ralph84

Or API rates are their way of doing price discrimination and it's all profitable. Make sure Enterprises(tm) pay the Enterprise(tm) rate, but mop up the rest of the demand too at lower price points. This has been part of the software playbook for decades.

No one? Mutual funds have managed to attract $33 trillion trading once a day. The demand for millisecond-level trading is almost entirely from a very small group of firms profiting from it.

Or you could just hold auctions a few times per day and eliminate the billions of dollars spent trying to win a pointless race.

Yeah, the stock market may be positive sum over the long-term, but it's certainly zero sum over the millisecond-term. Whether it's "retail" or "institutional" that is paying for HFT profits, it's all retail in the end.

How does per-seat pricing work against bots? If anything it's a great deal because SaaS providers set per-seat pricing with the expectation that on average most seats are idle. Bots working 24x7 can get a lot more value out of a seat than humans working 9-5.

Presidents club is a standard way to reward top performing sales reps across many industries. It doesn't indicate anything other than the company is trying to reward and retain their top sales reps. Engineers who find it distasteful should be happy to know engineers typically get way more equity than sales reps.

Google was offering researchers the Bell Labs/Xerox PARC model of comfortable budgets and pay but capped upside. And just like with Bell Labs and Xerox PARC the inventions at Google got productized elsewhere by people chasing the uncapped upside. Google would have been happy to keep LLMs in the research lab forever and never productize any of it. ChatGPT forced their hand.

There is no reason pay has to be flat with a union. The highest paid members of MLBPA or SAG-AFTRA are paid 1,000x what the lowest paid members are.

You wanna get paid for your work become a sat diver or roughneck.

That's the beauty of the internet, everyone can find their space. Even the buggy whip makers.

The problem is NAT solved the same problem more easily and cheaply. It was at the cost of making it difficult for every host to talk directly to every other host, but it turned out most of the people building networks didn't want that feature anyway.

Washington state was key to blocking Kroger-Albertsons.

And sugar

Or they stay private and raise more capital. Until they have a failed round people predicting bankruptcy are getting way ahead of how this would actually play out. Some of us are old enough to remember the "Amazon can never make a profit and will go bankrupt" predictions of 25 years ago.

Some people are net consumers and other people are net producers over their lifetime. If you abort the net consumers and invest in the net producers it's an economic gain. What's controversial is identifying who will be the net producers and net consumers that early because it's essentially eugenics.

Marketing BS

The GEnx which powers the 787 is a 20 year-old engine design. There are thousands of jets flying around with 40+ year-old engine designs, especially in operations like charter and cargo where the aircraft spends more time on the ground than in the air. At the right price a 20 year-old design would be quite viable. Which indicates China is much more than a decade behind.

Terminating a PSTN call requires a lot of control plane infrastructure beyond just raw bandwidth. Especially mobile where you need to keep track of devices physically in motion. Could a system to support 4 billion simultaneous calls be built, sure. But current PSTN systems are nowhere near sized for it.

Almost all consumer services have a built-in level of breakage that make them profitable. Mobile providers certainly wouldn't be able to offer unlimited calling if everyone was actually on the phone 24x7.

What is "autopilot mode"? Tesla doesn't use that term.

Except everyone who has tried to argue that in court has lost.

Good thing the author didn't complain about living or doing business in China.

They have a large and rapidly growing enterprise sales organization. If you want to sell to enterprises you need account executives, solutions engineers, forward deployed engineers, etc.

The over-hiring was a deliberate strategy to keep talent comfortable on the sidelines instead of working for startups that could potentially grow into competitors. Any talent that escaped containment was quickly acqui-hired to get them back in the paddock.

They don't have a seat on the board. They're smart enough to understand the threat to their business posed by frontier models they don't control.

This was an opportunistic hit job by Amazon. After the SpaceX IPO, Amazon realized there was a good chance Anthropic's post-IPO market cap would exceed Amazon's. No doubt they are maneuvering behind the scenes for regulations that the big cloud vendors be the only authorized operators of LLMs for national security reasons.

Questionable whether the enterprise market really is the most lucrative. The biggest of big tech all have significant revenue from the consumer market. Compare Apple, Google, Meta, to IBM, Salesforce, ServiceNow.

NPM (the company) was about to go under in 2020. They raised VC but never found a sustainable business model. GitHub acquired them to keep the ecosystem alive. The acquisition hasn't really benefitted GitHub much at all.

Voting control doesn't change management's fiduciary duty to all shareholders. The founders retaining voting control has worked out fine for Alphabet shareholders.

Two rules:

1. No subcontracting. Visa recipients must work directly for the visa sponsor.

2. No layoffs. Any company that does a mass layoff is banned from sponsoring new visas for 5 years.