Broken Clock
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If this goes so does Trump mid terms chances
Pedo president will have to learn to change his diapers himself
Hard to say which one is worst
Broken Clock
In practice when things get complex it is not that easy. You better have a good handling of model capabilities and more importantly clearly define their roles and avoid all forms of bloating. You need to rely more on the SOTA models than I thought, so while…
Yeah don't bother touching anything else than Sol 5.6 high, Fable, Kimi K3 and Opus 5 for dev work if you're not a SWE. It's just not worth it. It doesn't matter if it's Deepseek or Luna it's just not good enough.
Kioxia, a memory darling up 60% from the lows and that's where it ended up lol. Those charts are forever fucked
This stock is going back to mid 200 when recession hit, maybe less
They can't even increase sales despite the biggest wealth effect in history (china boom excluded) they're so fucked.
One counter thesis I have to his when he says Uber didn't get better, I agree, but we have moved to a world so complex that almost nothing is fixable.
The value of AI will be does it deliver Uber like service better, but it won't be Uber that does
There is also a ceiling in terms of how much better you can make smt / costs involved
Uber app is fine for what it does, I don't want a 10x better Uber app if it increase the cost of my rides even 10%
Physic reality that could do with an upgrade, planes tickets have increased outrageously while the quality of the offering has clearly not followed. But I'm not sure AI will improve my lie flat seat. Maybe having a VR immersive headset will make it more palatable
Broken Clock
Yeah don't bother touching anything else than Sol 5.6 high, Fable, Kimi K3 and Opus 5 for dev work if you're not a SWE. It's just not worth it. It doesn't matter if it's Deepseek or Luna it's just not good enough.
That makes me update a bit more positively toward OAI and Ant.
The gap between 6 months and ago is actually large in practice. So yes they're under tremendous pressure to keep it that way but as long as they do they shall be fine
Yes maybe a lower valuation but they will continue rolling the boulder and pulling the AI industry with it
MRNA + 105%
Missed it completely, my information watch is inexistent on healthcare sadly
I bought a small position here (10% of desired size), but I'm not sure I will ever get the chance to grab more. Hopefully around 100
Will the 50th time it happens also unexpected?