bg24

23 ms·

1.
by bg24 2mo ago
Nice research and structuring into 4-tier layer. For providers like Anthropic and OpenAI, subscription is the entry point for all these, right? Besides the measures proposed in the article, can token usage % determine these clusters of acco
2.
by bg24 2mo ago
I believe your statement. Labs do not publish subscription vs. api revenue and difficult to guess with no priors. Subscription is to drive adoption - fixed cost, can adjust the usage eg. give resets, increase quota based on capacity availab
3.
by bg24 2mo ago
> The US has invested trillions in AI that the companies involved are never going to make back. Even without competition from open models, but definitely not with it. And if those trillions turn out to be worthless, that's going to
4.
by bg24 2mo ago
Follow the money, eg. investors and their connections to the Govt and media.
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by bg24 2mo ago
I think this goes to show that the newer models will be capable of. I won't be surprised if the Governments across the board come together to put a size limit on open weights model or ship them with guardrails in place. That will be re
6.
by bg24 2mo ago
AI (llm) will be a commodity market => I am not sure it was obvious. As of last month, folks thought open weight models are lagging by 6+ months. Once K3 is taken for a deep run across many use cases, it will be clear where it stands. Bu
7.
by bg24 2mo ago
I think it is deeper than that. "LLM => peak of productivity" takes way less time and effort than "Linux kernel => any productive work". Compare Dec 2025 vs July 2026 models in terms of capabilities. Nobody can pre
8.
by bg24 2mo ago
I think in general rest of the world needs to take notice (not saying afraid), starting with the US. It cannot be taken for granted that China's frontier labs will be a few months behind. They might be at par or exceed. The lessons fro
9.
by bg24 2mo ago
Correct. I used AI to refine the text. Thanks for the heads-up.
10.
by bg24 2mo ago
[flagged]
11.
by bg24 2mo ago
There is no coming back. After all, open-weight is NOT open-source. It is basically free model. And you pay to host it. The value proposition is that 100's of providers and host and sell it. 1000s of businesses (eg. Microsoft, Databric
12.
by bg24 2mo ago
There is a time window when it will flip. When Internet came along, we had a number of businesses that did not survive over the next years. This time, it is different with AI. The rate of change is significant.
13.
by bg24 2mo ago
https://www.reuters.com/sustainability/boards-policy-regulat... “The lawmakers said a recent analysis by a commercial company provided to the committee indicates that these devices may potentially collect and transmit
14.
by bg24 3mo ago
Relevant article - https://www.anthropic.com/news/detecting-and-preventing-dist... (3 labs generated over 16 million exchanges with Claude through approximately 24,000 fraudulent accounts). So extraction in this contex
15.
by bg24 3mo ago
Great point, and this is on the vendor (Anthropic) to address. Typical fraud issue. OP is about modeling distilling the capabilities.
16.
by bg24 3mo ago
Space Opportunities + Robots (Tesla merger when it happens) + Software factory (Cursor). It is a umbrella enterprise.
17.
by bg24 3mo ago
It is blocked for everyone.
18.
by bg24 3mo ago
It is not scaremongering in my opinion. Just that Government needed some time to understand and will do the same for any other company with such a model. 1/ Jailbreak => Rapid catchup of the industry leading to commoditization 2&#x2
19.
by bg24 4mo ago
This will invariably be a problem in organizations where tokens, lines of code, PR count etc are the metrics - which happens to be in most places. I do not know if there are metrics or rewards for maintainable code, OR penalty for write cod
20.
by bg24 4mo ago
Very well thought and written. Provisional employee or intern. Or having the candidate to come and do real work for a couple of days. The challenge imo is the big company culture vs startups. Do the things move at the pace in big companies
21.
by bg24 4mo ago
Also Mistral did just the right thing by acquiring Koyeb, to beef up their deployment at scale expertise.
22.
by bg24 4mo ago
Is it possible that you are narrowly sizing the opportunity? While PMF does not always mean that early pioneers will be the leaders, I think the market itself goes beyond knowledge workers and developers. Agents, robots, drones etc will all
23.
by bg24 4mo ago
Both Cloudflare and Vercel have feature parity. Flags is a feature already in Vercel. While customer-first is a thing, it is also a no-brainer to start with: we use it, Vercel has it, let us build it.
24.
by bg24 4mo ago
They shipped an SDK recently. https://cursor.com/blog/typescript-sdk
25.
by bg24 5mo ago
I have been in this situation. A major driving force is some kind of a demand from the leadership to see the KPI for the AI adoption. And this unfortunately is the easiest one to implement. The other aspect is virality. I think by now the i
26.
by bg24 5mo ago
While Anthopic has the best model and a focussed (no disturbance, lawsuits) leadership, they got a lot of enterprise access due to AWS. It is mutual no doubt, with both sides benefitting. The culture of feedback loop of AWS customers would
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by bg24 5mo ago
It is a net positive to have a technologist and hardware leader at the helm. In this era, Apple can hire the right people to build software faster. but they need a strong hardware leader at the helm to differentiate themselves. In local AI,
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by bg24 5mo ago
Think another way, these product features are easy to build in other harnesses too. And as the open source models and the other models which are much lower cost are getting better, there will be a time when it will be justified to have a ha
29.
by bg24 6mo ago
I read all 6 posts. OP is genuine and very talented. Unfortunate how foundational issues fall through the cracks in orgs.
30.
by bg24 7mo ago
I think it depends on the company. In large companies, the role of PM probably won’t change that much. However, PMs who are technical and hands-on can bring significantly more value by leveraging AI tools. There’s another path for PMs that

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