qaq

6 ms·

31.
by qaq 3mo ago
Yes 65B ARR that Anthropic has is clear indication there is no path to revenue.
32.
by qaq 3mo ago
If people were not consuming their services they would not be buying inference hardware at this rate so it's pretty much on consumers.
33.
by qaq 4mo ago
Fable was able to oneshot pretty big features. In write spec -> refine spec -> create todos -> implement todos workflow difference was far less pronounced vs codex or opus.
34.
by qaq 4mo ago
Well given dual class shares in SpaceX Elon will get full control of Tesla for free aside from all other benefits ...
35.
by qaq 4mo ago
it is crazy
36.
by qaq 4mo ago
why did we switch to per minute? A modern quality enterprise SSD can do 35K +/- legit fsyncs per second.
37.
by qaq 4mo ago
You don't need LLM for that. You make _all_ projects low-stakes by working on green field project using (insert buzzword soup of the day) and leaving for a new green field opportunity (that requires experience with buzzword soup of the
38.
by qaq 4mo ago
Basically xAI is pulling a Palantir. They try to reposition datacenter capacity lease revenue to have a multiplier of fast growing frontier lab.
39.
by qaq 4mo ago
Where did you get 2-3B from? Colosus 2 GPU's alone were 18B Total cost including construction, power and water treatment facility might be close to 25-30B.
40.
by qaq 4mo ago
Anthropic has made $330 billion in compute and chip commitments between Google, Amazon, and Microsoft, another $30 billion with CoreWeave and another $15 billion with SpaceX. To pay for this compute, Anthropic must meet its projected revenu
41.
by qaq 4mo ago
None is using grok so they are renting out unused capacity
42.
by qaq 4mo ago
They know allocation they have from TSMC for TPUs production they know allocation they have from Nvidia they see demand curve.
43.
by qaq 4mo ago
Would you elaborate how it applies here? To me it's much more pronounced in companies run by "professional CEOs".
44.
by qaq 4mo ago
Most instances I've seen people paying for cloudflare main motivator was load balancing or DDOS protection. Obviously anecdotal ...
45.
by qaq 4mo ago
I don't think it sloppy drafting. They are trying to close "loopholes".
46.
by qaq 4mo ago
if you look at actual proposals like in CA they focus on taxing based on control %
47.
by qaq 4mo ago
We need competent people to remain in control of companies they have created.
48.
by qaq 4mo ago
community is super nice I am sure you will get help.
49.
by qaq 4mo ago
I don't know if it is a chess move but Elon certainly will take every possible opportunity to fk over Sam. Have to admit watching these two sociopaths duking it out is somewhat entertaining.
50.
by qaq 4mo ago
because of the mutual sweetheart deal with SpaceX SpaceX gave em discount for the pre IPO quarter so they can show profit Anthropic signed a deal to lease compute that is the bulk of SpaceX revenue
51.
by qaq 4mo ago
"OpenAI and Anthropic have invested trillions in a rapdily depreciating asset". Anthropic raised a bit over 100B and has 47B ARR. Where are you getting trillions from ?
52.
by qaq 4mo ago
I have a codex session I am using to vibe code a db thats being going for like 3 month. Still doing OK. Try that in CC.
53.
by qaq 4mo ago
Anthropic raised less than 100B up to now and as of March has 30B ARR. Why does it have to make back 2.5T to 5T ?
54.
by qaq 4mo ago
I find that to not get into this doom loop is to make sure the solution is not overengineered in the first place. AI will pile on complexity to infinity unless you actively gate it.
55.
by qaq 4mo ago
My workflow now 1) While walking voice chat with ChatGPT about architecture and various interesting angles for a feature or product 2) Have it create summary of things we talked about 3) use that to seed spec development phase 4) write comp
56.
by qaq 5mo ago
You do realize every major tech company has offices in EU and in India. You make it hard here they will hire more there
57.
by qaq 5mo ago
I use all 3 compared to what do you think Gemini CLI is a good product? (my only use case for it now is triple checking specifications for drift inconsistencies beyond that I find it pretty lacking compared to codex and cc).
58.
by qaq 5mo ago
Codex and CC are actually getting better at reviewing code and flagging issues. False positive rate dropped fairly significantly. Also obviously might be very personal preferency but creating clear specs and iterating on specs really helps
59.
by qaq 5mo ago
It's no magic given the size of us-east-1 there is no spare capacity to absorb all the workloads
60.
by qaq 5mo ago
You literally produced 0 arguments. Market maker is pretty irrelevant to the situation influential institution who's goals are aligned with other major players having pull on DTCC actions would be more relevant. I again have not dug in

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