Viewing profile — randbyte

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Blatantly lack of principles.

Long history of open source projects already have answers on how to monetize a free and complex open source product. - Low development cost: collaborative efforts from open source …

When people say “US government” they usually mean the federal government…

Bibi tried many times. Every president before Trump understood the risks and refused the wild plan. Only Trump fell for it. China’s factory outputs are in fact increasing. So is th…

You think too much. Trump got duped into a gamble and didn’t win as he thought. If the hope is to hurt China it’s unlikely to be working very well. Their energy sources and oil sou…

In your example, service providers may be allowed to collect IP address or cookies or referer which are either critical to how they provide service (IP and cookies) or part of the …

> a model that runs on my own machine will never have the capacity of a model that runs in a datacenter. I don’t think so. A local run model only needs to serve one or a few people…

> Releasing open weights seems to be an effort to slow down competition. Why? I don’t get it. Open weight models enabled a lot more foundational model trainings. I believe R1 was b…

Instead we got home solar system become very affordable over the past decade. And driving out US manufacturers isn’t even the main goal for China. They know their huge risk on reli…

I never say these pieces are the equivalent of a cloud platform. What I said is that with them, it is entirely possible for someone to build their own. Why someone wants to do that…

If you see this as people just want free stuffs you are missing the point. There is an entire different level of danger to allow a few entities to completely own a day to day techn…

> cloud providers should be commodity They are already. > and should open source all of their platforms Most of the cloud platforms are open source. Linux, container, k8s… it’s ent…

More like Anthropic’s priorities are not everyone else’s priorities. They are in the consistent culture of being in absolute control and dictating what is good and bad, while takin…

You examples are great… at supporting my points. CRWD ipo’ed at 7bn and NET at 5bn. Unlike the mega IPOs like abnb and uber and now 10x worse spacex. There is very limited upside l…

What’s your argument besides name calling? Please have it all, as long as don’t force my passive investments to be part of it.

If price is fully discovered right after ER then you will see price stabilized right after ER. But in fact post ER prices can wildly differ from the next minute, next day and next …

> it doesn't really matter because the float will be tiny due to the 6 month lockup. Not really: https://www.reuters.com/legal/government/spacex-allow-early-...

Not after the insiders and investors milked most of the upsides already. As of today: - ABNB right at around their IPO price. - Uber is 75% up… after 6 years. - SNOW came back to b…

By the time they drop and being kicked out (if they do) the insiders already dumped their shares. Not to mention now all the index fund holders will rush to sell creating even more…