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Profitable on a per token basis is meaningless. Ed Zitron doesn’t argue that it is impossible to offer profitable inference, he argues that the business as it stands today is deepl…

Peter Skaliy, Head of Legal at Corgi, same person who sent the cease and desist to people on Twitter, is filing a suit against me for defamation because of that Substack post. "Cor…

Skimmed it and based on my experience in fintech, it looks good, accurately represents the real world. I guess there’s still a chance it is AI generated but it doesn’t seem like va…

Peter is currently threatening me with a defamation suit, he seems to be quite the litigious man. My defamation suit is because I wrote a post summarizing my comments from this thr…

My understanding is a normal insurance tech startup would be acting as a broker. A rare but sensible insurance tech startup would use external underwriters and reinsurance and prov…

turns out it was less than $1,000 per month. A startup raises ~$100m at a ~$3bn valuation and forms a team of 12 employees including their Head of Operations to build a clone of a …

Not necessarily. Delve did a lot of bad things, the primary reason for their removal was misrepresentations they made to other YC startups, i.e: YC startups paid them for security …

Also, I should add, they’re growing fast because they will underwrite anyone for anything. They’re one “oops our AI underwriting has been taking on far too much risk” away from dis…

If you’re a business that deals in documents from external customers / partners, you use a data room like DocSend (by Dropbox) to share and receive documents with access management…

They’re not really, it’s just the YC hype cycle. The business is selling insurance to other YC startups with some AI flair. They’re not even the first YC startup to do this, a prev…

> Their margins on inference are >90% today for tokens they sell (plans are hard to count, but still profitable). That doesn’t make any sense, it doesn’t add up. Have you seen how …

So why are they losing so much money? Money is made on the subset of inference that is charged at cost + margin via their APIs. API usage is so high because customers are still fin…

I learned about blade servers back in ~2010 because Blizzard used to run World of Warcraft realms on them and auctioned them off for charity. https://warcraft.wiki.gg/wiki/Server_b…

There are practical reasons why it isn’t widespread: 1. Energy is very expensive relative to the U.S. 2. Houses are old old and retrofitting air conditioning is very difficult 3. H…

I think that’s a good instinct but this line… “I think the cause was that Workspace and certain leaders (and projects) were afraid of being disrupted.” Suggests that there is much …

First trade was exactly $150. The indicated price was falling from around $170 and then when it hit $150 the market opened.

The $2T doesn’t depend on anything to do with space. People are investing in Elon, not any specific product or technology. Hence his roll up of X and Xai into SpaceX and Tesla soon…

The U.S. is quite far behind the rest of the world on sports betting, which means you don’t even need to imagine, we know from other countries that it doesn’t end well. The most wo…

The blog post is a terrible intro, the website is much more insightful: https://oak.space/ I found the section titled “Local feature branches. Server main. One squash.” most intere…

Which of those is groundbreaking? The Butterly handheld ultrasound is old technology in a new form factor with a bunch of trade offs. Useful in some situations, sure, but “groundbr…

Matthew Prince of Cloudflare has been outspoken in saying that companies that do not go all in on AI will be left behind. There probably is some value being received in exchange fo…

The EFF believes the ends (freedom) justify the means (access to everything good and bad for everyone). Governments are pragmatic, not fundamentalist. This article addresses the te…