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sdf2erf

25 karma · joined February 4, 2026

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sdf2erf··on Amazon plunge continues $1T wipeout as AI bubble fears ignite sell-off
Im still waiting to read about macro-level mass-lay offs or insane productivity leaps.

Where are the results, tell me? What insanely great products have been shipped by people leveraging/building on top of LLMs...?

Yeah, silence. As usual.

sdf2erf··on Amazon plunge continues $1T wipeout as AI bubble fears ignite sell-off
Theres a real problem with people who are too tech-induced: youre disconnected from how the average person interacts with stuff.
sdf2erf··on Amazon plunge continues $1T wipeout as AI bubble fears ignite sell-off
Yeah.... stick to conversations strictly re. technology pal.
sdf2erf··on Advancing finance with Claude Opus 4.6
Humans dont enter numbers non-determinstically. WTF are you on about lmao.

Have you ever done anything related to corp finance/valuation in a professional setting? Highly doubt it.

sdf2erf··on Advancing finance with Claude Opus 4.6
Youre not quite getting it, are you.
sdf2erf··on Claude Opus 4.6
To me its obvious.

Theres a trade off going on - in order to handle more nuance/subtleties, the models are more likely to be wrong in their outputs and need more steering. This is why personally my use of them has reduced dramatically for what I do.

sdf2erf··on We tasked Opus 4.6 using agent teams to build a C Compiler
Personally my usage has fell off a cliff the past few months. Im not a SWE.

SWE's may be seeing benefit. But in other areas? Doesnt seem to be the case. Consumers may use it as a more preferred interface for search - but this is a different discussion.

sdf2erf··on Advancing finance with Claude Opus 4.6
Hah. These are the same weirdos who spoke like this to Jobs: https://www.youtube.com/watch?v=oeqPrUmVz-o

There's a big difference between geeks and hippies. Too many of the former here and not enough of the latter here - people who can understand other people, culture etc and then think about how technology can fit into ones life.

sdf2erf··on Advancing finance with Claude Opus 4.6
Unfortunately if those jokers intend to IPO later this year it wont go down too well. They should've done it 6 months ago.
sdf2erf··on Advancing finance with Claude Opus 4.6
"The non-deterministic part is turning human instructions ("calculate the NPV over 10 years for X given Y") into Excel."

erm theres an NPV function built in excel.

sdf2erf··on Advancing finance with Claude Opus 4.6
"This entire site is full of idiots confidently spouting nonsense."

Too right - this goes for the arrogant geeks at the within the orgs of LLM producers who still havent displaced call center workers with their technology.

Comical stuff. Really is.

The lack of disconnect with what people actually do in jobs is absolutely breathtaking.

sdf2erf··on GPT-5.3-Codex
Yeah they are both fighting for survival. No surprise really.

Need to keep the hype going if they are both IPO'ing later this year.

sdf2erf··on Advancing finance with Claude Opus 4.6
I wouldnt worry. Unless you are just memorising stuff and dont actually understand anything - then you should.
sdf2erf··on OpenAI Frontier
"Year of X" is so cringe. They said it was all about Agents last year... yawn. Wake me up when they have something to show that makes people go "wow this is amazing" and has real economic consequences.
sdf2erf··on AI is killing B2B SaaS
I dont even blame management. I believe most of them are well-aware that much of what is going on right now is pure hype.

However, they dont have a choice. The sentiment of shareholders is that they want their cash (yes it is their cash that managers re-invest on their behalf) to be invested in AI-related projects.

So...... you get what you get, and investors will get what they deserve. But they will still blame the management in the end ;)

sdf2erf··on AI is killing B2B SaaS
All of this will create noise whilst up-starts and competitors who dont fall for the trap carry on making real forward progress.

lol

sdf2erf··on AI is killing B2B SaaS
Because most of them arent trained to think economically... how many people on the planet do you think are aware of the notion of opportunity cost?
sdf2erf··on AI is killing B2B SaaS
Equity markets both private and public are mangled today, for a wide range of reasons which I wont get into.

Financial performance e.g. revenue is what counts right now as any hard-evidence.

sdf2erf··on AI is killing B2B SaaS
Is there a place on the internet where folks like yourself, who seemingly have a way to think economically congregate? I personally dont know of one, for which if I did, I wouldnt visit here anymore.

So many takes on here are so lazy and simpleton that when you go a few levels deeper all the flaws get exposed.

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