nextworddev

That sounds better than humans

Your read is correct.

2-3 chatbots (prolly OAI, Gemini, Claude) will own the whole context, everywehre

is having one good for Chrome though

Unfortunately Meta and TikTok desensitized people to privacy

Doesn’t have agent mode

They already have Gemini for chrome which no one uses.

It may not look inpresssive, but consider that OpenaI will prolly get 200m browser installs by year end. It’s a pretty big deal

Your view doesn’t mesh with conversations I have had with most C-suite. Most firms outside of SV are seeing opportunities for cost reduction mostly.

And you can think through with first principles to see why it won’t expand developer hiring. Since AI progress is jagged, some industries will be affected in outsized ways while others may thrive more. But the increase in demand from new industries won’t absorb the reduction in demand from disrupted industries.

Developers may want to deny this, but it's getting dangerously close to maybe replacing 30% of developers

Good thing they are the biggest investor into Anthropic

Exactly what kind of processing was done? Your pipeline is a function of the use case, lest you overengineer…

Your silence is deafening, qwen bots

Name one thing China has invented first in LLMs that the “west” adopted as a standard

It’s complicated.

Old GPUs (ex hopper, A100) prices has been dropping but the new ones will go up.. so yes it doesn’t need to crash for you to have cheaper gpus

Because that’s the only place with growth

dang.. that's an angle I haven't thought of

Even before vibe coding, most modern sites were doing the same tailwind aesthetic.

There's a lot of salt here

Yes it’s like watching the titanic. But the question is if the Titanic is 30% of way there or just before hitting an iceberg.

yeah but anyone can do that

yeah, of course. just framing the OP's bravado

*back to your cubicles

assuming it's "aligned" with a foundational model lab

you can do that by shorting Oracle here

because that'd be quitting the race with 6.2 miles left to go

think you are mis-quoting some of the poorly written vendor financing articles / linkedin posts.

the market hasn't priced in Sam Altman's Capex projections, so it's probably akin to 1998 or 1999

Why is this guy so angry?

That aside, his math is wrong

Think we said the same thing

No shit.. you have gas cars that drives for 20+ years. Let's see if EVs can do that without costing a fortune.

Yes, this rally seems overextended. But investor sentiment - if anything - has already swung to very negative, which isn't ideal if you want it to crash.

Bubbles don't pop without indiscriminate euphoria (Private markets are a different story, but VCs are fked anyways). If anything, the prices have reflected less than 20% of Capex projections, so the market clearly thinks OpenAI / Stargate / FAANG's capex plans are BS.

p.s. if everyone thinks it's a bubble, it generally rallies even more..