Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

I believe there are entire companies right now under AI psychosis

twitter.com

Post reply on HN
Print view View original

861–870 of 1001 posts

Re: I believe there are entire companies right now under AI psychosis

#861

Post by thephyber »

jpiasetz wrote: post #852
kalkin wrote: post #727

Earlier quoted context omitted.

> The closure leads to price increases which leads to inflation which leads to non-dollar assets (ie stocks going up in value) I think this argument proves too much. Historically energy shocks have led to recessions, and in recessions the stock market usually doesn't go up. And the US economy is certainly exposed to global recession regardless of whether we're a net exporter of fossil fuels.

The shock is smaller, and oil’s importance is less so less likely to cause a recession. In the 70 price went up 400% and oil was rough 1.5x more important. Today price up 100% so the past oil shock was 6x larger

You are pretending like the oil crisis of 26 has already run its course. In the 70 crisis, we have the hindsight of several years of how it played out. We don’t even have 1 week of data after the last ship leaving the Strait docked in the US.

Also, the US SPR was created in 1975, so we are going to get to see if it actually works to absorb an oil shock like this.

Most likely there will be some places which are almost unaffected while others are going to see unaffordable price spikes (more than 400%). The pain won’t be spread evenly.

Re: I believe there are entire companies right now under AI psychosis

#862

Post by thephyber »

ericmay wrote: post #734
kalkin wrote: post #727

Earlier quoted context omitted.

> The closure leads to price increases which leads to inflation which leads to non-dollar assets (ie stocks going up in value) I think this argument proves too much. Historically energy shocks have led to recessions, and in recessions the stock market usually doesn't go up. And the US economy is certainly exposed to global recession regardless of whether we're a net exporter of fossil fuels.

Well, there are quite a number of factors. I think you're right that "it's inflation" is a little too simple, but it does seem to be at least a significant factor, in my opinion. The Strait of Hormuz is, basically not a big deal unless you're driving your big ole' truck. Americans are price sensitive and so some companies will have to absorb pricing increases, customers will absorb some others, and so forth. In other…

> The Strait of Hormuz is, basically not a big deal unless you're driving your big ole' truck.

Worst take I’ve ever seen on this website.

> Americans are price sensitive and so some companies will have to absorb pricing increases, customers will absorb some others, and so forth. In other words, business as usual.

No. Not all goods/services have the same price elasticity. At some point, people stop buying some goods if they are too expensive. They stop commuting to work. We start to see breakdown of the supply chain.

Literally 100% of many towns in the US depend on trucks to deliver food to their grocery stores and the inventory on hand usually only lasts a few days. Once those trucking deliveries become unaffordable for either party in the contract, society starts to. Real down.

Consumers don’t magically make more money when the price of gas rises. It starts to crowd out their ability to spend on other things. The poorest of the working class likely has to commute the furthest so they will end up sacrificing something to keep paying for the commute - food or rent or utilities.

The US doesn’t weather this because we have “a sophisticated supply chain”. _If_ we weather it, it’s because we created the US SPR after the last major oil crisis and we have significant domestic supply (although not all oil is fungible so we might not have enough light sweet to keep the economy running at 100%).

Re: I believe there are entire companies right now under AI psychosis

#863

Post by nojs »

wrxd wrote: post #538

I’m at a FAANG and we have $300/day token quota. Personally I don’t use that much of it but management is pushing really hard for it. “the quota has been raised for a reason, use it”. Any task: “have you tried working on it with Claude?”. Every meeting “now engineer x and y will show you what he did with AI”. It’s not all useless but most of the days I think I would be more productive if some processes were streamlin…

> $300/day token quota

Are companies using per-token billing? Why - is there some reason they can’t buy the $200/mo Claude plan for every employee?

Re: I believe there are entire companies right now under AI psychosis

#864

Post by ruraljuror »

delecti wrote: post #854
mancerayder wrote: post #728

Earlier quoted context omitted.

300 a day?? 7K dollars a month? No wonder they need to lay people off!

Well, presumably (hopefully) they aren't expected to work weekends.

No days off for the agents.

