Viewing profile — streetcat1

Wait until token based pricing. And then the open AI / antropic IPO (This will be the top).

Do you mind open sourcing the code, I want to take a look.

AKA intellectual skills atrophy.

The strong domino supports the weak domino.

For some reason miss two important points: 1) The AI code maintainence question - who would maintain the AI generated code 2) The true cost of AI. Once the VC/PE money runs out and…

How do you know that he works at Meta?

Nowhere they are stuck in the prisoner's dilemma.

Its not the AI that causing it, but the AI race. Companies need to pay for the large capex.

They all spend with one purpose - replacing expensive humans, saying other wise does not make sense. Any other app does not have moat - anyone can do the same app if it basically w…

Closed the labor arbitrage.

You are not taking into account section 174, It takes you 15 years to depreciate foreign salary vs first year (post the BBB).

You forgot the tax advantage and the protection against inflation (if you have to fix rate mortatge).

The main benefit of YC startups is not that they have 10x engineers but rather that they are starting from scratch; hence, the AI works well in a greenfield project. Enterprise cus…

Dont worry.

The competition for big LLM AI companies is not other big LLM AI companies, but rather small LLM AI companies with good enough models. This is a classic innovator dilemma. For exam…

Give them non boring work.

Probably due to money ? I think they are changing their corporate structure and hence some people might not get the equity they were hoping for.

The question is what priced in, not what is publicly known. Buy put if you think that the market does not know the above reasoning.

Ofcourse they don't work. If they did work why would anybody tell you about them?. The fact that they use thier time to tell you about them rather than trading and making money mea…

The article fails to describe the core agent algorithm. I.e. how does the agent decide what to code ? If the agent did coded something, how does the agent decide that the code is c…

Sounds like you will be a good fit.

So what will happen if the AI has a bug? Who is liable, you?

You are correct.

So don't be fooled. The cloud computing business model is a lot like a gym. I.e. they already have the capacity in place, so they need warm bodies. A lot of those cloud ramp up, is…