Viewing profile — alexdoesstuff

Small nitpick: the models probably make some money on actual inference. Might not be a massive amount, but hard to see them not having a positive contribution margin purely on infe…

It's unclear. That was never disclosed. It's similarly unclear what it means that they will no longer pay revenue share to OpenAI. Do they get the models for free now? How does Ope…

It's kind of shocking, given financial transparency, that Microsoft gets away with not disclosing any details of this agreement (or the one it is replacing) to its shareholders. We…

We updated our analysis of Meta's AI infrastructure spending after yesterday's Q4 call. Some specifics from the earnings call on where the money is going: Ad models: They doubled t…

This is primarily a story of a failure to supervise the creation of the report, rather than anything related to AI. The role of the outsourced consultancy in such a project is to m…

To expand on the overlooked point: it gives you a DB and a programming environment (however challenged) that you can use without needing sign-off from IT. In any moderately sizeabl…

The $13bn investment in 2023 was so clearly structured to skirt antitrust concerns that it's unsurprising that that avenue is discussed. Since then, MSFT has made other regulatory-…

Full agree! Being close to the edge of AI usage, it's important to realize that most AI use cases are not "fully autonomous AI software engineer" or "deep research into a niche top…

Reading through the source [1] they basically get to that huuuuge number by including AI-enabled devices such as phones that have some AI functionality even if not core to their va…

Author here I mostly agree on the first point. Even prior to the price race to the bottom, no AI Lab managed to make any money above marginal cost on inference, let alone recoup in…

Fully agree on the premise: there are X different ways to do anything on the web. But - prior to this - the solution seemed to be: everyone starts from scratch with some ad-hoc Reg…

Feels surprising that there isn't a modern best-in-class non-LLM alternative for this task. Even in the post, they described that they used a hodgepodge of headless Chrome, readabi…

Have you ever seen the research coming out of some of the outsourcing shops that the OP discusses in the post? They are hard not living up to that standard. It's important to reali…

I thought the role of "second best tool for most things" belonged to Excel

Fair point on the publishing! Thanks for sharing the library.

Do you mind sharing the code for this, or point me to the audio fingerprinting solution you use? I'd love to replicate this.

Brother DCP-L2550DW here. One of the cheapest b/w multifunction devices with automatic document feeder and reasonable print and scan performance. Works like a charm on Linux, Windo…

Actually true in a technical sense. At least for Starbucks, their gift cards don't expire anywhere globally. In accounting terms though, the company still reduces the value of its …

Starbucks gets prepayments for goods and services and just has a neat bit of accounting and marketing gimmick around it. Besides being a sensationalist take, it's also misunderstan…

Does anyone know if Azure's OpenAI Studio is down as well? For everyone using ChatGPT APIs in production, this needs to be the most straightforward failover mechanism. Using this t…

They don't have to be board members to fight. The 51% shareholders are clearly wronged here in my view if MSFT just hires all of OpenAI staff AND takes the existing models and trad…

I feel people tend to forget that MSFT owns only 49% of OpenAI. There are people owning the rest, and they presumably have some interest in protecting their share of the company fr…