Viewing profile — returnInfinity

Google stock would drop big if this new company was being funded by competitors

As what? CEO? Demis will not take up the MTS role.

if demand for "safe" tokens explodes, this is a no brainier if open source throws a wrench into the frontier revenue growth, then its gonna be biggest bubble explosion

bullish on google stock revenue must go up

not going to watch this if there is a bubble, then watch out for money supply. if it contracts because of interest rates or some random reason, then bubble will collapse.(if there …

Exactly, you need to be in the chosen group. The trusted group.

I think GPT 5.6 sol is pretty slow. I went back to 5.5 Though its been just 3 days I started using. Half way through the chat, GPT 5.6 Sol stops and does a safety verification, pre…

Folks if you believe this Ed guy, you're soon going be really disappointed. LLMs are big, Codex app is huge. You can control the browser from within codex app with just natural lan…

Reddit, Quora, Twitter, Pinterest won. Now facebook is trying to build a new app.

yeah I was a uber bear too, some how it has turned around I was betting on the taxi drivers revolting, but the capital markets have prevailed

They are paying for the installed based. The users mainly. And also the team.

they are profitable on tokens. if company itself is profitable is unknown and we will see it soon.

Its complicated, this is how its going to be. People are going to have opinions and take sides or take no side at all.

The powers that be are already planning to ban Chinese models.

This is the right answer. Double down or triple down on this comment.

Even if they lower costs to 0, it means nothing Topline growth matters more than costs. Mathematically - There is no limit to topline growth But cost cutting has a ceiling, which i…

"Our Model", "Our Model", "Our Model"

Brad Gerstner confirmed that tokens aren't being sold at a loss. Whatever the formula, API + Subscription split, the companies are making a profit on net token sale. They maybe run…

Can this project run for 30 years at loss? Google investors don't like that. One day an exec will say lets reduce wasteful projects and cut this.

You can use Codex and Claude code for most of the tasks that you would manually do Filing JIRA tickets, updates. Opening PRs, having AI review PRs. This will all use tokens. No nee…

But growth stall, because competitors will capture future growth. You need to keep up. Of course I acknowledge if Hersheys uses AI to make trillions of chocolates a second, there i…

Not true after Dec-Feb. Opus 4.6 and Codex 5.4 are real. If you use AI to ship more features, even your competitors are going to use AI to ship more. So is this how we increase pro…

I think social media companies don't need that Enterprise software companies selling definitely need it. Customers ask was this tested? where is the test report?

Management comp is tied to numbers go up You start slow, then push it the limits Netflix, never ads to some ads, then eventually its just Adflix, after 20 years. Each new manager w…

Lets take the example of Uber. If Uber ships 10x the code and features, I will still not 2x my rides. Even if Uber makes the cost of travel to 0, I will still not 2x my rides.