Obviously the mirror gets the job done, but I use Garmin Varia radar hooked up to my bike computer and you can see cars behind you and their velocity is displayed as different colors. It’s way more expensive, but amazing for road biking.
I think that moment happened when Trump said, "drop to your knees and beg, and he would have done it,” to Elon. [1]. Once Trump assumed the presidency, it was game over for tech.
I have been attempting to write a lot more with AI, but it's so gimmicky. It's always spitting lines like this: " it's not just about x – it's about y." like in this post. I find it so frustrating that no matter the prompt I throw at it, it eventually repeats itself again after some time. Good technical and succinct writing is almost impossible to iterate on with AI for me.
It also increases profits for multi-national US companies since they get paid in other currencies, which they then convert to dollars locally. Basically, they have favorable FX tailwinds.
It's such a small country and an even smaller amount are coming to the U.S. that this would have no material impact. Strange to see them there, but not Argentina (in much worse financial situation).
That will be less of a problem since OAI can spill out to other providers as needed if their own capacity is under high utilization. They already use coreweave, aws, azure, etc. Google doesn't do that as far as I know and don't see why they would, so they are stuck eating the capacity planning.
Sam A is pretty well connected and knows the game well. No doubt there will be some risks where the whole thing goes right down to zero, but I personally wouldn't bet against them.
Look at all the companies that have 'burned cash' with no viable path to profitability over the last 20 years. The good ones outlive that criticism, easily. Think Uber, etc. They clearly see a path to profitability and they have plenty of room to experiment here with what works. With new partnerships and dependencies, they won't run out of cash for a long time.
The reason for not keeping them too much longer than a few years is that at the end of that timespan you can purchase GPUs with > 2x performance, but for the same amount of power. At some point, even though the fleet has been depreciated, they become too expensive to operate vs. what is on the market.