sahila

> local coding agents

what does "local" coding agents mean? Surely you're not hosting it..

There's a middle area too between your options - a law firm that utilizes AI offers cheaper pricing than the current firms for the same work. Ideally competition will drive prices down but of course law doesn't have the benefit of do-overs on cases, so reputation still plays a big factor.

This is already a feature in instagram. Then it's also a feature built in the OS in phones.

What more are you looking for?

> The billed items also have to cover everything. It’s not directly $37 for the aspirin, or the $5 or whatever allowed coverage it ultimately gets billed it. That had to cover the facilities, the salaries of the pharmacy staff who reviewed the request and dispensed it, the staff who inventory and order the medications, and the cost of billing insurance.

That's the same as any? CVS charging $5 for aspirin has to cover their staff who stocked and checked out the item, the shelf space, the marketing, and the looting.

The comparison you make between a bottle of wine vs a glass is not the right one. It's two different stores selling the same product. What's different about hospitals?

Microsoft, Meta, and Amazon have all tried to create their own smartphone since Android has been around. Why do you think OpenAI would succeed?

Even if they did make the new physical device, are you suggesting they create a new OS and ask developers to port their apps? It seems like a non-starter.

Per this sale, BD is worth $3.25B. Just recently, Google paid $2.7B for two years of Noam Shazeer through the Character.ai deal.

This seems like a small correction if they wanted to reacquire and clearly the market isn't valuing BD all that high.

Why do you think it's one of Sundar's biggest mistake?

> So I assume Waymo will be immediately banned from any residential areas until they can demonstrate the ability to follow the laws of the road?

Why do you apply a different standard to waymos than to humans?

Sure but I don't mind the current outcome. I want my laptop to be small and light and if the tradeoff is the ram and battery have to be glued, I'd take it.

How does your chart show it increasing with crypto? Bitcoin came out in 2009 and ethereum in 2015, and adoption was far before 2020.

This seems like a leap that consumers buy them

>"because they want a walled garden"

I doubt most consumers would care if you could sideload apps on their iOS device or play PlayStation and Nintendo games on their Xbox. In fact most consumers would be all for it!

They buy these things because they find there's already enough value there.

You're just arguing against delivery food generally, not against Uber.

Of course delivery has a cost, was even typical for pizza delivery before the apps. If you're that price conscience, takeout always exists.

> they only collapse when nearly everyone is finally convinced they never will

I get that rationale in some bubbles as that means people are not parking their money as cash where they can buy the dip and support the market (tell me if I'm widely off). But I think this case is different because there's actually VAST sums of money being spent in AI by some very big players who will need an return.

This is fair but it's also assuming that today's AI has reached its potential which frankly I don't think any of us know. There's a lot of investment being spent in compute and research from a lot of different players and we could definitely make some breakthroughs. I doubt many of us would've predicted even the progress we've had in the last few years before chatGPT came out.

I think the bubble will be defined on whether these investments pan out in the next two years or if we just have small incremental progress like gpt4 to gpt5, not what products are made with today's llm. It remains to be seen.

> It's always baffled me how the same candidates that claim to be pro labor and pro environment are also pro globalization. The way it plays out is that the jobs are just offshore to jurisdictions that lack the same labor and environmental protections.

Why's that? The jobs and lives of individuals in those countries are better than the alternatives present otherwise to them. Globalization may hurt certain America jobs but certainly countries like India is grateful for all of the engineering roles.

High consumerism is harmful to the environment but I don't think the link between offshoring jobs is direct to environmental harms and certainly it's helpful to giving more job opportunites.