returnInfinity

Anth revenue has probably crossed 70 billion.

The way they calculate that is, last month's revenue x 12.

The leaked numbers are old.

I think its Zuck's new hiring strat,

He hired cred CEO to be whatsapp CEO.

Scale CEO to be AI leader

Now Mongo ceo to lead the AI enterprise sales.

yeah and antropic s1 is going to shock many people, its going to be an eyeopener

however there is the open source cheaper token threat

Steve jobs was even more cut throat, he would have doubled the prices.

yes in an ideal world, in business world its all wine dine, contracts, costs savings.

perhaps all the companies should dump teams and use slack.

This is a play to grab market share from Claude, But it seems Claude code is too strong of a brand

Until the IT managers and CFOs cut budget hard, Claude will live rent free in heads of all developers

OpenAI should attack the CIO and CFOs stat

At my company we have unlimited codex and claude, still people stick to gimped claude code

Google stock would drop big if this new company was being funded by competitors

As what? CEO? Demis will not take up the MTS role.

if demand for "safe" tokens explodes, this is a no brainier

if open source throws a wrench into the frontier revenue growth, then its gonna be biggest bubble explosion

bullish on google stock

revenue must go up

not going to watch this

if there is a bubble, then watch out for money supply. if it contracts because of interest rates or some random reason, then bubble will collapse.(if there was a bubble)

also iran war, nobody know what will happen if it escalates to full scale war. nothing good will happen, that's for sure.

Exactly, you need to be in the chosen group. The trusted group.

I think GPT 5.6 sol is pretty slow. I went back to 5.5

Though its been just 3 days I started using.

Half way through the chat, GPT 5.6 Sol stops and does a safety verification, pretty annoying

Folks if you believe this Ed guy, you're soon going be really disappointed.

LLMs are big, Codex app is huge. You can control the browser from within codex app with just natural language.

Tell codex to perform a few actions, you go get coffee and come back to work done. This is real boost in productivity.

Reddit, Quora, Twitter, Pinterest won.

Now facebook is trying to build a new app.

yeah I was a uber bear too, some how it has turned around

I was betting on the taxi drivers revolting, but the capital markets have prevailed

They are paying for the installed based. The users mainly. And also the team.

they are profitable on tokens. if company itself is profitable is unknown and we will see it soon.

Its complicated, this is how its going to be. People are going to have opinions and take sides or take no side at all.

The powers that be are already planning to ban Chinese models.

This is the right answer. Double down or triple down on this comment.

Even if they lower costs to 0, it means nothing

Topline growth matters more than costs.

Mathematically - There is no limit to topline growth But cost cutting has a ceiling, which is the current costs.

You can only make(save) so much money with cost cutting

Topline growth is upper bound by total energy in the universe though.

"Our Model", "Our Model", "Our Model"

Brad Gerstner confirmed that tokens aren't being sold at a loss. Whatever the formula, API + Subscription split, the companies are making a profit on net token sale.

They maybe running at loss after all the salaries and stock comp, but tokens are in profit now.

Can this project run for 30 years at loss? Google investors don't like that.

One day an exec will say lets reduce wasteful projects and cut this.

You can use Codex and Claude code for most of the tasks that you would manually do

Filing JIRA tickets, updates. Opening PRs, having AI review PRs. This will all use tokens.

No need to tokenmaxx, you will end up burning tokens with just regular AI usage

But growth stall, because competitors will capture future growth. You need to keep up.

Of course I acknowledge if Hersheys uses AI to make trillions of chocolates a second, there is an upper limit on consumption. And hence a limit on revenue.

Not true after Dec-Feb. Opus 4.6 and Codex 5.4 are real.

If you use AI to ship more features, even your competitors are going to use AI to ship more.

So is this how we increase productivity?

Who captures the value? For now looks like the chip makers and model makers.

I think social media companies don't need that

Enterprise software companies selling definitely need it. Customers ask was this tested? where is the test report?

Management comp is tied to numbers go up

You start slow, then push it the limits

Netflix, never ads to some ads, then eventually its just Adflix, after 20 years.

Each new manager wants that comp up. So ads up by 5% every year.