dkrich

7 ms·

1.
by dkrich 8d ago
This is exactly right and has been proven over and over again. People do not care about sharing their info. Lots of people particularly around these parts pound the table that they should but they are simply fighting the market.
2.
by dkrich 8d ago
I dunno what the correct level of abstraction is for LLMs to achieve the type of widespread adoption you’re referring to but I can guarantee it sits above the name of the model. If you have to possess that level of knowledge you ain’t gonna
3.
by dkrich 2mo ago
Pulling on this thread, if the model companies become commoditized and make no money then who is buying the hardware? Seems like it would be the next shoe to drop
4.
by dkrich 5mo ago
Probably more that they are compute constrained. In his latest post Ben Thompson talks about how Microsoft had to use their own infrastructure and supplant outside users in the process so this is probably to free up compute.
5.
by dkrich 5mo ago
This is so spot on and I’ve been harping on this for about two years based on my own professional experiences. The surprising thing, though, is that upper management is ostensibly cool with incompetent people using AI to produce things that
6.
by dkrich 5mo ago
This raises a good point. The analogy in the article implies that eventually there will again be a need to know how to write code at a large scale and nobody will know how to do it. I don’t think the analogy holds if you think of AI as a so
7.
by dkrich 5mo ago
This article is the first that I’ve seen that hits on a theme I’ve been pondering for a long time. And that is that everyone super bullish on AI assumes that there are enormous real world gains to be had by existing companies automating sof
8.
by dkrich 6mo ago
This and also constantly saying stupid things like “yes that is a great observation and that’s how the pros do it for this very reason!” for a specific question that doesn’t apply to anything anyone else is doing
9.
by dkrich 6mo ago
> My experience is that people who weren't very good at writing software are the ones now "most excited" to "create" with a LLM. My greatest frustration with AI tools is along a similar line. I’ve found that peop
10.
by dkrich 7mo ago
I’ve been astonished at how bad the battery is in my base iPad I bought last year. Granted I’m switching to it from an iPhone 17 pro max but still the thing goes from 100% to 80% overnight without being used and a 40 minute Zwift ride routi
11.
by dkrich 7mo ago
Also have to consider that it’s now private which removes the pressure of having to show any semblance of a profit or, critically, share usage or advertising statistics which could (and probably are) down dramatically since the acquisition.
12.
by dkrich 7mo ago
There are many, many, many companies much older than Palantir operating in the beltway that do this. Having TS/SCI cleared resources who can work in SCIFs isn’t in itself a differentiator. Besides, that type of security level would mak
13.
by dkrich 7mo ago
One of the most telling experiences while following this company was a town hall type of discussion between Karp and I believe former BP CEO. In it, the CEO gushes about how vital Palantir has been in transforming operations and ironing out
14.
by dkrich 1y ago
Yes because in that case you’re acquiring the stock directly from the company as part of a planned transaction. In one case you’d be dealing with individual uninformed shareholders which would cause a lack of confidence in markets (the enti
15.
by dkrich 1y ago
The introduction to a river runs through it is an interesting read. I never realized how much creative influence Redford had over the production of the movie until I read it a few months ago.
16.
by dkrich 1y ago
That pe is nonsense imo. It’s based on a one time $6 billion tax credit that they included last quarter because they assume they will be profitable enough in the future to use it so are adding it into the balance sheet now. I believe their
17.
by dkrich 1y ago
Can you explain why a GitHub repo for IP rotating and tied to a prominent DOGE member was downloaded and then deleted?
18.
by dkrich 1y ago
Or they’re just fearful of retaliation/termination for making waves with this administration
19.
by dkrich 1y ago
I think he’s saying that if their intent was to not get caught which you’d assume, they could have made a private repo instead of a public fork tied to a doge account
20.
by dkrich 1y ago
The point is more about the profit for a company operating at massive scale- over 100 million users- and after pulling every lever to max out profit they possibly can- is only $770 million. There was something of a red flag in that last rep
21.
by dkrich 1y ago
I think uber is different though. It hasn’t been founder led for several years and the current ceo was hired to cut out all r&d spend and maximize profits and revenue. They report things like foreign currency transactions and stock base
22.
by dkrich 1y ago
I’m bearish on uber because despite all of these shady tactics they are still barely profitable at the current scale and with enormous tailwinds. Last quarter they made $770 million on $12 billion of revenue. It’s just a lousy business mode
23.
by dkrich 1y ago
There is no plan. Talk tough, reverse under pressure, rinse repeat. Anyone surprised must not have watched season one which aired in 2019.
24.
by dkrich 1y ago
It’s interesting because I just watched an interview with him on cnbc and left it with much the same thoughts. Not that I took issue with anything in particular but he really didn’t say anything particularly insightful it was just bland, ze
25.
by dkrich 2y ago
This was my take as well. Nadella is looking increasingly desperate by the day to salvage this investment. First that Jevon paradox tweet after futures opened Sunday night now this clearly leaked story plus a tweet from Altman of them toget
26.
by dkrich 2y ago
I don’t necessarily disagree, I think he has very thorough and detailed analyses of many topics and I’ve learned a ton reading his blog over the years. Nevertheless he’s human and every human no matter how hard they try is prone to certain
27.
by dkrich 2y ago
This blog has taken an odd turn. It seems like he is invested in meta stock given the timing of this post and its focus on the stock market reaction to deepseek. That’s fine and I find no fault with it except that it’s hard to read the past
28.
by dkrich 2y ago
Psst: it’s probably going to end up being a fraction of that but doesn’t make for as good a headline
29.
by dkrich 2y ago
I think a lot of his decisions can be boiled down to being hellbent on disrupting Apple. I think the metaverse was his first crack at it until Wall Street gave him the hook for over spending. Then when AI came around he again became fixated
30.
by dkrich 2y ago
If the stock market continues to rise there will be a bubble in defense stocks and a lot of defense IPOs

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