Viewing profile — maxnevermind

> AI doesn't generate working products A little off the actual topic discussed in the article but I think this is why current AI cycle is over-hyped in terms of its broad impact on…

Why 2025 though? It didn't yet pass the test of time and there is not enough failure rate data on it. Toyotas(Lexus) do have serious quality issues too, rarely but that happens for…

> the agent happened to escape via a 0-day exploit from the package proxy cache to access the internet I have same familiarity with JFrog Artifactory(which they used in this case) …

I'm surprised it is that low. Are not all top AI labs "cheating" and workaround LLMs's low sample efficiency by hiring people to generate more data points - similar problems with a…

As Steve Eisman said: Mag7's businesses becomes capital intensive and they also seems to lack a strong moat, that will make investors more reluctant to buy keep buying their stock.…

> synthetic verifiable traces What does it mean, Is it like when somebody used some coding agent to develop a feature and later input prompts and a resulting PR can be used for tra…

> everything is now attached to a watercooled block Does it increases manufacturing and operational cost of such racks?

Are logs somehow used for the purpose of training their own models or something else?

Don't big tech ask meaningless LeetCode problems because it serves as a proxy for IQ?

> these types of training data might be key to teaching models to reason beyond what they could gather from static data. I was under impression that every time LLMs try to be truly…

That is informative, I was suspecting that is how models improve their performance on some convoluted "non-googlabe" benchmarks like SimpleBench, that is how, they just got the tas…

> Given the enormous cost of training, would it be worth training new models then? I'm not an expert, but is this even an option? I mean models must be refreshed with latest knowld…

I guess that is good, competition should lower the margins with the time as it doesn't seem like any of AI labs have a particularly strong moat.

> The reported 2025 figures include $7.5 billion in cost of revenue, $19.18 billion in research and development, $5.73 billion in sales and marketing, and $1.57 billion in general …

Plot twist: we already are through the usage of AI lab's API.

"Now you see why, when I meet a founder, the first thing I ask about is their growth rate." This obsession with growth instead of progress or value rubs me the wrong way, given the…

I thought usually founders try to pivot till they run out of money. I wonder if that is good or bad for a serial entrepreneurs if they decide to shut it down instead of pivoting?

I was also wondering if it will result in Helium shortage and even higher prices the next few years, then/if it will be all over, new fabs might also come online and it will be the…

What is this, Series for ants? It barely covers Andrej's sign-on bonus.

What type of projects you work on, in particular how rich it is in novelty, non-googlable data points and non-trivial project-specific deviations from industry standards?

I wonder if it is reasonable to assume the propagation of shortages further. At first it was GPUs, then RAM, then what?

> Customers are finding value. Where I can find confirmation of that in public sources?

Andrej has decided to become a billionaire. Anthropic keeps preparing for the IPO. I wish they IPO soon, let everyone see how the earnings look like.

> Defining exactly what the product is supposed to do is the hard part, writing code is the easy part. > There is a massive difference between a spec, which defines what the produc…

I'm also confused with that as well as the moral of the story as the whole. I get the sentiment but what is the lesson here, leave production capacity keep going as well as a "hiri…