Viewing profile — dkrich

Pulling on this thread, if the model companies become commoditized and make no money then who is buying the hardware? Seems like it would be the next shoe to drop

Probably more that they are compute constrained. In his latest post Ben Thompson talks about how Microsoft had to use their own infrastructure and supplant outside users in the pro…

This is so spot on and I’ve been harping on this for about two years based on my own professional experiences. The surprising thing, though, is that upper management is ostensibly …

This raises a good point. The analogy in the article implies that eventually there will again be a need to know how to write code at a large scale and nobody will know how to do it…

This article is the first that I’ve seen that hits on a theme I’ve been pondering for a long time. And that is that everyone super bullish on AI assumes that there are enormous rea…

This and also constantly saying stupid things like “yes that is a great observation and that’s how the pros do it for this very reason!” for a specific question that doesn’t apply …

> My experience is that people who weren't very good at writing software are the ones now "most excited" to "create" with a LLM. My greatest frustration with AI tools is along a si…

I’ve been astonished at how bad the battery is in my base iPad I bought last year. Granted I’m switching to it from an iPhone 17 pro max but still the thing goes from 100% to 80% o…

Also have to consider that it’s now private which removes the pressure of having to show any semblance of a profit or, critically, share usage or advertising statistics which could…

There are many, many, many companies much older than Palantir operating in the beltway that do this. Having TS/SCI cleared resources who can work in SCIFs isn’t in itself a differe…

One of the most telling experiences while following this company was a town hall type of discussion between Karp and I believe former BP CEO. In it, the CEO gushes about how vital …

Yes because in that case you’re acquiring the stock directly from the company as part of a planned transaction. In one case you’d be dealing with individual uninformed shareholders…

The introduction to a river runs through it is an interesting read. I never realized how much creative influence Redford had over the production of the movie until I read it a few …

That pe is nonsense imo. It’s based on a one time $6 billion tax credit that they included last quarter because they assume they will be profitable enough in the future to use it s…

Can you explain why a GitHub repo for IP rotating and tied to a prominent DOGE member was downloaded and then deleted?

Or they’re just fearful of retaliation/termination for making waves with this administration

I think he’s saying that if their intent was to not get caught which you’d assume, they could have made a private repo instead of a public fork tied to a doge account

The point is more about the profit for a company operating at massive scale- over 100 million users- and after pulling every lever to max out profit they possibly can- is only $770…

I think uber is different though. It hasn’t been founder led for several years and the current ceo was hired to cut out all r&d spend and maximize profits and revenue. They report …

I’m bearish on uber because despite all of these shady tactics they are still barely profitable at the current scale and with enormous tailwinds. Last quarter they made $770 millio…

There is no plan. Talk tough, reverse under pressure, rinse repeat. Anyone surprised must not have watched season one which aired in 2019.

It’s interesting because I just watched an interview with him on cnbc and left it with much the same thoughts. Not that I took issue with anything in particular but he really didn’…

This was my take as well. Nadella is looking increasingly desperate by the day to salvage this investment. First that Jevon paradox tweet after futures opened Sunday night now this…

I don’t necessarily disagree, I think he has very thorough and detailed analyses of many topics and I’ve learned a ton reading his blog over the years. Nevertheless he’s human and …

This blog has taken an odd turn. It seems like he is invested in meta stock given the timing of this post and its focus on the stock market reaction to deepseek. That’s fine and I …