Viewing profile — andrewcamel

Re per token, I had the same reaction, but given both labs are economically advantaged moving customers to per-token consumption... almost want to avoid this on principle. Even if …

I’m not sure it will cause a reversal, but I bet the k8s takeover wouldn’t have happened with costs of today. You inherently end up using far more resources than you need - between…

I’d imagine you could seed it more easily by focusing on top 50 routes by passenger count in domestic USA. Then go from flight schedules for top airlines into tail numbers into bod…

Big fan. One feature idea/request - a map showing coverage with 0-100% by route (red/yellow/green lines). I’m just curious to see where I should think to look for / expect starlink…

Philosophical question, but after reaching critical mass, should languages even aspire to more? I.e. do you risk becoming "master of none"? What's wrong with specialist languages? …

Yeah... requires serious mental gymnastics to argue otherwise. Military/terrorist group procures communication devices to coordinate military operations. Explosive is sized to inju…

What response would you suggest for Israel? My understanding is their civilian vs combatant ratio is lower than comparable urban conflicts. So it’s hard to respond “softer”. Popula…

Are tariffs already in place or is this just a thinly-veiled scapegoat for haircutting traffic allocation by 95%? To a customer, it certainly feels like a bait and switch to sell a…

It's translation (text -> text), not speech -> text.

Do they report the % of revenue from AI / data center chips vs all others? Or is there a way to derive it? Surprising to hear the slump given what we're seeing in AI-driven GPU dem…

It's a collection of interviews posted in the form of a library. So bit blog-like in structure, but just a collection of ideas on how to leverage this new tech.

I'm starting to outline them here: ctlresearch.com . Upcoming interviews with Chief Architect at Intuit, Head of Procurement at DoD, etc. DoD already shortened process of writing s…

This is reminiscent of the USA vs Microsoft case in 2001... I wonder how much the antitrust team at Microsoft gets a say in product decisions like this. Just feels like they're toe…

Maybe not the right term... Just that a lot of other libs act like guardrails, i.e. let the model generate what it does (in full form text / GPT output), and try to then parse out …

Seen a lot of things trying to do this by pressure testing the outputs, but all feel like anti-patterns. This is the first that seems like the "right" way to do it. Better to manag…

Very cool! Could definitely see myself using this. Out of curiosity, what's the visualization library you're using to generate the boxes/lines/zoom in-out canvas? Or is that all na…

Vintage 2020-2024+ are going to be some of the worst for PE, after a 40 year bull run driven by rates going from 20% in 1981 to 0% in 2021. Now there's too much capital in the hand…

Incredibly well positioned vs WhatsApp, iMessage, etc in the new world of LLM-enabled agents / chat bots… I’d put money on others launching similar things. Hard to see the current …

On this topic, Apple is the sleeping giant. Sleeping tortoise maybe. Everyone else has been fast out of the gates, but Apple has effectively already been positioning to leap frog e…

Big fan of this... suspect a lot of the modern SaaS BI / analytics players would benefit. Just end up hitting limits trying to use Javascript to render large datasets, having tried…

Would be incredible if the lab leak in China was intentional and they ended up saving the US by increasing the birth rate!

Yep... I bet this is about to pull forward a lot of startup death. Gun now to VC heads to save things. Forcing decisions they were hoping they wouldn't have to make for at least an…

Just a reminder to not store all your expensive eggs (embeddings) in one basket! Bad mistake on my part. Something to be said for Pinecone on this... if your core business is to be…

Helps when you can limit OpenAI’s inference capacity during negotiations

What’s the lag time between launch orders and actual launches? Wonder if we’re looking at a 9-12 month trailing indicator of health and the broader tech reset is dampening orders i…