Readit News Revenue $32 B
Operating Costs $7 B [1]
Estimated Profit $25 B
Operating Margin ~78%
Apple could take just 7% cut and still make 20% profits.
Fun Fact: During the Epic trial, it was revealed that Apple's profit margins on the App Store were so high that even Apple's own executives were sometimes surprised by the internal financial reports.
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edit: There is no ideological argument for voluntary action here. The entire goal is to force regulators to step in. The debate over 'good vs. bad companies' is just online noise and rhetorical trik, no one on either side of the political spectrum wants these systems to be fixed voluntarily with corporate altruism.
Not even in the days of IE was I ever this frustrated.
My opinion isn't based on what other people are saying, it's my own experience as a fairly AI-skeptical person. Again, I highly suggest you give it an honest try and decide for yourself.
I never paid any attention to different models, because they all felt roughly equal to me. But Opus 4.5 is really and truly different. It's not a qualitative difference, it's more like it just finally hit that quantitative edge that allows me to lean much more heavily on it for routine work.
I highly suggest trying it out, alongside a well-built coding agent like the one offered by Claude Code, Cursor, or OpenCode. I'm using it on a fairly complex monorepo and my impressions are much the same as Karpathy's.
I use tree-sitter for developing a custom programming language, you still need an extra step to get from CST to AST, but the overall DevEx is much quicker that hand-rolling the parser.
I have a hypothesis that an LLM can act as a pseudocode to code translator, where the pseudocode can tolerate a mixture of code-like and natural language specification. The benefit being that it formalizes the human as the specifier (which must be done anyway) and the llm as the code writer. This also might enable lower resource “non-frontier” models to be more useful. Additionally, it allows tolerance to syntax mistakes or in the worst case, natural language if needed.
In other words, I think llms don’t need new languages, we do.
Lik Matry is to Figma as openscad is to traditional CAD (Fusion 360, etc)?
Though that does sound like a huge project to take on!
Matry might pop up in another form. I’m considering turning it into an actual browser for designers. Right now designers are getting into the code and using Claude/Cursor to make changes directly. But they still have to know how to get the app running locally, which is a hurdle. So if they could just navigate to the site, make some design changes directly in the browser, Matry could then take the changes and create a PR on GitHub for them. Designer wouldn’t have to fuss with any dev tools. Kind of a cool idea.