qaq

"Do we really expect all the world’s corporations to suddenly up their annual spend by 1,000% on average? Why?" Because they will replace people with tools I am guessing?

It's actually is an interesting point. On personal level I've built a few products but I did spend a ton of time exploring things I was really curious about that will never amount to anything practical beyond satisfying my curiosity.

For me Grok finds legit bug that Fable and Astra miss so I always run it as part of code review

they were sold an idea the AGI is right around the corner so even a slight delay might be critical to secure the "win"

dodgy ads business is not growing at 80% yoy

Google Cloud revenue grew 82% year-over-year I am guessing they gonna survive fine

OK so it's not just me

Use cursor cli for grok pretty happy with it.

I mean, given Sam and Elon’s relationship, I don’t think anyone is surprised.

Why? All big and even medium tech companies have dev offices in EU and India. As example since it's much easier to deal with visas say in Ireland a lot of hiring was shifted to Irish offices.

Man I admire AWS marketing team for convincing people DynamoDB is a very good product.

100 items max per Transaction BatchGet 100 items, 16 MB max low write limits on same key Item size 400 KB max etc.

Not just that once I hit my Fable limit I naturally experimented with other options and realized that 5.6 Sol + Grok 4.6 gives me same quality of results as Fable + 5.6 Sol so not really that reliant on Fable anymore.

and now 1000 sqft home in Compton is 600K

I mean one thing frontier models are really good at is porting code with pretty low level of supervision. Provided there are enough fans porting packages from other ecosystems should not be a big challenge.

Do they need to get a 50% paycut? Dealing with insurance companies takes a ton of time and resources.

Dario with his "country of geniuses in a datacenter" talk is pretty instrumental in accelerating that

Article takes many claims at face value. the core of the model is this:

don't use open source frameworks use inhouse one call it a "platform"

since you are using a platform now customer does not get to own their 90% bespoke solution they get the privilege of paying fees on it forever.

The rest is fluff to untie price charged from hours spent so people don't realize they are being fleeced.

remove "other" and their operating margin is 46% now since we are playing pretend game of framework is a platform what in reality is bespoke work for a given customer gets committed back to "platform" and now you amortizing that part instead of straight up deducting. Given you are growing at a meaningful clip this continually lets you paint a better picture than what the actual operating reality. They also love emphasizing non-GAAP margins so they can exclude RSU part of comp.

2025 Accenture $69.7 billion in revenue operating income of $10.23 billion 2025 Palantir 4.48 billion in revenue operating income 1.41B

Palantir is basically a consulting shop with fancy marketing designed to shift perception so it doesn’t get valued at the low multiples that being a consulting business normally entails.

there was pretty large intelligence side that did attribution and investigative type work into orgs money movements etc. some of those people def came from non tech backgrounds.

If one wants a conspiracy theory in USSR a First Deputy Chairman of the KGB offed himself when an investigation he was coordinating led to the daughter of General Secretary of the Communist Party of the Soviet Union Leonid Brezhnev.

Only one job ? Worked with a ton of ex NSA and CIA people in a large cybersec company.

is this sarcasm ?

AWS made 46B profit last year and will make prob close to 70B this yea so even 400B is very far from "world ending"

well they traded short term gain for long term pain.

I use both especially for checking each others work. Pretty happy with results

API pricing is def not below cost

If people are sure they can always short NVIDIA

Most of Anthropic revenue looks to be companies paying for Claude Code at API prices ...