wrsh07

8 ms·

61.
by wrsh07 4mo ago
Suppose you own a thing. And it becomes extremely profitable to own. And so you're able to pay people extremely generously to help maintain the thing. So everybody you pay feels like they're getting a good deal by working for you.
62.
by wrsh07 4mo ago
> most people who’ve built something people love are not billionaires I don't think his advice was simply "build something people love." In fact, he specifically spends a lot of time trying to make it extremely clear that
63.
by wrsh07 4mo ago
I'm somewhat confused by this. Many of the early startups are literally just the founders, and if they find product market fit without bringing anyone on, there's nobody else to give credit to. I've talked to a lot of seed st
64.
by wrsh07 4mo ago
I expect ticketmaster has what should by any reasonable court be deemed illegal contracts that prevent venues from hosting non blessed artists and artists from frequenting non blessed venues, and this type of contract lets them maintain the
65.
by wrsh07 4mo ago
I think some of his advantage analyzing where tech can go is because he pushed the limits of it (eg working remotely early early). He was disappointed in the Apple vision pro for just being an entertainment device (it seems like you two agr
66.
by wrsh07 4mo ago
I don't have to give them better odds then they'll accept It's a steal at even odds It's still positive EV at much worse odds but not worth my time
67.
by wrsh07 4mo ago
> 2026 consumer revenue projections from OpenAI are pitched at $14-15 billion, apparently. If they get that, it's the only year they will get that Would you care to wager on that? Because I would gladly take the other side at even o
68.
by wrsh07 4mo ago
It doesn't invalidate the study at all! On the contrary, if you're measuring vitamin d levels from blood tests, it is easy to adjust the dosage to match. It's just an important factor - if you live much further south or spend
69.
by wrsh07 4mo ago
> considering Denmark doesn’t get a lot of sun > As they stated, it is because the population of Denmark is very homogenous If you know about vitamin D, you'll note that sun exposure is one of the primary reasons location matters
70.
by wrsh07 4mo ago
Google and friends continue to see increased demand for their wares. The bet is probably that SpaceX is one of the best-placed companies to deliver incremental compute. They've shown they can build data centers fast.
71.
Top AI CEOs Call for Law Protecting Against Biological Weapons(wsj.com)
4 points by wrsh07 4mo ago|2 comments
72.
by wrsh07 4mo ago
My hot take here is there searches will drop some but overall the thing we know as search will be fine because it will evolve. And revenue will go up. I mean, the product might not be called Google search, but the thing that Google search t
73.
by wrsh07 4mo ago
It's not a very good point. Yes, obviously margins matter. In tech and startups, growth tends to matter more (often because these are high margin businesses, but also because growth compounds) Like, yes, Google has 55% margins to Walma
74.
by wrsh07 4mo ago
Google doesn't care if you use Gemini or Google search. But they are so so happy if the ai results in search are "good enough" that you don't need to go use a "frontier llm"
75.
by wrsh07 4mo ago
> Revenue is not a basis for valuation otherwise Walmart would be more valuable than Nvidia, Apple and Google This is a confused take Revenue is an excellent basis for comparison of valuations if the growth rates are similar. Nvidia is w
76.
by wrsh07 4mo ago
Yup - the subscriptions are a VC subsidy. They've been phasing their enterprise customers directly onto API-pay-per-usage pricing (hence the recent reports from Uber and Microsoft about phasing out Claude code). Rest assured, many of t
77.
by wrsh07 4mo ago
Right, I mean Tesla had generated lifetime revenue of 150mm, SpaceX did >18 billion last year. They have a monopoly on cheap space flight, just signed a big data center contract with a big user of compute (and built that data center quic
78.
by wrsh07 4mo ago
> I think their revenues and profits and dominance will be much lower than what they are today While your linked post was explicitly about ads, this line wasn't and is just baseless If you think that (the quoted line) you should sho
79.
by wrsh07 4mo ago
Google ran a code red for a couple months iirc But I also disagree with your reading of the innovators dilemma. You're being far too absolute
80.
by wrsh07 4mo ago
What do you think they are, what do you want them to be, and how much revenue and growth do they need before low margins make for a monster of a company?
81.
by wrsh07 4mo ago
i'm not saying they will justify that market cap, but Tesla always hit market cap numbers years before they could possibly be justified and once they were justified the stock price would go right up again into nonsense territory
82.
by wrsh07 4mo ago
It is quantitatively better at finding and exploiting vulnerabilities. Pretty wild that everyone here is just in denial about that, when folks who have used it say it's as good as the hype Cf wrote a genuinely good piece and had found
83.
by wrsh07 4mo ago
Of course you can sell $1 for 90¢, but your unit economics look terrible. If you want to seriously critique Anthropic you need to explain why their unit economics are bad. Given that they just filed a (confidential) S-1, we will get an answ
84.
by wrsh07 4mo ago
Net profit is the wrong metric for high growth companies. You want the unit economics. If the unit economics look great (my understanding is they're at least fine-to-good), then they should not be taking profit because it is very much
85.
by wrsh07 4mo ago
> There are a lot of retirements on the line just by this fact 1) I would expect anyone close to retirement to have a fairly balanced portfolio. 2) if they don't include SpaceX and the stock does >10x in the next year, they'
86.
by wrsh07 4mo ago
This take overlooks most of the work that Google has been doing in the past decade. Have you seen their Cloud business? Moreover, Google has continued to drive search growth since ChatGPT arrived and is executing competently. Their models a
87.
by wrsh07 4mo ago
Gemini is a brand new surface that Google has created to capture the current excitement around AI, but it's not the only surface into which they're shoving AI.^ ChatGPT's growth is incredible, but they essentially have to get
88.
by wrsh07 4mo ago
This is a sensible-seeming take at first blush, but it doesn't hold up to any scrutiny (or maybe my scrutiny is faulty - you tell me!) Sundar and many of his executives have certainly read or heard of The Innovator's Dilemma, and
89.
by wrsh07 4mo ago
> The output of the ﬁrst neuron is fed into the second neuron, whose outputis connected to an actuator which applies the speciﬁed amount of torque to the handlebars. As inputs to the network, we provide the desired heading θ_d, as well a
90.
by wrsh07 5mo ago
From the article: > approximately 303 gold bars, each of which weighed approximately one kilogram So the bars just be a bit under one kg on average

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