Câu chuyện IPO của Anthropic khiến tôi nghĩ nhiều về hạ tầng AI: một sản phẩm xuất sắc đi cùng nhu cầu vốn khổng lồ cho chip, điện, trung tâm dữ liệu và nghiên cứu. Nhà đầu tư đang trả tiền hôm nay cho doanh thu kỳ vọng trong tương lai.
Tôi nghĩ dòng vốn có thể còn nuôi cuộc đua này thêm một thời gian. Nhưng vốn huy động được chỉ giúp mua thêm thời gian; khả năng trụ vững vẫn phụ thuộc vào hiệu quả kinh tế. Thị trường sẽ kiên nhẫn đến đâu?
IPO có thể kéo thêm FOMO, khiến giá chạy trước năng lực tạo lợi nhuận. Nếu tăng trưởng hụt kỳ vọng trong khi nghĩa vụ hạ tầng vẫn đến hạn, cú điều chỉnh sẽ rất khốc liệt. Đây là một kịch bản rủi ro, chưa phải kết cục chắc chắn.
Đôi khi, chúng ta đặt cược vào bước tiến của xã hội trước khi bài toán kinh tế kịp hoàn chỉnh. Tôi vẫn chúc mừng Anthropic vì đã tạo ra một sản phẩm tuyệt vời. Còn mua cổ phần ở mức giá nào lại cần một luận điểm riêng.
Having just completed a project with Astra & Sol 6.1 (OpenAI), it’s time for the @OpenAI team to address three practical bottlenecks encountered during AI-assisted pair programming:
1. Coherence & Adherence to the Plan (Only 70–90% effective)
Even with a detailed plan and a specific QA framework in place, the AI tends to experience "context drift" during complex tasks. It prioritizes generating code that works in the immediate moment over maintaining the integrity of the overall architecture.
2. Discrepancies in Figma-to-Code Translation
The transition from UI/UX designs to code is not yet seamless. Issues persist regarding spacing, micro-interactions, and interface latency. It is essential to enforce the use of fixed Design System tokens; you cannot simply allow the AI to handle styling autonomously.
3. A Complete Lack of Security (Security by Default = Zero)
Unless explicitly prompted, the AI will overlook critical aspects like input sanitization, access control, and data exposure risks. A "Security Guardrail" or a final pre-flight check is always necessary to safeguard the source code.
While AI serves as an excellent co-pilot, we are still a long way from being able to "hand over the keys" and let it handle projects from end to end.
Nhưng đây có đang lừa dối khách hàng hay không? Có nên cho khách hàng biết người nào thật sự đang hỗ trợ họ… trò bịp này có thể gây tổn thương chính những người đặt niềm tin vào những người này.
Những người thật sự không có bất kỳ kiến thức về tài chính và không khác gì lừa đảo.
Un grupo de estudiantes chinos compró 7 Mac Mini en eBay por un total de 1.600 $, los conectó mediante Ethernet para formar un solo sistema y luego abrió una firma financiera basada en IA directamente en su dormitorio universitario.
Su primer cliente le pagaba a un asesor financiero 8.400 $ al año. Ellos cobraron 240 $ al año por hacer lo mismo, pero mejor.
Claude lee los informes 10-K en unos segundos, construye modelos de asignación sin sesgos de comisiones, ejecuta escenarios de optimización fiscal y proyecta la jubilación al dólar exacto.
Un asesor financiero que gestiona un portafolio de 500.000 $ cobra unos 5.000 $ al año solo por existir, y el 92 % de ellos rinde peor que un simple fondo indexado en 15 años.
Warren Buffett apostó 1.000.000 $ a que un simple fondo indexado del S&P 500 superaría a cualquier fondo de cobertura en 10 años. Ganó con 854.000 $ de ventaja.
Siete Mac Mini, un archivo CLAUDE.md y 240 $ al año reemplazaron a un equipo de analistas. Primer mes: 8 clientes. Segundo mes: 20 gracias al boca a boca.
1.600 $ invertidos una sola vez. El resto son solo líneas en una hoja de cálculo del cliente.
I have this great idea for a drug called Regretamine. One dose and all your regrets are gone!
Including, obviously, having taken Regretamine in the first place.
I have this great idea for a drug called Regretamine. One dose and all your regrets are gone!
Including, obviously, having taken Regretamine in the first place.
I don’t mean to sound negative, but I find it frustrating how often “humor” on social media feels like a tactic to farm engagement and sell something. I enjoy a good joke, but when it feels manufactured purely for attention, it puts me off.
Am I reacting to something genuinely troubling about online culture, taking it too seriously, or holding others to a standard I don’t always meet myself?
I share that optimism, but one risk deserves a deeper discussion: the gap between how quickly AI can reduce the need for human labor and how slowly new livelihoods can emerge.
If productivity rises while employment and incomes come under pressure, who sustains demand for what businesses produce? And if investment increasingly concentrates in AI, will other sectors still attract the capital they need to grow and create jobs?
