louiereederson

9 ms·

31.
by louiereederson 5mo ago
I think as someone pointed out earlier, this is more likely about margin preservation as their gross margins are deteriorating really quickly.
32.
by louiereederson 5mo ago
Yikes, so incremental margins are in the 50s. I think this says it all.
33.
by louiereederson 6mo ago
Tesla FSD didn't crash your car, you did
34.
Agents for financial services and insurance(anthropic.com)
257 points by louiereederson 6mo ago|192 comments
35.
by louiereederson 6mo ago
This article is about Uber, not Meta
36.
Elon Musk Seemingly Admits xAI Has Used OpenAI's Models to Train Its Own(wired.com)
10 points by louiereederson 6mo ago|1 comments
37.
by louiereederson 6mo ago
This article seems to fundamentally misunderstand what 'enterprise IT' is all about (enterprise IT being different from IT for a tech-native). IT is a highly dynamic system, and enterprises optimize for a minimal set of capabiliti
38.
by louiereederson 6mo ago
It is possible to question the sustainability of the AI buildout and not have a dogmatic position on AI development. There are still major unanswered questions here. For instance, all of the incremental data capacity build out is going to b
39.
by louiereederson 6mo ago
More like he wants to ban accelerator chip sales to China, which may be about “national security” or self preservation against a different model for AI development which also happens to be an existential threat to Anthropic. Maybe those alt
40.
by louiereederson 6mo ago
Are they war or defense products when they are used against your own citizens?
41.
by louiereederson 6mo ago
Chip costs strongly impact the economics of model serving. It is entirely plausible to me that Opus 4.7 is designed to consume more tokens in order to artificially reduce the API cost/token, thereby obscuring the true operating cost of
42.
by louiereederson 6mo ago
For a 56.7 score on the Artificial Intelligence Index, GPT 5.5 used 22m output tokens. For a score of 57, Opus 4.7 used 111m output tokens. The efficiency gap is enormous. Maybe it's the difference between GB200 NVL72 and an Amazon Tra
43.
New connectors in Claude for everyday life(claude.com)
1 points by louiereederson 6mo ago|0 comments
44.
by louiereederson 6mo ago
Surveillance for all
45.
by louiereederson 6mo ago
The people in this image remind me of early this person does not exist, in the best way
46.
by louiereederson 6mo ago
The image of the messy desktop with the ASCII art is so impressive - the text renders, the date is consistent, it actually generated ASCII art in "ChatGPT", etc. I was skeptical that it was cherry-picked but was able to generate s
47.
Meta to start capturing employee mouse movement, keystrokes for AI training data(tech.yahoo.com)
58 points by louiereederson 6mo ago|4 comments
48.
by louiereederson 6mo ago
That Reddit account is only 3 days old and this is their only post so probably not credible. This would have strategic merit as noted already, but seems difficult to justify for Anthropic as a private company given they are horribly compute
49.
Amazon and Anthropic expand strategic collaboration(aboutamazon.com)
3 points by louiereederson 6mo ago|0 comments
50.
by louiereederson 6mo ago
I think it's difficult to say agentic and human developer labor are fungible in the real world at this point. Agents may succeed in discrete tasks, like those in a benchmark assessment, but those requiring a larger context window (i.e.
51.
by louiereederson 6mo ago
I meant reference Toby Ord's work here. I think his framing of the performance/cost frontier hasn't gotten enough attention https://www.tobyord.com/writing/hourly-costs-for-ai-agents
52.
by louiereederson 6mo ago
LLMs exist on a logaritmhic performance/cost frontier. It's not really clear whether Opus 4.5+ represent a level shift on this frontier or just inhabits place on that curve which delivers higher performance, but at rapidly diminis
53.
by louiereederson 6mo ago
I mean there is a runtime layer that needs to be developed, and some of it may live in CC/Codex and some might live in the various enterprise systems. Someworkflow automations and some amount of the semantic layer may for instance exis
54.
by louiereederson 6mo ago
Maybe but the product category is not necessarily a monolith in the same way that Claude Code is. These general purpose tools will have to action across a heterogeneous set of enterprise systems/tools. A runtime environment must be dev
55.
by louiereederson 6mo ago
I don't doubt it, I just mean the decision to release/not release generally may also be informed by the commercial/economic viability of the model for general usage patterns versus extremely high value patterns like vulnerabi
56.
by louiereederson 6mo ago
I don't think you can say this with confidence, outside-in. It's not just about safety. The additional unknown is cost - I don't just mean API cost, but fully loaded cost for a given task. Is the model cost effective for task
57.
Are the costs of AI agents also rising exponentially? (2025)(tobyord.com)
306 points by louiereederson 6mo ago|137 comments
58.
by louiereederson 6mo ago
Successful over what time frame? It's way too early to declare victory.
59.
Writer Survey: 60% of Companies Plan to Lay Off Employees Who Won't Adopt AI(writer.com)
4 points by louiereederson 6mo ago|0 comments
60.
OpenAI: The Next Phase of Enterprise AI(openai.com)
4 points by louiereederson 6mo ago|2 comments

More ›