HardCodedBias

Kill it as in "awesome financial results"

1. Cloud killed it.

2. Youtube meh, like always (weird that it doesn't kill it)

3. Search -- this was the issue. QonQ 0.1% <-- the whole story

Everyone has expected Search to, sooner or later, crack. This looks like it may be it.

If Google had 30B in revenue from coding tools and a few billion from Gemini Enterprise then there would be a story that Google could get through this.

But GDM didn't execute. And that's that.

Who knows the bottom. More than 10-15% seems unlikely. But if search cracks again next quarter then we'll see a real revaluing of the business.

Google did not have the proper focus on AI. They should have owned the space. But there were clearly management issues.

Excellent products, even world changing products does not mean shareholder returns in Anthropic’s case.

Even if Claude meets all of our wildest goals and earns trillions yearly there is absolutely no “guarantee” that any will flow to shareholders.

1. Shareholders do not have control of the company due to its structure. The Trust controls through class T shares. As a backup the founders control through class F shares.

2. Since the company is a PBC its board is allowed balance dividends with other social benefits as they see fit.

This means that even if Anthropic is wildly successful as shareholders have no general legal claim to compel the company to distribute those profits.

It is absurd that with a 2T IPO upcoming this is not front and center.

Nah. You're a Leftist.

Leftist?

Absurdity. Advertising claims become legally binding, and we multiply "offenses" by distribution.

Let's apply that throughout the economy. All companies are now bankrupt. All stocks are liquidated and the remaining value (such that it is) is now distributed to lawyers and some to the people.

We've lost our minds.

Normally this would be a silly endeavor given the cost.

But given the cost of implementation is low, why not do this!

Good job OAI!

Beautiful website, well done.

An over time graph with a rolling window of 7d and 28d would likely be a nice addition.

Great work!

It is logical for governments to ban it.

We don't know what we don't know. It would be crazy not to ban it, unless it gave truly better performance. It doesn't.

Just another tour de force from DeepSeek.

I'm not saying that the US labs (Anthropic, OpenAI, and Meta) aren't pulling their weight, they are all doing amazing work as well, but Deepseek may belong in that tier.

A remarkable display of market power by Amazon.

Probably to protect their advertising business which is very strong.

We’ll see how this plays out.

Well done! What an illustration of the amazing spirit of the founders, followed by the glacial movement as we allowed NIMBYs to take control through more and more laws.

Brilliant.

It's more than that, Tesla owns the brand, the manufacturing, and the software.

They are much more than McDonalds.

But indeed your comparison is an apt way to reply to this "article".

It is a complete non-issue.

It’s 200 layer model.

Great. Good on them for being able to train it.

Even though the model is clearly wonderful the launch video is an abomination.

That gives me hope that there is still areas to improve.

What a bad launch video. Hilarious.

What a powerful model.