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cheriot

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What's the incentive for the Chinese labs to continue releasing weights 5 years from now?

In the short term it attracts talent and builds brand, but they make little money on inference to support research and training costs. Tin foil hat thinking: it also pulls inference revenue away from Antropic/OpenAI and a financial crises at those organizations improves the relative position of Chinese labs.

Is there a reason to think open-weight models are a stable outcome? Open source software provides a collaboration framework for engineers from many companies to work together. Model weights are mostly a one way street.

In addition to this article, I've seen well thought out assertions from knowledgeable people that Hormuz is far worse than the market thinks and the market just continues not caring.

Maybe they're both right? Horrible things can happen to oil importing economies without derailing the AI build out that's driving the US economy and stock prices.

I think there's a catch-22 where Trump will hold out as long as the market lets him and everyone in the market wants to look through him throwing in the towel.

Wild to me that Bitwarden raised > $100m from VC. Seems like the kind of thing that would make a nice lifestyle business.

The enterprise version never went beyond password management so I'm not sure how this could have generated a viable ROI.

Why would an investment manager choose a CIT over an ETF? I can't help but think there's additional fees being collected somewhere.

To adapt a popular phrase to personal finance, "If you don't understand the product, you are the product."

This seems like the kind of thing that the right kind of engineer could turn into a lifestyle business. Two mobile apps, two or three browser extensions, a server, and a marketing website. A lot of care for the core security decisions and a bunch of CRUD UIs.

I know I'm being "that guy" so tell me where this gets more complex than I think.

Waymo in Portland 3 months ago

During peak hours Waymo is more expensive than standard uber/lyft - I don't pay attention to black/premium pricing. Off-peak the price can be comparable. I mainly check because my wife prefers it.

I suspect this is the real reason behind Anthropic limiting subscriptions to their own products and keeping API prices several times higher than comparable models. Applications more sticky than API users and less technical users more sticky than programmers (ie Cowork more sticky than Code).