251–260 of 868 posts
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AI is truly perfect for internal tooling. Security is less or no concern, bugs are more acceptable, performance / scalability rarely a concern. Quickest way to get things done, and speed up production development, MVP development etc.
> Security is less or no concern [waits for chickens to come home to roost]
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I have some coworker who says something similar, he vibe coded tons of cryptic code, which indeed solves some problem though could be way more compact and well structured. Now it is hitting complexity limitation, since llm now cant comprehend it, and human cant comprehend it by large a margin.
Just wait a month, Opus 4.8 will comprehend it for sure.
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> You know what's also really hard in a vacuum? Dissipating heat Correct. The economics of space-based DCs comes down to permitting delays versus radiator mass. At ISS-weight radiators (12 to 15 W/kg (EDIT: kg/kW)), you need almost decade-long delays on the ground (or 10+ percent interest rates) to make lifting worthwhile. Get down to current state-of-the-art in the 5 to 10 W/kg (EDIT: kg/kW) range, however, and you…
Would you want more wattage per kg for a better radiator?
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That’s what’s needed when you go from $9B in ARR … to $30B in ARR literally just one quarter later . That kind of insane growth & demand is unprecedented at that scale. https://www.anthropic.com/news/google-broadcom-partnership-c...
What is all this AI doing? People are spending 10’s to 100’s of billions and no service or technology seems better or cheaper. Everything is more expensive and worse.
- Development velocity is very noticeably much higher across the board. Quality is not obviously worse, but it's LLM assisted, not vibe coding (except for experiments and internal tools).
- Things that would have been tactically built with TypeScript are now Rust apps.
- Things that would have been small Python scripts are full web apps and dashboards.
- Vibe coding (with Claude Desktop, nobody is using Replit or any of the others) is the new Excel for non tech people.
- Every time someone has any idea it's accompanied by a multi page "Clauded" memo explaining why it's a great idea and what exactly should be done (about 20% of which is useful).
- 80% of what were web searches now go to Claude instead (for at least a significant minority of people, could easily be over 50%).
- Nobody talks about ChatGPT any more. It's Claude or (sometimes) Gemini.
- My main job isn't writing code but I try to keep Claude Code (both my personal and corpo accounts) and OpenCode (also almost always Claude, via Copilot) busy and churning away on something as close to 100% of the time as I can without getting in the way of my other priorities.
We (~20 people) are probably using 2 orders of magnitude more inference than we were at the start of the year and it's consolidated away from cursor, ChatGPT and Claude to just be almost all Claude (plus a little Gemini as that's part of our Google Whateverspace plan and some people like it, mostly for non-engineering tasks).
No idea if any of this will make things better, exactly, but I think we'd be at a severe competitive disadvantage if we dropped it all and went back how things were.
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> You know what's also really hard in a vacuum? Dissipating heat Correct. The economics of space-based DCs comes down to permitting delays versus radiator mass. At ISS-weight radiators (12 to 15 W/kg (EDIT: kg/kW)), you need almost decade-long delays on the ground (or 10+ percent interest rates) to make lifting worthwhile. Get down to current state-of-the-art in the 5 to 10 W/kg (EDIT: kg/kW) range, however, and you…
Would you want more wattage per kg for a better radiator?
$40B. Numbers mean nothing anymore
Yup. You can actually buy several European airlines with that kind of money. For example, you can buy KLM Air france for less than $3B. It is a profitable business that does $30B in sales and $1B in profit. (and has been profitable since for the past 4-5 years)
[PDF] https://www.airfranceklm.com/sites/default/files/2026-02/202...
It feels like the market is full Wiley Coyote on frontier model makers, and I like Anthropic's B2B business model. But all progress points to a commodification of foundation models--Google first named it as "we have no moat, neither does anyone else." So there must be some secondary play driving this, right? Hardware sales? Hedging for search ad revenue? Still feels mispriced. I think asset inflation leaves too much…
Google does have a sort of temporary moat. They have a much better hardware supply line story than anyone else and the revenue to maintain that edge indefinitely.
My opinion about this is that Google see it as a way to weaken OpenAI, and few other side benefits, including the option to acquire Anthropic. And it may very well be bad news for OpenAI.
I have feeling that Dario is not the type of man who would want to be acquired and then have Google's CEO telling him what to do.
Earlier quoted context omitted.
That’s what’s needed when you go from $9B in ARR … to $30B in ARR literally just one quarter later . That kind of insane growth & demand is unprecedented at that scale. https://www.anthropic.com/news/google-broadcom-partnership-c...
What is all this AI doing? People are spending 10’s to 100’s of billions and no service or technology seems better or cheaper. Everything is more expensive and worse.