streetcat1

7 ms·

1.
by streetcat1 4mo ago
Wait until token based pricing. And then the open AI / antropic IPO (This will be the top).
2.
by streetcat1 7mo ago
Do you mind open sourcing the code, I want to take a look.
3.
by streetcat1 7mo ago
AKA intellectual skills atrophy.
4.
by streetcat1 8mo ago
The strong domino supports the weak domino.
5.
by streetcat1 8mo ago
For some reason miss two important points: 1) The AI code maintainence question - who would maintain the AI generated code 2) The true cost of AI. Once the VC/PE money runs out and companies charge the full cost, what would happen to v
6.
by streetcat1 8mo ago
How do you know that he works at Meta?
7.
by streetcat1 11mo ago
Nowhere they are stuck in the prisoner's dilemma.
8.
by streetcat1 11mo ago
Its not the AI that causing it, but the AI race. Companies need to pay for the large capex.
9.
by streetcat1 11mo ago
They all spend with one purpose - replacing expensive humans, saying other wise does not make sense. Any other app does not have moat - anyone can do the same app if it basically wrap the LLM. If anything, LLM just destroy thier current moa
10.
by streetcat1 1y ago
Closed the labor arbitrage.
11.
by streetcat1 1y ago
You are not taking into account section 174, It takes you 15 years to depreciate foreign salary vs first year (post the BBB).
12.
by streetcat1 1y ago
You forgot the tax advantage and the protection against inflation (if you have to fix rate mortatge).
13.
by streetcat1 2y ago
The main benefit of YC startups is not that they have 10x engineers but rather that they are starting from scratch; hence, the AI works well in a greenfield project. Enterprise customers are a totally different ball game. Ninety percent is
14.
by streetcat1 2y ago
Dont worry.
15.
by streetcat1 2y ago
The competition for big LLM AI companies is not other big LLM AI companies, but rather small LLM AI companies with good enough models. This is a classic innovator dilemma. For example, I can imagine a team of cardiologists creating a fine
16.
by streetcat1 2y ago
Give them non boring work.
17.
by streetcat1 2y ago
Probably due to money ? I think they are changing their corporate structure and hence some people might not get the equity they were hoping for.
18.
by streetcat1 2y ago
The question is what priced in, not what is publicly known. Buy put if you think that the market does not know the above reasoning.
19.
by streetcat1 2y ago
Ofcourse they don't work. If they did work why would anybody tell you about them?. The fact that they use thier time to tell you about them rather than trading and making money means that they do not work.
20.
by streetcat1 2y ago
The article fails to describe the core agent algorithm. I.e. how does the agent decide what to code ? If the agent did coded something, how does the agent decide that the code is correct ? (Ecepsically if the core model is based on auto com
21.
by streetcat1 2y ago
Sounds like you will be a good fit.
22.
by streetcat1 2y ago
So what will happen if the AI has a bug? Who is liable, you?
23.
by streetcat1 2y ago
You are correct.
24.
by streetcat1 2y ago
So don't be fooled. The cloud computing business model is a lot like a gym. I.e. they already have the capacity in place, so they need warm bodies. A lot of those cloud ramp up, is in the form of rebates or giving money to customers to
25.
by streetcat1 2y ago
Use streaming ?
26.
by streetcat1 3y ago
So can't you use Leverage? If the software is already working what kind of funds do you need to keep going?
27.
by streetcat1 3y ago
So why you don't change strategy after the first few days? I.e. why don't you stop the strategy as soon as it starts to lose?
28.
by streetcat1 3y ago
I am not sure, it depends on the cost. If they charge per token, a large context will mostly be irrelevant. For some reason, the article did not mention it.
29.
by streetcat1 3y ago
So a quick trick. To get you hooked, they MUST let you win. This will usually happen in the first rounds of the gamble. At that point, you MUST leave the game.
30.
by streetcat1 3y ago
Not sure, it might be a way to judge which employee is loyal to the company

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