Viewing profile — extraextra

Cool story

Learning languages is a cool type of talent/intelligence Too bad I suck at it

Don't have any meaningful advice for you, but, I hope this new struggle will make you stronger and lead you to better opportunities

This article is a work of fiction, interesting to read as entertainment, but definitely not a rigorous model. The premise that just because a lot of investment goes into AI infrast…

Thanks for that I'm starting my first coding project with Claude Code and your comment gave me some helpful topics to study

I'd qualify your point that Anthropic and OpenAI can't raise prices, that is as of right now. Once the industry will go through a phase of consolidation and the bigger players will…

Not OP, but it is a known fact that the cumulative profits of the airlines industry (in US) over it's history has been basically 0. We can say that essentially airlines are in busi…

Great points. - At the end of the day those are still private companies (albeit huge ones), so we can only speculate about the state of their private financial situation. Once they…

Bankruptcies? The winners will gobble up the losers and the few remaining players will have pricing power. Don't be naive thinking that OpenAI or Anthropic can possibly go bankrupt…

The IPOs are months away, potentially 6 months or more. We're in a volatile macro environment. AI companies have all the incentives to not create higher expectations regarding thei…

Once the land grab is over, the market will consolidate and the winners will absorb the losers. Then the few winners will be the only ones with real capital to train frontier model…

When they will actually file to go public, their numbers will be intensely scrutinized. That's all that global headlines will be talking about for weeks on end. Why would they crea…

There is no legal minimum free float requirement before deregistration in US, however, different exchanges have different rules Essentially, a stock has to stay above 1$ per share,…