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meshugaas

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1 ポイント·投稿者 meshugaas·5 か月前·0 コメント

BTPR – unfiltered updates on big tech

powerrankings.tech
1 ポイント·投稿者 meshugaas·9 か月前·0 コメント

Trump plans to sign the TikTok deal on Thursday

reuters.com
4 ポイント·投稿者 meshugaas·10 か月前·0 コメント

Big Tech Power Rankings – unfiltered weekly updates

powerrankings.tech
1 ポイント·投稿者 meshugaas·10 か月前·0 コメント

Big Tech Power Rankings – September 15

powerrankings.tech
1 ポイント·投稿者 meshugaas·10 か月前·0 コメント

Big Tech Power Rankings – September 8

powerrankings.tech
1 ポイント·投稿者 meshugaas·10 か月前·0 コメント

Why Browser Company at $610M is cheap

bigtechpr.substack.com
15 ポイント·投稿者 meshugaas·10 か月前·17 コメント

コメント

meshugaas
·10 か月前·議論
Love this. There's never just one variable to think about.
meshugaas
·10 か月前·議論
Oracle & Coreweave deal coming soon to complete the circle…
meshugaas
·10 か月前·議論
woke cancel culture at it again!!
meshugaas
·10 か月前·議論
I don’t understand why nvidia would do this, other than to ensure the vibes stay good longer?
meshugaas
·10 か月前·議論
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
·10 か月前·議論
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
·10 か月前·議論
> 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
·10 か月前·議論
Really curious how OpenAI becomes a for profit at this rate, and thus gets the majority of that softbank funding.
meshugaas
·10 か月前·議論
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
·10 か月前·議論
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
·10 か月前·議論
it’s a dig at this https://techcrunch.com/2025/08/22/coinbase-ceo-explains-why-...
meshugaas
·10 か月前·議論
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
·10 か月前·議論
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
·11 か月前·議論
If you enjoy building it, 10/10 great idea