@TMTLongShort Ig the core bet is on human ingenuity and who is willing to pay the most for tokens.
Makes sense to be long I suppose when you see how startup crazed everyone is nowadays
@TMTLongShort I agree enterprise use cases and implementation will eventually catch up but labs need capital now to justify capex and training vs. inference allocation
I will say that Ad revenue will be the first to go vs. GOV take rate as agentic commerce requires no UI interaction while take rate on orders --> 0% requires access to DASH distribution network (much harder).
Surprised this wasn't brought up tbh.
ECON 101 First Class: economic profits i.e. DASH GOV take rate gets competed away. Incremental apps after this point won't be created. This applies to 80% SaaS GMs as well.
Of all the critiques to Citrini's argument this isn't one of them.
This is so silly. In Citrinis world:
-Drivers sign up for 100 different delivery apps and are equally willing to drive for all of them.
-Entrepreneurs start delivery businesses even though margins are near zero.
-Restaurants cede customer relationships to 100 unvetted apps.
@DeanTTraining Dumbest shit ever. This take assumes protein and carbs are competing, which they aren’t at normal calorie intakes.
On 2k cals, 50% carbs = 250g. To begin to crowd out carbs you’d need protein > 250g.
Bodybuilders/athletes? The 250g becomes 300-400g.
@TMTLongShort More open-ended prompting/research means compute scales non-linearly with each degree of research freedom.
More possible paths = more cost.
Cost pressure forces models back to familiar angles in the training data…
@TaimurH67009511 No clear story in SW to drive revisions vs infra/semis. “Claude can’t code enterprise SaaS” doesn’t fix pricing + seat pressure esp. at high valuations ex. SBC.
IMO LOs won’t step in without a clearer narrative, and pods would rather put long exposure elsewhere.
Thoughts?
@ContrarianCurse Your average bloated cursor app with high architectural entropy means OSS becomes difficult/unreliable requiring more engineering manpower.
Flexible pricing and full pane solutions i.e. ddog wins.
DT is still too enterprise focused to benefit here imo
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