mxschumacher

7 ms·

1.
by mxschumacher 15d ago
valuation gains on investments are one-offs, not signs of sustained improvements in profitability that would warrant higher market caps when those valuation gains are in turn the result of circular financing schemes (a bakery giving out mon
2.
by mxschumacher 3mo ago
there's still some lock-in here: data storage (iCloud), the broader Apple ecosystem, certain apps, user habits (I'm a lifelong Android user and am having trouble using other people's iPhones)
3.
by mxschumacher 3mo ago
the difference here is that switching is trivial due to standardized APIs to the underlying LLM capability. harness <-> gateway <-> inference provider Easy to switch any of them and (mostly) possible to combine any with any Repl
4.
by mxschumacher 3mo ago
it's astounding how much of human work are tasks like the one you have described here. Dancing around messy interfaces because nobody bothered to properly standardize and automate
5.
by mxschumacher 3mo ago
please stop being so mean, they also create echo chambers to kill political discourse (i.e. the foundation of democracy) and show the most inflammatory material to their users to pit them into a shouting match against each other
6.
by mxschumacher 3mo ago
not if it's a fantastic book
7.
by mxschumacher 4mo ago
i have trouble understanding these situations, e.g. the AI itself would presumably make the suggestion to write a python script for such a task. It seems to me that there two huge problems right now * understanding which category of problem
8.
by mxschumacher 4mo ago
not sure one would expect huge revenue increases from these internal tools, but maybe dramatic cost savings? Surely a lot of corporate processes could be automated?
9.
Aliens(whitehouse.gov)
10 points by mxschumacher 4mo ago|3 comments
10.
by mxschumacher 4mo ago
here's an article on DeepSeek's strategy that I found instructive. Cheap & good inference in order to boost the hardware makers: https://x.com/bookwormengr/status/2057909493250539891
11.
Orbital Compute(taurient.com)
3 points by mxschumacher 4mo ago|0 comments
12.
by mxschumacher 4mo ago
I'm still not entirely clear on the problem <-> capability matching. E.g. it seems like Kimi K2.6 with good context would already be able to solve a huge chunk of problems. What share of prompts require frontier models?
13.
by mxschumacher 4mo ago
not just renewables, also massive nuclear capacity and huge modern coal plants. They can really crank up capacity if they want to. How long will it take to get a new nuclear power plant operational in the US?
14.
Oil 101, Second Edition(oil101.morgandowney.com)
3 points by mxschumacher 4mo ago|0 comments
15.
by mxschumacher 7mo ago
if the unit economics are broken (strong competition from other proprietary model providers + open weight models; LLM token race to the bottom) it's not clear how high revenue growth translates to high profits. These companies are valu
16.
by mxschumacher 8mo ago
that's a very impressive demo, I have never seen a robot move so smoothly before.
17.
by mxschumacher 9mo ago
My copy of Breakneck arrived a few days ago and I'm rushing through the book, hard to put down, highly recommended
18.
by mxschumacher 9mo ago
there are around 140 EV companies in china competing very aggressively, they have excess capacity and are flooding the world market with cheap EVs, tough for Tesla to have a healthy margin in that environment
19.
by mxschumacher 9mo ago
and SpaceX has been a major buyer of Cybertrucks
20.
by mxschumacher 9mo ago
and Tesla is valued at over 21x more than GM
21.
by mxschumacher 9mo ago
there was a rush to buy electric cars in the US for as long as the $7500 incentive was in place, so the Q3 2025 number if inflated; it's a pull forward effect. Sales have been flat for 3 years and the delivery numbers in Europe are cat
22.
by mxschumacher 9mo ago
what are some historical examples of bubbles that didn't pop?
23.
by mxschumacher 9mo ago
Originally submitted here: https://news.ycombinator.com/item?id=46212259
24.
Is it a Bubble? (Howard Marks) [pdf](oaktreecapital.com)
5 points by mxschumacher 9mo ago|1 comments
25.
by mxschumacher 10mo ago
you are giving a new meaning to the term "PR stunt"
26.
Cloudflare Workers Platform(workers.cloudflare.com)
3 points by mxschumacher 11mo ago|2 comments
27.
Zero Trust becomes the foundation of cyber security(militaryaerospace.com)
8 points by mxschumacher 1y ago|1 comments
28.
by mxschumacher 1y ago
i have to say I'm a little disgusted by these statements. LLMs are useful for many problems, but is there really a conceivable path of them making progress into fighting the countless cancers tormenting humanity?
29.
by mxschumacher 1y ago
are you paying them enough to have profitable unit economics? How hard would it be for you to switch from one provider to another?
30.
by mxschumacher 1y ago
openAI is far past the venture stage

More ›