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peder

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Grok 4.5 13 days ago

Um, ok, I was just saying what their product strategy might be, nobody asked you whether you'd use it

Grok 4.5 14 days ago

Frontier is one thing, but low-cost really good models are another. All the chatbots and day-to-day corporate bots are likely to use models that offer the best performance at the lowest cost. I think Grok has an angle here if they can build customer trust.

The less snarky answer is that our current system does not have a functioning global government

What an odd thing to say. Even when there were monolithic governments ruling over certain sphere of influence like the USSR over Eastern Europe, you still had countries break ranks like Yugoslavia and Romania. A single unified government does not mean that individual actors do not know and use their own leverage to advance their own interests.

North Korea is independent for a variety of reasons, and it's not clear that a pro-US North Korea is an all-around win with no downsides for the US. I think both the US and China like having buffer states to avoid flashpoints for war.

Resetting Xbox 15 days ago

Everyone in this thread thinking they know what's best for other people's money.

They're getting below the rate of return of treasuries. That's abysmal.

They're not just useful concepts tho, they're how every business operates, and the concepts cover the vast majority of situations.

The behavioral economics/Freakonomics thing was like "Hey, here's this thing that might if you squint real hard fall outside of efficient market theory" and then for a decade people took that to mean that that the base concepts were worthless, which was a severe overcorrection from people that didn't understand economics.

100% this is the direction all govts will go. This isn't specific to any political party, it's just about communications control. I don't think open source models will be directly capped, necessarily, but all commercial/easy-to-setup models will be heavily regulated.

Don't you think a smarter way to run a business is to capture more of the market if you have the resources to do so?

Because if everyone is doing the same, then it's just brutal competition. Margins will squeeze, and eventually very lean companies will become the norm. In time, this means that the pool of information workers will change tremendously.

Exactly right, it's Porter's Five Forces with Threats of Substitutes and Threats of New Entrants, which means that margins will be compressed massively, which means that being a lawyer will often mean lower wages. The p99() of lawyer wages will probably decline, but the max() will likely increase for the niches that are not adequately covered by AI use cases.

Claude Opus 4.8 2 months ago

ha, exactly... like, the % change could be minuscule (or worse, it might only be a perceived difference, the actual quality may have regressed, or the scenario just didn't lend itself to that specific model) but people will be on here proclaiming that they're now shipping 10x the number of PRs.

I don't see the business model working.

Same. It's a nightmare from a Porter's Five Forces perspective.

There will be a ton of businesses competing in this space, and there will be something of a moat due to how capital intensive the business can be, but there will still basically be infinite competitors.

Great for consumers.

Right, and it’s just the wrong, maybe weirdest correlation to suggest, and I’m someone that loves to find unexpected connections between things. ZIRP had nothing to do with this “no-man” phenomenon, it predated ZIRP.

SpaceX S-1 2 months ago

Bruh. This is unhinged.

SpaceX is a good company with a ton of potential future revenue on their data center and Starlink businesses. Nothing about this company is fugazzi.

a UI that makes claude code or codex accessible to the average user.

It'll just be power users. We're moving toward a world of significantly fewer analysts and more into "Super SMEs" that can actually learn tools like Claude and manage enormous complexity with them.

Just giving average users these tools will produce garbage. This example from Claude is so contrived and any business analyst can see how a process that requires uploading additional data will fail. You can't expect users that don't even know their own data to be able to make this thing work.

There will be no "average" user in the future. It'll be multi-disciplinary SMEs that are extremely creative and knowledgeable about their businesses.

Looks like Elon's finally giving up on XAI and just selling the compute

I don't think that's certain yet, but I do think that the open-source models like Gemma and Qwen are getting so good so fast that even Anthropic has real risk around the long-term value of their models and tooling.

Basically, if I'm Anthropic or xAI, I try to get revenue whenever and wherever possible and see what sticks. There's no value in playing for monopolistic control when everything is so volatile.

GPT-5.5 3 months ago

It really seems like we could be at the dawn of a new era similiar to flash

We've been there for a while.... creativity has been the primary bottleneck

lol no, they both have lost substantial influence in Iran... the US has been chipping away at the spheres of influence for both China and Russia in recent months, first with Venezuela and now Iran. Hopefully Cuba is next.

And the US surveillance capabilities are substantially greater than they were during the Iraq and Vietnam wars. Smuggling in drones or missiles isn't some trivial affair.

And again, if they do that, we just decapitate their leadership again. And again. Until they stop.