returnInfinity

13 hours agodiscuss

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

returnInfinity

8 days agodiscuss

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.

returnInfinity

9 days agodiscuss

Reddit, Quora, Twitter, Pinterest won.

Now facebook is trying to build a new app.

returnInfinity

12 days agodiscuss

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

returnInfinity

25 days agodiscuss

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

returnInfinity

last monthdiscuss

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

returnInfinity

last monthdiscuss

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

returnInfinity

last monthdiscuss

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

returnInfinity

last monthdiscuss

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

returnInfinity

2 months agodiscuss

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.

returnInfinity

2 months agodiscuss

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

returnInfinity

2 months agodiscuss

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.

returnInfinity

2 months agodiscuss

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.

returnInfinity

2 months agodiscuss

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

returnInfinity

3 months agodiscuss

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.

returnInfinity

3 months agodiscuss

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.

returnInfinity

4 months agodiscuss

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?

returnInfinity

4 months agodiscuss

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.

returnInfinity

4 months agodiscuss

Lets take the example of Uber. If Uber ships 10x the code and features, I will still not 2x my rides.

Even if Uber makes the cost of travel to 0, I will still not 2x my rides.

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