ralph84

Washington state was key to blocking Kroger-Albertsons.

And sugar

Or they stay private and raise more capital. Until they have a failed round people predicting bankruptcy are getting way ahead of how this would actually play out. Some of us are old enough to remember the "Amazon can never make a profit and will go bankrupt" predictions of 25 years ago.

Some people are net consumers and other people are net producers over their lifetime. If you abort the net consumers and invest in the net producers it's an economic gain. What's controversial is identifying who will be the net producers and net consumers that early because it's essentially eugenics.

Marketing BS

The GEnx which powers the 787 is a 20 year-old engine design. There are thousands of jets flying around with 40+ year-old engine designs, especially in operations like charter and cargo where the aircraft spends more time on the ground than in the air. At the right price a 20 year-old design would be quite viable. Which indicates China is much more than a decade behind.

Terminating a PSTN call requires a lot of control plane infrastructure beyond just raw bandwidth. Especially mobile where you need to keep track of devices physically in motion. Could a system to support 4 billion simultaneous calls be built, sure. But current PSTN systems are nowhere near sized for it.

Almost all consumer services have a built-in level of breakage that make them profitable. Mobile providers certainly wouldn't be able to offer unlimited calling if everyone was actually on the phone 24x7.

What is "autopilot mode"? Tesla doesn't use that term.

Except everyone who has tried to argue that in court has lost.

Good thing the author didn't complain about living or doing business in China.

They have a large and rapidly growing enterprise sales organization. If you want to sell to enterprises you need account executives, solutions engineers, forward deployed engineers, etc.

The over-hiring was a deliberate strategy to keep talent comfortable on the sidelines instead of working for startups that could potentially grow into competitors. Any talent that escaped containment was quickly acqui-hired to get them back in the paddock.

They don't have a seat on the board. They're smart enough to understand the threat to their business posed by frontier models they don't control.

This was an opportunistic hit job by Amazon. After the SpaceX IPO, Amazon realized there was a good chance Anthropic's post-IPO market cap would exceed Amazon's. No doubt they are maneuvering behind the scenes for regulations that the big cloud vendors be the only authorized operators of LLMs for national security reasons.

Questionable whether the enterprise market really is the most lucrative. The biggest of big tech all have significant revenue from the consumer market. Compare Apple, Google, Meta, to IBM, Salesforce, ServiceNow.

NPM (the company) was about to go under in 2020. They raised VC but never found a sustainable business model. GitHub acquired them to keep the ecosystem alive. The acquisition hasn't really benefitted GitHub much at all.

Voting control doesn't change management's fiduciary duty to all shareholders. The founders retaining voting control has worked out fine for Alphabet shareholders.

Two rules:

1. No subcontracting. Visa recipients must work directly for the visa sponsor.

2. No layoffs. Any company that does a mass layoff is banned from sponsoring new visas for 5 years.

SpaceX and Tesla used aggressive vertical integration, manufacturing simplification, and reuse to radically lower the cost of building rockets and EVs. It's not unreasonable to speculate they might be able to do the same for hyperscale compute.

Pretty much all of big tech compete with each other in some areas and partner in others.

Google probably gave them the best deal. When you're the #3 player you'll sacrifice margins to drive volume.

Who knows, it could have gone up more. Sandisk just did 40x in a year as a public company. That's the point of an index, buy everything so you don't miss out on the outliers that provide most of the return.

Imagine Anthropic had gone public a year ago when it had a $61.5 billion valuation. Index fund investors would be up in arms demanding this change after missing out on the 15x run to $965 billion.

On one hand, every VC who passed on Cloudflare missed out on what is now an $88 billion company. On the other, if they didn't invest because they didn't like the underlying economics, they were actually correct. 17 years after founding, Cloudflare still has never turned a profit.

Put some caution tape over the door and have the pilots fly it out empty at 6,000 feet so it doesn't have to be pressurized.

Humanity is a blip in Earth's history. We'll be a historical curiosity to whatever comes next just like the dinosaurs are to us.

Presumably their position remains that training on public repos is fair use and doesn't require a license. If it doesn't require a license it's still "appropriately licensed".

Unions are always against whatever management wants. Then it becomes a bargaining chip for what the union wants. That's how collective bargaining works.

Executives pay them a lot of money to launder blame. If a project fails after consulting EY, well, what can you do. If a project fails without consulting anyone externally, it's obviously a failure of the executive.

Big Tech isn't exactly doing a great job of marketing them. Saying they're for AI while doing mass layoffs attributed to AI isn't a winning message.