extraextra

6 ms·

1.
by extraextra 1mo ago
Most However, all businesses run on trust and human responsibility Thus, it'll be hard for agent-only businesses to get a grip in the real world
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by extraextra 3mo ago
Cool story
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by extraextra 4mo ago
Learning languages is a cool type of talent/intelligence Too bad I suck at it
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by extraextra 4mo ago
Don't have any meaningful advice for you, but, I hope this new struggle will make you stronger and lead you to better opportunities
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by extraextra 4mo ago
This article is a work of fiction, interesting to read as entertainment, but definitely not a rigorous model. The premise that just because a lot of investment goes into AI infrastructure means that it has to displace the entire workforce g
6.
by extraextra 4mo ago
Thanks for that I'm starting my first coding project with Claude Code and your comment gave me some helpful topics to study
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by extraextra 4mo ago
I'd qualify your point that Anthropic and OpenAI can't raise prices, that is as of right now. Once the industry will go through a phase of consolidation and the bigger players will have some moat around their product, they'll
8.
by extraextra 4mo ago
Not OP, but it is a known fact that the cumulative profits of the airlines industry (in US) over it's history has been basically 0. We can say that essentially airlines are in business to support other businesses. I believe this is wha
9.
by extraextra 4mo ago
Great points. - At the end of the day those are still private companies (albeit huge ones), so we can only speculate about the state of their private financial situation. Once they will decide it's the right time to IPO, they'll p
10.
by extraextra 4mo ago
Bankruptcies? The winners will gobble up the losers and the few remaining players will have pricing power. Don't be naive thinking that OpenAI or Anthropic can possibly go bankrupt. There will always be someone happy to buy them up for
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by extraextra 4mo ago
The IPOs are months away, potentially 6 months or more. We're in a volatile macro environment. AI companies have all the incentives to not create higher expectations regarding their financial situation a long time before the IPO. Obvio
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by extraextra 4mo ago
Once the land grab is over, the market will consolidate and the winners will absorb the losers. Then the few winners will be the only ones with real capital to train frontier models and will have true pricing power. Similar to how social me
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by extraextra 4mo ago
When they will actually file to go public, their numbers will be intensely scrutinized. That's all that global headlines will be talking about for weeks on end. Why would they create forward expectations before it's necessary? Of
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by extraextra 4mo ago
There is no legal minimum free float requirement before deregistration in US, however, different exchanges have different rules Essentially, a stock has to stay above 1$ per share, have a minimum market cap of $15m, minimum 400 shareholders