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sd2ff

7 karma · joined July 26, 2026

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sd2ff··on Apple Will 'Watch Everything Burn' When the AI Bubble Bursts
???

LOL WHAT.

Actually the right framing is Apple hedged the risk by maintaining good relations with China. They did not need to take any of the risk.

sd2ff··on Apple Will 'Watch Everything Burn' When the AI Bubble Bursts
The commodity is not in the LLM but the tokens.

Anthropic's offerings are vertically differentiated. However from an economical stand point, it also be true that they are not the preferred option for many.

sd2ff··on Apple Will 'Watch Everything Burn' When the AI Bubble Bursts
It was released to appease investors.

Ultimately as a manager you are held accountable to your investors and the cost-benefit analysis is such that it was the right action to take.

sd2ff··on DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
One word: Focus.
sd2ff··on DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
Who actually believes this nonsense?