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repeekad

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Sure, but then why wouldn’t I use GLM 5.2 at cost or K3?

I guess that’s the big question, will people pay a big margin long term to use their end products / models or will AI tokens be commoditized by many competing players. For coding if I had to pay API costs I’d switch in a heartbeat, enterprise maybe more reluctant?

Aren’t the subscriptions extremely subsidized and burning cash for Anthropic and OpenAI? A reasonable explanation is they’re simply abstaining from the war of attrition, especially given cheaper comparable models are breaking the illusion that the “frontier of intelligence” has any kind of per token margin.

Why does being in a city “naturally” mean less home ownership? More demand and higher prices yes, but you also should be earning more and dense housing projects should be trivial to justify. It’s legislation all the way down, politicians protect the interests of the wealthy who want to rent seek regardless of location. Look at how mamdani got a common sense luxury home tax in NYC, before that ultra wealthy owned multiple homes just because they could.

Isn’t plastic nearly free as a raw material as a by product of fossil fuel production? I was always told it’s the opposite, plastic bags are better for the environment if disposed of properly because they’re so light weight to transport, didn’t need to be farmed, and companies basically give away the raw material because it would be more expensive to dispose of. A cotton bag needs to be reused upwards 1000x to be less impactful, or was I bamboozled?

Are snapshots explicitly a beta channel? Or do users get auto updates to them? Testing for bugs in prod shouldn’t be acceptable unless users expect bugs in exchange for getting latest features early in something like a beta channel

Meta is selling their now excess compute, other compute has been on the market for a while. The current hardware cost bubble is temporary, especially once people are forced to pay the real inference price instead of majorly subsidized subscriptions.

Much of the world doesn’t like having a single entity own and control the process end to end, it’s more efficient but there’s only one point of trust. Multiple institutions that have to check each other means you don’t have to trust a single entity with everything.

Everyone already hates that Google can arbitrarily ban people

Yet they’re still the predominate search engine, sadly the concerns of the few don’t interest monopolistic profit seekers without forced regulations, think how airlines are legally required to give refunds for delayed flights, there’s a reason it required legislation

clearly useful for people who took the time to understand it

people -> programmers, I haven’t met a non-developer who reports getting more time out of current AI platforms than they put in. If anything I’ve anecdotally heard the opposite, introducing AI at work creates so much slop (output) it takes more time to process it all without a tangible bump in overall productivity

Those reasonably efficient models assume you use a harness that supports them well, the one size fits all harness of Claude desktop or codex does not support what you want well, and that’s intentional. It’s contradictory that these AI companies will continue to brrrr to the moon and return on AI spend requires discipline…

It’s well integrated into massively underpriced agentic coding (and noncoding) workflows, I doubt there’s much more reason than that. The hip thing to do now is hold all your docs in github instead of notion so your agent can traverse them locally

Apple may be behind, and even getting sued for false advertising around AI features, but at least they haven’t spent hundreds of billions of dollars with no indication of how they’ll make their money back.

Surely part of the value is the talent, the rest comes from removing a tool like this from the open market? I wonder how much of each went into the final valuation.

This is not what’s anti consumer, technical specifications can be confusing, it’s cable companies selling at Best Buy “gold plated” “HD ready” “braided fiber” “other bs” that is anti consumer. If you’re thinking about usb versions, you’re far from the normal consumer