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MetaCritic Capital
30.3K posts
MetaCritic Capital
@MetacriticCap
You can just do things!
The metaverse Katılım Şubat 2022
796 Takip Edilen7.2K Takipçiler
I still don't understand why Belgium continues to exist.
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Wait wait wait waaait a second....
He's saying he wants his $500,000 engineer to actually cost him $750,000 by using $250,000 worth of AI tokens.
Wasn't AI supposed to make things cheaper, not cost 50% more?
TFTC@TFTC21
Jensen Huang: "If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than a chip designer who says 'I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"
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@fidjissimo What you think of just killing the ChatGPT brand?
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Companies go through phases of exploration and phases of refocus; both are critical. But when new bets start to work, like we're seeing now with Codex, it's very important to double down on them and avoid distractions. Really glad we're seizing this moment.
Berber Jin@berber_jin1
SCOOP - OpenAI is planning to simplify its product experience and launch one "superapp" -- part of its broader effort to instill more discipline and focus into the business, and beat back the threat posed by Anthropic more here in our @WSJ story wsj.com/tech/openai-pl…
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ICYMI this from my AMA yesterday. We’ve decided to retain existing Horizon Worlds in VR for the foreseeable future. I know this is a bit of whiplash just a few days after we announced something different, but Horizon has some real fans in the VR community and they encouraged us to reconsider our decision.
Mr. Getting Things Dun@jdunrrp
🚨 BREAKING: We Did It ‼️ 🚨 I asked Andrew Bosworth aka @boztank the question the horizon community has been wondering:👉🏾 Why can’t horizon Worlds still be in VR as a standalone app?” Answer: We Have Decided To Keep It For The Foreseeable Future ‼️ Here’s what that actually means 👇🏾 ✨ Existing worlds/games are still playable in VR built on the original horizon unity engine ✨ The social experience isn’t going anywhere we can still link up & explore existing worlds together ✨ June 15th is now not the last day for horizon worlds in VR. This has always been about community and connection… and that doesn’t change. Appreciate the community for speaking up 🗣️And respect to Boz for the clarity ✨ We’re still in VR … FOR NOW🥽✨ Looking Forward To More Info Soon!
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@RHouseResearch I'm very bullish in services as a software. But very skeptical in pivot capability of incumbent.
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@MetacriticCap Got a chuckle out of this, lol. As if enterprises are going to buy software built by the Big 4..
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ift.tt/QXvZDIc
Can consultancy really convert services to AI services? I'm skeptical
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@TheStalwart You should have him in the pod to talk about these stuff
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Bernie’s curiosity about this technology is great.
Sen. Bernie Sanders@SenSanders
I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.
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Why is Larry Ellison buying Paramount Global and Warner Brothers Discovery outside of ORCL? Not only he's a chairman, but unlike Bezos, he's also a senior executive!
James Chanos@RealJimChanos
Why wouldn’t he do this under the $AMZN umbrella, like he did with AWS?
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@RealJimChanos Chairman of companies should do all their stuff in the companies they are chairman?
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Why wouldn’t he do this under the $AMZN umbrella, like he did with AWS?
The Wall Street Journal@WSJ
Breaking: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them wsj.com/tech/jeff-bezo…
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I had never destroyed the order book of something on PolyMarket
Quite fun
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@MetacriticCap How is chess different from other coding tasks for them?
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LLMs so bad at chess they can't even make an International Master level engine in one shot.
I don't understand why.
Deedy@deedydas
I just "vibecoded" a Chess master (~2250 ELO) from scratch that runs locally on a Mac in Rust. I used to play chess semi-competitively, and I'm flabbergasted that you can just speak a 98% percentile chess engine into existence.
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Claude Opus 4.6 1M context window with Max reasoning is the best improvement to AI I had this month
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Why is China following the US on this stuff?
Kevin S. Xu@kevinsxu
When ChatGPT took off, China's tech scene quickly launched into a so-called "hundred models war" 百模大战 With OpenClaw's fast take off last month, China's AI scene is now evolving into a so-called "hundred Claws war" 百虾大战 At least 30 Claw products released and counting...
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@Birdyword Depends. Do you believe in short timelines? How bad is that Taiwan is manufacturing $1T in AI Capex per year for your adversaries?
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I have no particular defence and intelligence insight here, I just always wonder: if you were a risk-averse Chinese policymaker who believed that the US was currently a decaying power, flailing both at home and abroad, would you lean towards rolling the dice, or waiting?
The Wall Street Journal@WSJ
China isn’t planning to invade Taiwan in 2027 and would prefer to take control of the island without resorting to force., the U.S. concludes on.wsj.com/4lAedlA
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Truly disappointed with Johnathan Wheatley.
Another greedy person going to Silverstone I expect to be disappointed.
Audi has everything Aston Martin will never be.
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$MU reminds me of the 2nd Law of Investing:
positioning, positioning, positioning
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I think there's still pain in Software to come.
@satyanadella told you that you have to be willing to halve margins to address this much larger opportunity.
I don't think most software companies will be able to pivot. You need:
1/ the willingness to take gross margins down to build agents and end-to-end workflows that actually don't break and handle context limits
2/ the talent to do it and get the tooling right
3/ the will to disrupt your own pricing model (worse impact to OP than perp license -> subscription in the near term).
Very few of these can or will do all three at once.
TechStockFundamentals@TechFundies
The interesting thing about SaaS is the market basically went through a gut-wrenching process where it put every possible AI fear on the table culminating with "we're all out of jobs". The downward price movement emotionally reinforced the validity of these concerns into investors' minds. And when stocks are going down quickly, it allows anyone to say whatever bearish thing comes to mind without getting laughed out of the room (and vice versa when stocks are ripping). But now we are perhaps at a point where any investor who holds shares in SaaS has digested these concerns and already determined they are in. In other words, I would think most people who own SaaS at this point are much firmer hands than a few months ago. Like what needs to happen from here to get current investors to sell? And is that going to happen shortly? Will be interesting to see how it plays out from here.
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