Lick! The! Boot!
Readit Newsmikeg8 commented on I am directing the Department of War to designate Anthropic a supply-chain risk twitter.com/secwar/status... · Posted by u/jacobedawson
mikeg8 commented on · Posted by u/not_pineapple
Hungry little money grab
Because they're not saying they are making a profit
That doesn’t mean that the subscription itself is losing money. The margin on the subscription could be fine, but by using that margin to R&D the next model, the org may still be intentionally unprofitable. It’s their investment/growth strategy, not an indictment of their pricing strategy.
No. The point is to make foreign goods more expensive in order to bring production back to the US. People who don't realize this point out who is actually paying and claim its a problem.
Will this bring manufacturing back? It seems to be working to some extent, but its a risk to manufacturers because the whole thing could get reversed after an election.
That’s not the way they are presented at all.
And making foreign goods much more expensive when we don’t currently produce enough of those products domestically to offer actual alternatives is a clear harm to consumers, not a boon to domestic manufacturing.
mikeg8 commented on Sam Altman Responds to Anthropic Ad Campaign twitter.com/i/status/2019... · Posted by u/gradus_ad
Defensive much, Sam?
mikeg8 commented on Creators of Tailwind laid off 75% of their engineering team github.com/tailwindlabs/t... · Posted by u/kevlened
Something’s wrong when a key piece of foundational web tech is staring down unsustainability. Tailwind is almost ubiquitous these days. It needs to continue to exist.
Small businesses being eaten by AI is a net negative, because they’re in a unique position whereby they need to actually have to listen to customers vs just optimizing for a rando middle manger’s promotion in BigTech.
“Foundational” seems a bit overkill here. There is nothing foundational about it – it’s a convenience tool, albeit a very good one.
AI is disruptive technology - like other tech innovations before it, there will be casualties to incumbents. If anything, this just shows how small businesses with need to be more creative when establishing moats and sustainability in this new landscape.
mikeg8 commented on Roomba maker goes bankrupt, Chinese owner emerges news.bloomberglaw.com/ban... · Posted by u/nreece
Yea! I totally trust corporations and government to always do the right thing and never abuse their powers!
I've enjoyed Howard Marks writing/thinking in the past, but this is clearly a person who thinks they understand the topic but doesn't have the slightest clue. Someone trying to be relevant/engaged before really thinking on what is fact vs. fiction.
I believe it’s you who is misunderstanding his positions here. He clearly lays out that he is focused on irrational optimism effecting the investment around the tech, not whether or not the tech itself is viable. His analysis was indeed well thought out from the perspective he is approaching it from.
mikeg8 commented on How private equity is changing housing theatlantic.com/ideas/202... · Posted by u/harambae
PE buying real estate is a long bet on housing prices. If supply increases enough, prices flatten out and then fall, and the longs get crushed.
These investments are a bet on continuing to under-build and under-densify.
its a good bet on their part (although i hate it). we obviously can't increase supply fast enough to keep up with demand in the current regulatory climate and with an existing shortage of skilled tradesmen and ratio of tradesman retiring out vs newcomers entering construction, there doesn't seem to be a feasible way to meaningfully increase supply.
mikeg8 commented on How Charles M Schulz created Charlie Brown and Snoopy (2024) bbc.com/culture/article/2... · Posted by u/1659447091
Is that the airport?
No, there is an airport 10 minutes from the museum but the museum itself is closer to downtown.