Viewing profile — etempleton

This isn’t the first time Zuckerberg has espoused the benefit of openness and transparency and how that would create a better society. I get this is a bit different, but the langua…

Until they are public and they release full financials using standard accounting practices, I would take what they say with a grain of salt. SpaceX also painted a pretty rosey pict…

You have to assume that they aren’t being too creative with their accounting, which Anthropic and Open AI most certainly are.

Why do they both need to keep borrowing so much money if the margins are so fat?

Most people won’t go beyond free. A lot of people will spend $20 and some will go above $50.

Nvidia is basically the house loaning money to the gamblers. They don’t care if the gamblers win or lose. They just care that people keep playing.

Timing is always next to impossible to predict. Open AI has managed to continue to find investors and as long as they continue to do that they will be around no matter how much mon…

Microsoft and others report their stake in Open AI as net income. Open AI and others revenue comes in large part from large customers like Microsoft. Nvidia makes large investments…

Let's do some math with two pretty well understood variables. The cost of a SpaceX rocket launch and the cost to build a terrestrial 100 MW data center. An average rocket launch fo…

I think he is early, but there is no doubt there is a bubble. It is just a question of what will pop it? One of the big heavily capitalized frontier models throwing in the towel mi…

From another rationalist perspective, it will always be cheaper to run a data center somewhere on earth under any conceivable scenario. It would be easier and cheaper to put a data…

Ahhh, my mistake. macOS 15 not to be confused with macOS 10.15

Also on the beta. Agreed. Definite visual and UX improvement over 26, fixing the most egregious issues with 26 implementation of Liquid Glass, but maybe not quite as good as 25 ove…

I was disappointed to read this and hear language and using allusions that parallel arguments made by hate groups. I think DHH can take a stance that overly lax immigration policy …

Microsoft bundles enough things at a low enough price that it seems silly not to use Microsoft if you are a corporation, because the alternative is to buy a number of different SAA…

I like Apple and think there is an AI bubble, but this article is kind of dumb. Apple is not doing anything magical with hardware that other companies, including Nvidia, cannot do …

I actually prefer it quite a bit these days.

Every single time. The next model is always so infinitely powerful it is going to change everything. Said model comes out. Is marginal improvement. Changes nothing and seemingly ca…

I have seen this more and more and I don’t understand it.

Same. It is really annoying to write something and have someone say, “just so you know, em dashes makes it obvious it was written by AI.” You know how else uses em dashes? People w…

There are maybe 1 in 10 that really truly know what they are doing.

Shorting the market always has a greater risk even if you are fairly confident something is true. You also have to be fairly confident of the timing.

This is absolutely the calculus. There is no moat. It is survival of the best financed. Open AI and Anthropic are in very precarious situations.

He wrote a hell of a column. Opinions were notoriously often wrong, but always entertaining to read.

I think their butting heads eventually got on both of their nerves. John would derail the show just to get under Leo’s skin. And Leo became increasingly ridged with the show struct…