HN user
not going to watch this
if there is a bubble, then watch out for money supply. if it contracts because of interest rates or some random reason, then bubble will collapse.(if there was a bubble)
also iran war, nobody know what will happen if it escalates to full scale war. nothing good will happen, that's for sure.
Exactly, you need to be in the chosen group. The trusted group.
I think GPT 5.6 sol is pretty slow. I went back to 5.5
Though its been just 3 days I started using.
Half way through the chat, GPT 5.6 Sol stops and does a safety verification, pretty annoying
Folks if you believe this Ed guy, you're soon going be really disappointed.
LLMs are big, Codex app is huge. You can control the browser from within codex app with just natural language.
Tell codex to perform a few actions, you go get coffee and come back to work done. This is real boost in productivity.
Reddit, Quora, Twitter, Pinterest won.
Now facebook is trying to build a new app.
yeah I was a uber bear too, some how it has turned around
I was betting on the taxi drivers revolting, but the capital markets have prevailed
They are paying for the installed based. The users mainly. And also the team.
they are profitable on tokens. if company itself is profitable is unknown and we will see it soon.
Its complicated, this is how its going to be. People are going to have opinions and take sides or take no side at all.
The powers that be are already planning to ban Chinese models.
This is the right answer. Double down or triple down on this comment.
Even if they lower costs to 0, it means nothing
Topline growth matters more than costs.
Mathematically - There is no limit to topline growth But cost cutting has a ceiling, which is the current costs.
You can only make(save) so much money with cost cutting
Topline growth is upper bound by total energy in the universe though.
"Our Model", "Our Model", "Our Model"
Brad Gerstner confirmed that tokens aren't being sold at a loss. Whatever the formula, API + Subscription split, the companies are making a profit on net token sale.
They maybe running at loss after all the salaries and stock comp, but tokens are in profit now.
Can this project run for 30 years at loss? Google investors don't like that.
One day an exec will say lets reduce wasteful projects and cut this.
You can use Codex and Claude code for most of the tasks that you would manually do
Filing JIRA tickets, updates. Opening PRs, having AI review PRs. This will all use tokens.
No need to tokenmaxx, you will end up burning tokens with just regular AI usage
But growth stall, because competitors will capture future growth. You need to keep up.
Of course I acknowledge if Hersheys uses AI to make trillions of chocolates a second, there is an upper limit on consumption. And hence a limit on revenue.
Not true after Dec-Feb. Opus 4.6 and Codex 5.4 are real.
If you use AI to ship more features, even your competitors are going to use AI to ship more.
So is this how we increase productivity?
Who captures the value? For now looks like the chip makers and model makers.
I think social media companies don't need that
Enterprise software companies selling definitely need it. Customers ask was this tested? where is the test report?
Management comp is tied to numbers go up
You start slow, then push it the limits
Netflix, never ads to some ads, then eventually its just Adflix, after 20 years.
Each new manager wants that comp up. So ads up by 5% every year.
Lets take the example of Uber. If Uber ships 10x the code and features, I will still not 2x my rides.
Even if Uber makes the cost of travel to 0, I will still not 2x my rides.
And look at what that led to. Democracy is not a panacea.
I don't get the atlassian backlash on HN
JIRA is just fine, gets the job done. Its not slow like the on-prem. Jira cloud version is fine.
Sergey said that Google was able to rapidly respond to ChatGPT because Sundar had already invested a lot into AI.
They have the people, the models and the chips. And Sundar helped achieve that.
That's what he said on some podcast.
This thing makes me really sad.
Whenever I get less sleep, tinnitus gets really bad.
And why should a business do that? Limited chip production capacity be spent on most profitable ventures.
Most regular people, they don't care and will continue to use ChatGPT
ChatGPT has 900 million users now, across continents and they don't care about this DoW deal.
Offtopic - The success of coding agents must be Ed Zitron's nightmare.
He has been a perpetual bear
This could be anthropic's marketing team.