qaq

3 ms·

1.
by qaq 6d ago
they were sold an idea the AGI is right around the corner so even a slight delay might be critical to secure the "win"
2.
by qaq 12d ago
dodgy ads business is not growing at 80% yoy
3.
by qaq 13d ago
Google Cloud revenue grew 82% year-over-year I am guessing they gonna survive fine
4.
by qaq 17d ago
OK so it's not just me
5.
by qaq 29d ago
Use cursor cli for grok pretty happy with it.
6.
by qaq 29d ago
I mean, given Sam and Elon’s relationship, I don’t think anyone is surprised.
7.
by qaq 1mo ago
Why? All big and even medium tech companies have dev offices in EU and India. As example since it's much easier to deal with visas say in Ireland a lot of hiring was shifted to Irish offices.
8.
by qaq 1mo ago
Man I admire AWS marketing team for convincing people DynamoDB is a very good product. 100 items max per Transaction BatchGet 100 items, 16 MB max low write limits on same key Item size 400 KB max etc.
9.
by qaq 1mo ago
Not just that once I hit my Fable limit I naturally experimented with other options and realized that 5.6 Sol + Grok 4.6 gives me same quality of results as Fable + 5.6 Sol so not really that reliant on Fable anymore.
10.
by qaq 1mo ago
and now 1000 sqft home in Compton is 600K
11.
by qaq 1mo ago
I mean one thing frontier models are really good at is porting code with pretty low level of supervision. Provided there are enough fans porting packages from other ecosystems should not be a big challenge.
12.
by qaq 1mo ago
Do they need to get a 50% paycut? Dealing with insurance companies takes a ton of time and resources.
13.
by qaq 1mo ago
Dario with his "country of geniuses in a datacenter" talk is pretty instrumental in accelerating that
14.
by qaq 1mo ago
Article takes many claims at face value. the core of the model is this: don't use open source frameworks use inhouse one call it a "platform" since you are using a platform now customer does not get to own their 90% bespoke s
15.
by qaq 1mo ago
remove "other" and their operating margin is 46% now since we are playing pretend game of framework is a platform what in reality is bespoke work for a given customer gets committed back to "platform" and now you amortiz
16.
by qaq 1mo ago
2025 Accenture $69.7 billion in revenue operating income of $10.23 billion 2025 Palantir 4.48 billion in revenue operating income 1.41B
17.
by qaq 1mo ago
Palantir is basically a consulting shop with fancy marketing designed to shift perception so it doesn’t get valued at the low multiples that being a consulting business normally entails.
18.
by qaq 2mo ago
there was pretty large intelligence side that did attribution and investigative type work into orgs money movements etc. some of those people def came from non tech backgrounds.
19.
by qaq 2mo ago
If one wants a conspiracy theory in USSR a First Deputy Chairman of the KGB offed himself when an investigation he was coordinating led to the daughter of General Secretary of the Communist Party of the Soviet Union Leonid Brezhnev.
20.
by qaq 2mo ago
Only one job ? Worked with a ton of ex NSA and CIA people in a large cybersec company.
21.
by qaq 2mo ago
is this sarcasm ?
22.
by qaq 2mo ago
AWS made 46B profit last year and will make prob close to 70B this yea so even 400B is very far from "world ending"
23.
by qaq 2mo ago
well they traded short term gain for long term pain.
24.
by qaq 3mo ago
I use both especially for checking each others work. Pretty happy with results
25.
by qaq 3mo ago
API pricing is def not below cost
26.
by qaq 3mo ago
If people are sure they can always short NVIDIA
27.
by qaq 3mo ago
Most of Anthropic revenue looks to be companies paying for Claude Code at API prices ...
28.
by qaq 3mo ago
hence the bit about us learning the actual state of things once they are a public company.
29.
by qaq 3mo ago
A lot of factors there we will see how it plays out.
30.
by qaq 3mo ago
We will see once they go public Dario did claim profit margin on inference is 40% if memory serves me right

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