New jobs may eventually emerge, but the timing matters. People cannot put their lives on hold while the economy adapts. Retraining alone may not be enough if new opportunities are not growing at the same pace.
How do we turn AI-driven productivity into broadly shared income, support businesses that create new opportunities, and protect people through the transition? Society’s ability to adapt deserves as much attention as the technology’s ability to advance.
AI is the most profound technology I’ve seen, both in its ability to help people and to disrupt their lives. I’m optimistic about the good it can do, but we need to take its risks seriously. https://t.co/MZuSaceOYr
@elonmusk@bot Moving forward without a clear plan for our resources and the people behind them risks wasting both. We need to know where each resource adds value and how each person can contribute most effectively.
At the end of the day, that’s just how it works: build useful things, serve people, and let the money follow. If you're not serving anyone, what's the point...? Elon was right all along—he saw through the noise. Live naturally, contribute naturally, and everything else simply falls into place.
Is it just me, or has the ChatGPT experience taken a massive hit lately?
• Endless latency & random downtime ruining daily workflows.
• Noticeable model drift: wandering off-prompt, hallucinating, and throwing random errors.
• Zero meaningful UI/UX improvements.
• Recent integration attempts just make everything feel cluttered rather than seamless.
Stability should always come before new features. Needs a fix ASAP @OpenAI.
Có lẽ đúng điều đó AI đang dần khiến phần mềm chết đi và thay đổi quá trình kinh doanh mạnh mẽ.
Chúng ta vẫn làm công nghệ nhưng ở chiều tương tác vậy lý chứ không còn trên Internet nữa.
🚨 رئيس أنثروبيك يقلب الطاولة ويفجرها: "إذا كنت تتعلم البرمجة لحماية مستقبلك، فأنت تقفز في النار!"
"البوس الكبير" خلف Claude خرج بتصريحات مرعبة تنسف أوهام سوق البرمجيات التقليدي وتكسر أوعية المبرمجين دون رحمة:
🛑 كتابة الكود الخام انتهت: البرمجة البحتة هي أول وظيفة سيفرمها الذكاء الاصطناعي تماماً. الثروات الهائلة في العقد القادم ليست في السوفتوير، بل انتقلت بالكامل إلى العالم المادي والبنية التحتية الصلبة كأشباه الموصلات والسيليكون!
⚡ المعادلة الجديدة بسوق العمل: الـ AI سيقوم بـ 95% من الشاق وتنجز أنت 5% من القرار.. ليتضاعف الإنتاج 20 ضعفاً! لكن احذر الفخ القاتل: بياناتهم الداخلية تثبت أن الاستخدام الخاطئ للذكاء الاصطناعي يُضمر المهارات البشرية ويجعلك أغبى بمرور الوقت.
كيف تنجو إذاً؟
1️⃣ المهن ذات اللمسة الإنسانية الحقيقية: مثل الطب.. قراءة الصور الطبية وحدها لا تكفي، بل التواصل البشري العميق وفهم الطبيعة النفسية للمريض.
2️⃣ مهارة "كشف الكذب" (التفكير النقدي الحاد): عندما يصبح بمقدور السيستم توليد أي شيء بنقرة زر، فإن القدرة على تمييز الحقيقة وسط طقس كامل من الزيف الرقمي هي الأصول الأكثر ندرة وثمناً!
من لا يزالون يتزاحمون كورسات Java وPython بكل وسعهم.. حان الوقت للاستيقاظ. عصر السوفتوير يركض بأقصى سرعة نحو خط النهاية، وقواعد اللعبة تغيرت للأبد!
Unemployed even after graduating from university…
I just finished reading an article that made me pause and reflect: What is it that we truly need to survive in this life—especially when even our utmost effort still fails to land us a job?
What do you think? Is a university degree still the only path forward?
It has absolutely nothing to do with it; they’re still just carrying sugar back to the nest. It’s the most idiotic experiment—completely irrelevant.
Honestly, it’s best to grasp the actual underlying principles; why bring up evidence that has absolutely no relevance?
Writing code has become truly easy these days. Thanks to AI and various support tools, even a solo developer can create games, build apps, or bring all sorts of ideas to life.
But how do you get people to actually pay for what you’ve created?
That is an entirely different challenge—one that, truth be told, I am currently trying to solve myself.
It reminds me of the cruel policy of expelling immigrants from U.S. borders.
Those who have been granted entry and provided with decent living conditions ought to fulfill their responsibilities, rather than undermining the very administration that supplies them with jobs and various other benefits. It serves as a cautionary tale about how reckless actions can lead to negative societal outcomes.
Things will turn out fine; the lesson is clear, and now it is a matter of how to address the situation.
If anyone knows how to donate to this man defending his LGS please let me know. Respect!🫡
Here is his website:
https://t.co/GmSDczVOQ6
#Pokemon ——-> #Lorcana#France
I’ve been wondering what the future holds for programmers. Job opportunities seem to be shrinking, yet the cost of hiring a developer continues to rise.
What do you think the future looks like for developers?
I’d love to hear a variety of different perspectives.