csomar

I bought from this very reseller in the last 90 days and I just opened my Stax with a knife to find out it was implanted. It is a very good job too, if I didn't watch the Youtube video, I would think it's part of the original Ledger hardware.

I don't feel like going through the list but Uber definitively botched their IPO. If they are up 60% only since the IPO they are just matching inflation and pretty much below the index.

It is literally impossible to operate in any other way. We call them multinational but they just own the child company or the brand. If you operate at any country, your "parent" is irrelevant.

I don’t think this is possible under the latest rules, especially in the EU. But a small firm could easily get bad advice and think it’s outsmarting the system. Right now in the EU, it’s either pay or leave completely.

> How this company can proceed to exist is beyond me.

How can they not proceed. They are making money doing nothing and have no moral boundaries. And now we find out they have no legal boundaries either.

There should be a limit. You can’t expect me to keep a client’s records for two decades. For software development, I think 2 years is reasonable. Many industries already have proper (and mandatory) limits, usually somewhere in the 3-7 year range depending on the field (finance tends to be higher) and the country. Some countries, especially developing ones, have no bookkeeping rules at all.

But after 2 decades for a financial account, I'd assume any recovery as a gift rather than a right.

It's low entropy. The amount of entropy is prompt + model but now that you have seen the model various times, the entropy comes down back to the prompt only.

You'd not be amazed by seeing a 2 sentences prompt and thus you are not amazed by this work either.

Wallet/Qrcode payments in many countries are roughly free. Visa/MC/Banks charge roughly 3-5% when you account for all fees (ie: Stripe). The security angle is also BS because these costs are hidden from consumers as they are thrown on merchants who will average them out again on consumers.

They are draining/milking the cow. At some point, they had significant value in quick information transmission when the internet and smart phones weren't really a thing. But now the only advantage is chargebacks/refunds which coincidentally, the experience there is being made shittier.

Still, not worth the 3-5% premium. Glad many merchants are starting to charge for credit card use and push back.

Most people in gov./bureaucratic functions do little or nothing (though depending on country, they could be doing negative work or harming the process itself). Developers are not the worse out they represent a very small percentage of the human capital.

We have no idea how much compute or man hours Open AI is burning at this. It could be thousands/millions per problem. They are doing this specifically for PR and are ready to pay billions.

Are you saying Huawei will collapse if their Canadian R&D centers shutdown?

The stack is so complex now that the experience/bugs experienced are different to different users. Fun time to debug these bugs probably.

How many aliases do you have? If this is the only one, then I'll be more suspect this is a fail on your end or the guy you sent a message to.

Also, I don't see the connection to Germany?

There are no combinations. The aliases are make-do in fastmail backend. If you have a domain, you theoretically receive all emails sent to that domain (*@domain.com)

I opened my Google account to check the model and honestly have no idea how to access it, whether it exists or not, what is Google AI, what is Gemini, what models are available, where the chatbot is, where the API is, etc..

Honestly, who is in charge of this? How do people even subscribe and make sense of any of this?

> Datacenters have massive economies of scale.

Sure. Issue is, no one is providing on how much it actually costs to burn these tokens. And as we don't know, we can only speculate.

> Many say that, but I sincerely doubt they'd actually follow through.

I have a $100 open ai sub and I track my token usage. Last month I spent roughly $2.600 in equivalent API usage. There is no way am paying that. I let my $100 sub lapse if next month I'll be using it less.

Look, I am not saying that there isn't a potential value out there. But the cost has to be bounded. If your opportunity is $1.000 and AI costs $2.000 to execute it, then you don't have a business model here.

I think it's sinister, but not for the reasons you're thinking. I think they're just wildly unprofitable on subscriptions. The idea that most customers won't use their full quota is plain wrong: most people are maxing out their subs, or even reselling whatever quota they have left.

When you're running something at a loss, you can mistreat your customers and they'll still stick around (I'm an example). OpenAI and Anthropic are now cheaper than Chinese models on subscriptions, while being 6-10x more expensive on the API.

My guess is they need the user numbers for the IPO and are willing to take a temporary loss in the meantime. By the time they go public, they'll either drop the subscription model or it'll turn into what the Chinese providers already offer: basically just a cap on how much API you can consume. Same same.

It's not clear what API tokens actually cost them, but I looked into running a local model, and it's way outside the budget of an individual or even a small or medium business (hundreds of thousands of dollars). So my guess is that running these models economically isn't possible, even if they're delivering real business value (coding, research, etc.). In other words, at API prices I'd just stop using AI, and I suspect most other developers would too.

They would have recharged the reserves if that was really the reason and they would have readied themselves to the upcoming closure. They didn't expect the strait to be closed and got caught with their pants way down. Using the SPR is just another sign of how incompetent and out of options they are. It was already on a low level when the war started due to the previous withdrawals from the Russian war.

When Microsoft did that there wasn't really any competition and they were also the cheap option. I don't think they would survive if there was a sufficiently good chinese OS at the time.

CEOs only job is to raise the stock price. They are doing just that and right now the way to get people to buy into their stock is to instill fear into them that they need to buy the AI-stock for their safety. There is no "bigger conspiracy" out there and also no AI to kill us all tomorrow.

This has been that way in Silicon Valley since the very beginning and there was even a documentary about (the SV HBO series). The tech made along the way is just a side-product.

They are probably caching the answers. AI-answers are most likely never going to be profitable even with a smaller model.

The author probably has a very superficial understanding of economics. It's economics 101, like VAT, the cost will be passed to BOTH the renter and the landlord. The portion of each is dependent on market dynamics and hard to calculate.

It's the same language of GLM thinking tokens. My guess is that Opus 5 doesn't talk like that because we don't see the thinking tokens in Claude?

I mean we are in the thread of evidence right now?

I find it interesting that China today is moving in the opposite direction and going as far as banning low-quality exports and stopping this “churn” of products having learnt that low-value high-quantity products are a bad deal all around.

Given how sloppy AI without human directions, I’d like to see evidence that this was not human-directed. Against the prevalent opinion here, I’d give openai a pass if this was really fully autonomous ai agents.

My money is on special teams co-ordinating these agents and exposing their traces in order to create a pre-ipo buzz. Sounds ridiculous and reckless? Well that’s the AI industry for you in two words.

The issue is that this is the thing that got “noticed”. The problem is that your program behavior is now unpredictable. Anything can happen!

Apparently it takes 737 min. for the US to descend and become just a less-frosty USSR. What a time to be alive. I was born after the fall of the USSR so I didn't get to watch that but here I am for a bigger show.

Now label me as an adversarial agent to the great nation or given my ethnicity the "terrorist" label will be more befiting.

And not using authentication.

> Peer authentication in the connection handshake is broken and allows impersonation. An attacker can connect to your node and present a Node ID that is not its own. Private repositories are shared only with allow-listed Node IDs. An attacker who fakes an allow-listed Node ID can fetch a private repository directly, without being on the network path. This was reported to us by cryptocode on 2026-08-12. We proposed a fix upstream, see this pull request.

They are trying to sweet write it as much as possible. But basically there is neither encryption nor authentication. The person who made the protocol/program simply didn't care.

Does it use less tokens or we just get no accounting of the thinking tokens in OpenAI/Claude models?