MetaCritic Capital

You can just do things!

[MetaCritic Capital @MetacriticCap]

https://t.co/hjbJnRQBfz

[Theo - t3.gg @theo]

Copilot’s biggest issue isn’t cost. It isn’t product. It isn’t even the brand dilution.

They have the insurmountable problem of having the actual stupidest user base of any AI product.

The average Lovable user understands basic software development better than Copilot users.

[MetaCritic Capital @MetacriticCap]

@YellowCatCap 60% bait

[MetaCritic Capital @MetacriticCap]

I simply cannot understand how someone can spend less than $1,500 on AI per month.

[MetaCritic Capital @MetacriticCap]

@the604og I need to do more work.

[MetaCritic Capital @MetacriticCap]

People will spend hundreds of thousands in Bloomberg, FactSet, and Alpha Sense then go back and short the IGV with a straight face.

[MetaCritic Capital @MetacriticCap]

@tszzl Except for OpenAI. Our AI overlords will honor their guaranteed capacity agreements and sell us the Superintelligence through an API.

[MetaCritic Capital @MetacriticCap]

How many merchant AI accelerator companies will there be?

Two, of course.

And capitalism needs the loser to have enough market share. Such is the nature of capitalism.

[MetaCritic Capital @MetacriticCap]

Everything is multi-sourced against everything.

Such is the nature of capitalism.

There is a reason why there are only two turbocharger companies, two airplane companies, and two rating agencies.

[Pythia Cap: Partially Conductive @PythiaR]

My understading is ~all hyperscalers have multiple ASIC programs, and many ASIC programs have multi-sourcing particularly at large volumes.

Makes for a bad narrative, and maybe correct to question $AVGO competitive advantage over time (rising competition is never good for stocks), but $GOOG partnering with Mediatek for parts of TPU doesn't 1) mean they're replacing $AVGO or 2) mean that substantial volume is at risk of moving.

[MetaCritic Capital @MetacriticCap]

As Gavin Baker said: "What is preventing the bubble from forming and us from achieving smoother for longer are the conservative folks in the memory shitcos."

[MetaCritic Capital @MetacriticCap]

@PythiaR I tried to say that more as a forward-looking thing, as I think their revenues will accelerate as people need to buy MCP, more seats, more data, etc.

And that is only starting.

[MetaCritic Capital @MetacriticCap]

What total comp does yours need to be for your boss to think $1,500 is more than enough in AI spending for you?

$UBER median comp is $203,000 per year.

Basically, Dara thinks 10% is enough to pay as the tithe for Anthropic.

[MetaCritic Capital @MetacriticCap]

@rhunterh The stock: "The IGV"

[MetaCritic Capital @MetacriticCap]

@henrytdowling @teodorio Of course, they do that, constraint on capability growth being on trendline.

[MetaCritic Capital @MetacriticCap]

@eastdakota @lutherlowe lol

[MetaCritic Capital @MetacriticCap]

God, Cloudflare is the fucking AGI play

In three hours since I started Clawdbot, it has already created an extension for me that will 10x the amount of api calls I do when I visit a particular website.

[MetaCritic Capital @MetacriticCap]

I think everyone should build tool-shaped objects
1- There’s a lot of beauty in tool shaped objects
2- You’ll eventually get bored of building tool-shaped objects and you’ll do real work
3- Building a tool-shaped object will help you a lot to build a decent mental model of AI

[delian @zebulgar]

Ok I would like to clarify

There is a risk that Opus 4.6 is like 4o for white collar workers

If you spend too much time w/ it, you can feel really good

But it's easy to get worm-holed into building tools that don't actually improve productivity

Proceed with caution traveler

[MetaCritic Capital @MetacriticCap]

@tszzl If Ford Motor Company was conscious, Verstappen wouldn’t have been given this shitbox.

[MetaCritic Capital @MetacriticCap]

@captain_ayub @CharlieZvible I am aware.

[MetaCritic Capital @MetacriticCap]

@ShanuMathew93 Probably years away from this being useful.

Computers are already slow just because of the many things require your computer to do. Imagine also using multiple LLMs in parallel.

[MetaCritic Capital @MetacriticCap]

How many daily active users GitLab Duo has?

100,000?