streetcat1·2 ay önce·discussWait until token based pricing. And then the open AI / antropic IPO (This will be the top).
streetcat1·6 ay önce·discussFor some reason miss two important points:1) The AI code maintainence question - who would maintain the AI generated code 2) The true cost of AI. Once the VC/PE money runs out and companies charge the full cost, what would happen to vibe coding at that point ?
streetcat1·8 ay önce·discussIts not the AI that causing it, but the AI race. Companies need to pay for the large capex.
streetcat1·9 ay önce·discussThey all spend with one purpose - replacing expensive humans, saying other wise does not make sense.Any other app does not have moat - anyone can do the same app if it basically wrap the LLM.If anything, LLM just destroy thier current moat, I.e. if everything is getting behind a chat interface, no one would would see ads.
streetcat1·10 ay önce·discussYou are not taking into account section 174, It takes you 15 years to depreciate foreign salary vs first year (post the BBB).
streetcat1·10 ay önce·discussYou forgot the tax advantage and the protection against inflation (if you have to fix rate mortatge).
streetcat1·5 yıl önce·discussWhat, where ? Can you give a concrete example where an American company copied European company?I.e. facebook cannot even copy snapchat and they have INFINTE resources, and 2B users.Also, Markets today are so huge, nobody dominating anything.
streetcat1·7 yıl önce·discussThey do. However, they can do 10X work only in deep work env, I.e. private office, no email, no meeting, etc.Once you put the 10X eng in regular work settings, he will quickly become 1X or 0.1X