1,143 karma · joined March 27, 2017
@salexashenko
Not a lot of the world is like that today, you'd have to go pretty far out of anything considered tourist-friendly to see conditions similar to Mao-induced famine.
That seems... Pretty reasonable? Like Anthropic is at $45B annual revenue, let's say they enter next year with $100B annual revenue? Let's say they have 30% gross margins (no idea), so $70B goes to data center owners/operators. That's one company doing roughly 1/3rd of what's required to pay the investments off. And you have Ant+OAI+GDM+Internal AI at GOOGL/META/etc.+all the servers for open models.
I'm sure there's a world where you can paint a picture that requires $5-10T but that would require capex increasing significantly NEXT year. And the cloud companies won't do that unless revenue keeps growing.
Long RONB (holds a ton of spacex), short ARKK (similar composition sans SpaceX) - or if you have a lot of time, you can short non-spacex RONB holdings. Planning to sell just after the IPO
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In terms of polish, I just tell it that Steve Jobs will review the final result, that seems to make it work a lot harder.
Notably, GPT-5-Codex is significantly worse at this, it has a much stronger drive to make one specific style of website.
Maybe I'm old but no two phones today seem as different as e.g. Nokia 8800 was from Motorola Razr