AbstractH24

> Stock that may very well be near its zenith when this closes (or maybe not. This is so far past fundamentals it’s impossible to tell).

Nah, not in a bubble or anything at all.

Prediction -- SpaceX rebrands within a decade like Meta or Alphabet. And they turn out to be a AI company not a space company.

Till the minute I clicked on this I couldn't decide if it was satire or not.

But also, for a few weeks periodicly I've been wondering what's going on with Cursor. Haven't thought about them at all, let alone used them, in quite some time.

They were a pretty big AI-native player. Seems clear we're well into the consolidation phase of this economic cycle.

Thank you

Failing a treatment that has held promise for so many others and been heralded as paradigm-shifting is such a weird place to be. There's comfort in knowing others won't suffer, but loneliness is knowing you or a loved one still is.

As a newyorker who was raised a modern orthdox jew, but left that world for the world arts, the last few years have been weird.

On the one hand, it's been the first time I've no longer been able to take for granted that everyone in a room agrees with my political views and doesn't pre-judge me based on my background. On the other hand, I've gone back home to the suburbs and heard some really ridiculous hyperbole about what it's like in NYC.

Then there's the fact that while I support Isreal, I don't support all its actions. Nor do a lot of people in the [Orthodox] Jewish community, but they are afraid to speakup too much.

Modern orthdoox jews are kind of like Mitt Romney is for Mormons. Observant of all the rules, but also raised with a full secular education, encouraged to go to college, and expected to participate in society rather than isolate in thier community.

My mother's cousin just died from pancreatic cancer on Monday. She was in a trial for this drug and failed. Trying to figure out how I feel about this or how my family would.

Personally, I have epilepsy and am increasingly aware that while some paradigm-shifting treatments are on the horizon, they are a decade or so away and likely won't come to market in time to fully help me (particularly reverse small but accumulating damage caused by seizures). And that's a weird feeling.

If there’s one thing that’s certain it’s that Trump will do something just after markets close on Friday.

But I hadn’t considered this fell into that category. Except maybe as a direction from Iran. You make a good point, it may trigger immediate reactions in the market. Not just 3-6 month ones.

I wonder what the counterbalance will be by Monday morning.

Trumps solution to his Iran woes is it pick a different fight?

Why? None of the various cloud provider outages ever have.

There may be a temporary plateau. And it could have fascinating macroeconomic impacts.

Efficiency will become the next thing to focus on. It was already emerging, but accelerating the focus on efficiency will lead to a ton of excess capacity and even some investments in data centers to go belly up. And ultimately the AI bubble bursting will look a lot like the dot com, with its surplus fiber.

Oh, and this will put gas on the fire that fighting AI and big tech is the next political rally cry. Along with “eat the rich” as they are seen as taking both jobs and money.

Curious to see where it’s all headed and how Trump’s call will impact it.

Those are the folks who run the industry

This might be the biggest favor to anthropics valuation that Trump could have done

I heard someone say recently that writing such an essay is a rite of passage when leaving google.

At first I thought they were exaggerating; now I think it truly is.

Using Claude + VS code + HubSpot to seed a fully functional test environment in Hubspot with all functionality leveraged

I’m certainly not anti-ai, but I am anti viewing it’s as a panacea that negates the need for any strategic or technical skills.

And im also anti viewing it as the apocalypse

I only subscribe in the summer to the in print version. And actually I find they are quite foolish about it.

Every year I get offered the intro rate again of maybe $5/week. then cancel when it gets too cold to sit outside and read.

Might cost them more to print and deliver it.

Does anyone even remember that foursquare was once a social media app?

People pivot and leverage what they previously were to become something new all the time.

You just made me feel old. Wow 2010, 16 years already

Did anyone discover any unexpected tools/wesbties use railway during this outage?

These are relatively recent advances. But for the longest time wasn’t that case.

I never thought about this.

So without concern for the humans with HIV* there an argument to be made that treating symptoms without curing made it spread more?

*obviously, this is just hypothetical. It’s important to care about the life of those with HIV. No banish them all to something like a leper-colony. Although it explains the logic for those at the time they existed better than a religious one did.

Didn’t they do this like a decade ago?

This is true of every vc backed company they rely on

And some parts of most publicly traded ones.

If it’s not a bootstrapped company with a single offering, there’s a highly likely something there doing is at a loss in the name of growth (and even there, the loss might come in the form of deferred compensation)

What happens when they just stop being shared?

> Hard to tell what the value of music will be in 5 years

Which be exactly why it makes sense to sell

Hard to see a world where the value goes up. Best case it stays stable, worst it decreases

Particularly for CC I agree that’s getting increasingly infuriating.

I’m not sure where to turn next. I guess cursor?

> The irony of course is that the way they've gone about reacting to this has damaged their brand so badly at the trust level that the public view of their company has completely flipped.

I you are overstating how much of their user base cares about OpenClaw. Not nearly as bad as the DoD was for OpenAI (particularly because that cut into a pattern of how Sam Altman acts in general)

But it is a reminder they are just another company

>> likely straight up violates Claude's Constitution > A company that goes against their self-proclaimed values... What a shocker

Makes you wonder how much of the claims around Mythos are exaggerated to crate hype in advance of a IPO

> As others have pointed out, Anthropic is allowed to have TOS, even if we disagree with it.

Anthropic is allowed to shutdown its LLM and manufacture clown noses if it wants

Doesn’t mean customers have to agree with it.

Full confession - I have railway tokens accessible to claude code at the moment.

But its a hobby project, not a commercial one! There are 0 users (even me) relying on it.

And the number of ways I had to tell CC not delete those tokens was a whole bunch of work. Even then its done it a few times, and I had to remind it not to.

The minute I start relying on this even for my own use, I'd stop having those tokens visiable.