blinding-streak

Anthropic is a private company that is losing money hand over fist. Google is a profitable public company that doesn't have that luxury (at the scale Anthropic/OoenAI are losing money)

I don't know exactly why the talent left. But this talent couldn't produce a serious frontier model over the past 6 months. Several months after high profile departures, Google appears to have a high quality model again. Maybe the high profile folks were overrated at best, or a hindrance at worst.

Incorrect (to some degree)

> The knowledge cutoff date for Gemini 3.8 Flash is March 2026

https://deepmind.google/models/model-cards/gemini-3-8-flash/

Huh?

https://firstpagesage.com/reports/top-generative-ai-chatbots...

https://techcrunch.com/2026/06/16/chatgpts-market-share-slip...

This thing is dead on arrival. The space is already crowded and no one needs another device listening in your house. Already plenty to choose from.

"That instance wasn't supposed to have access to the internet."

Is this a serious question

I think most people would agree that Elon is a particularly fickle, childish, petty, and unstable human being.

Color me shocked that SUSE was worth 6 billion. Good for them.

Well they're really heavy.

Google, Amazon, Meta, etc don't have to wait 12 or 24 months for their big data center to open. They already have lots of DCs to cram all the NVidia cards into, right now.

Musk gonna Musk. You can't take anything that charlatan says at face value.

I haven't used these budget alerts, maybe they are a pain to implement?

https://docs.cloud.google.com/billing/docs/how-to/budgets

They are still not a spending cap of course.

I think this is making at least some waves in google. I literally just got an email from them with the subject "[Action Advised] Review Google Cloud credential security best practices"

A slew of recommendations, one of them being:

Disable Dormant Keys: Audit your active keys and decommission any that show no activity over the last 30 days.

(Although I don't think this even addresses the underlying issue)

Will someone think of the shareholders? /s

You're not even supposed to take Teslas in a car wash. Countless photos and videos online of flooding Tesla interiors when it's raining or in a car wash.

I don't think water is the platform you want to boast about for Teslas.

As The Register used to call it, these clean-sounding process nodes (15nm, 5nm, 3nm etc) are "marchitecture." Marketing architecture. Reality is much messier.

Thanks for the informative presentation!

Bloomberg is an interesting news outlet. My whole life I thought of them as purely financial-based reporting. But I've seen lots of lifestyle stuff from them too. And usually well written and interesting angles.

Maybe journalism isn't totally dead yet.

The pricing page for Claude literally says "More usage" for the $17/month pro plan. Doesn't really quantify anything. The usage is whatever they feel like it should be.

And then the very expensive plan says "Choose 5x or 20x more usage than Pro". It's all arbitrary.

That's incredible!

Unsafe at any speed.

I assume all the frontier models are benchmaxxing, so it would make sense

As a non-mathematician, reading these problems feels like reading a completely foreign language.

https://arxiv.org/html/2602.05192v1

Google+ was fun. Failed in the market though.

Apple made a social network called Ping. Disaster. MobileMe was silly.

Microsoft made Zune and the Kin 1 and Kin 2 devices and Windows phone and all sorts of other disasters.

These things happen.

I don't have any of these issues with Gemini. I use it heavily everyday. A few glitches here and there, but it's been enormously productive for me. Far more so then chatgpt, which I find mostly useless.

Very strange that the cast list on this web page doesn't include Morgan Freeman.

Question: does Amazon's retail business matter for analysts at all? It drives the majority of revenue for the company but a much, much smaller amount of profit. Does Wall Street care about Amazon's core business one iota?