MangoCoffee

11 ms·

1.
by MangoCoffee 4d ago
>Nvidia’s financial engineering is partly a response to its biggest customers’ transformation into rivals. “Hyperscalers”, tech giants such as Amazon, Google, Meta and Microsoft, account for roughly half of Nvidia’s revenue Companies jus
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by MangoCoffee 6d ago
it reminds me of a thread I read on PTT, Taiwan's Reddit. AI finally achieved what humans could not. Managers must give exact context for what they want, must pay exact wages (tokens), and can't delay salary payments (which seems
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by MangoCoffee 14d ago
>I started using Spark 1.2 for development because if you're willing to let Meta train on your data it was dirt cheap its free on opencode and i use it for personal projects. most of my personal projects are AI generated since its p
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by MangoCoffee 19d ago
>Musk admitted to distilling their models. what's the moat for AI labs like OpenAI and Antrhopic as they seek trillion IPOs. a lot of people said Chinese models also distill US LLM models. if it is this easy to do. how do US AI labs
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by MangoCoffee 1mo ago
A lot of the freakout and "bye" posts on the OpenCodeCLI subreddit due to DeepSeek raising prices. Stripe is a middleman. So is OpenRouter. So is OpenCode. Unless you own the data center and the hardware, how cheap can a middleman
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by MangoCoffee 1mo ago
OpenAI and Anthropic are both seeking trillion IPOs, while Chinese labs are pumping out open-weight models that are free for US providers to host and monetize. These Chinese models cost less of US SOTA models to run, even if they are less c
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by MangoCoffee 1mo ago
agentic coding is real. If AI labs can take over the coding tool market, that's a billion+ market. LLMs work in coding, and AI labs can slowly expand into other white collar work. Vaporware? Hardly.
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by MangoCoffee 1mo ago
The American attitude is generally to let private companies build up a new industry so it can create jobs and pay taxes. However, in the LLM race, the Chinese open weight playbook pretty much killed that. China has basically commoditized LL
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by MangoCoffee 2mo ago
US AI labs really rub me the wrong way, especially with the doom and scare tactics they use. Both Altman and Dario keep talking about how AI will replace workers and how we should regulate LLMs for national security, Dario’s main point. LLM
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by MangoCoffee 2mo ago
LLMs is quickly became commodities. US AI labs like OpenAI is losing their moat. Hyperscalers and data center owners who can sell cheap token will win
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by MangoCoffee 2mo ago
this is why i think LLMs is a foundational technology like the Internet. there is no other technology on the horizon that have this much impact.
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by MangoCoffee 2mo ago
US's court can enforce IPs. Didn't Antrhpic just agree to pay book authors billion for the recent lawsuit settlement?
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by MangoCoffee 2mo ago
Yeah, I believe I’ve seen this topic posted on HN many times now. Code has always been cheap, even before AI/LLMs. It’s your ability to understand your client’s problem and come up with a good solution that’s what gets you paid.
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by MangoCoffee 2mo ago
>open models is what will kill Anthropic and OpenAI i doubt it. it cost money to train a model. we can see that with the price increase for Kimi3. Chinese AI companies is leaving a lot of money on the table for third party providers. you
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by MangoCoffee 2mo ago
its ironic that IBM sold off its x86 pc/server to Lenovo and kept their big iron (mainframe) but now everyone is buying up pc/server due to AI boom. Dell's stock have been surging with the rest of AI stocks
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by MangoCoffee 2mo ago
its no difference than US team fixing slop written by outsource company from India. where do you think LLMs learn slop code from?
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by MangoCoffee 2mo ago
AI slop? Humans write slop too. We’ve all heard the stories, companies outsource projects to India, only to bring them back to the US for the local team to fix. I saw it myself at a past job. We hired a consulting firm to convert a project.
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by MangoCoffee 3mo ago
Microsoft needs to offer cheaper option since they change to token based billing. GPT-5.4 used to be x1 for yearly subscriber but now it cost 6x. i run out the premium request for just couple prompts. Github copilot for $10 used to be the b
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by MangoCoffee 3mo ago
>he could have rented GPUs the way Elon did at this point "Meta building cloud business to sell excess AI capacity, Bloomberg News reports Meta building cloud business to sell excess AI capacity, Bloomberg News reports" https:
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by MangoCoffee 3mo ago
i like Chinese open weight model that offer cheap token but i only use it for my personal project. China have a history of stealing IPs/trade secrets and Chinese court favored its own local companies. while US have a robust court that
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by MangoCoffee 3mo ago
to me its more about company's IPs/trade secrets. china have a history of stealing IPs and very poor IPs enforcement while US have an established history of protecting IPs and US court can enforce it but hey, cheap token is more i
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by MangoCoffee 3mo ago
The AI race right now is in a sad state. Chinese's playbook is releases open weight models and trains them on their own chips. Anthropic pushes fear and control. But the only way to win is by innovating. China is flooding the market wi
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by MangoCoffee 3mo ago
Running LLMs locally for development doesn’t make sense to me. The hardware gets outdated in just a few years. Even hyperscalers replace their GPUs faster than they can buy them, plus the cost of running it locally, isn’t cheap. the cost sa
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by MangoCoffee 3mo ago
>zero coding benchmarks "What gets measured gets managed"
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by MangoCoffee 3mo ago
cheap token is more important now than ever. Chinese open weight model is getting pretty good. the real cost of AI adaption will come down to who (China or US) can provide cheap token for consumers and companies. Microsoft consider DeepSeek
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by MangoCoffee 3mo ago
SOTA LLMs is less important than cheap token and Chinese AI labs is releasing model that is only about 6-8 months behind American AI labs. Chinese's model like GLM is getting better for coding task and its cheaper. Microsoft Github cop
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by MangoCoffee 3mo ago
i'm using LLMs to do personal aspnet web project. i'm not skill in javascript. i let AI handle it and learn.
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by MangoCoffee 3mo ago
>One of the things that makes @SpaceX so valuable is how valuable it is. The Cursor acquisition costs materially less in dilution because of SpaceX’s high valuation. https://x.com/BillAckman/status/206686614415
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by MangoCoffee 3mo ago
It’s the best exit for Cursor. There’s not much of a path for Cursor besides getting acquired. Cursor is a fork of VSCode. How much improvement can you really make? Cursor’s own model is based on a Chinese model. OpenAI and Claude are SOTA
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by MangoCoffee 3mo ago
cheap token for the win. Microsoft github copilot recently changed their billing. i'm on the yearly subscription. GPT-5.4 is now 6x and even previously free model like GPT-5 mini now cost .33x. its only June 11 and my usage is now at 5

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