A big chuckle followed by horror at the loss-clocks all the way down the page. The last one on that page didn't surprise me, though, since they're one of the only ones actually using it in...
A big chuckle followed by horror at the loss-clocks all the way down the page. The last one on that page didn't surprise me, though, since they're one of the only ones actually using it in multiple sectors/markets.
Well, NVidia's technically using it in a few places, but the big reason is that they're the ones selling shovels in the gold rush, not that they've found some motherload AI application that people...
Well, NVidia's technically using it in a few places, but the big reason is that they're the ones selling shovels in the gold rush, not that they've found some motherload AI application that people will actually pay for.
The tiny amount of money DeepSeek has moved around seems crazy, considering how much of an impact they have had. Maybe that has something to do with DeepSeek being owned by a hedge fund? Or maybe...
The tiny amount of money DeepSeek has moved around seems crazy, considering how much of an impact they have had. Maybe that has something to do with DeepSeek being owned by a hedge fund? Or maybe the numbers for other Chinese companies are similarly tiny?
I'd really like to see numbers for Z.ai, Moonshot, Alibaba, Xiaomi, etc.
Well somebody is making money on AI, and not just in the stock market. Maxinomics- Americans are about to get a lot richer I watched this video yesterday on nebula. The point of it is that the...
Well somebody is making money on AI, and not just in the stock market.
I watched this video yesterday on nebula. The point of it is that the American economy is stronger than most people think, and that the money being spent on AI and data centers is benefitting relatively small companies and workers in the center of the country. I think that’s the point anyway. The video is a little bit slippery about its point. Maybe because I was on guard the whole time thinking it might be propaganda about how great tariffs are or something. Because the video starts talking about how there’s very little trade coming in through ports but a lot of shipping happening internally.
Here’s part of the synopsis from the video:
There's a piece of economic data that almost nobody is paying attention to that is, right now, telling a story about the United States that most people on the coasts simply cannot feel.
It starts with a weird question: why is it nearly impossible to book a flatbed truck?
Not a refrigerated truck. Not a standard dry van. The flatbed specifically. No walls, no roof, cargo sitting in the open air getting rained on. The kind that only makes sense when your cargo physically cannot go inside a box
It's not a sustainable stimulus though, because all of the money being plowed into data centers is in the construction and shipping right now. That may be a temporary boost to the economy, but...
It's not a sustainable stimulus though, because all of the money being plowed into data centers is in the construction and shipping right now. That may be a temporary boost to the economy, but once it's all done then you're left with large facilities that employ very few people, suck up a bunch of water and power from underserved areas, and are generally a parasitic drag on the areas in which they are built.
I feel like there is a bit of a frantic effort to cast data center build outs in a good light by tech aligned actors, because the reality of the situation is that people don't like them, they don't want them to be built near them, and a lot of tech companies are getting fairly alarmed at the amount of passed and proposed legislation that seeks to bar or heavily restrict data centers from being built.
Claude is popular with programmers. ChatGPT still has more name recognition in general. There are way more general white-collar workers than there are programmers.
Claude is popular with programmers. ChatGPT still has more name recognition in general. There are way more general white-collar workers than there are programmers.
I hadn't thought of that, GPT is definitely the google of LLMs. Our whole go to market team uses claude because it connects with Slack, Notion, Linear, and Hubspot. I figured there would be more...
I hadn't thought of that, GPT is definitely the google of LLMs. Our whole go to market team uses claude because it connects with Slack, Notion, Linear, and Hubspot. I figured there would be more places where that was true too.
For example we use none of the software you have listed in our student affairs office, copilot is most of what we're being explicitly tasked and thus encouraged to use. We have FERPA (and other...
For example we use none of the software you have listed in our student affairs office, copilot is most of what we're being explicitly tasked and thus pressuredencouraged to use.
We have FERPA (and other privacy laws) compliance to consider though and I keep particularly sensitive data that doesn't have a higher legal protection. We have far fewer programmers and such than we do administrative staff.
This website is using cumulative revenue and looks slightly out of date. Based on what Anthropic has announced, they are getting much more revenue now due to rapid growth, but they haven't been...
This website is using cumulative revenue and looks slightly out of date. Based on what Anthropic has announced, they are getting much more revenue now due to rapid growth, but they haven't been doing it for very long.
I recently asked CharGPT to plot Anthropic's announced revenue run rates on a graph. The area under the curve for the current year looks like a bit over $10 billion and the current run rate about $4 billion a month.
These are just rough estimates though since they haven't released any financial statements yet.
A big chuckle followed by horror at the loss-clocks all the way down the page. The last one on that page didn't surprise me, though, since they're one of the only ones actually using it in multiple sectors/markets.
edit: makrets to markets
Well, NVidia's technically using it in a few places, but the big reason is that they're the ones selling shovels in the gold rush, not that they've found some motherload AI application that people will actually pay for.
The tiny amount of money DeepSeek has moved around seems crazy, considering how much of an impact they have had. Maybe that has something to do with DeepSeek being owned by a hedge fund? Or maybe the numbers for other Chinese companies are similarly tiny?
I'd really like to see numbers for Z.ai, Moonshot, Alibaba, Xiaomi, etc.
Well somebody is making money on AI, and not just in the stock market.
Maxinomics- Americans are about to get a lot richer
I watched this video yesterday on nebula. The point of it is that the American economy is stronger than most people think, and that the money being spent on AI and data centers is benefitting relatively small companies and workers in the center of the country. I think that’s the point anyway. The video is a little bit slippery about its point. Maybe because I was on guard the whole time thinking it might be propaganda about how great tariffs are or something. Because the video starts talking about how there’s very little trade coming in through ports but a lot of shipping happening internally.
Here’s part of the synopsis from the video:
It's not a sustainable stimulus though, because all of the money being plowed into data centers is in the construction and shipping right now. That may be a temporary boost to the economy, but once it's all done then you're left with large facilities that employ very few people, suck up a bunch of water and power from underserved areas, and are generally a parasitic drag on the areas in which they are built.
I feel like there is a bit of a frantic effort to cast data center build outs in a good light by tech aligned actors, because the reality of the situation is that people don't like them, they don't want them to be built near them, and a lot of tech companies are getting fairly alarmed at the amount of passed and proposed legislation that seeks to bar or heavily restrict data centers from being built.
I was surprised to see Anthropic has less revenue than OpenAI. Isn't Claude the backbone of much of corporate America?
I think two factors
I did not know that about Copilot and Github, makes a ton of sense.
Claude is popular with programmers. ChatGPT still has more name recognition in general. There are way more general white-collar workers than there are programmers.
I hadn't thought of that, GPT is definitely the google of LLMs. Our whole go to market team uses claude because it connects with Slack, Notion, Linear, and Hubspot. I figured there would be more places where that was true too.
For example we use none of the software you have listed in our student affairs office, copilot is most of what we're being explicitly tasked and thus
pressuredencouraged to use.We have FERPA (and other privacy laws) compliance to consider though and I keep particularly sensitive data that doesn't have a higher legal protection. We have far fewer programmers and such than we do administrative staff.
This website is using cumulative revenue and looks slightly out of date. Based on what Anthropic has announced, they are getting much more revenue now due to rapid growth, but they haven't been doing it for very long.
I recently asked CharGPT to plot Anthropic's announced revenue run rates on a graph. The area under the curve for the current year looks like a bit over $10 billion and the current run rate about $4 billion a month.
These are just rough estimates though since they haven't released any financial statements yet.