M.Haris🇵🇰🇵🇸

DevOps Engineer 🧑‍💻
Muslim 🕋

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@Norbert_1919 @ashokgelal Give me one example where vibe coded software from vibe coders is beating Enterprise software which is developed by SWEs.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@ArsenAlimzan @microslop1010 @edels0n Spread over 10–15 years still means tens of billions a year in locked-in spend. That’s a real liability, not free.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@ArsenAlimzan @microslop1010 @edels0n Scaling requires those compute commitments that’s the cost of serving paying users. OpenAI’s 1.4T figure was old and later revised. And Claude doesn’t have more paying subs than ChatGPT.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@ArsenAlimzan @microslop1010 @edels0n Adjusted profit in one quarter ≠ sustainable profits. 2025 was still heavily loss-making, and $100-120B run rate is just a projection. Those $518B compute commitments are real. Source?

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@AccountMus629 @thomasunise @nlw Are you aware of API based billings of Anthropic and OpenAI? How much they charge based on API usage?

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@AccountMus629 @thomasunise @nlw You can host Qwen and DeepSeek on MacBook pro.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@CoherentProduct @jun_song I do believe AI is dangerous but Anthropic being saints doesn't make any sense.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@TechnoGoddy @edels0n Stripe. They were private for years and still shared revenue growth numbers when they looked strong.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@TechnoGoddy @edels0n True, but the ones with strong numbers still find ways to flex them. Total silence is usually the signal that the books don’t look good.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@CoherentProduct @jun_song Bullshit

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@Doomer92ls @lookagain0 @hor_laps Naa that's just you bud. Not everyone is a porn addict.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@TechnoGoddy @edels0n Revenue without profits is just burning cash faster. Growth companies still need a path to actual earnings. Leaked numbers already showed the same problem.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@TechnoGoddy @edels0n Being private doesn’t mean the numbers are good. Companies with strong metrics usually flex them.
Silence is the tell.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@theo We are profitable if you remove costs type ah post.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@TechnoGoddy @edels0n That's the point. They don't release any of their financials because they don't have any profit to show. These ones got leaked 2026 financials are also going to leak at some point and they are also going to be on par with these ones.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@chillaxrelax4 @PrefEquityPeter China is already eating up their market.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@ArsenAlimzan @microslop1010 @edels0n They are still running at a loss that's why they are hiding 2026 financial reports.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@TechnoGoddy @edels0n So why are they hiding their 2026 financials?

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@Sobraniex1 @karanC_12 It's satire but look at the comments it shows how out of touch these AI zoomers are.

[M.Haris🇵🇰🇵🇸 @MechanicsRg]

@SkyknightLCG This looks ass