> The ball is right there, bouncing alone in front of the goal
Their pitch is not to you, the dev. But, to the investor class. We are in this funny place in the market where you can make more money by catering to the investor class than to customers. In other words, an upside down world.
There have been protests against tourism in Spanish cities, esp. Barcelona.
As always, the protests are really about local issues (lack of housing, jobs, etc) and foreigners are being scapegoated. A lot of this has a dark edge - e.g. locals spraying water on people that appear foreign to them. The framing around sustainability and 'over-tourism' allows the far left to get in on the xenophobia that's been so useful to the far right. Much easier to attack foreigners than actually come up with solutions to deliver more housing or jobs.
Media narratives aside, these incidents have not affected tourism at all. Spain is and continues to be a massive tourism destination, and the average tourist has never even heard of any of this.
I would love to be able to get text alerts when an event occurs, from a location that is not connected to the Internet, about a mile away. The need is not critical, so there is no desire to spend money every month. And reliability of the solution does not have to be high either.
> I fail to see how this is specific to a crypto company.
It is not specific to a crypto company. But the element of it being a crypto company cannot be ignored. Crypto companies are not like ordinary businesses. They have very unique qualities to them. Same with crypto industry as a whole. Ever been to a crypto conference for example? I have read about and have seen the videos. These things have the highest concentration of the scammers and the gullible any one place.
I live in Portland. Took an Uber to the airport early in the morning. The driver was extremely reckless. Nearly wrecked several times. This has never happened before. We reported him. But, yeah, looking forward to using Waymo.
I bought a 2018 Model 3 that was later upgrade with HW3. I paid about $10K extra for the full auto-pilot. Elon back then said that eventually the car will come pick me up from the airport. That was a nice dream. Nearly 10 years later, my Tesla still cannot do that.
$10K for full autopilot on Tesla in 2018 was essentially a fraud. I have since then learned not to trust anything Elon says.
> I think people are looking for excuses to declare OpenAI and Anthropic teetering on the brink of failure when the actual reality is… they are wildly successful by absolutely any measure.
Maybe that will be true someday. But, right now, they are burning billions of dollars every quarter. Their expenses far far outweigh their income and they are nowhere near profitability.
silly valley stopped letting the subtraction of two numbers dictate their reality since the start-up era. while the money and vcs stopped trying to finding the next uber and went all in on llms, they didn't get wiser in how they gauge if something is worth investing in
The parent post was arguing that they can do this now because they are lighting stacks of cash on fire. And once they stop doing that, their LLM lead will be gone in a hurry. They appear to not have a moat, like other more established players do.
> The hardware to run deepseek is still incredibly expensive.
Deepseek API pricing is very low compared to Anthropic/OpenAI API pricing.
For many, the 300% difference in pricing may be difficult to justify, if the quality difference is very small. And there will be many tasks where the most expensive/the best model, is not needed. Currently many people end up using Opus 4.7/GPT 5.5 for many tasks without thinking about it.
Near zero probability of that. The model is more efficient and the company who trained it did not blunder trillions of dollars to do so. China has better electricity infrastructure than the US too, so the likelihood they can scale out before the US ever could is high. Long term deepseek, Alibaba, etc hold the most cards for sustainable AI even despite the attempted Nvidia embargo
I am not shilling China, this is just what is happening right now.
I think the Chinese government works differently than the US government. I think China has been subsidizing their electricity grid for decades and leading the world on sustainable electricity namely solar. While the us has let their infrastructure rot and laughed at government inefficiencies for about half that time. The US has data centers running on gas right now while waging wars blowing up gas infrastructure world wide. It would be comical if it wasn't an environmental disaster. Most of them have no hopes at even getting enough power in well established areas short term.
I realize what I am saying may come off as propaganda because the US holds net negative views on China so here are some links.
I think because openai spent so much money upfront showing how it was possible to do this and laid out a product roadmap China got to get on board much cheaper and easier. I see no reason to not believe any of these companies when they say they didn't squander tons of money to do what they did because I don't know how openai has even spent all the money they have it's actually ridiculous to think about.
It's not really about that. China is eating the US's lunch when it comes to ai. Don't get me wrong opus is the strongest model out there today, but that's the us's only advantage right now. Deepseek,qwen,kimi, etc all have fundamental research making the models smaller, more efficient, scalable, etc. in the US the plan is to buy all the hardware, write legislature, embargo other countries, keep models and research closed, so people cannot innovate for the next two to five years.
Unlike the us chinas focus is on research and sustainable building. China also has really good infrastructure for energy, etc. it is also to their advantage to drop 5 billion instead of 2 trillion and beat the us while turning a profit.
Chinas focus in ai is less flashy and because they are the biggest manufacturing super power in the world right now, it directly feeds their economy. They aren't looking for applications or to replace thought workers with slop bots, they have natural needs for this technology. Us manufacturers can't compete so they have to keep companies from selling their goods there see byd. China sees it as commoditizing their complement, the us is risking its entire economy and it's environment and resources, kind of scary.
Their pitch is not to you, the dev. But, to the investor class. We are in this funny place in the market where you can make more money by catering to the investor class than to customers. In other words, an upside down world.
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