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fisherjeff commented on Tell HN: I'm tired of formulaic, "LLM house style" show HN submissions    · Posted by u/zahlman
fisherjeff · a month ago
I think it helps to remember that those posts are basically sales pitches, and that if they don’t resonate for you, then you are probably not their target audience.

But another thing is that most tech people really undervalue good marketing and end up doing either the bare minimum (e.g., LLM puke) or narrowly targeting themselves as an audience. Either way, they often fail to get their message out to their market.

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fisherjeff commented on OpenAI raises $8.3B at $300B valuation   nytimes.com/2025/08/01/bu... · Posted by u/mfiguiere
epolanski · a month ago
Nvidia:

- has absurd gross margin, almost half it's revenue are profits

- it has virtually no competition

OpenAI's moat does not exist. Even if they had one, all it takes is a competitor to buy out some engineering talent.

fisherjeff · a month ago
Sure, but even assuming OpenAI gets to a tamer 20% net margin, 25x earnings wouldn’t be surprising so they’re raising on a projected $60B/yr revenue which might not be where they end up, but doesn’t seem like an unreasonable bet to make.
fisherjeff commented on OpenAI raises $8.3B at $300B valuation   nytimes.com/2025/08/01/bu... · Posted by u/mfiguiere
_fat_santa · a month ago
Given their current product offerings, I really don't see a way they could ever justify a $300B valuation unless they get everyone on the planet to subscribe to their $200/month plan.

I'm calling it now: investors are gonna get burned hard on this one. Cause right now all they have is "well we are working on superintelligence" and to that I say "great, then what?". Even if they do make that breakthrough I don't see how that will equate to that kind of valuation, especially considering that Anthropic and Google are both hot on their heels.

fisherjeff · a month ago
Just picking a semi-related stock, NVDA trades at ~30x gross revenue, so a $300B "only" translates into ~$10B in revenue. And OpenAI can ask for a better multiplier because I'm sure they're forecasting a ton of growth and a ton of cost savings.
fisherjeff commented on Unsafe and Unpredictable: My Volvo EX90 Experience   myvolvoex90.com/... · Posted by u/prova_modena
fisherjeff · a month ago
> inferior products

That’s just, like, your opinion, man

> You just don’t hear about the other ones

If we’re not hearing about them, they must be doing a great job suppressing their inner white supremacist. Keep it up guys!

fisherjeff commented on The landlord gutting America’s hospitals   motherjones.com/politics/... · Posted by u/hhs
FirmwareBurner · a month ago
I don't live in the UK either. That's linke me saying American wait times are not so bad and Googling data from Mexico.
fisherjeff · a month ago
I mean if we’re doing analogies here, I’d say it’s more like you said “the sky’s always blue in the US”, and I said “actually it’s kind of cloudy here right now, and in fact it’s often as cloudy as other places.” To which you just keep responding that I’m wrong because there’s a tornado outside your house.

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fisherjeff commented on The landlord gutting America’s hospitals   motherjones.com/politics/... · Posted by u/hhs
s1artibartfast · a month ago
And the distribution is likely heavily skewed in one direction. For example, Medicare recommends and covers annual chest CT for smokers and ex-smokers.
fisherjeff · a month ago
Oh for sure it’s skewed, and it doesn’t surprise me that there are people that will get 20+ CTs. Wild that that’s the average though - the skew must be massive.
fisherjeff commented on The landlord gutting America’s hospitals   motherjones.com/politics/... · Posted by u/hhs
fisherjeff · a month ago
Okay that’s a very surprising number of MRIs…

I’m in my early 40s and have had 1. Everyone I know well has had 1 or (more typically) none, including my parents and in-laws, so I figured ~2 lifetime MRIs would be in the right ballpark

fisherjeff · a month ago
Well apparently there are ~40m MRIs per year in the US, implying around 9-10 lifetime MRIs, which seems... pretty high? It's also wild that, at 85-90m CTs per year, apparently the average person is getting more than 20 lifetime CT scans.
fisherjeff commented on The landlord gutting America’s hospitals   motherjones.com/politics/... · Posted by u/hhs
s1artibartfast · a month ago
Thats a pretty big assumption. How old are you? My elderly parents are getting MRIs once or more per year.

They are very common in orthopedic medicine.

fisherjeff · a month ago
Okay that’s a very surprising number of MRIs…

I’m in my early 40s and have had 1. Everyone I know well has had 1 or (more typically) none, including my parents and in-laws, so I figured ~2 lifetime MRIs would be in the right ballpark

u/fisherjeff

KarmaCake day2770February 25, 2015
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