tech guy

@antoniogm This was never really true in practice since there are so much inefficiencies including software sales, support, forward deployed engineers etc etc

The entire point of the software industry was that the marginal cost was zero: one more install cost you nothing but you still charged for it. That justified the massive R&D investment required to produce said software. If it's all artisanal software with an audience of one or few (with all marginal surplus flowing to model companies), then a lot more has to change here than the dev workflow.

@VishuForLiberty @vsikka 😂😂

@vsikka Thank you Babaji for morning pravachan.

I learnt a long time ago that there is a big difference between making a living and making a life. In the times to come, AI will get increasingly better at the skills that we've used to make a living. Our imperative will be to instead make lives. Not artificial lives. Or artificial lives. But our own lives and of those we love. As machines get better at answering, and solving what they are asked, our work is to get better at asking, at making, creating, and deciding which questions are worth a life, and refusing to outsource that.

@slhamlet @RomeoLupascu @GaryMarcus They produce crap you need a really good model to be worth the time reading the output

@RomeoLupascu @GaryMarcus I’m assuming code assistants can be run just as well via a local LLM that doesn’t need to boil the ocean

Vibe Coding, 2025-2026 RIP 🪦 Turns out you do still need skilled software engineers in the loop, just like many of us said all along.

@uyintans @PeterBerezinBCA Lol they are not...they are the ones making useless dashboards

@PeterBerezinBCA This is true. But it’s a harder problem for companies than you’d expect, because most of those top users really are getting much more accomplished by it, the ROI is clearly good for them.

AI spending is massively skewed toward a small share of power users.

@NadimHossain @the_varunrana Moron spotted 😂

@the_varunrana skill issue

Joining a “rocketship” company usually goes like this: > you joined one month after they raise a big round > you think you have finally found your best job ever > they hire 500 clones of you doing the same job > you realize things are extremely inefficient here > you tell yourself you will make the things efficient and become “Head of” the things > you don’t become “Head of” the things > they hire “Head of” the things externally > that guy is the most insufferable jerk you’ve ever seen, fresh out of a divorce, addicted to posting on LinkedIn > you’ve been here only seven months so it’s too early to go look for a new job > none of your dreams come true at this company and you tell yourself “ let me finish two years here” > you throw in the towel at 16 months because you fully hate yourself

@matvelloso 😂

As long as their margins don't turn negative this should be fine

@NarasimhaKan Never let facts get in the way of engagement farming

Opendoor is literally a dying company doomers really need to stop making up armageddon scenarios based on vibes and 0 critical thinking

@fivepointscap @SayNoToTrading They are not the bottleneck anymore

@SayNoToTrading How so?

Pretty crazy that $AVGO and $NVDA are below their October highs 8 months of flat returns during the greatest semiconductor rally of all-time

@zck Your opinion is paid for, shut up lobbyist retard

Who has the definitive history of how Seattle became crazy far-left despite having Microsoft, Amazon, etc in town?

@tanayj Also post the revenue growth

remember when people wondered whether Uber would ever be able to be profitable

@varunram Lol where to you get that number from.. It's way off

Average on Google Search is 4 searches a day btw, the engagement on ChatGPT is off the charts

@Putney_Kotto @porterstansb @dacilic It would be full of Asians. And it's not even the hard to see

@porterstansb @dacilic Lol. Every analysis of admissions shows that if admissions were blind there would be even less white kids at these top Universities.

