781–790 of 868 posts
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Economics is circular. The baker buys shoes from the cobbler, and the cobbler buys food from the baker.
Yes but the baker doesn't just give the cobbler money to buy bread and take a share in the shoe shop in return.
Text-only, no CAPTCHA, no Javascript, no DDoS on blogger, no geo-blocking
x=https://www.bloomberg.com/news/articles/2026-04-24/google-plans-to-invest-up-to-40-billion-in-anthropic
echo url=$x|curl -K/dev/stdin \
|egrep -o "(type\":\"paragraph)|(type\":\"text\",\"value\":\"[^\"]+)" \
|sed '/Read More:/{N;d;};s/type\":\"paragraph//;s/.\{22\}//' \
|sed '1s/^//' > 1.htm
firefox ./1.htm
Earlier quoted context omitted.
Economics is circular. The baker buys shoes from the cobbler, and the cobbler buys food from the baker.
Those are tangible items. Here, the baker is buying shoes from someone who says they're going to be a cobbler some day.
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Do you mean as in there will be no happy ending / reset and no another century of prosperity?
Imagine you're a typesetter and they just invented computerized printing.
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Economics is circular. The baker buys shoes from the cobbler, and the cobbler buys food from the baker.
Yes but the baker doesn't just give the cobbler money to buy bread and take a share in the shoe shop in return.
Context: a few weeks ago, Anthropic signed a deal to buy "multiple gigawatts of next-generation TPU capacity" from Google and Broadcom [1]. There have been several previous deals, too. Some people call this sort of thing a "circular deal", but perhaps a better way to think of it is as a very large-scale version of vendor financing? The simple version of vendor financing is when a vendor gives a retailer time to pay f…
To be honest, I think "vendor financing" is still a very risky premise. Vendors may be positioned to know how a customer is doing, but they're also incentivized to overestimate how well a customer is going to perform. GE Capital (edit: and GMCA) is a great example of how seemingly reasonable vendor financing can cause the lender serious problems.
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Moonshot (Kimi) and Deepseek trained their model on chinese GPU, with little capital, and are raising now at around 20b$ valuations. Their latest models are arguably comparable to frontier ones. It is obvious that the valuations of the US companies are totally surreal now.
Apparently it's not obvious by evidence of the investment in them and stock value.
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It's usually drastically better than humans. Most humans can't code. If you are comparing it to specialists then you are already admitting they are on their way to replacing us.
It’s meant to either act as a complement and/or substitute for humans. So it should be measured against those who get paid. Otherwise what is the firm paying for..?
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Plus the whole thing of first mover advantage being a myth, especially in the tech industry
> Plus the whole thing of first mover advantage being a myth, especially in the tech industry Source? That would be surprising!
https://static1.squarespace.com/static/5654eb6ee4b0e19716ec5...
Showing how old I am with that reference
A more recent article https://www.productplan.com/learn/first-mover-advantage-fast...
I should say it’s “mostly” a myth, there are some fleeting competitive advantages to first mover but a lot of them don’t apply well to tech companies and there isn’t strong historical evidence supporting it.
Alternative to archive.ph Text-only, no CAPTCHA, no Javascript, no DDoS on blogger, no geo-blocking x=https://www.bloomberg.com/news/articles/2026-04-24/google-plans-to-invest-up-to-40-billion-in-anthropic echo url=$x|curl -K/dev/stdin \ |egrep -o "(type\":\"paragraph)|(type\":\"text\",\"value\":\"[^\"]+)" \ |sed '/Read More:/{N;d;};s/type\":\"paragraph/ /;s/.\{22\}//' \ |sed '1s/^/ /' > 1.htm firefox ./1.htm