391–400 of 712 posts
But in any case, I just can't see how AI code editors like Windsurf or Cursor, without any proprietary model, can be valued at billions. What's the underlying IP that justifies these valuations?
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> CC at like a 500% loss Do you have a citation for this? It might be at a loss, but I don’t think it is that extravagant.
The way I am doing the math with my Max subscription and assuming DeepSeek API prices, it is still x5 times cheaper. So either DeepSeek is losing money (unlikely) or Anthropic is losing lots of money (more likely). Grok kinda confirms my suspicions. Assuming DeepSeek prices, I've probably spent north of $100 of Grok compute. I didn't pay Grok or Twitter a single cent. $100 is a lot of loss for a single user.
also you probably talking about distilled deepseek model
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Why “no capitalism required”? Competition of this kind is only possible with capitalism.
Not really, it's possible with any market economy, even a hypothetical socialist one (that is, one where all market actors are worker-owned co-ops). And, since there is no global super-state, the world economy is a market economy, so even if every state were a state-owned planned economy, North Korea style, still there would exist this type of competition between states.
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Gary gives off a grifter vibe to me. Such a shame seeing how YC has fallen
He blocked me (a relative nobody) on X for remarking on the number of people I know who’ve made it to YC on completely fraudulent credentials.
All of this game of thrones is going to create an amazing documentary if AI capabilities taper off and valuations vaporize.
If by Documentary, you mean a new Silicon Valley sitcom, yes , all the ingredients are there: The AGI believers, the doomers, the "cure all diseases" people, the board drama, the money grabbers, the VC dance , the poaching, the lawsuits for copyrights ... there s a whole new universe of caricatures
And AI applied to biomedicine arguably already delivered some acceleration.
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Why are there actually only a few people in the world able to do this? The basic concept is out there. Lots of smart people studying hard to catch up to also be poached. No shortage of those I assume. Good trainingsdata still seems the most important to me. (and lots of hardware) Or does the specific training still involves lots of smart decisions all the time? And those small or big decisions make all the difference…
1. Cost to hire is now prohibitive. You're competing against companies like Meta paying tens of millions for top talent. 2. Cost to train is also prohibitive. Grok data centre has 200,000 H100 Graphics cards. Impossible for a startup to compete with this.
its funny to me since xAI literally the "youngest" in this space and recently made an Grok4 that surpass all frontier model
it literally not impossible
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There is no moat. If you’re a true believer that strong agents are around the corner, then all of these add on companies will be obsolete in a few years. The first company to strong agents can trivially rebuild Cursor or Windsurf.
If you believe AGI is around the corner, doesn’t it mean it’ll replace ALL products?
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When you want to make a big impact for a big payday, why would this surprise you? Gentle reminder that more startups die by suicide than homicide, and that an early-stage startup is a total crapshoot.
Yes, startups are always a bit of a gamble, but this feels like a captain abandoning ship while it’s still full of sailors (many of whom have families depending on them). This really is a whole new level of getting screwed.
Because for most people, they will end up being worth exactly zero in value. Less if they went and exercised those options prior to a liquidity event that may never happen.
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just curious because I'm inexperienced with all the latest tools here > - Tab completion model (Cursor's remaining moat) What is that? I have Gemini Code Assist installed in VSCode and I'm getting tab completion. (yes, LLM based tab completion) Which, as an aside I find useful when it works but also often extremely confusing to read. Like say in C++ I type int myVar = 123 The editor might show int myVar = 123; And it…
This feeling of, “what exactly is in the file?” is why I have all AI turned off in my IDE, and run CC independently. I get all AI or none, so it’s always obvious what’s happening. Completions are OK, but I did not enjoy the feeling of both us having a hand on the wheel and trying to type at the same time.