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97.4% chance that what I said was sarcastic. Tech entrepreneur. Hands-on market experience. Degrees in engineering, math and economics. Investing for 25+ years.

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@RealVision Forwardly companies will be valuated by "multiples on deficit".

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@AndreasSteno Windows had gigangiounourmous moat.. Claude and other AI systems has none. I'm using 3-5 different AI systems including local ones and I jump from one to the other and even use them together at times. This is already a race to $0 and will only be intensified.

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@thehonoursirjo1 @Geo_papic Think fast and slow..

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@jukan05 Any fairly strong model would decrease the time by many orders.

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@edzitron I would love to see the size of the real AI revenue stream from real customers. Ie. people who pay for AI services.

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@Hedgeye So when I'm asking my agent do to specific work, I'm not using tokens, rather the agent is?

Please tell Anthropic and OpenAI to lower my bill then!

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@edzitron @Katie_Roof My guess is that we will see major techs supporting the IPO so they don't have to write down their current investments.

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@TeethPrints No, I have only read what was written and it is written without any considerations on how the real world works. It is clearly something written by somebody living in an bubble.

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@TheRealTomKrus Betal Ukraine et mindre beløb nu for at "fikse" Rusland, eller send jeres egne børn til fronten om 2-7 år. Hvad vil du helst? Nogen vil åbenbart hellere sende deres børn til fronten.

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@Techmeme They increased online users and clicks by 150%!

Heard that story before, doesn't (didn't) end well!!

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@LarsNunne @Frederi82034261 Hvis vi betalte i forhold til vores gældsætning burde vi betale endnu mere (og Norge burde finansiere meget meget mere).

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@LarsNunne Du vil hellere sende dine børn til fronten om 2-5 år?

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@realpristinecap Totally agree. I'm already creating specialized kernels for specific models and hardware setups using AI. At some point you will not even use libraries to do this, just ask AI to spit out machine code directly for the architecture.

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@edzitron Hopefully they are just idiots regarding complexity of biological systems. Even the most complex AI models right now are miniscule to what happens inside a cell.

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@clausmat1 @Kimtruth4 Over stregen?

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@KlausRiskaer Alt historik tyder på at Putin angriber igen andet steds. Så resultatet af din ide er at vi skal sende egne børn i krig. Den sti du ønsker vi skal betræde er ren Chamberlain. Ingen "simple" løsninger tak, få det lukket godt, grundigt så Rusland ikke formår flere angreb.

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@nexta_tv Neither Russia or US can be trusted.

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@fritzstauff @AndreasSteno Local models can oneshot simple problems too. Secretaries asking simple stuff don't need Fable. Companies are already looking into this.. I know because I help doing it!

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@unusual_whales So around 2% of BNP.. Walmart and Amazon size.