@taobanker Lol mate anthropic is crushing the enterprise space - what are you on about
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Isar
2.3K posts
Isar
@Isar_b
Org psych - focused on making work better I also write a newsletter & shitpost about politics/econ/AI All thought are my own
London Katılım Aralık 2012
2.1K Takip Edilen151 Takipçiler
I like Harriet Harman and this is fine appointment
But it's an odd first action to take after an electoral defeat of epic proportions
The relative prioritisation and lack of thinking about optics have been a major issue from this govt - seems like no sign of change there
Henry Zeffman@hzeffman
From Downing Street: Keir Starmer said yesterday he would set out the next steps in his plan to build a stronger and fairer Britain in the coming days. Today he has appointed Harriet Harman as the Prime Minister’s Adviser on Women and Girls. The PM committed to do more to eradicate structural misogyny and achieve a cultural change. This appointment will help to accelerate progress.
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*Screams internally*
If you're going to bin him, the worst thing you can do is drag it out
Dan Bloom@danbloom1
NEW: Debbie Abrahams, the chair of the Commons Work and Pensions Committee, tells me Keir Starmer has until the end of the year She says: "I supported Keir for leader, I believe he's doing a good job building new international alliances and strengthening others where he can, but
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One thing I've realised in the world of business is if you have a difficult decision to make like exiting someone, you should just bite the bullet and do it. Otherwise you waste time, signal to others you tolerate the problem and it gives the new person more mess to fix
Dan Bloom@danbloom1
NEW: Labour MP Debbie Abrahams tells Today programme "it is a matter of months" before Keir Starmer will have to decide whether to stand down, if he doesn't turn things around
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@RobinWigg @Bloomberg We (centre left dads) had an awesome time! Thanks to you and the team for hosting
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This is so hilariously delusional - cut the time you have to have impact with the electorate by the next election and lose this crystallising moment for a change
Politics UK@PolitlcsUK
🚨 NEW: Labour MPs are reportedly giving Keir Starmer until Christmas to change the party around
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@marthagimbel I imagine they have massive amounts of sales data in real time and can see shopping trends vary just before Vs just after paychecks
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Tbc this is consistent with the NYfed stuff on gas spending by income so I find it plausible I’m just confused about how Kraft Heinz is observing it
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Ok here’s my data question: how is Kraft Heinz seeing cash flows? Like what data is it that Kraft Heinz is citing here?
Alexander Stahel 🌻@BurggrabenH
“They’re literally running out of money at the end of the month,” Kraft Heinz CEO Steve Cahillane said in an interview this week. “We’re seeing negative cash flows in the lower-income brackets where they’re dipping into savings.”
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@Ross__Hendricks Plus...
... Understating depreciation rates
... Stating increases in equity portfolio valuations as earnings
... Excluding SBC in non-GAAP earnings
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I repeat, the bubble is in the "e" not the "p" in today's PE ratios.
The hucksters and talking heads will, as always, fail to realize until it's too late. But it's a very simple set up.
Hyperscalers give OpenAI/Anthropic cash to pay for hyperscaler computing capacity. That cash then circles right back around into the "earnings" of the hyperscalers.
Meanwhile, free cash flow for the group has officially gone negative and they're raising record amounts of debt (on and off balance sheet) to plug the gaping holes in their financial statements.
So yes, please keep telling me about how $META $AMZN $GOOG and $MSFT are "cheap" on PE ratios where the E is a total mirage.
Let us know how it ends (hint: not well, bob!)
Jessica Lessin@Jessicalessin
Good lord. Half-ish of the cloud backlog at Microsoft, Oracle, Google and Amazon is OpenAI and Anthropic????
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Yet another omen that this bubble is more about the E than the P in PE ratios
Watch for:
- round tripping
- depreciation rates
- ARR fudging
- non GAAP SBC reporting
Etc...
Doug Colkitt@0xdoug
Good thing the largest companies in America didn’t shift to highly capital intensive business models right before the cost of capital exploded to multi decade highs
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Lol nobody is making the middle eastern wartime equivalent of the kessel run
zerohedge@zerohedge
*US HAS 'OPENED A PASSAGE' IN HORMUZ FOR FREE PASSAGE: COOPER
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If SAP cuts off API access it will help them in the next 6 months and batter their stock over the next 6 years
Amir Efrati@amir
👀Mercedes cut SAP instances 40%. SAP (used by vast majority of Fortune 500) now cutting off unauthorized AI agents, a move that has gotten a lot of people's attn.
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This type of behaviour wouldn't have been possible pre-online poker
So now that people have a clearer understanding of what gto looks like, the quality of top tier pros has gone up & some players can ramp up mututabling without losing quality too much (I still struggle lol)
5/5
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But an interesting thing happened, online poker opened the world to solvers. High quality bots / tools that provide close to game theory optimal poker strategies
Now people study solvers and look at scenarios where solvers have weird behaviour to learn how to play better
4/5
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This is a clear trap with AI (and I have a funny parallel)
You can 10x your volume of output, but the cost is fragmentation/poor quality
You should 2-4x your volume of output while trying to maintain quality & do 20% of different types of work that wasn't possible w/o ai
1/5
Austin Kennedy@astnkennedy
I'm 22 years old and Claude Code is deteriorating my brain. Every single day for the last 6 months I've had 6 to 8 Claude Code terminals open, waiting for a response just so I can hit 'enter' 75% of the time. And it's doing something to me. In convos with a couple of friends, it's been a point that's been brought up pretty frequently. None of us feel as sharp as we used to. I don't know if it's just us, or others in their 20s are feeling the same thing, but it's something I've been thinking about a lot. P.S. I know this is a problem with my reliability/usage of it, not Claude Code itself, but the effects are real nonetheless
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