charlie0

Will this impact thermal performance? Last thing I want on my $6K laptop is throttling.

They're fighting an uphill battle and it's a race against time. I think they've already lost to Claude Code. I can do everything they offer with Claude. Where is their moat?

It's all fun and games until they run into another branch of homo sapiens ala the descent....

I wonder how much the founders are making here. They just started this a few years ago and now it has sold for 60B.

When you have companies like SpaceX and Anthropic raising billions, it is hard to believe that private credit isn't virtually infinite.

Dead capital. There's no need for public funding until they are reasy to cash out at the top, if ever.

I don't doubt it. We had a massive edge on the internet for several decades. That's come to an end now. Somehow Western Europe squandered it though.

Good talent is still hard to find so that's not going to happen for large companies, but lots of startups are going in that direction.

I visited the Balkans recently. One thing that is very clear to me as a n American is that the rest of the world is catching up. English taught at a young age, internet access is easier than ever and in aome cases superior to US options. Like it or not, people from the developed countries are competing much more on the world stage than they realize. For companies, why pay 2x the price of a developer in the US when they can find good talent elsewhere? I'd love to leave the US and geo-arbitrage while I still can, I'm on a slowly sinking ship.

Revenue, not profit. A lot of that is likely inflation. I suspect we'll see this pattern repeat quite a bit with the oncoming oil shock

Bonus focus points if you paint the wall and watch it dry.

And the spice must flow

and all are wrong, but some are more useful than others

How did they deal with non-competes? Are they in CA or somewhere those aren't enforceable?

I wonder what is driving this. I too sense that people are really guarded these days. For me, I work remotely and it's hard to build true rapport through Slack.