I have never been busier over the past 4 years since GPT-4. There’s still seemingly zero risk of this for engineers, at least.
This past month, I recently have found projects that take the normal 2-3 weeks again. Of course, these projects would’ve taken months. There’s a wide frontier out there.
One answer to what's driving GPU rental prices:
Token demand on OpenRouter is up ~27x since last November, from ~6T/week to ~165T/week
Open-weight models now handle ~72% of those tokens, up from ~28% last November
Charts of the Week: https://t.co/BKHzpgt05x
SK hynix $SKHY / $HY9H is now trading at 2.73x FY2027 earnings.
In other words, they are expected to earn 36.6% of their current market cap in 2027 ALONE.
One of the world’s largest private equity firms just issued a report concluding: “Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech.”
Do PMs in other industries besides software talk about use cases? I saw someone from an electric car company talking about it once but that company promptly went under
I have a completely unscientific theory about Michelin restaurants:
1 star: Fantastic. Great food, serious cooking, no nonsense.
2 stars: Often unbearable. Haute cuisine at its most self-conscious. 14 courses, tweezers, foam, and an elaborate philosophical explanation of a carrot.
3 stars: Somehow fantastic again. The absurdity becomes so extreme, the execution so extraordinary, that it transcends pretension and becomes art.
The Michelin paradox: 1 is great, 2 is terrible, 3 is sublime.