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OGWhales

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The divergence in business models is directly reflected in financial data. SemiAnalysis estimates that Anthropic's overall gross margin has rebounded from negative 94% in 2024 to the mid-60% range, with the gross margin of its API business exceeding 80%.

Their link seems to claim semi analysis thinks it is 80%. It looks like it might be referencing this newer article from them, as the same picture is in both articles, but I didn't feel like paying to find out: https://newsletter.semianalysis.com/p/anthropic-3q26-profit-...

even if we assume their margins are 90% (they are not)

How do you know they are not?

It will be curious to see the cost of inference for these newly released open weight models and will help give an idea of the actual cost of inference. But for now, I think saying the $200 plans allows for "tens of thousands of dollars worth of inference" provides very little insight when you are measuring the inference cost in API pricing with an unknown margin.

You are missing the big picture here The AI literally was able to do a year's work of a top notch developer team in just 11 days (mainly because of a lot of human intervention, otherwise it would have been faster) Why do you think its cant or wont be able to replace the lead developer and/or designer's 11 day job !

It would help if you actually engaged at all with any of the points they just made. They were good points!

This project is very well suited for AI. It's not clear to me if AI is nearly as good or cheap when building things that are new, where it doesn't have an existing target to match and doesn't have an existing test suite to bounce off of and has the benefit of being lead by an actual human with a very intimate understanding of the codebase.

I'd assume donated blood matches the average level that people already have in them, so not sure it really matters. But if you donated regularly enough, you could be donating blood that has lower than average levels!

Oh, they still do that with their new hardware. The machine comes with x amount of processor cores, but you can't use any of them without paying. How much you pay depends on the "MSUs" you agreed to, MSU being a proprietary measurement system by IBM.

Other software you run is billed relative to your MSU tier. So, if you run z/OS then your cost will be higher if your machine has more MSUs. A weird quirk of this is that there is thing called "IFLs" (Integrated Facility for Linux) which, when I when I first heard of them, I thought was a separate processor designed for for linux. However, it is not. It is actually the same as the regular processors that run z/OS etc, the difference is that is is licensed exclusively for running Linux (or like z/VM to run linux counts too). The reason for this is to enable shops that want to run linux and needed extra horsepower to do so, but didn't want their z/OS bills to go up because they purchased more MSUs. So, despite buying more of the processor capacity within the mainframe, it doesn't count towards the "MSU" number that impacts the cost of various software because you are using with one type of software vs another type of software.

Midjourney Medical 1 month ago

I would rather know that than have the information hidden from me. It's also not hard to imagine a scenario where such quirks are harmless on their own, but might be relevant in the future or for reasons the doctor is missing. I guess it's true some people would panic at any sort of quirk they find, but I find that frustrating as someone that doesn't think that way.

Further, as someone that has spent far too much time and money trying to find the root cause of a particular issue (with absurdly frustrating inefficiencies in terms of being bounced around, insurance nonsense, etc), I am generally in favor of improving our ability to find a lot of information in a manner like this. Doctors are generally good at finding very common issues they see all the time, much worse at anything uncommon. This can be a real problem. I think it could help the world a lot if we had something like this to improve our understanding of more outlier cases, we might find a lot of issues that were hard to catch without that scale of information. I also think preemptive scanning would catch a lot of issues that go otherwise unnoticed for much longer than they should go, something that also happened to me, but is mostly an issue of systemic inefficiencies in our current healthcare system rather than something that this technology is required to solve. In my case, doing some simple checks that they felt weren't necessary because I seemed healthy would've caught it much earlier.

I was only intending to use the traditional search engine, the AI was incidental. If I want an AI answer, I will go to it separately. This is better in my mind as optimal queries for each are different.

The issue is, Google has mixed the two in a way that promotes the AI response as primary. This has resulted in dubious answers being presented as “official” summaries (to the lay person).

At the very least, one would expect it to be a little smarter—perhaps by automatically doing things like you suggested—instead of basing things off a single source, as it seems to enjoy doing.

Yup, I was looking up a pair of IEMS vs another pair of IEMs. It said option A is overall better, when really it was just reciting a single person's opinion. I've been aware it will summarize only a single source and present it as an aggregation of many opinions, but it stood out to me how matter-of-fact it was that the one was definitely better than the other. I simply wanted to find forum discussions on people's thought and wasn't influenced by this AI blurb, but I think seeing an answer at the very top state so matter-of-factly that one is definitely better and present it as though everyone thinks that will definitely influence a lot of people. It makes me wonder how "gameable" this will become...

I think it's worth looking at what was actually asked. From your article, they were asked these two questions:

Countries that borrow in their own currency should not worry about government deficits because they can always create money to finance their debt

Countries that borrow in their own currency can finance as much real government spending as they want by creating money.

MMT is quite clear about limiting factors that make those two statements false, yet the article frames them as "the basic aspects of MMT". To me, those questions feel intentionally malicious and even if not, the survey is certainly meaningless as to the opinions of economists on what MMT actually describes.

The MMT folks think this is business as usual

MMT folks generally advocate that inflation is the way to measure if the spending is "too much" and argue that spending should generally aim to improve productivity (i.e. increase gdp) to minimize this issue (e.g. spending to build infrastructure so people can get to work is productive vs spending so people stay home is inflationary).

There is this pervasive idea that MMT promotes limitless spending and I'm not sure where it comes from, what they actually preach feels like a reasonable way to evaluate government spending to me.

Yup, for me I can see the device but when I try to initiate a send it just doesn't show up on the other device about half the time. I've not found a reliable way to fix it either, toggling AirDrop on and off on both devices seems the best way to fix it but only works like 70% of the time.

There is a big difference between a tavern owner keeping tabs on the comings and goings of their customers and the government having 24/7 precise location monitoring on everyone in the entire country.

One does not violate the 4th and the other does (though they do it anyway).

I don't see such a clear benefit to eliminating the debt, actually I see a lot of downsides that would likely be worse for our children. The way I understand it, the primary concern is whether the debt is growing faster than the economy can support and whether we're using it for productive purposes or not. A government isn't like a household: treasury debt also functions as a safe asset, a tool of monetary policy, and a store of value for pensions, banks, and investors around the world, a majority of the debt is also a domestic asset. Trying to eliminate the debt would likely mean austerity and major tax increases, which can be more damaging the debt itself.

I don't think people realize that a large share of the government's debt is also a domestic asset. It is still something to be wary of and manage carefully but it is not something that I think is wise to eliminate either. The main concern should be making sure it is being used productively and is not exceeding what the growth of the economy can support (which happens when its used unproductively).

There is a real argument about the rise of fascism and the equivalent about the rise of communism is too silly for the bit to work

ai;dr 5 months ago

I've noticed that LLMs generated text often has spaces around em dashes, which I found odd. They don't always do that, but they do it often enough that it stood out to me since that isn't what you'd normally see.