Taikhoom2010

6 ms·

1.
by Taikhoom2010 1mo ago
Simply put token spending is way overblown, and prices have fallen and should continue to do so, as the pricing power of frontier Labs dissapate. https://s-1.vercel.app/posts/the-struggle-of-openai/
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Why Disney Plus Failed and Content Monetization Is Art(s-1.vercel.app)
3 points by Taikhoom2010 1mo ago|0 comments
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by Taikhoom2010 1mo ago
hey would love to grab a coffee chat
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Decart Exploring Sale, Possibly SpaceX(calcalistech.com)
1 points by Taikhoom2010 1mo ago|0 comments
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Show HN: Acquired Podcast Idea Dinner Returns(acquirers.vercel.app)
1 points by Taikhoom2010 1mo ago|0 comments
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Waymo should be afraid of Uber(taikhooms.substack.com)
2 points by Taikhoom2010 1mo ago|0 comments
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by Taikhoom2010 1mo ago
So is Nintendo Online a popular service? I'm curious if I should get it.
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by Taikhoom2010 1mo ago
Yes, but what would lead to Apple's decline? Sure, you can say that everything can decline; all I am doing is articulating why they can be around for a very long time, considering the competitive dynamics surrounding the company.
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by Taikhoom2010 1mo ago
Well its not the only enterprise tool, but from the perspective of llm delivering enterprise spexifc insights
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by Taikhoom2010 1mo ago
yes perhaps, although I think the best option for a enterprise is to train a model on it's own data.
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by Taikhoom2010 1mo ago
The problem is all these new labs don't have any competitive advanatge amongst each other, talent can only take one so far, though Jeff is a legend no doubt. Models are commodities the applications eg. BaseTen, OpenRouter should captur
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Do You Think OpenAI Is Apple Circa the 1980s?
2 points by Taikhoom2010 1mo ago|1 comments
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by Taikhoom2010 1mo ago
Xbox failed aggregation; Microsoft should exit the business. https://open.substack.com/pub/taikhooms/p/xbox-game-pass-and...
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OpenAI has the right strategy, but is unlucky
2 points by Taikhoom2010 1mo ago|0 comments
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by Taikhoom2010 1mo ago
Odd, regardless, OpenAI is spreading itself too thin, trying to fight wars on the enterprise, consumer, and hardware fronts, and will likely end up losing them all. Models are a lost cause anyway - https://open.substack.com/
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Is Snap Inc Back?
3 points by Taikhoom2010 1mo ago|0 comments
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by Taikhoom2010 1mo ago
As in apple has a consumer brand which creates a sense of status, and then a developer ecosystem which has to develop for Apple since they have the highest paying consumers, and a they have services which create switching costs if you try l
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by Taikhoom2010 2mo ago
How so? None of those were directly consumer companies.
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by Taikhoom2010 2mo ago
That is a unique angle I did not think about - I did try to explain why I think it is an aggregator nonetheless. https://open.substack.com/pub/taikhooms/p/why-openrouter-can...
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Ask HN: What Is Stripe Today?
2 points by Taikhoom2010 2mo ago|2 comments
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by Taikhoom2010 2mo ago
Yes, but Apple has two-sided lock-in, in terms of a brand and consumer pricing power, as well as ecosystem lock-in through services.
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Is Stripe the Internet?
3 points by Taikhoom2010 2mo ago|0 comments
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by Taikhoom2010 2mo ago
Disagree; regardless of the hardware change, Apple will release its take, and people will continue to use it. I write about the dynamic of a double-sided lock-in here: https://taikhooms.substack.com/p/apple-has-the-lowe
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by Taikhoom2010 2mo ago
No on smartphones while Apple's market share by revenue is like 20 ish %, they have like 80% of the industry's profits. If you're interested in the specific dynamic, check this out - https://taikhooms.substack.com&
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by Taikhoom2010 2mo ago
Yes the capital cycle repeats - https://taikhooms.substack.com/p/the-capital-cycle-theory?r=...
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by Taikhoom2010 2mo ago
Respectfully, you're wrong here. You may, in your opinion, not use Google Search, but search revenue is growing rapidly, and AI overviews are a much better experience than a consumer app.
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Should Airbnb Add Ads?
1 points by Taikhoom2010 2mo ago|0 comments
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by Taikhoom2010 2mo ago
Perhaps, maybe the modular tech future? Framebook is interesting, but that is likely a niche market. If you are interested, I tried to articulate what keeps Apple around specifically here - https://open.substack.com/pub&#x2F
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by Taikhoom2010 2mo ago
agreed, if your interested I tried to explain it here - https://open.substack.com/pub/taikhooms/p/apple-has-the-lowe...
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Ask HN: Can Apple Ever Be Disrputed?
7 points by Taikhoom2010 2mo ago|29 comments

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