Viewing profile — spyckie2

It’s kind of true but also kind of silly. True in that frontier models do have the capability to outperform all other models, but silly because AGI self improvement is itself an it…

I wonder if they waited for the new TPU generation to train a larger base model.

Google seems to have anorexia when it comes to model intelligence. They have an internal hard constraint on price per token it seems, and they are trying to squeeze out intelligenc…

Competition is a good thing for consumers.

Thanks corrected it. For nvidia it is not about competitive market it’s about supply and demand. A different subset of microeconomics.

It’s important that none of these entities can collude to price fix. Having China be the competitor ensures that. Basic microeconomics is still the easiest way to understand token …

PE has two definitions, the first is its structure as a private business investment. Pensions did not create this business structure, it has existed forever. The second definition …

Slavery is profitable. People only stopped doing it when it was perceived as immoral. Lots of things are profitable but immoral. People will do crazy immoral and illegal stuff for …

To clarify the main point is it is wrong but because it affects old people no one wants to crusade against it. It has the perfect moral excuse to hide behind.

I think, if you were to say there is a way where you can take $10b and have that money make more ROI with less risk than $1000 can, people would look at it and scream this is broke…

The irony is that PEs exist largely because of pension funds. So to sum it up (not so nicely) we are transferring value from our current standard of living to pay for retirement ch…

Its probably that in 1 or 2 years local (free) models will completely take the place of cheap models so cheap models need to move up the quality chain. You have free local models f…

I think this is a valid point, but if the talent pool shrinkage was truly a threat to your academic institution are you really going to just watch? And the argument is that researc…

Respectfully, comparing a janitor's 401k to a $27.4 billion endowment is (very) tone deaf. But yes, the tax goes against "keeping sacred systems sacred" principles and is an opinio…

Any other institutions outside of academia that has a 20+ billion endowment that earns 4 billion a year? And 500 grad students at what 50k per year for funding is what 25 million? …

Take away the hype and OpenAI / Anthropic are covering themselves with money and lighting themselves on fire to see who can make the bigger bonfire...

It is officially the 2010 Google era at Anthropic (the era where Google released tons of new products and spread themselves too thin). Anyone remember Google's social media platfor…

Hard to say, but the fact is the intelligence was there and now it's not. Maybe they are giving Sonnet, or maybe a distilled Opus, or maybe Opus but with lower context, not quite s…

The thing that inspires my writing is that the best sentences are self evident. Meaning you declare it without evidence and it feels so intuitively right to most people. It resonat…

haha it is poorly written, its one of my pieces with the fewest drafts, i just wrote it and clicked submit to get the thoughts out of my head. I think he is referring to the art of…

> It's been funny watching my own attitude to Anthropic change, from being an enthusiastic Claude user to pure frustration. You were enthusiastic because it was a great product at …

dang why did I click, they are gorgeous...

> Writing is on the wall that orders of magnitude fewer people will be going to [product] or using [product] in the next 5 years though. counterpoint: which service or product is i…

I mean their ads business just broke $80b per quarter, not sure where this idea is coming from...