Taikhoom10

6 ms·

1.
by Taikhoom10 28d ago
We are in a bubble, but you are looking at this in the wrong way. OpenRouter basically creates lock-in through Stripe's distribution and family of products; it is much stronger within Stripe than alone. I agree valuations are absurd, b
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by Taikhoom10 28d ago
You're right in that OpenRouter alone does not have embedded switching costs, but bundled with Stripe's other offerings, it creates lock-in.
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by Taikhoom10 28d ago
I think the PayPal acquistion is to buy something that throws of real cash, to prevent a down round for Stripe when valuations reset.
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by Taikhoom10 28d ago
Yeah, I mean, it looks like a network effect, but anybody can aggregate the models; rather, it is the switching costs in the logs and work, and the cost savings, etc.
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$Tripe, the Singualrity Has Begun(axios.com)
4 points by Taikhoom10 28d ago|0 comments
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by Taikhoom10 28d ago
Yeah while a positive step, I do not understand a 90% stock increase.
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by Taikhoom10 29d ago
Yeah, the story of Acorn is ridiculous, and the fact that Intel rejected them, forcing ARM to make their own chips, really goes to show how things change.
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by Taikhoom10 29d ago
yeah that's fair, Office Space is goated.
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by Taikhoom10 29d ago
AI consumer hardware
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by Taikhoom10 29d ago
Well I mean you have to pivot to survive, they likley should just sell to a larger dominant omnichannel retailer.
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by Taikhoom10 29d ago
No defintley I would love to be consulatants, I think they can create value, It just depends.
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by Taikhoom10 29d ago
yeah but are you independent?
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by Taikhoom10 29d ago
sent you a email :)
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by Taikhoom10 29d ago
ah so literally OpenRouter for voice eh? Well then I would ask, what happens when OpenRouter just ads voice, seems simple right?
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by Taikhoom10 29d ago
I think OpenAI's opportunity is ai first hardware; I mean, the consumer is Google, simply because the distribution and the product are perfect. Enterprise is much better with AI; I do not see any AI-first enterprise companies succeedin
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by Taikhoom10 29d ago
Yeah, except profits are down from the peak. I do not know enough about the market, but my suspicion is that they basically benefited by focusing on a specific market, "Focus," and will basically see this erode over time as more c
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by Taikhoom10 29d ago
I think generalizations are usually bad. I genuinely am weirded out by management's fascination with consultants. It really is about incentives, and consultants usually do not have the right ones, at least the big ones. Also, there are
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by Taikhoom10 29d ago
So how exactly are you counter-positioned to Eleven Labs? They are serving a similar market correct?
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by Taikhoom10 1mo ago
are you a paying customer?
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by Taikhoom10 1mo ago
right so basically moving upmarket, upselling around a core idea.
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by Taikhoom10 1mo ago
Curious to hear: does GitHub not have any switching costs to leave? Or is it the broader Microsoft ecosystem? Or a mix of both?
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by Taikhoom10 1mo ago
Bro nothing is free, if the goverment pays for all of us, then it is our own money being used for that, we have the most liberal tax code in the world, we spend the most in healthcare.
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by Taikhoom10 1mo ago
yeah basically stuck in the middle market, a pre iminent death.
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by Taikhoom10 1mo ago
I have although I would prefer just riffing with someone every week, similar to the Exponent Podcast.
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by Taikhoom10 1mo ago
Yeah I do not think this is a good idea - Basically, OpenRouter makes sense because it further strengthens developer lock in, not sure what PayPal adds to that. Plus, on paper today, PayPal is a behemoth compared to Stripe; their FCF is Str
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by Taikhoom10 1mo ago
I mean, I wish Commodore was still around, a lot of nostalgia, but what do you expect, when your only differentiation is price, and you do not build a structure around your business that creates customer lock-in in some way, it becomes hard
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by Taikhoom10 1mo ago
No, I get this; it is not a problem. It becomes one when they cannot pay back this financing, in the event that they cannot build a sustainable business, which they cannot, because the capital cycle leads to overinvestment, meaning the fina
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by Taikhoom10 1mo ago
Uh no, NVDIA helping startups get financing so they can buy NVDIA chips is inherently damaging because eventually the debtors will not help with the financing and startups will not be able to buy chips.
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by Taikhoom10 1mo ago
Yeah I think it is broadly applicable to tech as a whole, I mean any great startup is just really a counter positioned company to incumbents -
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by Taikhoom10 1mo ago
Margin is not necessarily important. You would much rather be Amazon and take 50% of e-commerce at a small margin than be a SaaS with 80 +, but your market is inherently tinier. Plus, the ads business built on top of retail is better than A

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