opsnooperfax

4 ms·

1. 31.▲
   by opsnooperfax 5mo ago

   I think the big 3 are cartelizing and starting to ratchet up costs. GPT5.5 is not easily distinguishable from 5.1. I would it be shocked if we hit the ceiling and everyone is quietly positioning for the exit.
2. 32.▲
   by opsnooperfax 5mo ago

   50K FTE global firm. We’re still piloting ChatGPT. AI is a four-letter word and there are ridiculous ceremonies and hundreds of hours of overhead for every trivial use case. Amusingly, Enterprise credits are more expensive than just paying
3. 33.▲
   by opsnooperfax 5mo ago

   Extraction and metallurgy are different problem domains. Vertical integration can be more profitable, but not when regulatory burden is high. What you’re seeing is an arbitrage of regulatory costs. The government is much more tolerant of ec