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scuff3don Uber torches 2026 AI budget on Claude Code in four months

If you have an evidence from their financial releases showing a correlation between AI usage and increased revenue I'd love to see it. Otherwise you're just making wild ass guesses.

Edit: Also, historically Meta has been growing revenue by 30 to 50 percent for the last decade. With the only exception being 2022 and 2023. So it's not like recent performance is an outlier.

scuff3don Uber torches 2026 AI budget on Claude Code in four months

I completely agree with you. I pointed out replying to the same person that in the same report their ad impressions were up 20% and the price per ad was up 12%, which account for a huge amount chunk of that revenue increase.

All I was saying here was that tax breaks wouldn't impact revenue since revenue is reported before taxes, operating costs and anything else.

scuff3don Uber Torches 2026 AI Budget on Claude Code in Four Months

I agree that you can't draw any conclusions about AI, but their revenue increased by 33% percent. That's just straight income before any taxes or costs are applied.

scuff3don Uber torches 2026 AI budget on Claude Code in four months

That means absolutely nothing in the context of this conversation. It says right in their release ad impressions are up almost 20% and cost per add is up 12%. Those two metrics alone account for most of the increase in their revenue. Absolutely no conclusion can be drawn regarding the impact of AI on those numbers one way or the other.

It's not like they used AI to crank out some new revenue generating piece of software, or massively reduce operating costs. In fact their operating costs rose by 35%.

scuff3don Our principles

This could have been once sentence long:

"Our guiding principle is to make as much money as possible at the expense of absolutely everything and everyone on the planet"

Of course, you could paste that into basically any corps mission statement or values page and it wouldn't be out of place.

scuff3don What async promised and what it delivered

Yeah but nothing I said disputed that. Practically all languages have concurrency built on top of an inherently single threaded execution environment. The two standouts are Erlang based languages and Go.

My point, coming from Python, was that whenever I can I write the entire application as an asyncio app, which cuts down on the function coloring problem. That doesn't mean you don't have to be careful, it's super easy to accidentally block the event loop.

scuff3don What async promised and what it delivered

You're blending concepts. All parallelism is asynchronous, but not all "asynchrony" is parallel.

I have to use Python as as an example since I don't have much experience with JavaScript, but when you're using asyncio, that's single threaded non-blocking IO (asynchronous). Each use of "await" yields execution back to the event loop, and it can can schedule some other task to run. Tasks can run asynchronously, but no in parallel.

When you use the multiprocess library you are actually creating new threads that run in parallel (I'm ignoring the threading library because it just muddies the water). That's also asynchronous execution.

I don't know the semantics as well in JavaScript, but I'm sure the principle is the same. At certain points you can yield to the runtime and it will schedule other pending tasks to execute while the current one is pending.

My point was that mistake I see people make (in Python) is they think of their program in blocking terms by default. So they get this frustrating coloring problem because they are trying to shoehorn in non-blocking calls. If instead you design the application from the start with asyncio in mind, it makes things much simpler.

scuff3don What async promised and what it delivered

I'm usually writing applications, not libraries, so it's a non-issue for me.

I was talking about when writing from scratch.

scuff3don What async promised and what it delivered

In my experience people complain about it because they are coming from a blocking first mindset. They're trying to shoehorn async calls into an inherently synchronous structure.

A while back I just started leaning in. I write a lot of Python at work, and anytime I have to use a library that's relies on asyncio, I just write the entire damn app as an asynchronous one. Makes function coloring a non-issue. If I'm in a situation where the two have to coexist, the async runtime gets its own thread and communication back and forth is handled at specific boundaries.

scuff3don I cancelled Claude: Token issues, declining quality, and poor support

Welcome to the future. Anthropic is currently speed running it but this is what all LLM tools are going to look like in the next few years, once they turn the enshitification corner.

scuff3don Alberta startup sells no-tech tractors for half price

That's the pitch behind the Slate truck right? Just the basics to make it a functional vehicle and then you add only what you want.

scuff3don SpaceX says it has agreement to acquire Cursor for $60B

Given that it's one Musk company giving a mountain of money to another, and the only numbers floating around regarding SpaceX seem like marketing fluff, I don't think any meaningful conclusions can be reached until we get some real numbers giving a full look at the finances.

scuff3don SpaceX says it has agreement to acquire Cursor for $60B

Well can't argue with that lol

But if by some tragedy you don't die young, your older self is gonna be pissed at younger you for costing him hundreds of thousands of dollars.

scuff3don SpaceX says it has agreement to acquire Cursor for $60B

Depreciation isn't the only thing that matters. R&D, manufacturing, maintenance, fuel, launch, support staff, and I'm sure there are countless others.

I'm not saying they aren't profitable. I don't know, but it's definitely not a given.

scuff3don SpaceX says it has agreement to acquire Cursor for $60B

You gotta do what you think is best, but I hope for future you's sake you decide to not pull the money out. Or if you do you have other retirement plans.

I'm trying to help my parents now their at retirement age and am seeing first hand what not planning for your future looks like. They hit retirement with nothing but a small social security check every month. Not even enough to cover rent in most places.

I don't know how much you have in your 401k, but it will be worth literally hundreds of thousands more if you pull it out when you retire. You aren't just paying the penalties now, you're paying for potentially decades of compounding.

scuff3don U.S. banks may soon collect citizenship data from customers

If you still believe that nonsense after all these years nothing I can say that'll change your mind.

