reticulates

6 ms·

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by reticulates 8d ago
The problem is human nature and how we evaluate risk. An analyst who fails to deliver a report on time has failed. An analyst who turns in a report that might be wrong will only fail some of the time. Press the big red “generate report” but
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by reticulates 8d ago
this is such a funny comment, we are so tech-pilled that we forgot companies traditionally pay dividends and that’s the reason to invest, to share in the profits, not to speculate
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by reticulates 8d ago
Solved without AI https://commonpaper.com https://commonpaper.com/standards
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by reticulates 11d ago
I’m not sure if you’re joking or not but TV license detection vans are a joke, a scare tactic, a meme, they don’t exist. TV license “inspectors” just showed up at houses and asked if they were watching broadcast TV. Pirate radio would broad
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by reticulates 11d ago
Your version of reality cannot be real because the numbers do not make sense. Anthropic's supposed revenue run rate for 2026 puts December 2026's forecasted revenue at $10 billion. They're only "profitable" accordin
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by reticulates 12d ago
You responded to this comment: > Like isn't WooCommerce an absolute also-ran compared to Amazon, Shopify, Wix, Squarespace, etc? You said that WooCommerce is more widely deployed than Shopify. Yes, it is installed as a WordPress plu
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by reticulates 12d ago
> I don't think you can reverse this out like this because the 80% rate is before payments to "distribution partners, including Amazon". I think that payment includes the hosting cost for that those model but it's unc
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by reticulates 12d ago
You’re from the Matt “WordPress is 45% of websites” school of statistics. WooCommerce is nothing compared to Shopify, barely a blip, inconsequential. WooCommerce is “installed” on millions of websites but it processes perhaps 1% of the volu
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by reticulates 12d ago
The numbers in the article are forecasts but let’s take them as real. That’s $10bn of revenue, the majority from enterprise customers, let’s say 75% from enterprise API usage: $7.5 billion. If the margin on inference is 80% that means of th
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by reticulates 13d ago
The majority of revenue comes from API usage. The majority of usage comes from subscriptions. For any of the numbers to make any sense, subscriptions must be subsidized ergo the majority of usage is subsidized. A single $200 subscription ca
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by reticulates 14d ago
There’s an astounding level of arrogance required to believe he is somehow uniquely capable of bringing about a technology especially considering Anthropic came after OpenAI where he worked.
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by reticulates 14d ago
> I think Dario is genuinely afraid of the inevitability If someone genuinely believes that an invention will bring about the end of the world as we know it while making him and his friends inconceivably rich, “hey guys let’s uh, stop?”
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by reticulates 14d ago
Long before generative AI we all knew one absolute truth: ideas don’t matter, it’s the execution. YC marched to the drum. Execution! Execution! Execution! Do things that don’t scale, do the hard things, build something people want. And then
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by reticulates 14d ago
> * Donated the WordPress trademark to the nonprofit WordPress Foundation in 2010 Fallen at the first hurdle. The WordPress Foundation is Matt’s personal vehicle used to obscure his control over the WordPress ecosystem. He has misreprese
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by reticulates 15d ago
After eating his 65th hot dog, Joey Chestnut reassures Nathan's Famous International Hot Dog Eating Contest organizers he will stop at 66 to ensure they don’t run out of hot dogs
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by reticulates 15d ago
You give Matt far too much credit. Matt wouldn’t listen to Davies. Look at what happened to Automattic’s legal counsel, one HN comment that didn’t align with Matt’s world view and he was canned post haste. Davies perhaps explained to Matt h
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by reticulates 15d ago
Don’t underestimate Matt’s disregard for corporate theatre. A board voting to remove a CEO isn’t like firing an employee, there’s an assumption that obviously the founder would not use their elevated access to retaliate. As noted, Matt cont
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by reticulates 16d ago
Firing the board is the least Matt-like option. He has absolute control and ownership over the WordPress project, I think it is more likely that he starts his own Automattic splinter company and removes Automattic from the WordPress project
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by reticulates 16d ago
I think it is easy to underestimate how big of a deal this is. Matt has a stranglehold on Automattic and Wordpress, it is not possible to remove his control over the ecosystem and he is volatile. Ousting him as CEO is almost certain to caus
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by reticulates 23d ago
> No company was banking $100 and keeping $99 in the "before times" either. Yes they were and are. The marginal cost of software as a service or data as a service is near zero. Slack is a good example. A new Slack customer cost
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by reticulates 23d ago
Lovable's success is the perfect example. Lovable has a large number of users who do not pay for the platform who have been subsidized by investors while inference costs were high. Lovable know that long term, sending all their revenue
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by reticulates 24d ago
When? “The majority of the cost is inference, not necessarily the training of the model.” https://youtu.be/7xij6SoCClI
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by reticulates 24d ago
Anthropic admitted last year to losing money on inference, it had negative margins. The margins have improved and are now positive but there’s still a significant cost. If plans aren’t being subsidized it would mean that the margin on infer
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by reticulates 24d ago
re: substituting with cheaper models. I think some people here are oblivious to how much of Anthropic and OpenAI’s usage is artificial. Take this one example of a user with 15 Codex subscriptions ($3k) generating $60k in API-equivalent usag
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by reticulates 24d ago
Wow, thanks for your perspective, it’s lucky to find someone on Hacker News who works with technology every day! You presume to know my position but you do not. AI is an innovative new technology that is radically changing how we build and
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by reticulates 24d ago
You’re applying pre-AI investing to a post-AI world. Yes, a decade ago, a startup raised money and spent 90% of it on people. The people built software which had incredible margins. Build it and then print money for ever more. That’s not th
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by reticulates 24d ago
Meta narrowly avoided disaster earlier this year: https://www.reuters.com/investigations/mark-zuckerberg-had-b... The problem with judging Alphabet and Meta on aggregate performance is that their advertising businesses
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by reticulates 24d ago
Circular financing absolutely creates revenue. A startup raises $50 million from OpenAI and Anthropic to finance API calls to OpenAI and Anthropic that they are using at a loss who in turn spend that money on compute with Microsoft and Goog
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by reticulates 24d ago
Can you provide any examples of any of the megascalers publishing any detailed financials that touch on their AI spend or revenue or profit? The only one I’m aware of that comes close is Microsoft and they have still buried it in barely rel
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by reticulates 1mo ago
A lot of companies avoid paying for usage by encouraging their employees to use individual subscriptions. Outside of the short lived tokenmaxxing fever dream, enterprises are conscious of their usage with companies like Uber and Amazon reig

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