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“I do believe that cost of producing code is approaching to zero, and that means hundreds or even thousands of offerings will exist in every shape, way and form we can imagine.” Wh…

“What happens to the SaaS markets when the cost of code approaches zero?” … “Few people truly grasp how hard bringing a software product to market is.” Are these related? The diffi…

The subscriptions are not available to enterprise users. Enterprise users must pay per-token. A $200 subscription gives you roughly the equivalent of $1500 in per-token billing.

is this with a subscription or pure API billing?

Days ago he said… “I'm finding that coding agents can take me from a vague idea to a working solution, one with tests and documentation and that looks like a carefully considered p…

oh come on, a paid shill? Simon is very fascinated by AI and at times he can be a little too optimistic but he is generally balanced and his perspective evolves over time which can…

No, we know from the financials of these companies that API prices are close to being at cost and the individual developer plans are heavily subsidized (because they are roughly 10…

That’s a very simplified view of HR. Human Resources does a lot of things. During the cash rich days a tech company HR department might end up doing a bunch of nonsense[1] but the …

As people in tech we live very expensive lives but if you are in a major city and own your own home and have worked for a decade or more you probably have a lot more opportunity to…

“Mythos Preview continues a long-term trend that we’ve been warning about for some time: within 6 to 12 months […]” The only trend Mythos continues is Anthropic’s trend of warning …

The race is pretty much designed to be a difficult for horses as possible to give humans a chance. Except for the parts that are extremely difficult for horses, horses steamroll th…

I thought you wrote the convincing explanation: “One could argue that Groq’s datacenters alone could make them worth billions of dollars.” Groq is a successful datacenter business …

I could be completely off the mark but I thought the non-exclusive license was necessary because Groq’s datacenter business uses the technology already? Nvidia acquired the assets …

I’m confused by the confusion. Groq licensed their technology (sold part of their business) to Nvidia for a large amount of money and distributed the spoils to their investors. See…

Hiring outside your network has always been difficult. A rigorous hiring process should be able to withstand the bad actors. Some people have a good eye for candidates, others do n…

I’ll bet you £1,000,000 I’m British. What’s your email address?

If the Orphan Crushing Machine is just a machine you don’t need to worry about it being put on wheels.

Does it qualify as something fresh? I guess fresh to cinemas but it is well established IP that has a readymade audience. Certainly a risk compared to Spider-Man: Another Adventure…

Unfortunately, Meta’s ad business is so effective that they would need to charge hundreds of dollars per year for an ad free service just to keep revenue stable. I suspect anything…

The main problem is that premium subscriptions don’t generate that much revenue when compared to ads alone. The users who pay are the most valuable users to advertisers and the use…

Right, the security is all theatre. My comparison is specifically to show that the security at Sky Garden (free) is not implemented to discourage free visitors when The View from T…

My beautiful bloo passport would disagree.

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I lived and worked in that area for many years. I have walked through Whitechapel day and night. Yes, there are a lot of Muslims in the area due to the nearby mosque. The only viol…

Have you visited The View from The Shard? A very expensive visit, with exactly the same security checks as Sky Garden. Security in tall buildings is high (even if that security is …