301–310 of 345 posts
Earlier quoted context omitted.
Maybe lay down some concrete numbers and timelines, hold yourself accountable, otherwise you risk confirmation bias with your predictions like millions before you.
"Markets can stay irrational longer than you can stay solvent."
It is increasingly look like OpenAI, Anthropic, and SpaceX (xAI) are going to burst their own AI bubble by going public. Their businesses aren't ready for that kind of quarter-by-quarter grinding scrutiny. It is going to be bad when their lockup periods end.
[1] https://www.sec.gov/newsroom/press-releases/2026-42-sec-prop...
[2] https://www.sec.gov/rules-regulations/2026/05/s7-2026-15
[3] https://www.sec.gov/files/rules/proposed/2026/33-11414.pdf
Earlier quoted context omitted.
From what I understand, SpaceX has been engineered such that all kinds of passive investment funds (pension funds, ETFs) will buy into it at their first rebalancing, and as such it should get a decent amount of volume after open. Having said that, it’s the company I have least faith in due to the recent acquisition of xAI / Twitter.
[flagged]
In the last week Alphabet has positioned itself to go on the offense, going after exccess liquidity and excess compute. I fear that OpenAi and Anthropic would not be able to compete against an adveserial Alphabet which owns it's own models, hardware, large corpus of data, talent and network effects. My prediction is that OpenAI and Anthropic will eventually be crushed by Alphabet as they run out of investment and com…
> owns it's own models, hardware, large corpus of data, talent and network effects How's that talent been working out for them the last few years?
Earlier quoted context omitted.
No one has full agency over their life. The men who generally work harder, longer, and for more of their lives, that are shorter as a result, don't have fully agency. Having a boss isn't agency.
Ok, then, to give women as much agency as men have.
Earlier quoted context omitted.
Then someone says the market; they definitely mean the stock market. I don't know what else you can understand from it.
Why would the entire market implode?
In the last week Alphabet has positioned itself to go on the offense, going after exccess liquidity and excess compute. I fear that OpenAi and Anthropic would not be able to compete against an adveserial Alphabet which owns it's own models, hardware, large corpus of data, talent and network effects. My prediction is that OpenAI and Anthropic will eventually be crushed by Alphabet as they run out of investment and com…
Many people thought Google+ would stomp all over Facebook, and that GCP would kill Azure and AWS for most of the same reasons.
In the last week Alphabet has positioned itself to go on the offense, going after exccess liquidity and excess compute. I fear that OpenAi and Anthropic would not be able to compete against an adveserial Alphabet which owns it's own models, hardware, large corpus of data, talent and network effects. My prediction is that OpenAI and Anthropic will eventually be crushed by Alphabet as they run out of investment and com…
> I fear that OpenAi and Anthropic would not be able to compete against an adveserial Alphabet which owns it's own models, hardware, large corpus of data, talent and network effects. Many people thought Google+ would stomp all over Facebook, and that GCP would kill Azure and AWS for most of the same reasons.
Earlier quoted context omitted.
> This is why I think OpenAI and Anthropic should really be one company I think the more companies there are, the better. Having 3 top labs competing, with 2 more trailing is better for consumers than having a monopoly/duopoly in goog or goog vs. the world. There'll be pressure on innovation, cost, availability and so on.
2 top labs...
There's also 2-3 other trailing labs in MS, xAI and Meta. All of them are blundering behind, but at one point or the other they've been up there for some verticals as well.
I think this is good. Having one clear winner would be worse than this SotA of the week rotating thing they've got going on. For us as consumers anyway.
Earlier quoted context omitted.
> owns it's own models, hardware, large corpus of data, talent and network effects How's that talent been working out for them the last few years?
As it happens in large orgs, with mixed results. The biggest irony being the whole Transformer architecture being actually conceived at Google, only to be implemented as a product/service by another company.