Viewing profile — andxor

You're getting downvoted but you're exactly right

This is why engineers don't make money trading markets

Much better business instinct that the average poster on HN

Google's return of invested capital has averaged 32% since IPO. This may be a narrative violation on HN, but the quality of Google's management is exceptional.

I'm not defending Dario. That's not the point I'm making.

Yeah, I think the answer is somewhere in between. Anthropic has been a few months ahead of everybody in terms of internal capabilities. So it's not 6 months but it's also not a few…

Normally I would say release date to release date, but Mythos/Fable release was significantly delayed because of security concerns.

Mythos/Fable was trained 6 months ago.

They are actually paying them $1B per month for the compute. But they're still profitable and increasingly so.

What makes you think the API costs are "the true price" and anywhere near their inference costs? Also what percentage of users do you think actually maxes out their subscription? I…

Exciting! In my wildest dreams I'd love to write an OS with this.

You shouldn't take financial advice from me :)

Exactly. As usual people are bullish at the top and bearish at the bottom.

That's not what is implied. Fable may still be widely available.

> I used Fable for like what 2-3 days at most and didn't really feel it was so much better It was a lot better. I can't believe people say this.

This page has existed since way before the current Fable controversy. https://x.com/trq212/status/2068793885535694858

I'm sorry.

Another opinion piece?

This is an opinion piece.

I have had the same experience. I can't believe that people couldn't tell the difference.

I'm calling out the "tech opinionist community" broadly speaking. I don't know if it's the same exact people but it's often the same forums or news outlets.

The same people who told you Google was going to zero three years ago because Search would become irrelevant are now telling you users will move away from Google because it’s remov…