lerchmo

Do you feel confident enough in the analysis to make a diagnosis sight unseen?

Because they are free.

I can’t deploy a toy project to a vm without triggering the classifier.

You can run opus 4.8 level models on $10k in hardware or less. Just seems like there is little argument to explain why there are 10s of trillions in future profits for these labs.

Risks are understood by everyone who has read sci fi. Dario has been crying wolf from day one… he should not be the messenger here.

The internet created lots of monopolies with network effects and economies of scale.a low margin commoditized business that still attracted a trillion dollars of investment to get off the ground was not how I envisioned it happening either.

What is the fitness function , eval?

A fantastically useful commodity that resists monopoly is the best outcome.

Makes sense, subsidizing tokens doesn’t seem like a great strategy for a public company.

Exactly developers can switch to another coding cli and the learning curve is close to zero. Mindshare without switching costs is just a popsicle in the sun.

If your business leaks to your customers… if you can ask your product for its inner secret sauce and it readily gives away the goose. That is not a moat.

Also probably betting on their compute and energy capabilities.

This is important. 20 billion is just like a rumor? would love to see the breakdown in the form of audited financials.

I also see ghosty consume a massive amount of memory and periodically need to restart.

I would assume he is a fiduciary... I am curious what happens with investors here?