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meshugaas

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1 points·by meshugaas·hace 5 meses·0 comments

BTPR – unfiltered updates on big tech

powerrankings.tech
1 points·by meshugaas·hace 9 meses·0 comments

Trump plans to sign the TikTok deal on Thursday

reuters.com
4 points·by meshugaas·hace 10 meses·0 comments

Big Tech Power Rankings – unfiltered weekly updates

powerrankings.tech
1 points·by meshugaas·hace 10 meses·0 comments

Big Tech Power Rankings – September 15

powerrankings.tech
1 points·by meshugaas·hace 10 meses·0 comments

Big Tech Power Rankings – September 8

powerrankings.tech
1 points·by meshugaas·hace 10 meses·0 comments

Why Browser Company at $610M is cheap

bigtechpr.substack.com
15 points·by meshugaas·hace 10 meses·17 comments

comments

meshugaas
·hace 10 meses·discuss
Love this. There's never just one variable to think about.
meshugaas
·hace 10 meses·discuss
Oracle & Coreweave deal coming soon to complete the circle…
meshugaas
·hace 10 meses·discuss
woke cancel culture at it again!!
meshugaas
·hace 10 meses·discuss
I don’t understand why nvidia would do this, other than to ensure the vibes stay good longer?
meshugaas
·hace 10 meses·discuss
It would be fascinating to see numbers behind how many AI boosters are religious. Feels like a similar central belief. No matter the current state, boosters believe it will get better: essentially they have faith. Critics take it at current face value and don’t believe it can become AGI.

Although, people creating a digital god would be pretty blasphemous. Tough one.
meshugaas
·hace 10 meses·discuss
A financial bubble has a clear definition. You're just changing the meaning to be a different strawman so you can refute that. Are there lots of companies that are overvalued because of their AI offerings, and will those companies fail when they don't provide acceptable returns? If yes, bubble.
meshugaas
·hace 10 meses·discuss
> If they're talking about the 2023-2024 "chatbots = rich", that's a bad argument because hardly anyone believes that anymore

Oh yes, this must be why chatbot companies announced $25 billion of new funding last week.
meshugaas
·hace 10 meses·discuss
Really curious how OpenAI becomes a for profit at this rate, and thus gets the majority of that softbank funding.
meshugaas
·hace 10 meses·discuss
These answers take a shockingly long time to resolve considering you can put the questions into Brave search and get basically the same answers in seconds.
meshugaas
·hace 10 meses·discuss
Look at their stats though. If they did this, more than half of responses would end up as “I don’t know.” Nobody would use something that did that.
meshugaas
·hace 10 meses·discuss
it’s a dig at this https://techcrunch.com/2025/08/22/coinbase-ceo-explains-why-...
meshugaas
·hace 10 meses·discuss
preaching to the choir in absolute terms. in relative terms, if a random feature flag company can be bought for over a billion by an AI company, an AI browser company should be able to be sold for at least that much.
meshugaas
·hace 10 meses·discuss
their valuation from last funding in March 2024 was $550m, sold for $610m minus cash on hand. so basically at value...agreed that it's a nice windfall for these folks but relatively bad outcome. When you're building a new browser with AI a year before the trillion dollar AI industry goes bananas for AI browsers and you end up with 600 mil, that feels like an L.
meshugaas
·hace 10 meses·discuss
If you enjoy building it, 10/10 great idea