redwood

15 ms·

271.
by redwood 11mo ago
It only depends on whether they get addicted to the high prices.. as long as they can withstand a collapse in the prices then you're right they have minimal risk
272.
by redwood 11mo ago
Look forward to trying it!
273.
by redwood 11mo ago
He describes his startup as an ai-oriented map... to me that sounds amazing and totally at my alley. But then it's actually about trip planning... to me is too constrained and specific. What I would love is a map type experience that g
274.
by redwood 11mo ago
You just made it clear who needs to acquire openai.. it's going to be Apple! (Jonny Ive already there). And great points on the Google history.. let's not forget they wrote the original Transformers paper after all
275.
by redwood 11mo ago
Interesting. Eyes turn to Deno...
276.
by redwood 11mo ago
All google needs to do is bite the bullet on the cost and flip core search to AI and immediately dominate the user count. They can start by focusing first on questions that get asked in Google search. Boom
277.
by redwood 11mo ago
I liken it to a drug that feels good over the near term but has longer term impacts.. sometimes you have to get things out of your system. It's fun while it lasts and then the novelty wears off. (And just as some people have the tolera
278.
by redwood 11mo ago
No santa cruz eh?
279.
by redwood 11mo ago
The value can be incredibly high... just like the value of the internet was incredibly high.. and it can still be a finanfial bubble. I feel like the people arguing against the bubble perspective are saying look the internet was actually va
280.
by redwood 11mo ago
Never a dull day
281.
by redwood 11mo ago
Together Fireworks Hugging face Modal AWS Azure Google CoreWeave To name a few but on hwy 101 today there were billboards for more
282.
by redwood 11mo ago
Well I'd assume the acquisition is with equity and that much of their employee compensation comes from equity, neither of which show up in a free cash flow view. Still you do make a good point. I'd have expected bigger capital cos
283.
by redwood 11mo ago
Joining the big three requires capital investments orders of magnitude beyond where they are. Nevertheless I'd like to see someone do it, and if not Equinix then it could be them. But sadly the #4 right now appears to be Oracle.
284.
by redwood 11mo ago
It's not a question of crazy or not, it's just an extreme end of the multiple spectrum.. and the company is not in a positive operating margin position. So you're right they have a strong track record and there's optimis
285.
by redwood 11mo ago
I'm not saying they're not an interesting company I'm just reflecting on their extraordinary valuation multiple which puts them in a unique league that are predominantly AI bets. Their founder is uniquely strong storyteller.
286.
by redwood 11mo ago
Cloudflare is one of those companies similar to palantir where the valuation just makes you scratch your head. But bringing in AI to try and fill out the AI valuation makes some sense I suppose
287.
by redwood 11mo ago
This is not accurate.. ASML provides important parts of the stack but there are a variety of semiconductor equipment companies providing critical inputs
288.
by redwood 11mo ago
Cuts both ways as risks being similar to Theranos with former secretaries of state types on their board. As was pointed out of the time the big question was who was on the science board and I think the same question applies here
289.
by redwood 11mo ago
To be clear ASML, like anyone, is disruptible... I'd just hate to see hucksters sour everyone's taste to the idea.
290.
US startup Substrate announces chipmaking tool that it says will rival ASML(msn.com)
21 points by redwood 11mo ago|27 comments
291.
by redwood 11mo ago
Has anyone actually seen verification? (other than lot's and lot's of press release type collateral I don't see any evidence of anyone publicly stating that they work for this company. The press releases claim they have 50 em
292.
by redwood 11mo ago
From HN the other week https://foxchapelresearch.substack.com/p/i-think-substrate-i...
293.
by redwood 1y ago
Having heartburn after making a $100M bet on hucksters? https://www.wsj.com/tech/peter-thiel-backed-startup-secures-...
294.
by redwood 1y ago
You show them too much respect!
295.
by redwood 1y ago
A great book review.
296.
by redwood 1y ago
In theory but that's where the accounting games come in: how you choose to capitalize the expenses over what time horizon and how you recognize the returns are extremely relevant. While you might point out that there are commonly accep
297.
by redwood 1y ago
The future you or future team member may struggle to reason about that in the future
298.
by redwood 1y ago
A good reminder of how people developing a mental model of adding read replicas as a way to scale is a slippery slope. At the end of the day you're scaling only one specific part of your system with certain consistency dynamics that ar
299.
by redwood 1y ago
Thank you for this perspective. It's very clarifying.. through this lens it makes a lot of sense that periods after large scale military endeavors lead to egalitarian moments. All these citizen soldiers so to speak will demand their sh
300.
by redwood 1y ago
Cool so your bet is that chat is essentially the new interface for BI... or ad hoc analytical inquiry... which opens up more dynamic BI... instead of asking an analyst in a slack conversation who then goes and runs a bunch of data pulls and

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