gloryjulio

5 ms·

31.
by gloryjulio 3mo ago
Canada do have an ai company Cohere that has potential to be big. Personally I do think they are one of the credible competitors.
32.
by gloryjulio 3mo ago
That's true. But trying out a new sector is one thing, even apple build their own vr. Zuck took so long to cut loss on vr platform because he wants to have this platform to be solely under his control
33.
by gloryjulio 3mo ago
Btw I am just quoting someone else. It's in the news in for a long time. Besides ads monetization, Zuck's moves in recent years are mostly about creating their own platform so the Apple incident never happen again
34.
by gloryjulio 3mo ago
> For one thing, I still don't understand Meta as a business Zuck got spooked by apple ads change a few years ago, which crashed the meta's stock to double digit. So Zuck is trying to own a platform. They want to be a version o
35.
by gloryjulio 3mo ago
We can have a volume normalization ceiling function in the final pass of video data compression stream for the ads injection section. The volume normalization variable can be chosen by the stream er so that the ads' volume would be cla
36.
by gloryjulio 4mo ago
There are tons of Jewish people are against Bibi's government for a long time. These kind of generalizations for average citizens are so dangerous. Today you are racists again Jewish group, tomorrow someone will do the same to other ra
37.
by gloryjulio 4mo ago
This kind statements are so ridiculous. Should American Koreans be lumped together with DPRK? Should American Chinese be grouped with CCP? The foreign government is not related to your average citizens regardless of the race in principle.
38.
by gloryjulio 4mo ago
It's similar to tokenmaxxing in various companies. Who cares about reviewing the design and the code, just code generation all the way. If it runs it's good
39.
by gloryjulio 5mo ago
> Apple TV, Netflix, BritBox and PBS add up to about $45 a month. Most people are gonna judge AI up against what they’re already paying for and the AI model makers simply don’t have a good enough product. What's the actual TAM for p
40.
by gloryjulio 5mo ago
The competitors of $65/mo subscriptions are the free models and services that are good enough. It will only get worse as open models or free tiers catch up. For most people, they just use whatever that's free
41.
by gloryjulio 5mo ago
Isn't the recent Oppenheimer about building organizations, politics, and courts? There are bombs scenes but majority of the movie is the supposed boring stuff
42.
by gloryjulio 6mo ago
Capex spending to push out employees is not hype. People are getting laid off as AI spending increases is definitely real
43.
by gloryjulio 6mo ago
Exactly. I write my own notes in markdown, it works with or without a viewer app. I am not even sure if there is a better alternative. This format is good enough for most of the casual and semi serious use cases
44.
by gloryjulio 6mo ago
There are a few things to consider if you are in the investment space: - Growth rate: you can't compare them to the average single digit growth companies or dividend focused companies. Most of these tech companies revenue are still gro
45.
by gloryjulio 6mo ago
Yes gaap absolutely matters. You can just choose not to play the accounting game, and only choose the ones that actually gaap viable as investment opportunities. For example mag7 - tesla are all relatively cheap when they dip. Some times th
46.
by gloryjulio 6mo ago
Update typo: Meant to say supply constrained
47.
by gloryjulio 6mo ago
The problem is that their current capacity is literally full. They were running a highly profitable business for the last 2-3 years and recently switched up the strategy to build more datacenters to meet the ai demand. I can see they want t
48.
by gloryjulio 7mo ago
The issue is the company's valuation has priced in ridiculous growth in the future. The trajectory matters here. Not saying you should short the stock
49.
by gloryjulio 7mo ago
We can have different opinion on how much inflation is too much. But the universal consensus is that a little bit of inflation is good. It's ok if you think 2% too high. Maybe 1.25% is better. But we cannot just dispute this basic econ
50.
by gloryjulio 8mo ago
It's more than the quarterly net income last year. So still quite a lot.
51.
by gloryjulio 8mo ago
It's basically a form of meditation. It's a great way to get your life back on track
52.
by gloryjulio 8mo ago
Not sure how that works when there are fierce competitions, and openai's product is not substantially better than the rest. There are US competitors, then China. Take ozempic as an example. The word is already part of the culture, but
53.
by gloryjulio 8mo ago
> After 30 years with a shit operating system known as Windows, Linux still cannot get over 5% adoption. Despite being free and compatible with every computer. You need to install linux and actively debugging it. For ai, regular people c
54.
by gloryjulio 8mo ago
The value is well worth over $60-$80/mo. But conflating that with the market condition is very different. In the world where you cheap open weight models and free tier closed sources models are flooding the market, you need very good r
55.
by gloryjulio 8mo ago
Real Science channel made a very good video on this topic: https://www.youtube.com/watch?v=uGCaL_Ge6tg
56.
by gloryjulio 9mo ago
True but rx was even more niche than redux. It was much easier to hire redux devs
57.
by gloryjulio 9mo ago
Many years ago, I used Redux to build real time streaming data processing layer. Basically I need to receive, merge, and process multiple data streams into a single realtime data pool. After that,consuming the realtime data becomes dead eas
58.
by gloryjulio 9mo ago
We only used it on top of the primary databases, just like many other components for scaling or auxiliary functionalities. Not sure how others use it
59.
by gloryjulio 9mo ago
That's true. I am out of the promotion game grind now. Personally, I have reached my ceiling and the time is better spent else where.
60.
by gloryjulio 9mo ago
> 1. Promotions are not a reward for past performance. Instead, they are a bet that you will contribute more towards those goals with a promotion than without one. Actually, you operate on the next level for certain amount of the time. Y

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