returnInfinity

this is a terrible article, fire that writer

the media landscape has changed. youtube, tiktok, reels are the dominant media. the money the creators make there dwarfs this 200k loss of jobs.

The issue is, its global, creators aren't limited to desk jobs in america.

you know they paid some 70 billion for activision blizzard?

This is good, punish the shareholders, wallstreet gets the news.

This wealth tax is poorly planned, tax the wealth, but find a better way.

SaaS that's critical for the business is not going to be disrupted.

Once a business grows where tool failure is not a option, they will buy salesforce or similar professional clones.

Now will salesforce be disrupted by a newer CRM called AIForce? Now your paying AIForce instead of paying Benioff.

I won't be hosting my own notes solution.

I thought about hosting my own photos. The time is just not there, cheaper to pay Google.

Until AGI or Super Intelligence saas is not dead.

Once AGI and Super Intelligence here, everything is dead.

where do you get the data from?

the moat is getting wider, it proves vibe coded apps can't replace your business.

only a serious business can replace. figma, canva and other tools. but these are new tools in the same industry.

Anth revenue has probably crossed 70 billion.

The way they calculate that is, last month's revenue x 12.

The leaked numbers are old.

I think its Zuck's new hiring strat,

He hired cred CEO to be whatsapp CEO.

Scale CEO to be AI leader

Now Mongo ceo to lead the AI enterprise sales.

yeah and antropic s1 is going to shock many people, its going to be an eyeopener

however there is the open source cheaper token threat

Steve jobs was even more cut throat, he would have doubled the prices.

yes in an ideal world, in business world its all wine dine, contracts, costs savings.

perhaps all the companies should dump teams and use slack.

This is a play to grab market share from Claude, But it seems Claude code is too strong of a brand

Until the IT managers and CFOs cut budget hard, Claude will live rent free in heads of all developers

OpenAI should attack the CIO and CFOs stat

At my company we have unlimited codex and claude, still people stick to gimped claude code

Google stock would drop big if this new company was being funded by competitors

As what? CEO? Demis will not take up the MTS role.

if demand for "safe" tokens explodes, this is a no brainier

if open source throws a wrench into the frontier revenue growth, then its gonna be biggest bubble explosion

bullish on google stock

revenue must go up

not going to watch this

if there is a bubble, then watch out for money supply. if it contracts because of interest rates or some random reason, then bubble will collapse.(if there was a bubble)

also iran war, nobody know what will happen if it escalates to full scale war. nothing good will happen, that's for sure.

Exactly, you need to be in the chosen group. The trusted group.

I think GPT 5.6 sol is pretty slow. I went back to 5.5

Though its been just 3 days I started using.

Half way through the chat, GPT 5.6 Sol stops and does a safety verification, pretty annoying

Folks if you believe this Ed guy, you're soon going be really disappointed.

LLMs are big, Codex app is huge. You can control the browser from within codex app with just natural language.

Tell codex to perform a few actions, you go get coffee and come back to work done. This is real boost in productivity.

Reddit, Quora, Twitter, Pinterest won.

Now facebook is trying to build a new app.

yeah I was a uber bear too, some how it has turned around

I was betting on the taxi drivers revolting, but the capital markets have prevailed

They are paying for the installed based. The users mainly. And also the team.

they are profitable on tokens. if company itself is profitable is unknown and we will see it soon.

Its complicated, this is how its going to be. People are going to have opinions and take sides or take no side at all.

The powers that be are already planning to ban Chinese models.

This is the right answer. Double down or triple down on this comment.

Even if they lower costs to 0, it means nothing

Topline growth matters more than costs.

Mathematically - There is no limit to topline growth But cost cutting has a ceiling, which is the current costs.

You can only make(save) so much money with cost cutting

Topline growth is upper bound by total energy in the universe though.

"Our Model", "Our Model", "Our Model"