Re: I believe there are entire companies right now under AI psychosis

#865

Post by goosejuice »

nojs wrote: post #863
wrxd wrote: post #538

I’m at a FAANG and we have $300/day token quota. Personally I don’t use that much of it but management is pushing really hard for it. “the quota has been raised for a reason, use it”. Any task: “have you tried working on it with Claude?”. Every meeting “now engineer x and y will show you what he did with AI”. It’s not all useless but most of the days I think I would be more productive if some processes were streamlin…

> $300/day token quota Are companies using per-token billing? Why - is there some reason they can’t buy the $200/mo Claude plan for every employee?

Compliance

Re: I believe there are entire companies right now under AI psychosis

#866

Post by hunterpayne »

andai wrote: post #198
elktown wrote: post #106

Earlier quoted context omitted.

I thinking that it’s quite a different experience going all Jackson Pollock with AI in your own studio on your own terms, compared to the sorry state of affairs of having 100s of Pollocks throwing paint around wildly within a corp to meet a paint quota.

Earlier today: >Amazon workers under pressure to up their AI usage are making up tasks https://news.ycombinator.com/item?id=48148337

I find that odd given that another division in Amazon is no longer using AI coding tools at all. Its a big company so who knows if this is company wide or just in this one division. I expect its just in one division though.

Re: I believe there are entire companies right now under AI psychosis

#867

Post by stavros »

nojs wrote: post #863
wrxd wrote: post #538

I’m at a FAANG and we have $300/day token quota. Personally I don’t use that much of it but management is pushing really hard for it. “the quota has been raised for a reason, use it”. Any task: “have you tried working on it with Claude?”. Every meeting “now engineer x and y will show you what he did with AI”. It’s not all useless but most of the days I think I would be more productive if some processes were streamlin…

> $300/day token quota Are companies using per-token billing? Why - is there some reason they can’t buy the $200/mo Claude plan for every employee?

The $200/mo Claude plan is not available for every employee. You can buy the $100/mo plan for up to 150 people, and then you have to switch to API billing.

Re: I believe there are entire companies right now under AI psychosis

#868

Post by [deleted] »

nojs wrote: post #863
wrxd wrote: post #538

I’m at a FAANG and we have $300/day token quota. Personally I don’t use that much of it but management is pushing really hard for it. “the quota has been raised for a reason, use it”. Any task: “have you tried working on it with Claude?”. Every meeting “now engineer x and y will show you what he did with AI”. It’s not all useless but most of the days I think I would be more productive if some processes were streamlin…

> $300/day token quota Are companies using per-token billing? Why - is there some reason they can’t buy the $200/mo Claude plan for every employee?

[deleted]

Re: I believe there are entire companies right now under AI psychosis

#869

Post by novaleaf »

nojs wrote: post #863
wrxd wrote: post #538

I’m at a FAANG and we have $300/day token quota. Personally I don’t use that much of it but management is pushing really hard for it. “the quota has been raised for a reason, use it”. Any task: “have you tried working on it with Claude?”. Every meeting “now engineer x and y will show you what he did with AI”. It’s not all useless but most of the days I think I would be more productive if some processes were streamlin…

> $300/day token quota Are companies using per-token billing? Why - is there some reason they can’t buy the $200/mo Claude plan for every employee?

Max 20x is for individuals only. (could probably have emps get it themselves, and reimburse)

Re: I believe there are entire companies right now under AI psychosis

#870

Post by verdverm »

nojs wrote: post #863
wrxd wrote: post #538

I’m at a FAANG and we have $300/day token quota. Personally I don’t use that much of it but management is pushing really hard for it. “the quota has been raised for a reason, use it”. Any task: “have you tried working on it with Claude?”. Every meeting “now engineer x and y will show you what he did with AI”. It’s not all useless but most of the days I think I would be more productive if some processes were streamlin…

> $300/day token quota Are companies using per-token billing? Why - is there some reason they can’t buy the $200/mo Claude plan for every employee?

Those plans are going the way of the dinosaur, ai provider loses money on them. Most enterprise offerings are already there, Anthropic changed theirs to $20/seat plus token usage a couple weeks back
Post reply on HN