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ergocoder

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I don't think it's that difficult. Their servers are stateless too. S3 is easy to migrate.

Database is more difficult, but tons of people have done it successfully.... meanwhile people who host their own LLMs are relatively small in number in comparison.

Most companies don't do their own data centers mainly because it is more expensive and less reliable. It's something they can just pay for the problem to go away. The calculus for hosting your own LLM is probably similar.

Even Stripe who built their own coding agents and has tons of money/resources still decides not to host their own LLMs.

Still, many people will prefer open-weight models. It is similar to how we prefer linux but still use AWS/Render/and whatever. It doesn't lock us in, and we can move providers if we want to.

It's the same argument why Google isn't never considered a monopoly to the online ads space. Because the whole ads industry is much larger.

Same thing with card payments. There are online card payments and in-store card payments and other kinds of payments. Stripe + Paypal volume is considered a fraction of it.

The same business model that Deepseek is using.

Open-source models + services. This is more attractive because it doesn't lock in the vendors. If I grow larger, I can decide to deploy the open-source models.

As I understand, the AI part makes $2B a month now (from Anthropic and Google).

The AI/compute revenue is higher than what the space department makes.

is barely any more "effort" than buying and holding SPY, as the work is being entirely delegated

Effort is translated to money e.g. you do it yourself or you hire someone to do it; someone is spending that large amount of effort that is valued at millions of dollars/year.

If SPY is so great, then wealthy people would've just bought SPY.

But that's not what they are doing. They pay fund managers top money (think top 0.1% earner) to invest for them.

Many strategies are dependent on that level of wealth (or designed to address problems that only apply to that level of wealth) for tax-related reasons.

Their main goal is to grow the funds. Tax-saving is secondary at best. Nobody would be okay with shrinking the fund to acquire tax-saving lol.

Because they obviously tried to make it any insult by attacking the person they discussed with.

Who said it wasn't about Palestine? Who even thinks that? We are talking about the protest regarding the Israel-Palestine conflict, right?

So, you think Palestine is irrelevant to the discussion of ... rolling the dice ... the Israel-Palestine conflict

Also, winning by one of the narrowest margins in US election history

This dude said he would help commit genocide and became the first republican to win popular votes in 20 years.

The Israeli-Palestine conflict is far from the #1 priority of things US voters consider when voting in presidential elections.

If a president promises to commit a genocide, I don't think any kind of policies would get voters (who are against genocide) to vote for him.

It's certainly not #1 priority but it is a deal breaker.

You were definitely angry given your comment here "If you didn't want to discuss that, then you shouldn't have brought it up."

If you weren't, we would just discuss normally without insulting that the other side didn't have intention to discuss in a discussion forum.

So, somehow my comment angered you that you had to resort to the tactics of undermining the other side.

I tried applying the same principle for building a product.

Then, I have a few products that have maybe 10 users.

Too niche is an issue.

Most Americans would prefer that we fund neither.

I'd say, based on the latest election result, this isn't true.

Trump was basically like: I'm gonna fuck up Palestine. They'd better watch it. He was always clear about this.

And then he won every single swing state and even won popular vote.

Not that I agree with Trump. I merely state what I've observed.

sure it was reprehensible

Exactly, and organizing a support for Palestine immediately after Palestine committed a massacre is NOT okay.

criticising hamas seems like premature optimization

Are you saying we shouldn't criticize Palestine?

picking something basically irrelevant to the overall conflict

Why do I have to pick? Why do you need to pick?

We can criticize both. Both are evil in different aspects.

Why do you have so much issue with criticizing the evilness of Palestine?

Yeah, meanwhile all the wealthy people actively manage their port with an insane amount of efforts. They would compensate hedge fund manager with insane amount of money.

Then, they turn around and tell average people to forget about the investment. Just park your money in the index fund over the long run. I mean, if you are either stupid or don't have time, then yeah please only do index fund.

But the protest isn't about who funds whom. It's about criticizing what Israel is doing.

If you didn't want to discuss that, then you shouldn't have brought it up.

I want to discuss it but you misunderstand the topic and seem angry based on your own misunderstanding.

I've never seen any protest by students that protested against Palestine.

In fact, at University of Washington, a protest was organized to support Palestine after the Oct 7 massacre on Oct 8; they chose to show support Palestine after Palestine did a massacre. And there was a very little criticism on that kind of actions.

you clearly think the Palestine side are worse

You only think that in order to fit your narrative... even I already stated the contrary.

that’s good enough reason to protest.

Clearly, this protest isn't about that. The protest is about criticizing Israel's actions.

It's you who should stop being disingenuous