ossa-ma

The bubble take is tired. This was regulatory arbitrage: IP licensing instead of acquisition to dodge CFIUS/antitrust. The $13B premium to avoid years of hold up while enriching Chamath and giving Trump's AI Czar a Christmas present. So many other things at play here than just "AI bubble so big it will boom".

Here's my take on what actually happened: https://ossa-ma.github.io/blog/groq

What does it mean that 70% of employee titles are 'Member of Technical Staff'? I feel this role is becoming less transparent yet more popular in ML.

This is more or less what private equity does and has been doing for years but they've added AI to the loop.

There are companies that do this with AI too, notably Bending Spoons.

The core difference I've seen is that FDEs sell a product whereas consultants sell billable hours.

The Big 4 incentive is to stay as long as possible, build custom code that only they can maintain, upcharge on maintenance while outsourcing it to developing countries.

FDEs sell a product (Foundry, Gotham, GPT, Claude, Databricks). They deploy their platform to solve your problem, then move on. The incentive is to get it working fast, not to embed themselves.

Also, the talent bar is drastically different. Palantir/OpenAI hire top 1% engineers. Accenture... doesn't.

> Would you sell MSFT because of their involvement in Gaza?

Yes.

> Sell a broad market index because a company there is doing something 'immoral'?

Honestly, this is a lot harder to do. It depends on your definition of immoral but there are some smaller indexes and ESG funds that vet individual stocks before inclusion.

The biggest issue with Antigravity is that it completely freezes everything: the IDE, the terminals, debugger, absolutely everything completely blocking your workflow for minutes when running multiple agents, or even a single agent processing a long-winded thinking task (with any model).

This means that while the agent is coding, you can't code...

Never ever had this issue with Cursor.

Kinda useful, especially tip 15 and tip 26.

There needs to be a lot more focus on the observability and showing users what is happening underneath the hood (especially wrt costs and context management for non-power users).

A useful feature Cursor has that Antigravity doesn't is the context wheel that increases as you reach the context window limit (but don't get me started on the blackbox that is Cursor pricing).

AGI? In a single prompt?

I guess we should tell thousands of AI researchers to stop what they're doing right now since you're a single prompt away from solving the problem??