This is one of the all time greatest examples of "lying with facts". It's technically correct, the IRS absolutely singled out a bunch of non-profits due to administrative fowl ups, but trying to say Obama "targeted" the Tea Party intentionally was so hilariously stupid I'm amazed anyone bought it.

scuff3don U.S. banks may soon collect citizenship data from customers

Holy crap, it's been a long time since I saw that dopey Obama/tea-party line. Fox News bullshit from the past seems down right quaint by today's standards

scuff3don Measuring Claude 4.7's tokenizer costs

Given the massive costs on training, R&D, and infrastructure build out in addition to the fact that both Anthropic and OpenAI are burning money as quickly as they can raise it, the safe bet is on costs going up.

scuff3don Measuring Claude 4.7's tokenizer costs

That's like saying driving for Uber is profitable if you only take into consideration gas mileage but ignore car maintenance, payments, insurance, and all the other costs associated with owning a car.

scuff3don Measuring Claude 4.7's tokenizer costs

It's not gonna stay that way. Token cost is being massively subsidized right now. Prices will have to start increasing at some point.

scuff3don The "Passive Income" trap ate a generation of entrepreneurs

Legit Vitamix blenders are great though

scuff3don Banray.eu: Raising awareness of the terrible idea that is always-on AI glasses

I personally know at least half a dozen people who were victims of identity theft thanks to data breaches. Costing them thousands of dollars and countless hours...

Regardless, your argument is predicated on the idea that violations of privacy and data collection is somehow fundamental to these services, in most cases it is not. Google and Facebook don't need to hoover up all your data to sell or use to advertise to you. They choose to, and the vast majority of users were/are unaware of it.

Beyond that, several of the articles I linked are for either negligence (failing to fix known issues) or collecting/using data without consent.

scuff3don Banray.eu: Raising awareness of the terrible idea that is always-on AI glasses

https://en.wikipedia.org/wiki/Facebook%E2%80%93Cambridge_Ana...

https://cybernews.com/privacy/meta-flo-period-data-privacy-l...

https://violationtracker.goodjobsfirst.org/mega_scandal/Onli...

https://apnews.com/article/google-smartphone-surveillance-ve...

https://www.security.org/identity-theft/breach/equifax/

4 major incidents and a site referring to dozens more, and that's just a few minutes of searching.

And that's only tech companies'(or tech related) misconducted. If we broaden the scope to corporations in general I'm pretty sure I would hit a post text limit before I even got through a quarter of them.

It's like the old saying goes "Every regulation is written in blood". Regs don't exist because someone doesn't want technology to progress. They exist because companies have shown time and again, as far back as you'd like to go, that they are not responsible members or society. They're willing to do anything in the name of profits, including mass privacy violations, abusing customers, and in extreme cases allowing people to die.

scuff3don SpaceX files to go public

With the way I've seen some companies run, I'm not so sure CEOs can lol.

It's been interesting so far. The tough part for me is a the literature is all wrapped in "make your company more successful and profitable", and to be honest I couldn't give a shit about it that. I'm doing this for me, and because (especially on the age of AI) understanding this stuff is more important than ever.

scuff3don SpaceX files to go public

I'm going to copy/paste a reply I left for another commentor, so I don't have to retype everything lol

I'm just stating out on this, so I haven't gotten through everything I want to read yet. Right now I'm reading Financial Intelligence by Karen Berman and and Joe Knight. There's different versions, but I choose the one "for managers". So far it's done a good job making the material understandable for someone who doesn't have a degree in finance. This the one that's more relevant to the post and will help you start understanding how companies operate at a financial level.

For personal finance I have read

I Will Teach You To Be Rich by Ramit Sethi and A Random Walk Down Wallstreet by Burton G. Malkiel. The first sounds "click-batey" but that's because "I will teach you the boring effective way to manage you're finances" doesn't sell. The latter gets more into the weeds on investing. Bother are great (though Random Walk has been edited many times and the beginning of the book has become bloated, so I'd recommend skimming it a bit since it's just history on epic financial crashes).

I'm planning to read:

7 Powers — Hamilton Helmer

Good Strategy/Bad Strategy — Richard Rumelt

The Outsiders — William N. Thorndike Jr.

The Intelligent Investor — Benjamin Graham

The Psychology of Money — Morgan Housel

scuff3don SpaceX files to go public

I'm just stating out on this, so I haven't gotten through everything I want to read yet.

Right now I'm reading Financial Intelligence by Karen Berman and and Joe Knight. There's different versions, but I choose the one "for managers". So far it's done a good job making the material understandable for someone who doesn't have a degree in finance. This the one that's more relevant to the post and will help you start understanding how companies operate at a financial level.

For personal finance I have read

I'm planning to read:

7 Powers — Hamilton Helmer

Good Strategy/Bad Strategy — Richard Rumelt

The Outsiders — William N. Thorndike Jr.

The Intelligent Investor — Benjamin Graham

The Psychology of Money — Morgan Housel

scuff3don SpaceX files to go public

No related to this conversation, but I just started reading some books on finance and I actually know what most of those terms mean now! Lol

scuff3don The Claude Code Source Leak: fake tools, frustration regexes, undercover mode

This was my favorite bit, "We're going to steal countless copy righted works and completely ignore software licenc... wait, what? You aren't allowed to turn around and do it to us! Stop that right now!"

scuff3don 1.5M GitHub pull requests have had ads injected into them by Microsoft Copilot

Say hello to the future of the programming. It might take a few years, but eventually this will be standard procedure. You'll start seeing them in the interactions you have with the agent, then in comments, then maybe the agent will offer to throw together a nice little demo of something for you free of charge, just to show you your options.

scuff3don Neovim 0.12.0

Use the Neovim extension for VScode. It requires you to have Neovim installed, but it works way better then the Vim extension since it passes commands to neovim instead of using emulation.