ralph84

8 ms·

31.
by ralph84 3mo ago
Almost all consumer services have a built-in level of breakage that make them profitable. Mobile providers certainly wouldn't be able to offer unlimited calling if everyone was actually on the phone 24x7.
32.
by ralph84 4mo ago
What is "autopilot mode"? Tesla doesn't use that term.
33.
by ralph84 4mo ago
Except everyone who has tried to argue that in court has lost.
34.
by ralph84 4mo ago
Good thing the author didn't complain about living or doing business in China.
35.
by ralph84 4mo ago
They have a large and rapidly growing enterprise sales organization. If you want to sell to enterprises you need account executives, solutions engineers, forward deployed engineers, etc.
36.
by ralph84 4mo ago
The over-hiring was a deliberate strategy to keep talent comfortable on the sidelines instead of working for startups that could potentially grow into competitors. Any talent that escaped containment was quickly acqui-hired to get them back
37.
by ralph84 4mo ago
They don't have a seat on the board. They're smart enough to understand the threat to their business posed by frontier models they don't control.
38.
by ralph84 4mo ago
This was an opportunistic hit job by Amazon. After the SpaceX IPO, Amazon realized there was a good chance Anthropic's post-IPO market cap would exceed Amazon's. No doubt they are maneuvering behind the scenes for regulations that
39.
by ralph84 4mo ago
Questionable whether the enterprise market really is the most lucrative. The biggest of big tech all have significant revenue from the consumer market. Compare Apple, Google, Meta, to IBM, Salesforce, ServiceNow.
40.
by ralph84 4mo ago
NPM (the company) was about to go under in 2020. They raised VC but never found a sustainable business model. GitHub acquired them to keep the ecosystem alive. The acquisition hasn't really benefitted GitHub much at all.
41.
by ralph84 4mo ago
Voting control doesn't change management's fiduciary duty to all shareholders. The founders retaining voting control has worked out fine for Alphabet shareholders.
42.
by ralph84 4mo ago
Two rules: 1. No subcontracting. Visa recipients must work directly for the visa sponsor. 2. No layoffs. Any company that does a mass layoff is banned from sponsoring new visas for 5 years.
43.
by ralph84 4mo ago
SpaceX and Tesla used aggressive vertical integration, manufacturing simplification, and reuse to radically lower the cost of building rockets and EVs. It's not unreasonable to speculate they might be able to do the same for hyperscale
44.
by ralph84 4mo ago
Pretty much all of big tech compete with each other in some areas and partner in others. Google probably gave them the best deal. When you're the #3 player you'll sacrifice margins to drive volume.
45.
by ralph84 4mo ago
Who knows, it could have gone up more. Sandisk just did 40x in a year as a public company. That's the point of an index, buy everything so you don't miss out on the outliers that provide most of the return.
46.
by ralph84 4mo ago
Imagine Anthropic had gone public a year ago when it had a $61.5 billion valuation. Index fund investors would be up in arms demanding this change after missing out on the 15x run to $965 billion.
47.
by ralph84 4mo ago
On one hand, every VC who passed on Cloudflare missed out on what is now an $88 billion company. On the other, if they didn't invest because they didn't like the underlying economics, they were actually correct. 17 years after fou
48.
by ralph84 4mo ago
Put some caution tape over the door and have the pilots fly it out empty at 6,000 feet so it doesn't have to be pressurized.
49.
by ralph84 4mo ago
Humanity is a blip in Earth's history. We'll be a historical curiosity to whatever comes next just like the dinosaurs are to us.
50.
by ralph84 4mo ago
Presumably their position remains that training on public repos is fair use and doesn't require a license. If it doesn't require a license it's still "appropriately licensed".
51.
by ralph84 4mo ago
Unions are always against whatever management wants. Then it becomes a bargaining chip for what the union wants. That's how collective bargaining works.
52.
by ralph84 4mo ago
Executives pay them a lot of money to launder blame. If a project fails after consulting EY, well, what can you do. If a project fails without consulting anyone externally, it's obviously a failure of the executive.
53.
by ralph84 4mo ago
Big Tech isn't exactly doing a great job of marketing them. Saying they're for AI while doing mass layoffs attributed to AI isn't a winning message.
54.
by ralph84 5mo ago
One of the emails that came out in the Musk v. OpenAI trial was Nadella in 2022 saying he wanted to own the entire AI stack. Four years later Microsoft is no closer to owning any part of the AI stack. Complete fumble of the bag.
55.
by ralph84 5mo ago
Walt Disney died 60 years ago. We don't need to incentivize him to do anything.
56.
by ralph84 5mo ago
> enclosing the value created inside proprietary, investor-backed systems What do you think copyright does. Human culture is owned by humanity, not Disney or the New York Times.
57.
by ralph84 5mo ago
The account manager was almost surely just as blindsided as the customer.
58.
by ralph84 5mo ago
Every time you have to dismiss a cookie banner, thank a European.
59.
by ralph84 5mo ago
> humans that can critically think from first principles This has never been achieved by, nor is it the point of, education for the masses.
60.
by ralph84 5mo ago
30 years ago was the middle of the .com boom and white collar jobs had been around for a century already. White collar employment started with the industrial revolution and really took off during the post-WWII boom.

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