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Well, no you have it completely backwards. The scenario where every large institution generates their own software stack using AI is one where the sale price of software is zero (there is no demand) but there is a cost (it's whatever the AI companies want to charge, with almost infinite leverage since this organization can't do it alone)

Nope, it's you that is completely wrong. I can already run Qwen-3.8-27B on my 2021 64GB M1 Max Macbook Pro at a totally acceptable tok/s. The hardest part was waiting for the download to complete. It's free modulo cost of electricity.

I can build almost any piece of software I can dream up, the data never leaves my machine, and there's literally no way for anyone to charge me any price ever.


Yes, but can you verify that it is what you wanted it to be for free? If you're making a framework out of thin air it'll still be an undertaking to check that.

Yes? My time is a cost, yes. But otherwise, not really an issue? Does that change my answer to the previous question? Not at all?

I'm struggling to understand the point of your comment. Why would that affect whether or not I am over the pricing barrel with a frontier lab? Like is it easier to verify Opus code than Qwen code? The code is the code.


And I can run qwen3.8 on my RTX 4090 and it suuuuucks. The devex is equivalent to being kicked in the head by a horse every minute on the minute for the hours you spend.

That would hold only if they are creating their stack over and over again. For the vast majority of what people want to do, make their purpose bound app once and go to work. Advancing tech for the sake of a new font loading do-dad or whatever is pointless. Look at all this crap we made over the last 30 years, and here we are back to preferring text.

Wow, this is enormous. End of the AI bubble?

LLMs will be completely unaffected, but the pricing remains to be seen.


Bad timing for ANT?

Excellent timing, if this reduces the amount of GPUs sold to China. Open weights are threat to ANT. Coincidence that happened just before IPO?

Who knew the Black Swan would be wearing a black leather jacket?

Not really, they were casting about for these kind of opportunities since day 1 in the early 00s, and pushing it with GPGPU talks at universities in the 2010s. And eventually it bore fruit.

Jensen has absolutely made his own luck here. They were in the right place waiting for the right time for decades before it hit.


For the same reason it doesn't mention computers (in general) or rockets or the internal combustion engine.

Either the bible is the creation mythos of a stone age civilization topped up with some books from the iron age (and thus the scribes could have no idea about the future trajectory of society) or it's completely inconsequential to the core message of the bible: you are god's creation, and your eternal soul can be saved if you acknowledge jesus as your savior and accept redemption.

Both are compatible: you still have a soul after LLMs were made after all (if you believe that sort of thing)


Are all developers going to have to be trusted to manage spend? I find that hard to imagine from our existing managerial system

And not to mention, the interests aren't aligned: a hypothetical engineer will always want to spend the max to impress: I delivered this project solo (and all it took was $2k per day on Galactos Swarm mode v9.9).

And we must, must consider what the most enshittified era of LLM AI will look like. Will they be holding your codebase to ransom? Yeah you can have an improvement but it will cost you. What are you going to do, read the code yourself?


Of course developers should be held responsible for managing costs and other resources. We do it all the time, from infrastructure spending to client-side memory usage.

There's growth phases, where cost doesn't matter as much, sometimes to a seemingly unreasonable degree. And then after that, it really does.

I guess that differentiates us from "real" engineers, who can't make the bridge they're designing cheaper later, they think about it upfront. But we think about it, too.


Going to work at coreweave in 2026 is like going to work at Enron, or perhaps Worldcom is more apt, in 2001

This is a complete and utter disaster. They are making spam games. Like miniclips but for spam. A semi functional website to make what is basically youtube playables.

And it's devouring tens of millions. I know what tens of millions can make in the video game industry, it can keep a small team of good devs and designers and artists making something special that's _really_ enjoyed by tens of thousands of people.

We don't want more games, we want more great games. This will never, ever, make great games.

https://www.spawn.co

Look on ye mighty, and despair. I really don't care how this sausage was made because the only thing you need to know is that it shouldn't ever have been made.


As a (light) gamer for two decades who has been reading about the gaming industry for the past few months, I cannot understate how hard it is to create a good game, let alone a great game. So much money was spent/wasted on hopeless endeavors.

These people have no idea what good games mean.


  > They are making spam games.
its why we need all those new data centers; to enable more of this and grow the gdp /s


I'm sure Jesse Eisenberg can do it


They are the same age actually. I gotta develop the film. Will keep in mind.


>but Anthropic has a great product

Let me guess, subscription user?


Yeah Pro subscription. I realize building something targeting API is probably astronomically more expensive.

And I realize also that they are reducing churn by keeping the value there for subscribers. Not sure what that’s costing them, but it’s definitely holding me as a customer. The product works so well for me that I honestly don’t need to even glance at the competition.

And honestly, this has been the case since day one. I’ve always used Claude. ChatGPT a bit in the beginning, but it’s emoji fetish and “bro” personality gave me the ick so I dropped them.


A Tesla model S for $2,000 would also be a fantastic product. As would a $200 RTX 5090. Or an M6 MBP for $200.


Not sure I understand.


CSS frameworks are like children, almost everyone can make one.


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