Viewing profile — nr378

> Uber losses were $12B over 5 years. Uber burned through roughly $32 billion in cumulative losses before reaching sustained profitability. The rough timeline: - Founded 2009, and …

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High growth companies often have significant negative cashflow during the early high growth era, followed by positive cashflow in the years later down the line. This phenomenon is …

> The frontier LLM labs run on a huge fixed cost and very low marginal cost. > Imagine that you want to buy a few B300s to run GLM 5.2 and rent the service out to other people. How…

Arguably Google is both (with GCP and Gemini).

Claude Teams and Claude Enterprise are 2 distinct plans. Simon is right that Enterprise seats have no included usage (and so all usage is charged at API billing rates), whereas Tea…

Yep I think you can reasonably argue that immutability + strong conventions are the most important dimensions (as opposed to FP vs. OOP, as much as I like FP and dislike OOP): Immu…

The data doesn't well support the claim that FP is best. Elixir tops the table at 97.5%, but C# (88.4%) is OOP and scores almost identically to Racket (88.9%), and Ruby (81.0%) and…

> 3. Storing it the way this article presents makes it usable for agents, but not humans. Whereas the point of knowledge graph, ontology, etc is to create the same layer for both h…

Dario has made a specific cohort argument here. His numbers (from various interviews) are: you train a model in 2023 for $100M, deploy it, and it earns $200M over its lifetime. Mea…

Based on the docs and API surface, I think the filesystem abstraction is probably copy-on-mount backed by object storage. I suspect it works as follows: when a task starts, filesys…

Oh that's quite a nice idea - agentic context management (riffing on agentic memory management). There's some challenges around the LLM having enough output tokens to easily specif…

Nice work. It strikes me there's more low hanging fruit to pluck re. context window management. Backtracking strikes me as another promising direction to avoid context bloat and co…