Readit News logoReadit News
dktp commented on Nvidia shares are down after report that its OpenAI investment stalled   cnbc.com/2026/02/02/nvidi... · Posted by u/greatgib
u1hcw9nx · 7 days ago
You would think the effect was the opposite. I think this is worse for OpenAI.

So far, the circular financing from Nvidia has been peanuts for the company. It's roughly equal to giving 5% discount on hardware, not a big deal when the profit margin is 70%. Trying to prop up new neoclouds and competition is a good idea.

As I understand it, the OpenAI investment was much bigger effective discount but still safe because Nvidia invests gradually in installments only when OpenAI invests in data centers: tit for tat. Maybe OpenAI wanted to get the money now and invest it later, as they seem to be running out of cash.

dktp · 7 days ago
My best guess is that Nvidia is unhappy with how OpenAI is fishing for compute with its competitors (Jensen had some opinions on the AMD-OpenAI deal when it was announced). If this actually becomes a feasible reality, it gives OpenAI (and co) negotiating power - which is bad for Nvidia

Nvidia might have wanted more exclusivity/attachment. And OpenAI still seems to have no problem raising money. So maybe there was just a commitment mismatch

Pure speculation though

dktp commented on Claude Code is suddenly everywhere inside Microsoft   theverge.com/tech/865689/... · Posted by u/Anon84
zzbzq · 8 days ago
Not my experience at all. Copilot launched as a useless code complete, is now basically the same as anything. It's all converging. The features are converging, but the features barely matter anyway when Opus is just doing all the heavy lifting anyway. It just 1-shots half the stuff. Copilot's payment model where you pay by the prompt not by the token is highly abusable, no way this lasts.
dktp · 8 days ago
I would agree. I've been using VSCode Copilot for the past (nearly) year. And it has gotten significantly better. I also use CC and Antigravity privately - and got access to Cursor (on top of VSCode) at work a month ago

CC is, imo, the best. The rest are largely on pair with each other. The benefit of VSCode and Antigravity is that they have the most generous limits. I ran through Cursor $20 limits in 3 days, where same tier VSCode subscription can last me 2+ weeks

dktp commented on OpenAI to test ads in ChatGPT as it burns through billions   arstechnica.com/informati... · Posted by u/Terretta
rcMgD2BwE72F · 23 days ago
>In my honest opinion, I much prefer having services like Google, Youtube, Gmail, Maps, ChatGPT

I don't use any of these except YouTube (if only I could find the content elsewhere…) and I still pay for them when I purchase anything advertised on these properties because, of course, the companies advertising on Google makes all their customers pay for the free (lol) services. All advertising expenses are included in the price of the products, even if you never saw any ads.

We could easily charge for each of these services and still have them. Advertising is not necessary at all. It's just a way to make others pay for your services. It's a free riding problem to externalize costs on those who don't partake in the scheme.

Pay your share and don't call free what others will subsidize. Unless if a public service and we collectively agree on the split (vote and taxes, which we can debate publicly)

dktp · 23 days ago
Right. But a good portion of the world can't afford the premium and having access to these services is still valuable. For every broke student or someone from a poor background, who probably don't make any money for the company (due to not buying advertised stuff), there's someone from a well off background, who will more than subsidize it by virtue of clicking on a lawyer ad (or whatever)

Nowadays I'm happy to pay, but that wasn't always the case. And I personally think that having an ad tier and fee tier is fine. Serves everyone

dktp commented on OpenAI to test ads in ChatGPT as it burns through billions   arstechnica.com/informati... · Posted by u/Terretta
bhaak · 23 days ago
When you don't know how to monetize your service, you add ads.
dktp · 23 days ago
From a very entertaining Matt Levine article (https://archive.is/8QYxl)

> In a science fiction story, if you invented a superintelligent robot and asked it how to make money, it might come up with cool never-before-seen ideas, or at least massive fun market manipulation. But in real life, if you train a large language model on the internet and ask it how to make money, it will say “advertising, affiliate shopping links and porn.” That’s the lesson the internet teaches!

But I think it makes a lot of sense for very popular consumer products. In my honest opinion, I much prefer having services like Google, Youtube, Gmail, Maps, ChatGPT etc exist for free, but with ads, rather than not exist at all. Preferably with an option to pay and remove ads

Nowadays I'm happy to pay for Youtube premium or LLM, but back during my student days I could not really afford it - and I'm glad there was a free tier (with ads)

dktp commented on Apple picks Gemini to power Siri   cnbc.com/2026/01/12/apple... · Posted by u/stygiansonic
CharlesW · a month ago
> I'm oversimplifying but this effectively turns the iPhone into a dumb terminal for Google's brain, wrapped in Apple's privacy theater.

Setting aside the obligatory HN dig at the end, LLMs are now commodities and the least important component of the intelligence system Apple is building. The hidden-in-plain-sight thing Apple is doing is exposing all app data as context and all app capabilities as skills. (See App Intents, Core Spotlight, Siri Shortcuts, etc.)

Anyone with an understanding of Apple's rabid aversion to being bound by a single supplier understands that they've tested this integration with all foundation models, that they can swap Google out for another vendor at any time, and that they have a long-term plan to eliminate this dependency as well.

> Apple admitted that the cost of training SOTA models is a capex heavy-lift they don't want to own.

I'd be interested in a citation for this (Apple introduced two multilingual, multimodal foundation language models in 2025), but in any case anything you hear from Apple publicly is what they want you to think for the next few quarters, vs. an indicator of what their actual 5-, 10-, and 20-year plans are.

dktp · a month ago
My guess is that this is bigger lock-in than it might seem on paper.

