returnInfinity

6 ms·

1.
by returnInfinity 10d ago
yeah and antropic s1 is going to shock many people, its going to be an eyeopener however there is the open source cheaper token threat
2.
by returnInfinity 16d ago
Steve jobs was even more cut throat, he would have doubled the prices.
3.
by returnInfinity 25d ago
yes in an ideal world, in business world its all wine dine, contracts, costs savings. perhaps all the companies should dump teams and use slack.
4.
by returnInfinity 26d ago
This is a play to grab market share from Claude, But it seems Claude code is too strong of a brand Until the IT managers and CFOs cut budget hard, Claude will live rent free in heads of all developers OpenAI should attack the CIO and CFOs s
5.
by returnInfinity 1mo ago
Google stock would drop big if this new company was being funded by competitors
6.
by returnInfinity 1mo ago
As what? CEO? Demis will not take up the MTS role.
7.
by returnInfinity 2mo ago
if demand for "safe" tokens explodes, this is a no brainier if open source throws a wrench into the frontier revenue growth, then its gonna be biggest bubble explosion
8.
by returnInfinity 2mo ago
bullish on google stock revenue must go up
9.
by returnInfinity 2mo ago
not going to watch this if there is a bubble, then watch out for money supply. if it contracts because of interest rates or some random reason, then bubble will collapse.(if there was a bubble) also iran war, nobody know what will happen if
10.
by returnInfinity 2mo ago
Exactly, you need to be in the chosen group. The trusted group.
11.
by returnInfinity 2mo ago
I think GPT 5.6 sol is pretty slow. I went back to 5.5 Though its been just 3 days I started using. Half way through the chat, GPT 5.6 Sol stops and does a safety verification, pretty annoying
12.
by returnInfinity 3mo ago
Folks if you believe this Ed guy, you're soon going be really disappointed. LLMs are big, Codex app is huge. You can control the browser from within codex app with just natural language. Tell codex to perform a few actions, you go get
13.
by returnInfinity 3mo ago
Reddit, Quora, Twitter, Pinterest won. Now facebook is trying to build a new app.
14.
by returnInfinity 3mo ago
yeah I was a uber bear too, some how it has turned around I was betting on the taxi drivers revolting, but the capital markets have prevailed
15.
by returnInfinity 3mo ago
They are paying for the installed based. The users mainly. And also the team.
16.
by returnInfinity 3mo ago
they are profitable on tokens. if company itself is profitable is unknown and we will see it soon.
17.
by returnInfinity 3mo ago
Its complicated, this is how its going to be. People are going to have opinions and take sides or take no side at all.
18.
by returnInfinity 4mo ago
The powers that be are already planning to ban Chinese models.
19.
by returnInfinity 4mo ago
This is the right answer. Double down or triple down on this comment.
20.
by returnInfinity 4mo ago
Even if they lower costs to 0, it means nothing Topline growth matters more than costs. Mathematically - There is no limit to topline growth But cost cutting has a ceiling, which is the current costs. You can only make(save) so much money w
21.
by returnInfinity 4mo ago
"Our Model", "Our Model", "Our Model"
22.
by returnInfinity 4mo ago
Brad Gerstner confirmed that tokens aren't being sold at a loss. Whatever the formula, API + Subscription split, the companies are making a profit on net token sale. They maybe running at loss after all the salaries and stock comp, but
23.
by returnInfinity 4mo ago
Can this project run for 30 years at loss? Google investors don't like that. One day an exec will say lets reduce wasteful projects and cut this.
24.
by returnInfinity 4mo ago
You can use Codex and Claude code for most of the tasks that you would manually do Filing JIRA tickets, updates. Opening PRs, having AI review PRs. This will all use tokens. No need to tokenmaxx, you will end up burning tokens with just reg
25.
by returnInfinity 5mo ago
But growth stall, because competitors will capture future growth. You need to keep up. Of course I acknowledge if Hersheys uses AI to make trillions of chocolates a second, there is an upper limit on consumption. And hence a limit on revenu
26.
by returnInfinity 5mo ago
Not true after Dec-Feb. Opus 4.6 and Codex 5.4 are real. If you use AI to ship more features, even your competitors are going to use AI to ship more. So is this how we increase productivity? Who captures the value? For now looks like the ch
27.
by returnInfinity 6mo ago
I think social media companies don't need that Enterprise software companies selling definitely need it. Customers ask was this tested? where is the test report?
28.
by returnInfinity 6mo ago
Management comp is tied to numbers go up You start slow, then push it the limits Netflix, never ads to some ads, then eventually its just Adflix, after 20 years. Each new manager wants that comp up. So ads up by 5% every year.
29.
by returnInfinity 6mo ago
Lets take the example of Uber. If Uber ships 10x the code and features, I will still not 2x my rides. Even if Uber makes the cost of travel to 0, I will still not 2x my rides.
30.
by returnInfinity 6mo ago
And look at what that led to. Democracy is not a panacea.

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