grtteee

7 ms·

1.
by grtteee 5mo ago
Why did they even bother putting resources into that project? Bizarre. It’s telling how scarce vision is.
2.
by grtteee 5mo ago
Most people here have no idea what works for the majority of people - who don’t want to spend time figuring stuff out. I’m sure many here live in delulu land wondering why everyone doesn’t find the open claw stuff as fascinating as they do.
3.
by grtteee 5mo ago
I never commented on profitability, only revenue. And I’m referring to selling tokens to enterprises that produce software.
4.
by grtteee 5mo ago
The whole point of click and point (gui) was that one barely had to engage the brain vs using a terminal. The ideal experience is where one’s resources are able to be allocated such that one can achieve some goal with minimal effort. We are
5.
by grtteee 5mo ago
Most people don’t want to accept and believe that the only viable revenue stream is selling tokens in relation to software development. All the other stuff is nice… but you will continue to be money losing and eventually die. Now you can’t
6.
by grtteee 5mo ago
lol is that you Sam?
7.
by grtteee 5mo ago
People who participate in the stock market (which tends to be many people who may even be anti-capitalist) do so in the hope of generating excess returns. Is this really a function of capitalism or just who humans really are in general? Tha
8.
by grtteee 5mo ago
Reasoning by analogy only works if the characteristics that comprise both things are shared in great magnitude. If you really believe that then… lol.
9.
by grtteee 5mo ago
It’s easier to view it in terms of DCF - the value of a cash flow generating asset = present value of expected cash flows discounted back at a risk discount adjusted rate. In other words what you’ve invested into your existing assets is irr
10.
by grtteee 5mo ago
But you can use squarespace/shopify etc for that…
11.
by grtteee 5mo ago
I suggest you watch the original iPhone video launch - Steve compares the iPhone with the existing smartphones of the time. You’re taking for granted that we know how things panned out in hindsight. A complete touch screen phone with no fix
12.
by grtteee 5mo ago
It’s our job not to fall for the trap if that is what is being said behind closed doors ;) Edit - lol @ the bozo who downvoted my post. Is that you scam Altman?
13.
by grtteee 5mo ago
That’s exactly why you haven’t lost it.
14.
by grtteee 5mo ago
This argument has held up in the past but there’s no certainty that during this current period where LLM’s are not perfect (and in many cases far from perfect) - they can ever become perfect that it’s fine for one’s existing human capital t
15.
by grtteee 5mo ago
I did not comment on whether it was a loss or profit position. “Until the day comes that they properly break out the financials you, nor the other poster have any idea as to what the numbers are.” Until one of the private firms goes public
16.
by grtteee 5mo ago
No they choose not to break it out because under accounting principles you can get away with it. Lmao don’t talk about subjects you clearly are not an expert in. The only real metric one can use to gauge new investment is the marginal ROIC.
17.
by grtteee 5mo ago
Yep lol. Every investor and portfolio manager in the world is begging for a signal to say the returns really are coming on all this capex spend.
18.
by grtteee 5mo ago
I’ve never seen them. Perhaps they’ve determined you’re not sensitive to ads (lol).
19.
by grtteee 5mo ago
Nailed it. I reckon most humans never learn the valuable lessons of the past. As you put it - nobody cares about the technology in and of itself. They care about “ok cool what’s in it for me?”. That’s what determines their decision to purch
20.
by grtteee 5mo ago
Until the day comes that they properly break out the financials you, nor the other poster have any idea as to what the numbers are.
21.
by grtteee 5mo ago
An app that can run queries on all LLM’s at the same time and then figure out which answer is less like an advert might be the solution lol. A bit like ad block plus. Or using open source models.
22.
by grtteee 5mo ago
Apples advantage was that they did everything in house and had the marketing and distribution capabilities. And now you’ve got the ecosystem lock in. In hindsight it’s obvious why they pulled it off - nobody else could do it. They all had p
23.
by grtteee 5mo ago
Yeah exactly the Apple Intelligence thing was pure BS to shut people up who kept saying apple was going to get disrupted by missing out. Apple seems to follow the values that Steve laid out. Tim isn’t a visionary but he seems to follow the
24.
by grtteee 5mo ago
They definitely won’t pay and I’m not sure there is a viable way to inject ads. The way google did it was very sneaky and pretty smart really. They increased the infiltration of ads slowly over time. How do you do this in a chat interface?
25.
by grtteee 5mo ago
This is the classic apple approach - wait to understand what the thing is capable of doing (aka let others make sunk investments), envision a solution that is way better than the competition and then architect a path to building a leapfrog