There were not with WeWork.
The SpaceX/xAI IPO will be more interesting.
xAi isn't even a point of discussion.. it's just a scheme to rip off investors.
WeWork.. hard to take anyone seriously that ever invested in this bad boy.
Masayoshi Son may not be providing returns for its investors but he is providing entertainment for the rest of the world.
https://www.yahoo.com/news/articles/openai-chief-sam-altman-...
https://www.nytimes.com/2023/05/16/technology/openai-altman-...
No disrespect, just sharing my thoughts. I see “Elmo Musk” and “Orange Man” etc., and I immediately think this is not worth reading (regardless of my opinion of those persons).
I went with a bit of Roche, Novartis, ... So something that would at least cushion the fall with dividends and not being in the GenAI crossfire since they definitely use AI/ML (I got them through an ETF). Also almost all my assets are now either CHF or Euro denominated/hedged. I am also not comfortable with the dollar weakening and the next Fed head probably cutting rates again like Trump wishes
Okay
I rebalanced the same as I always have.
It's why Amodei has spoken in favor of stricter export controls and Altman has pushed for regulation. They have no moat.
I'm thankful for the various open-weighted Chinese models out there. They've kept good pace with flagship models, and they're integral to avoiding a future where 1-2 companies own the future of knowledge labor. America's obsession with the shareholder in lieu of any other social consideration is ugly.
openai and anthropic know already what will happen if they go public :)
but claude and claude code are different things
- yes
- yes (not quite as good as CC/Codex but you can swap the API instead of using gemini-cli)
- same stuff as them
- better than others, google got long (1mm) context right before anyone else and doesn't charge two kidneys, an arm, and a leg like anthropic
I would be really curious to know what tools you've tried and are using where gemini feels better to use
Coding has been vastly improved in 3.0 and 3.1, but Google won't give us the full juice as Google usually does.
Google has the datasets, the expertise, and the motivation.
In a lot of industries, you can't afford this anyway, since all code has to be carefully reviewed. A lot of models are great when you do isolated changes with 100-1000 lines.
Sometimes it's okay to ship a lot of code from LLMs, especially for the frontend. But, there are a lot of companies and tasks where backend bugs cost a lot, either in big customers or direct money. No model will allow you to go wild in this case.
For now people identify LLMs and AI with the ChatGPT brand.
This seems like it might be the stickiest thing they can grab ahold of in the long term.
The only reason it's expected now is because of a slow boil.
But, also, probably google.
Google's main revenue source (~ 75%) is advertising. They will absolutely try to shove in ads into their AI offerings. They simply don't have to do it this quickly.
Everyone else has to build infrastructure. Google just had to build a single part, really, and already had the software footprint to shove it everywhere - and the advertising data to deliver features that folks actually wanted, but could also be monetized.
At first the answer was "I can't say anything that might hurt people" but with a little persuasion it went further.
The answer wasn't the current official answer but way more nuanced that Wikipedia's article. More in the vein of "we don't know for sure", "different versions", "external propaganda", "some officials have lied and been arrested since"
In the end, when I asked whether I should trust the government or ask for multiple source, it strongly suggested to use multiple sources to form an opinion.
= not as censored as I expected.
I am yet to see in-depth analysis that supports this claim
Anthropic has actually cracked Agentic AI that is generally useful. No other company has done that.
It’s much better than the previous open models but it’s not yet close.
It’s all fun and games till it’s not. All this capital investment is going to start hitting earnings as massive deprecation and/or mark-to-market valuation adjustments and if the bubble pops (or even just cools a bit) the math starts to look real ugly real quick.
Great promise, replace all your call centre staff, then your developers with AI. It is cheaper, but only because the AI companies are not charging you what it really costs to do the work.
The fully allocated cost of one call to a human agent is $3-5. That pays for a lot of inference.
OpenAi gets 30b, buys chips from nvidia for 30b.
How is that an investment?
marcyb5st•1h ago
[1] https://www.ft.com/content/90aa74a5-b39d-4131-a138-367726cb1...
lm28469•1h ago
Easy, they just have to sell their overpriced vram chips (which haven't been manufactured yet), from their GPUs (which haven't been bought yet) which are in their data centers (the ones they're planning to build "soon"). It really isn't rocket science
__patchbit__•1h ago
rvnx•1h ago
hshdhdhj4444•1h ago
mnky9800n•1h ago
hagbarth•30m ago
SecretDreams•25m ago
Are we acting like this is a low probability outcome?
pawelduda•1h ago
Aerroon•56m ago
jimnotgym•50m ago
bandrami•49m ago