alexdoesstuff

7 ms·

1.
by alexdoesstuff 5mo ago
Small nitpick: the models probably make some money on actual inference. Might not be a massive amount, but hard to see them not having a positive contribution margin purely on inference. What's losing OpenAI money is paying for the who
2.
by alexdoesstuff 5mo ago
It's unclear. That was never disclosed. It's similarly unclear what it means that they will no longer pay revenue share to OpenAI. Do they get the models for free now? How does OpenAI make money from the models hosted on Azure if
3.
by alexdoesstuff 5mo ago
It's kind of shocking, given financial transparency, that Microsoft gets away with not disclosing any details of this agreement (or the one it is replacing) to its shareholders. We know there's a cap on the revenue share from Open
4.
by alexdoesstuff 8mo ago
We updated our analysis of Meta's AI infrastructure spending after yesterday's Q4 call. Some specifics from the earnings call on where the money is going: Ad models: They doubled the GPU cluster training their main ads ranking mod
5.
Meta guides FY26 capex to $115-135B, up from $72B in FY25(marvin-labs.com)
1 points by alexdoesstuff 8mo ago|1 comments
6.
by alexdoesstuff 1y ago
This is primarily a story of a failure to supervise the creation of the report, rather than anything related to AI. The role of the outsourced consultancy in such a project is to make sure the findings withstand public scrutiny. They clearl
7.
by alexdoesstuff 1y ago
To expand on the overlooked point: it gives you a DB and a programming environment (however challenged) that you can use without needing sign-off from IT. In any moderately sizeable organization, getting approval to use anything but standar
8.
by alexdoesstuff 1y ago
The $13bn investment in 2023 was so clearly structured to skirt antitrust concerns that it's unsurprising that that avenue is discussed. Since then, MSFT has made other regulatory-aggressive investments, and the recent Meta / Scal
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by alexdoesstuff 1y ago
Full agree! Being close to the edge of AI usage, it's important to realize that most AI use cases are not "fully autonomous AI software engineer" or "deep research into a niche topic" but way more innocuous: Improve
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by alexdoesstuff 1y ago
Reading through the source [1] they basically get to that huuuuge number by including AI-enabled devices such as phones that have some AI functionality even if not core to their value proposition. That's basically reclassifying a big c
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DeepSeek Achieves 10x AI Inference Efficiency – Disrupting GPU Economics?(marvin-labs.com)
2 points by alexdoesstuff 2y ago|0 comments
12.
by alexdoesstuff 2y ago
Author here I mostly agree on the first point. Even prior to the price race to the bottom, no AI Lab managed to make any money above marginal cost on inference, let alone recoup investment in infrastructure or model training. Clearly, inves
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The AI Industry's Business Model Is Cracking–DeepSeek Just Proved It(marvin-labs.com)
8 points by alexdoesstuff 2y ago|2 comments
14.
by alexdoesstuff 2y ago
Fully agree on the premise: there are X different ways to do anything on the web. But - prior to this - the solution seemed to be: everyone starts from scratch with some ad-hoc Regex, and plays a game of whackamole to cover the first n of t
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by alexdoesstuff 2y ago
Feels surprising that there isn't a modern best-in-class non-LLM alternative for this task. Even in the post, they described that they used a hodgepodge of headless Chrome, readability, lots of regex to create content-only HTML. Best I
16.
by alexdoesstuff 3y ago
Have you ever seen the research coming out of some of the outsourcing shops that the OP discusses in the post? They are hard not living up to that standard. It's important to realize that this is input for the analyst at a fund or inve
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by alexdoesstuff 3y ago
I thought the role of "second best tool for most things" belonged to Excel
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by alexdoesstuff 3y ago
Fair point on the publishing! Thanks for sharing the library.
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by alexdoesstuff 3y ago
Do you mind sharing the code for this, or point me to the audio fingerprinting solution you use? I'd love to replicate this.
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by alexdoesstuff 3y ago
Brother DCP-L2550DW here. One of the cheapest b/w multifunction devices with automatic document feeder and reasonable print and scan performance. Works like a charm on Linux, Windows, Android, and IOS. I am using it with [NAPS2]( https
21.
by alexdoesstuff 3y ago
Actually true in a technical sense. At least for Starbucks, their gift cards don't expire anywhere globally. In accounting terms though, the company still reduces the value of its gift card liability every year by about 10-15% [1], and
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by alexdoesstuff 3y ago
Starbucks gets prepayments for goods and services and just has a neat bit of accounting and marketing gimmick around it. Besides being a sensationalist take, it's also misunderstanding what makes a company into a "bank". You
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by alexdoesstuff 3y ago
Does anyone know if Azure's OpenAI Studio is down as well? For everyone using ChatGPT APIs in production, this needs to be the most straightforward failover mechanism. Using this to plug our open-source tool https://github.c
24.
by alexdoesstuff 3y ago
They don't have to be board members to fight. The 51% shareholders are clearly wronged here in my view if MSFT just hires all of OpenAI staff AND takes the existing models and trade secrets.
25.
by alexdoesstuff 3y ago
I feel people tend to forget that MSFT owns only 49% of OpenAI. There are people owning the rest, and they presumably have some interest in protecting their share of the company from MSFT's aggressive grab. Even if all new development
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by alexdoesstuff 3y ago
the people owning the remaining 51% of OpenAI?
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by alexdoesstuff 3y ago
True. Being a founder myself, I've experienced the back and forth of investment negotiations. We are though taking about OpenAI, by that time probably one of the five most valuable startups in the world.
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by alexdoesstuff 3y ago
This is quite literally the CTO of Microsoft saying: "Know that if needed, you have a role at Microsoft that matches your compensation and advances our collective mission." I don't think there is a reasonable argument where t
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by alexdoesstuff 3y ago
Presumably, this violates MSFT's investment agreement with OpenAI. Any reasonably competent counsel would add "no-poach" protection for a strategic investor investing in a startup, and this is as clear a case of poaching as t
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Where are the robot stock analysts (FT, paywall)(ft.com)
2 points by alexdoesstuff 3y ago|1 comments

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