687 karma · joined March 16, 2009
In the case of a VC-subsidized service like Uber, the subsidization is utilized by the company until a a monopolistic or network effect takes hold and allows for price increases.
LLM economics are very different. If the tokens are being subsidized now, they must stay subsidized until some form of monopoly, network effect, or pure R&D advantage is achieved.
In the case of LLMs, the open weight models are nipping at the heels of the proprietary models, and this may be a fundamental condition. Perhaps subsidizing tokens enhances increases engagement, and thus, equity value of the company training the proprietary models, and they reinvest this value back into the energy costs needed to train them. Perhaps this dynamic gives proprietary models the performance distance they need in order to increase their margins.
Hasn't happened yet. It's not clear that it will happen.
Next time I read this take, I want to see eight to ten more paragraphs of analysis before it feels like a contribution to the discourse.
Plugins include: * Commands * MCPs * Subagents * Now, Skills
Marketplaces aggregate plugins.
Open source, uses object storage without a web server dependency, syncs, and has great DX.
Do whatever you want. That’s an option too.
Make a dumb thing, take your hands off the wheel, have fun. It’s your computer.
The vibe coding Reddit (http://reddit.com/r/vibecoding) already contains the full spectrum of “first time trying to code” to “just rolled my own custom GPT to optimize this.”
* Just use Apple Notes
* No! You can't just use Apple Notes. You need a full ontological graph structure based on an open standard!
* Just use Apple Notes
Decreasing resource cost of intelligence should increase consumption of intelligence. That would be the bull case for Nvidia.
If you believe there's a hard limit on how much intelligence society wishes to consume, that's a bear case.
Business journalists usually stay at arms length from the industries they cover. This guy actually applied for a job at Mickey D's and reports from the front line. (Back of house too.)
This show is weirdly compelling. McDonald's is the key to understanding America.
I'm going to use this as my daily driver for a few weeks.
The contemporary web is basically an epiphenomenon of Google, and they've failed to defend it. I hope OpenAI puts a huge dent in their market share.
1) Charing for installs vs sales. Because installs are potentially a multiple of sales (and thus, revenue), this will make it extremely difficult to build accounting models for in advance of launch.
2) For the thousands and thousands of devs that decided to invest in learning Unity (vs Unreal or otherwise), many of them did so with the understanding that the business model would always offer a royalty free tier. This was asserted by the CEO! They've since raised (arguably) way too much private equity capital and now have to put the screws on their customer base.
While Unity has been slowly losing its focus (indie / mobile), Unreal has been executing better and better. If you're invested in Unity, it's time to strongly consider a switch.
He’s quite right that not every academic paper need directly concern itself with the very specific set of ideologies contained within contemporary anti-rascist texts.
https://wp-vip.law.columbia.edu/wp-content/uploads/sites/2/2...
Many fintechs would be more willing to submit to banking regulation if they felt there was a sane and cost effective path to, you know, actually becoming a bank.
Sometimes it’s exactly the right strategy for decision making and almost always for creativity and play.