351–360 of 458 posts
What happens when they run out of letters in the alphabet?
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I’m pretty sure Gemini would be the leader in consumer LLMs considering it’s on every single search result. Every single google search is also usage of gemini.
Google stuffing things in the search results of existing users does not mean active participation or usage. (Not that I'm saying it's not getting used but it's just a feature of google search, and only a fraction of the kind of queries llms get anyway)
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That feels really hard to argue now that Anthropic/OpenAI are so much bigger How the hell do you crush a ~1T company on the one thing they have all their focus on?
Data. Google has access to unphasmable amount of real human-created data with zero expectations of privacy (wink wink Apple): videos, photos, search, navigation, mobile app usage including competition platforms, emails, etc. Both Anthropic and OpenAI only has access to whatever they can buy or steal. And it's becoming increasingly hard to get fresh uncontaminated data for training. No amount of money can buy that.
Claude Code and Codex are a big advantage, vs Gemini CLI which might be killedbygoogle soon? https://news.ycombinator.com/item?id=48196867
> Both Anthropic and OpenAI only has access to whatever they can buy or steal. A trillion can buy you quite a lot! Like offer some company a ton of money for data, and if they say no simply buy said company. Bonus points if it's someone like Atlassian who's stock price is getting hammered largely because of you.
> Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month. OK, so their self-reported run-rate revenue hit $47bn in early May. For comparison: Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpas…
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Does this mean no IPO this year? What are the likely chances a company at this stage needs two rounds of funding within a year?
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Yeah but SpaceX has undergone some “changes” in the past few months that make it a dumpster fire, rather than Anthropic’s explosive growth. Also, I don’t think the CEOs of both companies operate in the same way.
I dont see why changes at spacex would necessitate any changes at nasdaq.
I’m sorry, H? How much farther down the alphabet do they plan to go before anyone gets any of that money back?
What happens when they run out of letters in the alphabet?
Databricks raised an L round last year, so they'll have to solve it first.
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Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.
I think the level of panic in CFO offices every where about AI cost explosion directionally validates that the spending is real.