Readit Newswhiplash451 commented on Netflix to Acquire Warner Bros about.netflix.com/en/news... · Posted by u/meetpateltech
What happens to HBO Max? Will you be able to watch all that with a regular Netflix subscription? Seems the business doesn't make sense unless
New co revenue >= Netflix + HBO revenue
Your model might be too simplistic.
It’s more like Net Margin (Netflix + HBO) > Net Margin (Netflix | separate HBO)
How do you see the math working out?
The numbers are staggering.
The fair answer is that nobody knows. Even Ilya answered he does not know on his latest podcast with Dwarkesh.
Both top line and bottom line numbers are staggering. Nobody knows. Let's not try to convince people otherwise.
whiplash451 commented on OpenAI declares 'code red' as Google catches up in AI race theverge.com/news/836212/... · Posted by u/goplayoutside
The strategic thinking revolves around "how do we put ads in without everyone getting massively pissed?" sort of questions.
Exactly. Which takes a decade and a lot of thinking to get right
whiplash451 commented on OpenAI declares 'code red' as Google catches up in AI race theverge.com/news/836212/... · Posted by u/goplayoutside
I'm not giving any of these people my ideas for free. Though I did think of making my own UI for some of these services at some point.
arxiv/github or it did not happen
whiplash451 commented on OpenAI declares 'code red' as Google catches up in AI race theverge.com/news/836212/... · Posted by u/goplayoutside
I've had ideas for how to improve all the different chatbots for like 3 years, nobodys has implemented any of them (usually my ideas get implemented in software somehow the devs read my mind, but AI seems to be stuck with the same UI for LLMs), none of these AI shops are ran by people with vision it feels like. Everyone's just remaking a slightly better version of SmarterChild.
Did you open-source / publish these ideas?
whiplash451 commented on OpenAI declares 'code red' as Google catches up in AI race theverge.com/news/836212/... · Posted by u/goplayoutside
> the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT
There's maybe like a few hundred people in the industry who can truly do original work on fundamentally improving a bleeding-edge LLM like ChatGPT, and a whole bunch of people who can do work on ads and shopping. One doesn't seem to get in the way of the other.
The bottleneck isn’t the people doing the work but the leadership’s bandwidth for strategic thinking
whiplash451 commented on OpenAI declares 'code red' as Google catches up in AI race theverge.com/news/836212/... · Posted by u/goplayoutside
It’s actually code yellow
whiplash451 commented on Mistral 3 family of models released mistral.ai/news/mistral-3... · Posted by u/pember
All thanks to the US VCs that acutally have money to fund Mistral's entire business.
Had they gone to the EU, Mistral would have gotten a miniscule grant from the EU to train their AI models.
1. so what
2. asml
Not like Mars is an amazing trip either, but the Moon is simply unsafe long term.