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skill issue. Solved by having the correct model of the world and forces acting on it given (appropriately weighted) current context and your usual variance. It's usually people who…

Search is now only 50% of the revenue. But sure keep the myth going.

You know SpaceX is still publicly valued at $1.5T marketcap, right? (offering price has nothing to do with anything other than ego of founders/bankers). Yes, I will wait for the co…

If you had asked HN 3 years ago what would code-generating market would be, they would have used the exact same reasoning and given us the opinion "Why no one will pay for glorifie…

I love how HN ignores past execution results

People are going to be surprised by how obscenely profitable both will be in a couple of years

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Smarter models will always route better because it is an intelligent/judgement activity

The only metric that matters is f(cost, time, task). If Anthropic has a SOTA model, it can easily distill every model in the pareto frontier and have the SOTA model route appropria…

and Anthropic can top that benchmark if that's what the users are optimizing for...which is my original point

Model Routing will always be done better by models themselves. Plus routing loses context making it more expensive and less reliable. Model Routing is just Bitter lesson. The model…

we don't know if it is 0.1% deficit, could be 0.05%

There is no reason a smarter model will not build an internal smarter/efficient router itself

One is actually building while the other is making Youtube videos. Also the video literally answers the economic question. I'm happy with my bet

https://youtu.be/FKHENV75b9Q?si=JFBsT2HinR02AI4P

Yes. https://youtu.be/FKHENV75b9Q?si=JFBsT2HinR02AI4P

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Models need datacenters to run. It also need other services to do anything useful

"There’s a clean exception to all of this, and it flips the entire logic." AI Slop

Completely missing the point of not adding Anthropic, OpenAI, SpaceX. Mag7 is just an arbitrary list of companies that were coined at a specific time with no rigor. If you must do …

Warren Buffett brags about his strategy. Jeff Bezos brags about his strategy. The reason they can brag is, even if it's simple, competition doesn't have the culture to copy/follow …

I'm happy to give my identity to Anthropic and crush my competition with irrational fear about privacy and personal data. This is a serious competitive advantage and a moat.

I'm sure people laughed in 2023 if someone said AI will reach $100B in revenue in 3 years. Yet here we are

Exactly, it's never about absolute results, it's always Expected Value (Upside, given time/cost savings + Downside, given %reliability). So, every task falls under a spectrum

actuaries look for data. visionaries take leaps in faith. There was no data proving LLMs will work at scale. Google waited for the Data. OpenAI and then Anthropic took the leap of …