My son's elite private high school school held graduation last week. There were roughly 100 kids in the graduating class. Lots of extremely bright kids. Probably 20 IB diplomas. And maybe a dozen of those kids were Cum Laude Society too, including my son. These kids are incredibly smart and hard working. They had straight A's throughout high school, at an elite school, in the most challenging curriculum and earned the highest SAT scores. Out of the entire class, there was only one student who was accepted into an Ivy League school. One. But he didn't earn an IB diploma. He wasn't Cum Laude Society. Or on the Head Master's List. He is a great kid. And I'm happy for him. This isn't, in any way, a criticism of him. But, you already know -- he had something none of the highest achieving kids had. Something has gone terribly wrong with our society when the very brightest kids are systematically barred from the most elite academic colleges in the country. And especially when the board of the school and its staff see absolutely nothing wrong with this outcome. In fact they will, undoutably, call me a bigot -- again. But when will they fight for our sons? They won't. Our sons are the wrong color. P.S. In the middle of the ceremony, the American flag left of the stage fell over and hit the ground. The school's headmaster picked it up. But he didn't know how to fix the mount. So, he just stood it back up and let it fall over again. Twice. Finally a man who was obviously a former member of the armed services came over and, standing at attention, held the flag upright. Tells you 100% everything you need to know about the headmaster and the culture of that school.

@1337_viking @tparsi Room temperature iq retard

@tparsi You do realize only a small fraction of military offensive actions have been used on Iran by both the USA and Israel? As with most third world nations like Iran they are to stupid to understand how close they are from ceasing to exist.

The magnitude of what just happened may take some time to sink in. This is the first time Iran has struck Israel after Israel struck another country's territory (that is, not Iran). This means that the battle lines have been moved. Iran's deterrence had already been restored in the sense that Israel knew that any strike on it would be responded to. But now, Iran has proven that it will also respond to Israeli strikes on Lebanon. This is the first time in decades that a regional power has the means, capacity, and willingness to put hard power against Israeli military maneuvers or aggression against a third party. Read full analysis here: tritaparsi.substack.com/p/the-profound…

@jeiting @carlmonkft Do you work on digging holes in sand to bury your head in

@carlmonkft Yeah, I work on things I believe in. Crazy.

We’ve been closely monitoring the quality of the new app boom. Typically, it’s unclear if an app has any real success for 18-24 months from launch, so it’s still too early to tell. I do think that app supply growth has and will continue to outpace app demand, but I think demand will fill in as new app capabilities become more known, and general AI surplus hits the consumer.

@businessbarista Bullshit analogy...

Best way to understand what's happening in software is to understand what happened in media. With internet & platforms, the cost of creation went to zero. Supply skyrocketed. Consumers had more choice than ever before, which created a long-tail of niches, introduced a new standard for "good", and made trusted distribution the most valuable currency.

@business @andymukherjee70 @opinion Andy Mukherjee the brown sepoy strikes again 🤡🤡

India is preparing a rescue package to stave off a full-blown currency crisis, writes @andymukherjee70. Authorities should bite the bullet and raise rates now (via @opinion) bloomberg.com/opinion/articl…

@SupBagholder You are so clueless, it's not even in the top 10 top grossing apps.

Meta is probably going to surprise everyone with subscription revenue. WA, IG, and FB each have ~2.5–3B users. Per app, not combined. On Business AI: Their SMBs can only exist because of FoA. They'll happily pay anything that optimizes customer connections. I'm optimistic

@RHouseResearch Cool story bro

Remember 6 months ago when Google was going to "bury OpenAI" in cheap Gemini tokens? Fast forward to today, and Google is scrambling for data center capacity while Altman had the foresight to hoover up supply in 2025. Gemini fading back into irrelevance while Codex gains share. It's almost inexplicable that Google is now selling TPUs to Anthropic and backstopping Anthropic's data center obligations rather than taking the data centers for their own TPUs.. Funding their second biggest competitor while DeepMind is starved of resources, lol. $GOOG

@BenBajarin Yeah bro this time is different, like every time

The key point here is that if the memory market was going to become deeply cyclical again and operate on digestion cycle dynamics you do not make this move.

@lpolovets You are seriously comparing sales to costs...

I have zero insider knowledge here, and perhaps this is exactly the right move for Uber based on its internal data. That said, this strategy reminds me of how some companies cap sales commissions and then wonder why salespeople stop trying beyond a certain point.