louiereederson

30 ms·

91.
by louiereederson 8mo ago
At some point AI may deliver the level of net economic benefit you reference, but it's not entirely clear that we're there yet. Right now much of the direct monetization occurs via OpenAI and Anthropic, who together have around $3
92.
by louiereederson 8mo ago
I think these people are just as prone to behavioral biases as the rest of us. This is not a problem per se, it's just that it is difficult to interpret what is happening right now and what will happen, which creates an overreliance on
93.
by louiereederson 8mo ago
To the point on Jevons Paradox, the number of people/developers joining GitHub had been accelerating as of the last Octoverse report. Related: "In 2023, GitHub crossed 100 million developers after nearly three years of growth from
94.
by louiereederson 9mo ago
It is true that employment and pay are good. The question is a) are proper protections in place for workers and b) does pay adequately compensate for traumatic stress. Studying the issue is valuable, particularly given the potential for lab
95.
by louiereederson 9mo ago
This is partly a description of the concept of the business ontology. Bob Muglia has been discussing this as the central problem to be solved in the data platform space for at least a decade. You could view the battle between the various ve
96.
by louiereederson 9mo ago
This is a crowded solution space with participation from cloud, SaaS and data infrastructure vendors. All of these players and their customers have been trying to operationalize LLMs in enterprise workflows for 2+ years. Two big challenges
97.
by louiereederson 9mo ago
Yes you are missing the picture where Brandon asks Linguini to add a reminder to buy a pair of Arc'Teryx gloves, which Brandon is holding in his hands.
98.
by louiereederson 9mo ago
The point, as I noted below, is that this is an impractical solution. You can justify the value of any ridiculous invention by comparing it to a world-changing invention.
99.
by louiereederson 9mo ago
The solution being discussed involves someone removing everything from their fridge, photographing it and paying for an LLM to process it into a database of sorts. Further, in order for this database to be complete they need to repeat this
100.
In Putin's Orbit: The Crypto Politics of Jeffrey Epstein and Peter Thiel(bylinetimes.com)
14 points by louiereederson 9mo ago|0 comments
101.
by louiereederson 9mo ago
Do you have that much trouble remembering what is in your fridge to consider this the stupidest thing you have ever read on this site? I feel superhuman.
102.
by louiereederson 9mo ago
- Why do you need a reminder to buy gloves when you are holding them? - Why do you need price trackers for airbnb? It is not a superliquid market with daily price swings. - Cataloguing your fridge requires taking pictures of everything you
103.
by louiereederson 9mo ago
i don't know this author but ian bremner does this. it's as if he's conveying what he believes are serious and important thoughts in an unserious and casual way, to make it appear as if the thoughts - which again he probably
104.
by louiereederson 9mo ago
i interpret figure 2 as showing that incoherence increases with model gens, albeit on a small sample size
105.
by louiereederson 9mo ago
that is really not the case in software, people commonly go between EV/S and EV/FCF for high growth names. also earnings could mean: GAAP earnings, non-GAAP earnings, ebitda, ebita, FCF, FCF ex share based comp.
106.
by louiereederson 9mo ago
you are aware of the long history of organizations being absolutely screwed by bad erp implementations right? nike's 2001 issue, the horrific birmingham oracle implementation, avon, etc.
107.
by louiereederson 9mo ago
jira premium is $15/mo/user for 300 users. you're saying $50k can cover developing the app inclusive of integrations, maintaining it, providing 24/7 service and 3 9s uptime (per the sla)? don't forget compliance and
108.
by louiereederson 9mo ago
>My hot take here is that the moats previously enjoyed by SaaS companies will increasingly vanish as smaller and smaller teams can assemble "good enough" solutions that companies will adopt instead of paying giant chunks of the
109.
by louiereederson 9mo ago
multiple of what? there is maybe one software company trading above 30x revenue - palantir. many companies growing at 20% trade at single digit revenue multiples.
110.
by louiereederson 9mo ago
this story is 2026 in a nutshell
111.
by louiereederson 9mo ago
i find the actual survey from PWC a bit ambiguous. they say 42% of respondents saw no impact from AI, but nothing about how much those respondents have invested in AI. what if they are only in POC, or have made miniscule investments?
112.
by louiereederson 10mo ago
i'm sure openai and their investors know what the cash burn is. it's also been well reported by The Information with no pushback from the company or investors. they have also reported that openai is forecasting $9b in training com
113.
by louiereederson 10mo ago
this is not accurate. microsoft recognizes openai losses on their income statement, proportionate to their ownership stake. this has created a huge drag on eps, along with a lot more eps volatility than in the past. it's gotten so bad
114.
by louiereederson 10mo ago
i think the most important part of google vs openai is slowing usage of consumer LLMs. people focus on gemini's growth, but overall LLM MAUs and time spent is stabilizing. in aggregate it looks like a complete s-curve. you can kind of
115.
by louiereederson 11mo ago
i have a 5hr playlist on spotify called lost in the sea of ambien which happens to have many of the artist recos here. title is a reference to haruomi hosono who said he got lost in the sea of ambient in the 80s after leaving ymo.
116.
The SWE-Bench Illusion(microsoft.com)
11 points by louiereederson 11mo ago|2 comments
117.
by louiereederson 1y ago
this is bad reporting. microsoft's share of openai's cumulative loss over the lifetime of their investment is 11.5b. the microsoft share of openai's loss in the quarter was 4.1b, implying an 8b loss for openai itself assuming
118.
by louiereederson 1y ago
short oracle
119.
by louiereederson 1y ago
this article is so deeply misogynistic i thought it was satirical. is it? "the rule of law will not survive the legal profession becoming majority female". are you kidding me?
120.
by louiereederson 1y ago
the logic of a happy WeWork investor

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