brokencode

Oh spare me the pedantry. What else are you going to compare? The year-on-year for Q2? That’s certainly going to have a much higher multiplier.

Your guess is as good as mine on whether these companies will continue growing, stall, or decline. Don’t try to pretend your methodology is more sound though.

You’re just parroting another headline. Adjusted operating profitability is still a milestone.

Tech companies are capital intensive. AI ones especially. Not a surprise that they don’t have GAAP profitability after 5 years.

Except Anthropic had an operating profit in Q2, and your scheme never would.

They made $11.5B just in Q2 2026, which is $46B annualized, or 10x their 2025 revenue of $4.6B.

That's a lot already and growing quickly.

What part of this is annoying? They made the barcode invisible so the envelope looks better. That’s wildly unnecessary, but cool.

That’s what makes Apple different than other tech companies. They have an extreme attention to detail that extends even to their packaging.

You can just tell it to write out a plan.md file.

I greatly prefer this, since it lets me iterate on the plan with Claude for a while without it repeatedly asking if I’m ready to implement the plan.

Once I’m satisfied, I usually start a fresh session and tell it to implement the plan.

For smaller plans, you don’t need the file. Just ask it to come up with a plan. I don’t recall the last time it just started implementing if I only asked for a plan.

How do you think the war could have ended? With Ukraine’s surrender?

Not such an easy thing to say if you’re the one facing that threat. Nobody wants their own country to be invaded and conquered.

And Russia would take that as a green light to keep on conquering other former Soviet states. Where do you draw the line?

How much efficiency is unlocked by providing free lunches? I was under the impression that was purely an expense.

Well yeah, that’s the whole idea. If speed and cost don’t matter, you could use Astra.

Obviously it’s the speed and cost that make it compelling. The tradeoff is accuracy.

Enough to matter? Maybe, maybe not. It’s not like it’s way down the chart. It’s probably good enough for a lot of tasks.

Depends on whether the frontier models can keep on offering better performance. The real efficiency is getting work done faster and better.

Compared to a $100k salary, a few hundred dollars a month is insignificant. If you can make the employee even just a few percent more efficient, it’s worth it.

I don’t think that was a great example since there’s only so many refunds a customer is going to ask for. And it’s saving time that otherwise maybe would have to go through a human. The rate is low enough that a more expensive model makes more sense.

Though for tasks where you are trying to search through billions of documents, social media posts, etc. and extract certain information, where each individual post is of low value and only the data in aggregate is valuable, then that’s where you’d want something cheaper and faster.

Such as if you want to look at all posts on X in the last few months and find how many have a negative or positive sentiment about the economy (or are unrelated).

Of course you could use a special-purpose model for this, but the whole point of something like Jev is to ask whatever questions you want without having to train something new.

I mean, it sounds like a ton of inexperienced developers are finding it quite enjoyable, because they’re doing it in massive numbers.

It seems more like a spirit drainer for the experienced maintainers who have to deal with the onslaught.

I suspect we’re going to see much more strict projects with fewer allowed contributors going forward.

Though on the upside, an experienced dev can use AI to become more productive, so perhaps they will be less dependent on contributions.

What’s wrong with doing different things with an IP?

Halo was originally conceived as an RTS, then turned out to be a successful FPS. Then they made a fairly successful RTS too.

Everything Blizzard does is met with such absurd hostility. Gamers pay $60 for 100+ hours of entertainment and still feel like they’re getting screwed at every turn.

I was mostly kidding about the actual killer robot part.

I think a rogue AI could try to manipulate society through hacking, propaganda, etc., though. To what end? Not sure.

More likely, it’ll be used by rogue human actors to steal money or cause major disruptions to critical technology of an adversary.

Well that’s because most people work all day and come home tired. It’s tough to self actualize when you’re too tired to think.

And I don’t even know if it’s true that people have more free time. A lot of people have side hustles like Uber or whatever to make extra money.

I think that’s going to be one of the biggest impacts of AI in society. We will need to find new ways to occupy our time and find meaning in life once machines can do everything better, faster, and cheaper.

What will it look like? Will everybody spend their time playing sports and games? Or on art? Perhaps exploring the solar system or beyond if our technology advances enough?

Quite a time to be alive to even have to think of such things outside of science fiction.

Well I for one would prefer if AI doom remains potential.

I personally use AI all the time and am not against it. But I think the importance of alignment is highly under-appreciated.

Knives can already kill, so why worry about nukes?

Yeah, it ultimately hasn’t hurt Apple much so far. Though eventually expectations may shift as AI gets better integrated into other phones.

Of course, there are a lot of AI features that we take for granted that aren’t LLMs, like speech to text, image foreground extraction, etc. Apple does tend to do this type of AI well.

Yup, alignment doesn’t sound that interesting until you’re getting chased around by the Terminator.

Knowing how stingy Apple is, they’re probably still trying to get the expense approved.

That’s partially why they’re in the mess they’re in with AI. The CFO wouldn’t let them buy enough GPUs to train their models.

They needed all that money for more important expenses, like share buybacks, instead.

I mean, isn’t that how like 90% of new SwiftUI apps are created these days? Just telling an AI what you want? Apple already can’t keep up with the review.

They’ve made mini iPhones before and they didn’t kill. In fact, they sold poorly enough to get killed.

But money

You really don’t need to watch it that closely. If the model you’re using today is working well, just stick with it.

If one day you open up Claude Code and it’s Opus 5.1 now instead of Opus 5, no big deal. It probably will work about the same as it did before. Maybe a little better.

Or if you’re on Codex and some new cool Claude model comes out, no worries. There will probably be a similar new model for Codex within a few weeks. Maybe even within a few days.

At least we are at a point where we can have AI review code and reliably find real problems. That alone is incredibly valuable.

If it’s rare and the impact is low, then it’s not getting prioritized. It doesn’t matter how much time passes if you decide not to spend time investigating.

Unless you’re at 0 temperature, there is no single token it would have chosen. It’s always picking one of multiple randomly according to a probability distribution.

Who needs SQL when you can just ask the DB for the records you want?

Idk, how much could it cost to design a new font like this? Probably like tens of thousands of dollars?

This doesn’t seem like an extravagant expense to me. And it sounds like it saves money on commercial font licensing.