tristanj

6 ms·

91.
by tristanj 2mo ago
You didn't actually name any of the countries or local apps you're referring to. What are they?
92.
by tristanj 2mo ago
The American Service-Members' Protection Act of 2002, also known as the "Hague Invasion Act", gives the President of the U.S. legal authority to invade the Netherlands to free detained U.S. service members imprisoned by the
93.
by tristanj 2mo ago
While I agree, Uber's cut has reached predatory levels. They take 50% of the fare in some markets. They're significantly overcharging riders and underpaying drivers. https://len-sherman.medium.com/ubers-long-and-wi
94.
by tristanj 2mo ago
I'm fully aware that Lyft, Careem, and Kakao T are on my list. But that doesn't change the fact that in every region I've been to, Uber is always the most expensive option. Or it's tied for the highest price, in duopol
95.
by tristanj 2mo ago
You claim it's wrong, yet don't bother to justify your position at all. I've ridden on Uber, Lyft, Bolt, Grab, inDrive, Careem, Yandex Go, Gojek, DiDi, Kakao T; and in my experience, outside the US/Europe (plus a few oth
96.
by tristanj 2mo ago
I have a controversial take: outside the US/Europe, Uber is mostly a tourist app. If you actually live in developing regions: 1) your income is much lower, and you are quite price sensitive. The Uber price premium (20-40%) hits much ha
97.
by tristanj 2mo ago
I disagree, that was only true 15 years ago. In developed countries, ride hailing is highly regulated. Uber is one of the few companies willing to implement all the required rules and procedures.
98.
by tristanj 2mo ago
In developing countries, the taxi market is largely unregulated and Uber faces actual competition. Uber cannot compete on price in these regions.
99.
by tristanj 2mo ago
Makes sense, Uber's 30-50% cut is far too much. How can they compete with inDrive which only takes 10%. And on inDrive you set your own fare. Rides are 20-40% cheaper elsewhere, why would anyone pay extra for Uber?
100.
by tristanj 2mo ago
I think most people are sleeping on the ChatGPT Work/Codex computer use feature. It's incredibly useful. I can remote in from the app, voice it instructions, then let it work in the background. When I tell it "draft a reply t
101.
by tristanj 2mo ago
Well duh, was this not expected? The Internet userbase has transitioned dramatically over the past several decades. It moved from an outpost for computer nerds in the early 1990s, to a middle-class product in the 2000s, then everybody got a
102.
by tristanj 2mo ago
So this is official after months of speculation. Local realtors called this back in May https://x.com/SERobinsonJr/status/2051440979878559829 , and Ars Technica covered these rumors earlier this month https:&#x2F
103.
by tristanj 2mo ago
Github is struggling because AI-boosted coding increased the number of commits 14x in the past year, and the pace is still accelerating. The site is struggling to keep up. Github's COO confirms it here: https://x.com/kd
104.
by tristanj 2mo ago
Access to your computer is the entire point of the app. Codex computer use can script and control any application on your computer. You can give it any task on your computer and it can automate it. Such as creating a photo on Photoshop, cr
105.
by tristanj 2mo ago
Sure, but it's clear your priors are very outdated.
106.
by tristanj 2mo ago
Wrong article dude. I'm clearly replying to the video posted in the parent comment, not the submitted article
107.
by tristanj 2mo ago
No. There are dozens of companies that resell tokens at a discount to collect and resell session data to various Chinese labs.
108.
by tristanj 2mo ago
Exports from the gulf are only down to 13 million barrels/day from 20 million barrels/day. Gulf exporters are not running at 25% capacity.
109.
by tristanj 2mo ago
That author greatly overstates China’s role as the single savior and doesn't address the covert fleet of tankers doing daily blockade runs. He (wrongly) attributes everything to China.
110.
by tristanj 2mo ago
> Throughout this process, Jarred's input was mostly limited to sending Claude messages of encouragement (mostly variants of “keep going” or “believe in yourself”) He should consider using the PUA plugin. It detects when the AI is
111.
by tristanj 2mo ago
That point is irrelevant because the number comes from SemiAnalysis, not Dario's interview: > SemiAnalysis estimates that Anthropic's overall gross margin has rebounded from negative 94% in 2024 to the mid-60% range, with the
112.
by tristanj 2mo ago
No, it's because oil is still transiting the strait. A select group of tankers has been bypassing the Iranian "blockade" and ferrying oil across for months now. > US Energy Secretary Chris Wright said Wednesday that the A
113.
by tristanj 2mo ago
We most certainly have: https://www.morningstar.com/stocks/anthropics-gross-margin-i... The companies are growing so rapidly that citing their financials from several months ago is practically worthless.
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by tristanj 2mo ago
Demand for compute is growing 10x year-over-year, faster than inference profits can fund expansion. At 80% margin the payback period is 1.25 years. Cash flow can't keep pace with that scale.
115.
by tristanj 2mo ago
Enabling Auto mode quietly turns on a second LLM (the safety classifier) that increases your token usage by ~15-28%, and Anthropic used to charge you for these tokens. Per this announcement, they've stopped charging for the tokens used
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by tristanj 2mo ago
Agreed, ChatGPT has more than 900 million weekly active users. They're not losing the top spot anytime soon.
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by tristanj 2mo ago
1) Ed Zitron has one of the worst track records in the AI space. He's consistently wrong about everything. Every major prediction he has made over the past five years has aged terribly. 2) After calling the doom of OpenAI and Anthrop
118.
by tristanj 2mo ago
Utterly false -- review the numbers yourself https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-... https://newsletter.semianalysis.com/p/anthropic-3q26-profit-... The company was pr
119.
by tristanj 2mo ago
Why are you citing old news? Zitron wrote that months ago when Anthropic was reported to have ~30B ARR. Anthropic now has more than double that, at even higher margins. There's no doubt at this point that Anthropic is profitable.
120.
by tristanj 2mo ago
Yes, actually. Anthropic has gross margins of 40%+, hit $75B ARR last month, and (as of this quarter) is profitable.

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