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Altaba
searching Neon…
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Is Bending Spoons Good for Startups?
(s-1.vercel.app)
4 points
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Altaba
1mo ago
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0 comments
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Altaba
1mo ago
Yes, agreed, it is timing. I think a sign we are getting closer is the new equity issuances, which kind of are leveraging the current environment and the retail excitement.
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Altaba
1mo ago
well its typically when it becomes clear that the private equity firms taking the risk decide they can not get the returns they need, forcing the backstoppers such as Nvidia to take that burden, and the whole ecosystem collapses.
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OpenRouter is a example of the Application layer of AI
(s-1.vercel.app)
1 points
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Altaba
1mo ago
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Show HN: The Complexity Behind Products
(s-1.vercel.app)
1 points
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Altaba
1mo ago
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0 comments
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Ben Thompson Is Incorrect, there is indeed a bubble
(taikhooms.substack.com)
1 points
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Altaba
1mo ago
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Altaba
1mo ago
Ben is wrong; demand for compute, aka revenue backlogs, is mythical and will collapse, simply because of two reasons : 1. Circular investment/spending. 2. Too much capital in the system, so returns cannot be hit regardless because the
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Altaba
1mo ago
Might be to prevent the number of investors on the cap table to prevent them from being forced to IPO, considering their competitive position is weak.
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Nintendo Should Stop Selling Consoles
(taikhooms.substack.com)
4 points
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Altaba
1mo ago
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Altaba
1mo ago
Weird how the world has progressed, in many ways it is much better, from a standard of living, in others it is much worse.