mxschumacher

valuation gains on investments are one-offs, not signs of sustained improvements in profitability that would warrant higher market caps

when those valuation gains are in turn the result of circular financing schemes (a bakery giving out money so that people buy bread from it), we're getting to a dangerous situation

there's still some lock-in here: data storage (iCloud), the broader Apple ecosystem, certain apps, user habits (I'm a lifelong Android user and am having trouble using other people's iPhones)

the difference here is that switching is trivial due to standardized APIs to the underlying LLM capability.

harness <-> gateway <-> inference provider

Easy to switch any of them and (mostly) possible to combine any with any

Replacing something like Excel is crazy-hard because of network effects, replacing an Enterprise CRM is akin to a removing a metastasizing cancer

it's astounding how much of human work are tasks like the one you have described here. Dancing around messy interfaces because nobody bothered to properly standardize and automate

please stop being so mean, they also create echo chambers to kill political discourse (i.e. the foundation of democracy) and show the most inflammatory material to their users to pit them into a shouting match against each other

not if it's a fantastic book

i have trouble understanding these situations, e.g. the AI itself would presumably make the suggestion to write a python script for such a task. It seems to me that there two huge problems right now * understanding which category of problems an LLM is an appropriate solution for (rather than throwing LLMs at any and all problems) * matching model capability (and therefore cost) to the problem at hand. You can easily overspend massively by using a model that's too powerful

not sure one would expect huge revenue increases from these internal tools, but maybe dramatic cost savings? Surely a lot of corporate processes could be automated?

I'm still not entirely clear on the problem <-> capability matching. E.g. it seems like Kimi K2.6 with good context would already be able to solve a huge chunk of problems. What share of prompts require frontier models?

not just renewables, also massive nuclear capacity and huge modern coal plants. They can really crank up capacity if they want to. How long will it take to get a new nuclear power plant operational in the US?