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jocaal commented on Mark Zuckerberg freezes AI hiring amid bubble fears   telegraph.co.uk/business/... · Posted by u/pera
torginus · 3 days ago
It boggles the mind that this kind of management is what it takes to create one of the most valuable companies in the world (and becoming one of the world's richest in the process).
jocaal · 3 days ago
Past a certain point, skill doesn't contribute to the magnitude of success and it becomes all luck. There are plenty of smart people on earth, but there can only be 1 founder of facebook.
jocaal commented on OpenAI Employee Stock Sale Would Value ChatGPT Maker at $500B   nytimes.com/2025/08/19/te... · Posted by u/xnx
jgalt212 · 4 days ago
The distance between OpenAI and its competitors has been shrinking for years (and across some metrics is now negative), yet the price keeps going on up. And I cannot figure out Thrive. Weren't they an early investor, yet they keep chasing the price higher?
jocaal · 3 days ago
It's not the tech that matters, it's the amount of users. See snapchat vs instagram.
jocaal commented on Shamelessness as a strategy (2019)   nadia.xyz/shameless... · Posted by u/wdaher
pyman · 5 days ago
I'd argue that shamelessness and countersignalling are different things but share the same foundation: confidence.

Shamelessness is acting without embarrassment and countersignalling is deliberately downplaying because you're so confident you don't need to prove yourself.

Using the example from the article, another person who comes to mind besides Paris Hilton is Trump. He uses countersignalling as a strategic tool, and sloppiness as a Swiss knife. The followers of both Paris and Trump interpret that sloppiness as confidence and authenticity, which is why it's so effective. And to pull off being deliberately sloppy, you need to be shameless.

jocaal · 5 days ago
I don't think it is that deep for Trump. His sloppiness is great for the media because his choices lead to endless content. He is great for the unofficial media because everything he does is meme worthy. It is no wonder he and Musk teamed up, both their successes come from following the same strategy.
jocaal commented on NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem   allenai.org/blog/nsf-nvid... · Posted by u/_delirium
lgats · 9 days ago
or handing out free hardware? with the side effect of investing in open source llms in their ecosystem
jocaal · 7 days ago
Nvidia's market value is pumped due to hype. They can use this value to raise enormous amounts of capital and make investments that boost their earnings. This impresses investors, and the cycle continues.
jocaal commented on What does Palantir actually do?   wired.com/story/palantir-... · Posted by u/mudil
dash2 · 9 days ago
Maybe not... given its Price/Sales ratio, it's pricing in about 10 years of 30% growth. It's a great company (bracketing the ethics issue which has produced a lot of boring discussion here). But even a great company can be severely overvalued.

Put another way: if you buy, be very ready to sell fast, and very confident that you can gauge when a market turns.

jocaal · 9 days ago
Do you mind sharing how one goes from p/s to expected growth rate? Is it a rule of thumb?
jocaal commented on Nearly 1 in 3 Starlink satellites detected within the SKA-Low frequency band   astrobites.org/2025/08/12... · Posted by u/aragilar
kevindamm · 11 days ago
Ironically, those satellites would not be able to communicate effectively without the understanding of relativity that was obtained by looking at things light-years away.
jocaal · 11 days ago
Einstein developed relativity from mathematical reasoning. A major influence was the michaelson morley experiment, which was solely done on earth. Relativity was developed in the early 1900's and the first radio telescope was made in the 1930's. Also, orbital mechanics uses mostly Newtonian mechanics and the communication of satellites is radio waves which were understood way before einstein. There is no relativity involved. Literally everything you said is factually incorrect.
jocaal commented on Nearly 1 in 3 Starlink satellites detected within the SKA-Low frequency band   astrobites.org/2025/08/12... · Posted by u/aragilar
squigz · 11 days ago
Why do we have to launch tens of thousands or even more satellites?
jocaal · 11 days ago
Why do we need radio telescopes. Satellite communications are infinitely more useful for people on earth than some research papers about things light-years away
jocaal commented on The demographic future of humanity: facts and consequences [pdf]   sas.upenn.edu/~jesusfv/Sl... · Posted by u/akyuu
vixen99 · 12 days ago
'hoarding more and more of the wealth'. Sounds very much like you believe in the pie fallacy. A zero sum game? Maybe that's not what you meant though.
jocaal · 12 days ago
The pie isn't always growing and the pie isn't always static. There are times where either can happen. I think people are just feeling that we are entering a period where the pie will be stagnant for a while. In the short term the world might be a zero sum game.
jocaal commented on Terrence Tao Loses Funding   thebulwark.com/p/terence-... · Posted by u/colonCapitalDee
Centigonal · 17 days ago
This trend is a real threat to US national security. You don't get B-21s and radar arrays without top tier academics.
jocaal · 17 days ago
You only need engineers for those. The type of science engineers and other academics do, are very different. The best way to lose top tier engineers is to de-industrialize and flood the market for engineering labour with low cost labour from out of the country.
jocaal commented on OpenAI raises $8.3B at $300B valuation   nytimes.com/2025/08/01/bu... · Posted by u/mfiguiere
dragonwriter · 21 days ago
> If every person on the planet subscribed to the $200pm product, OpenAI's revenue would be 16.8 trillion dollars (used 7bn people x $2400pa). Would be hilarious for a company making that type of revenue to be only worth 300bn.

Pretty hilarious to use “assume every person on the planet signs up for their highest tier individual offering” as a basis for criticizing a firm's valuation as too low (obviously, if that analysis suggests a firm’s valuation is too high, it would be a powerful argument, but...)

jocaal · 21 days ago
My comment was a reply to

> 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.

u/jocaal

KarmaCake day528November 10, 2022View Original