ywvcbk

28 ms·

1.
by ywvcbk 8d ago
> The big US based hyper-scalers are neither liked nor trusted here at this point I'm not sure that's true amongst most large enterprise companies. > They could make a lot of money in the EU if they do a decent enough job Th
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by ywvcbk 8d ago
Which indicates they are no longer serious about being an AI lab and downgraded themselves to merely being a hosting provider
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by ywvcbk 8d ago
> the contract workers are the ones taking the True, OTH it's not obvious that these jobs would even exist in the first place without Uber/etc. since demand has certainly increased
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by ywvcbk 8d ago
Airbnb maybe, in Europe booking.com seems to have better deals even if they offer similar service to Airbnb these days. Uber and other ride sharing apps improved UX immensely and still are cheaper for consumers than regular taxes. > thei
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by ywvcbk 9d ago
> Markets, left to their own devices, do not end up automatically being competitive in favor of consumers. True. Does not mean all regulation is increases competition and marker efficiency by default. If anything EU has long abandoned th
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by ywvcbk 9d ago
There is regulation that is effective and useful (e.g. plenty of consumer protection laws) and regulation that actually makes markets more competitive and efficient. Then there is a lot of what EU is doing which leads to less efficient mar
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by ywvcbk 9d ago
> once they're good enough for coding aid The gap has only been increasing, though. Devstral 2 was obviously not great compared to Claude/GPT but kind of acceptable if you were willing to compromise. There has been no real prog
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by ywvcbk 9d ago
Apple is in an entirely different market than Mistral (consumer electronics vs AI lab focusing on enterprise consulting). Which obviously means their optimal strategies are different. It doesn't really matter for Apple if it's Gem
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by ywvcbk 9d ago
Realistically they will have to deploy the Chinese models or their finetuned versions though since their models are completely out of date and not competitive. Outside of maybe government contracts it will be hard to compete against Azure&#
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by ywvcbk 29d ago
Or it's "normal" market segmentation. OpenRouter users are more price sensitive in general, also a lot of enterprise users who can't switch easily are using the official API (or Bedrock or Azure) and you want to squeeze
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by ywvcbk 29d ago
> Opus or Sol in our use cases, with a fraction of the price. I assume it's highly use case dependent, though? Even before the price cut seems like Sol was price competitive with Kimi https://artificialanalysis.ai/mo
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by ywvcbk 1mo ago
20 perhaps, but just about. Probably not 10 years and certainly not 5 years ago (obviously they are way faster now, but from the perspective of normal users running software designed based on the constraints of the hardware available at the
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by ywvcbk 1mo ago
Or people could just stop buying Mars bars and other ultra-processed foods if they feel they are overpriced which would force corporations to adjust their policies. Mars, Nestle, McDonalds etc. will continue increasing prices as long as peo
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by ywvcbk 1mo ago
The population collapse in New England happened only a couple of years before the Plymouth colony was established though (they didn't have any meaningful contact with the Spanish colonies where it happened in the mid and early 1500s).
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by ywvcbk 1mo ago
Europeans didn't really get to most of the more isolated inland areas in the Americas until the 1600s or well after that, though.
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by ywvcbk 2mo ago
Well Chinnese companies are way more efficient, Deepseek did manage to get quite far with a relatively tiny number of staff and limited funding. Then you have companies like Meta which suck pretty much at everything they (excluding their co
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by ywvcbk 2mo ago
Do you have any evidence to back this claim?
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by ywvcbk 2mo ago
> This is one of the most successful investment companies It was for a long time. There is not a lot of evidence that's still the case (so far at least but even if the crash comes but its not big enough its not guaranteed they will
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by ywvcbk 2mo ago
It seems like of the most outdated and inflexible indicators that's widely used though? Does not account that a much higher proportion of the US economy might be represented in the stock market and that US service companies are generat
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by ywvcbk 2mo ago
Why single out Australia though? I mean one conclusion that can be made from arguments like this is that if you do commit genocide and ethnic cleansing you better go all the way and wipe out the other group 100% so your grand children can a
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by ywvcbk 2mo ago
In plenty of cases it's absolutely self evident (especially when there are plenty of historical precedents for similar or analogous situations). Yes you can get involved in extended arguments with people arguing in bad faith or whose w
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by ywvcbk 2mo ago
What if the majority of the ancestors of some individual Anglo Saxon Australians immigrated in the 1980s. Do they have a moral and legal obligation to personally contribute to this? What about Italian Australians? Or Irish Australians? Are
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by ywvcbk 2mo ago
Slippery slope is not a "fallacy" by default. It can be occasionally but its a perfectly reasonably argument in plenty of cases.
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by ywvcbk 2mo ago
No? I don't think there is a way to meaningfully change the layout for non trivial charts?
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by ywvcbk 2mo ago
Globally in relative terms? Kind of. Sure the gap to the US was huge but it still controlled pretty much entire Africa and much of Asia (with China and Japan obviously not doing great..)
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by ywvcbk 3mo ago
> But at a fundamental level, the S&P500 index exists to track the market No, it exists to track a subset of the market based on specific criteria and weights. It's not even based on the market cap of included companies directly
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by ywvcbk 3mo ago
Assuming it's share price does not drop significantly because of that.
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by ywvcbk 3mo ago
> what an index describes vs what investors prefer What makes you think S&P 500 did not become the most popular index (instead of full market ones) because of the rigid entry criteria and and rules for weights. Amongst other things t
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by ywvcbk 3mo ago
> The 409a has a lot of words and numbers to justify a particular valuation That's tangential. The valuation is based on supply and demand, nothing else. Amongst other things the supply part of the equation will be low because all t
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by ywvcbk 3mo ago
> The purpose of an index is to provide a benchmark of the market Usually a subset of the market based on specific criteria. Total market indexes and funds exist, maybe there is a reason S&P 500 despite its "strict" inclusi

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