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reticulates
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1.
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reticulates
4d ago
There’s an astounding level of arrogance required to believe he is somehow uniquely capable of bringing about a technology especially considering Anthropic came after OpenAI where he worked.
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reticulates
4d ago
> I think Dario is genuinely afraid of the inevitability If someone genuinely believes that an invention will bring about the end of the world as we know it while making him and his friends inconceivably rich, “hey guys let’s uh, stop?”
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reticulates
4d ago
Long before generative AI we all knew one absolute truth: ideas don’t matter, it’s the execution. YC marched to the drum. Execution! Execution! Execution! Do things that don’t scale, do the hard things, build something people want. And then
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reticulates
5d ago
> * Donated the WordPress trademark to the nonprofit WordPress Foundation in 2010 Fallen at the first hurdle. The WordPress Foundation is Matt’s personal vehicle used to obscure his control over the WordPress ecosystem. He has misreprese
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reticulates
5d ago
After eating his 65th hot dog, Joey Chestnut reassures Nathan's Famous International Hot Dog Eating Contest organizers he will stop at 66 to ensure they don’t run out of hot dogs
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reticulates
5d ago
You give Matt far too much credit. Matt wouldn’t listen to Davies. Look at what happened to Automattic’s legal counsel, one HN comment that didn’t align with Matt’s world view and he was canned post haste. Davies perhaps explained to Matt h
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reticulates
5d ago
Don’t underestimate Matt’s disregard for corporate theatre. A board voting to remove a CEO isn’t like firing an employee, there’s an assumption that obviously the founder would not use their elevated access to retaliate. As noted, Matt cont
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reticulates
7d ago
Firing the board is the least Matt-like option. He has absolute control and ownership over the WordPress project, I think it is more likely that he starts his own Automattic splinter company and removes Automattic from the WordPress project
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reticulates
7d ago
I think it is easy to underestimate how big of a deal this is. Matt has a stranglehold on Automattic and Wordpress, it is not possible to remove his control over the ecosystem and he is volatile. Ousting him as CEO is almost certain to caus
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reticulates
13d ago
> No company was banking $100 and keeping $99 in the "before times" either. Yes they were and are. The marginal cost of software as a service or data as a service is near zero. Slack is a good example. A new Slack customer cost
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reticulates
14d ago
Lovable's success is the perfect example. Lovable has a large number of users who do not pay for the platform who have been subsidized by investors while inference costs were high. Lovable know that long term, sending all their revenue
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reticulates
14d ago
When? “The majority of the cost is inference, not necessarily the training of the model.” https://youtu.be/7xij6SoCClI
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reticulates
14d ago
Anthropic admitted last year to losing money on inference, it had negative margins. The margins have improved and are now positive but there’s still a significant cost. If plans aren’t being subsidized it would mean that the margin on infer
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reticulates
14d ago
re: substituting with cheaper models. I think some people here are oblivious to how much of Anthropic and OpenAI’s usage is artificial. Take this one example of a user with 15 Codex subscriptions ($3k) generating $60k in API-equivalent usag
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reticulates
14d ago
Wow, thanks for your perspective, it’s lucky to find someone on Hacker News who works with technology every day! You presume to know my position but you do not. AI is an innovative new technology that is radically changing how we build and
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reticulates
15d ago
You’re applying pre-AI investing to a post-AI world. Yes, a decade ago, a startup raised money and spent 90% of it on people. The people built software which had incredible margins. Build it and then print money for ever more. That’s not th
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reticulates
15d ago
Meta narrowly avoided disaster earlier this year: https://www.reuters.com/investigations/mark-zuckerberg-had-b... The problem with judging Alphabet and Meta on aggregate performance is that their advertising businesses
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reticulates
15d ago
Circular financing absolutely creates revenue. A startup raises $50 million from OpenAI and Anthropic to finance API calls to OpenAI and Anthropic that they are using at a loss who in turn spend that money on compute with Microsoft and Goog
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reticulates
15d ago
Can you provide any examples of any of the megascalers publishing any detailed financials that touch on their AI spend or revenue or profit? The only one I’m aware of that comes close is Microsoft and they have still buried it in barely rel
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reticulates
20d ago
A lot of companies avoid paying for usage by encouraging their employees to use individual subscriptions. Outside of the short lived tokenmaxxing fever dream, enterprises are conscious of their usage with companies like Uber and Amazon reig
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reticulates
20d ago
I don’t think this line of thinking is particularly robust because it ignores how AI is being used and where the resource usage is coming from. Right now there are a small number of very very resource intensive use cases that are being subs
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reticulates
21d ago
Yep, being insured by Corgi is a huge risk. The reason why Corgi is especially terrible is that the inexperienced “growth” “interns” aren’t just selling low quality insurance they don’t understand that isn’t fit for purpose, that’s bad but
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reticulates
21d ago
Risklytics are taking the boring, sensible approach of being a broker, modernizing the application process to broaden the type of clients that can be underwritten. Corgi are taking the batshit insane approach of insuring clients directly th
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reticulates
22d ago
The degree to which this lacks empathy for the struggle to survive that people have the world over is harder to believe. Sincerely, though, all fishing is pretty terrible, we (the rich west) have been overfishing and pillaging the oceans fo
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reticulates
24d ago
The $200 max plan is for individuals. The individual plans are heavily subsidized. Employers should be using either the Team plan (which has much lower limits than max) or the Enterprise plan (which is entirely billed on usage). Anthropic k
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reticulates
27d ago
I don’t mean to imply that making things with these tools is lesser, or that it doesn’t require some skill, but it is fundamentally different to programming. I’m glad you’re able to bring new things to life with these tools, that’s a great
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reticulates
27d ago
I strongly disagree. GitHub, a year ago, acknowledged the fundamental problems and began work on them. We all agree with the diagnosis and strategy: stop building new things, bring stability. Why would whether the CTO codes have any bearing
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reticulates
27d ago
I think you’re probably missing why it’s exhausting. The problem is not writing English, it’s the rate of change. Programming is meditative, it is a thinking process, the code you output is an artifact of your thinking. Agent-based developm
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reticulates
28d ago
I think you mean landlords, not squatters. Squatters are the people who occupy owned property without permission, landlords are the people who hold property, do nothing, and collect profit.
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reticulates
28d ago
Yes, that’s how you know they’re rich rich. They’re so rich they don’t care about having a website. The reputable brokers know who they are, the serious buyers will get a message to them.
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