361–370 of 820 posts
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That blog post is very clear about the maintainer having no access to Mythos.
Does that matter that somebody else ran it for him?
And presumably the GP thought that saying the maintainer had access to Mythos made it a more compelling argument. Otherwise why even mention it?
Zitron is begging for a collapse at this point. Yes, his macro analysis correctly identifies a massive financial risk but his incessant pessimism completely misses the incredible ground-level utility that many of us on HN celebrate every day through undeniable, massive productivity gains. At this point I'm trying to believe there's a middle ground where the level of individual capability this unlocks, leads to major…
He has recently made the very good point that actually, the FAANG companies are struggling to put any ROI numbers on that incredible ground-level utility. Uber, for example, is so unclear there is any ROI, they are cutting their exposure pretty radically. He points out that one single Anthropic customer — a payments provider — accidentally had to pay Anthropic $500M for one month of token spend. That is half what App…
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I know the HN guidelines discourage commenting on "tangential annoyances" on a website, but I think this issue is more than just tangential and more than just an annoyance. When an author is this relentless in pushing you to sign up, there is good reason to suspect that financial motives are unduly driving an agenda. I counted 8 such instances: 1. In the sidebar 2. At the top of the article 3. Popup in the middle of…
Of things to be upset about, an independent journalist asking readers to pay for access ranks very low. Especially compared to LLM companies that are exacerbating the climate crisis, increasing cancer rates among residents, or increasing utilities for residents. This sort of behavior completely tanks any and all credibility this commentator may have.
Today Apple launched its revamped AI offering. Judging by several reports, Apple pays Google a mere billion dollars a year to operate it. Essentially just licensing the IP. Google are (allegedly) happy to turn over the right to operate and distill their models for only a billion a year. Consumer revenue is only a smallish share of the puzzle, but still: If you are a consumer and you have a Mac or an iPhone, what do y…
You are kind of glossing over the B2B market where contract pricing is basically just MBA vibes and the fact that people don't really care necessarily about the performance of the language model once it hits a baseline. They care about how it integrates into their lives. Precisely where first mover advantage comes into play. Having to train a language model all over again is it's own sunk cost.
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You are kind of glossing over the B2B market where contract pricing is basically just MBA vibes and the fact that people don't really care necessarily about the performance of the language model once it hits a baseline. They care about how it integrates into their lives. Precisely where first mover advantage comes into play. Having to train a language model all over again is it's own sunk cost.
B2B absolutely cares, especially since ZIRP is unlikely to ever come back in our lifetimes. No sane corporation is going to continue to throw billions down the drain with nothing to show for it.
> If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year
Ok let me read the thing so I can make up my mind… start scrolling down and get slapped by some subscribe pop up.
That’s where I decided to just cut my losses and go do something else.
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> He would begin somewhere–statistics on AI demand, say–and then walk the calculations carefully over to the next step–maybe revenue needed for profitability by AI companies–and you could follow the argument. That's exactly what the first (titled) section does?
Haha thought you were referring to the upsell at the start asking to subscribe to the newsletter for $70 / year. But yes it does call out the unprecedented amount of money getting dumped into AI. What turned me off though was this paragraph: > This is a hysterical era perpetuated by liars, cowards, imbeciles, craven boosters and the easily-fooled. Those excited about generative AI are either the victim or the perpetr…
That's the kind of claim that requires and asterix, and things like this are what feeds into the AI propaganda machine.
That is an anualized revenue, which are projected numbers and not "real numbers".
Earlier quoted context omitted.
You are kind of glossing over the B2B market where contract pricing is basically just MBA vibes and the fact that people don't really care necessarily about the performance of the language model once it hits a baseline. They care about how it integrates into their lives. Precisely where first mover advantage comes into play. Having to train a language model all over again is it's own sunk cost.
OpenAI themselves said, in their revenue projections, that they expect the consumer vs enterprise revenue split to be 50:50, though — see: https://news.ycombinator.com/item?id=48451053
The way I see it, AI is going to change the world radically. It could be for the worse, the better, or a mix of both, but in my mind there's no doubt. We are only five or six years into the leap LLMs represent. For reference, radio waves were discovered in 1886, Marconi used them for communications in 1895, and while telephone and radio coexisted for many decades, it wasn't until the 1995 that mobile phones and wirel…
Far more interested in dialog and characters developed by a writer - simulation is boring
Earlier quoted context omitted.
Haha thought you were referring to the upsell at the start asking to subscribe to the newsletter for $70 / year. But yes it does call out the unprecedented amount of money getting dumped into AI. What turned me off though was this paragraph: > This is a hysterical era perpetuated by liars, cowards, imbeciles, craven boosters and the easily-fooled. Those excited about generative AI are either the victim or the perpetr…
> Anthropic's revenue increased from $1 billion in Dec. 2024 to $47 billion May of 2026. That's the kind of claim that requires and asterix, and things like this are what feeds into the AI propaganda machine. That is an anualized revenue, which are projected numbers and not "real numbers".