Google and Apple together will posttrain Gemini to Apple's specification. Google has the know-how as well as infra and will happily do this (for free ish) to continue the mutually beneficial relationship - as well as lock out competitors that asked for more money (Anthropic)

Once this goes live, provided Siri improves meaningfully, it is quite an expensive experiment to then switch to a different provider.

For any single user, the switching costs to a different LLM are next to nothing. But at Apple's scale they need to be extremely careful and confident that the switch is an actual improvement

dktp commented on OpenAI's cash burn will be one of the big bubble questions of 2026   economist.com/leaders/202... · Posted by u/1vuio0pswjnm7
password54321 · a month ago
Not sure why they put so much investment into videoSlop and imageSlop. Anthropic seems to be more focused at least.
dktp · a month ago
OpenAI is (was?) extremely good at making things that go viral. The successful ones for sure boost subscriber count meaningfully

Studio Ghibli, Sora app. Go viral, juice numbers then turn the knobs down on copyrighted material. Atlas I believe was a less successful than they would've hoped for.

And because of too frequent version bumps that are sometimes released as an answer to Google's launch, rather than a meaningful improvement - I believe they're also having harder time going viral that way

Overall OpenAI throws stuff at the wall and see what sticks. Most of it doesn't and gets (semi) abandoned. But some of it does and it makes for better consumer product than Gemini

It seems to have worked well so far, though I'm sceptical it will be enough for long

dktp commented on Asking Gemini 3 to generate Brainfuck code results in an infinite loop   teodordyakov.github.io/br... · Posted by u/TeodorDyakov
tessierashpool9 · a month ago
Asked for a solution of a photographed Ubongo puzzle: https://gemini.google.com/share/f2619eb3eaa1

Gemini Pro neither as is nor in Deep Research mode even got the number of pieces or relevant squares right. I didn't expect it to actually solve it. But I would have expected it to get the basics right and maybe hint that this is too difficult. Or pull up some solutions PDF, or some Python code to brute force search ... but just straight giving a totally wrong answer is like ... 2024 called, it wants its language model back.

Instead in Pro Simple it just gave a wrong solution and Deep Research wrote a whole lecture about it starting with "The Geometric and Cognitive Dynamics of Polyomino Systems: An Exhaustive Analysis of Ubongo Puzzle 151" ... that's just bullshit bingo. My prompt was a photo of the puzzle and "solve ubongo puzzle 151"; in my opinion you can't even argue that this lecture was to be expected given my very clear and simple task description.

My mental model for language models is: overconfident, eloquent assistant who talks a lot of bullshit but has some interesting ideas every now and then. For simple tasks it simply a summary of what I could google myself but asking an LLM saves some time. In that sense it's Google 2.0 (or 3.0 if you will)

dktp · a month ago
Deep research, from my experience, will always add lectures.

I'm trying to create a comprehensive list of English standup specials. Seems like a good fit! I've tried numerous times to prompt it "provide a comprehensive list of English standup specials released between 2000 and 2005. The output needs to be a csv of verified specials with the author, release date and special name. I do not want any other lecture or anything else. Providing anything except the csv is considered a failure". Then it creates it's own plan and I go further clarifying to explicitly make sure I don't want lectures...

It goes on to hallucinate a bunch of specials and provide a lecture on "2000 the era of X on standup comedy" (for each year)

I've tried this in 2.5 and 3. Numerous time ranges and prompts. Same result. It gets the famous specials right (usually), hallucinates some info on less famous ones (or makes them up completely) and misses anything more obscure

dktp commented on Leak confirms OpenAI is preparing ads on ChatGPT for public roll out   bleepingcomputer.com/news... · Posted by u/fleahunter
Andrex · 2 months ago
Spinning up an all-new ad network is pretty tough. I would think OpenAI would need to beat Meta/Google on basics like CPM in order for the network effects to make it desirable for ad vendors over Meta/Google. Ad budgets are fixed and zero-sum and vendors (in my head, I don't know) would prefer to spend their money on the best network giving the best results. I don't know if ads in LLM chats can get there.
dktp · 2 months ago
Spotify, Netflix, Amazon Prime, Reddit, Twitter etc all have increasingly profitable ads

I'm sure llm providers will also figure it out in due time. Consumer products are generally a good fit for ads, even if it takes time to reach full potential

dktp commented on Google's new 'Aluminium OS' project brings Android to PC   androidauthority.com/alum... · Posted by u/jmsflknr
ProAm · 3 months ago
Is there any Android app that is worth using on a PC? Not being snarky, I cant see anything on Android being good enough for a desktop app that is used regularly. Most of the Android apps I use are the 'best of the worse' and I have to use them because there is no other options.
dktp · 3 months ago
I used to main Pixelbook (1st gen) for about a year. ChromeOS really is enough for the majority of day to day stuff. For development it allows you to run linux environment inside ChromeOS

I can only assume the Aluminium OS would aim to do the same

dktp commented on Android and iPhone users can now share files, starting with the Pixel 10   blog.google/products/andr... · Posted by u/abraham
mcoliver · 3 months ago
Why only the pixel 10? What piece of hardware is the pixel 9 (one year old) missing?
dktp · 3 months ago
I think specifically latest Pixels are often Google's beta testers. The enthusiasts owning them are happy to get features first and won't complain too much if it's rough around the edges. The phone is also not big enough revenue driver for them to be afraid that too many people would abandon it due to buggy new features

Then I assume they'll roll it out further

For better or worse, I do own Pixel 10

u/dktp

KarmaCake day241November 18, 2017View Original