactly. 38% is way too high. Are we sure about that? Statistics is not some required learning in school. Even those who learned (me for example) cannot confidently claim what it actually means. I would say most of the people don't hav
7.
by gloryjulio 1mo ago
Not exactly an issue though. Because the following Dynasty Zhou was portrayed as a protagonist, which rebelled against Shang and abolished human sacrifice and established the right Chinese civilization. And all the following dynasties are c
8.
by gloryjulio 1mo ago
The price war is on, as expected. This is the true China ev moment for llm wars
9.
by gloryjulio 1mo ago
In my case I didn't understand the context of the context. Also, having no life experience at the time didn't help. Most of my time was spent on grinding stem subjects
10.
by gloryjulio 1mo ago
This. I am late bloomer in humanity subjects. I was a typical stem students that didn't really understand any of those classes. It was not until working after finishing Universities, I started to get back to understand those topics.
11.
by gloryjulio 1mo ago
> That's the point. Most financial investment is really putting money into something higher risk to get a (hopefully) higher return. It's about risk adjusted returns, not higher returns. If you are not considering the risk asse
12.
by gloryjulio 1mo ago
Because investing conservatively is not gambling. Your definition of gambling is weirdly associated of how money is made, instead of risk making. Nobody uses this word in this way. Gambling is about of risk. It's not about how you are
13.
by gloryjulio 1mo ago
> If you fiddle with "investments" with the intent of making money without doing anything else, that's gambling. There are lot of value investors which sit at home do stock picking occasionally. They don't work for th
14.
by gloryjulio 1mo ago
Do you think it's possible to bomb China's AI datacenters? They are already here, and they are progressing AI at their will. What will others do about it?
15.
by gloryjulio 1mo ago
We know the price wars are coming. It's gonna be interesting to watch how it plays out in real time. Anthropic/Openai probably want to race to the IPO before the price wars start to have real impact.
16.
by gloryjulio 1mo ago
From PG's comment on Zuck‘had no concept of small talk`, that's on par for his view on friends. https://fortune.com/2026/03/23/meta-cofounder-mark-zuckerber...
17.
by gloryjulio 1mo ago
Sugar heavy diets is everywhere IF people can afford to have them if you look at the data. There is no such thing as Western vs Eastern in this sense. Note I am not Western
18.
by gloryjulio 1mo ago
Self host + open weight models, exactly the things that openai/anthropic don't want you to have
19.
by gloryjulio 1mo ago
Not sure if that's true. Tons of r/wallstreetbets redditors did the same.
20.
by gloryjulio 2mo ago
It actually is. For example, Deepseek higher ups already had similar implications in the Chinese underground news. CCP has great control over the corporations.
21.
by gloryjulio 2mo ago
Michael Burry almost got wipe out if the bubble last just a bit longer. He started shorting way before the crash. He was lucky that he held long enough. There are many others see the same thing but just lost right before the end of the race
22.
by gloryjulio 2mo ago
Investing and trading is a dynamic game. If everyone has the edge of certain portfolio to out perform the average, then no one has the edge. Similarly AI is not going to solve that. Because everyone would end up with similar AI edge until n
23.
by gloryjulio 2mo ago
Yep. This would backfire spectacularly for people just want to know what's going on. They would just dump the article in the llm and ask, 'what problem is this article about'
24.
by gloryjulio 2mo ago
Openai and Anthropic's doom porn are also not helping their cause. The public will turn against them and watch their margin get eaten alive by open weight models
25.
by gloryjulio 2mo ago
Second this. Lots of fentanyl overdose are caused by accident, not because the buyers are buying them. It is extremely dangerous
26.
by gloryjulio 2mo ago
This. I saw way more people build a few millions of retirement nest egg reliably in 10-20 years, by working on a boring good swe job and manage their investment a bit better. It's a much safer route.
27.
by gloryjulio 2mo ago
This. Melatonin is a hormone. You should always be extra careful when dealing with any kind of hormone as it might affect your own body's regulations.
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by gloryjulio 3mo ago
RAM is a commodity. It has much less moat to prevent competitions. When the rams flood the market that's when the bubble ends, until the next cycle arrives. Processors are much harder to design and commoditize.
29.
by gloryjulio 3mo ago
I think you are confusing manager with ICs. Managers don't really read or review the codes. What you are describing is where agents are doing all the coding and reviewing without people in the loop. I don't think the op is working
30.
by gloryjulio 3mo ago
I think they are in b2b enterprise model space. Privacy is way more important. Not sure if Sota models are needed.

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