What irony if AI destroyed Mag 7 moats. Craziest own goal or they had no choice?

Show Post

The latter IMO. Take $GOOGL for example. If the cat is out of the bag on agentic search, you either sit and watch your whole business unravel or you hop on the train.

Show Post

I mean the thing with open labs is that anyone can run anything. The concerning trend is that they aren't trying to wring more out of sub 4A models in harnesses, but like a server that runs large ones is cheaper than a milling machine in the grand scheme of things

Show Post

Definitely, though I don’t think she or the people agreeing with the sentiment are distinguishing between open and closed labs. You believe that this will begin happening?

Show Post

No need to pour cold water on some fairly effective evangelization. She's also just... right? Closed labs want to capture the ability to perform all human knowledge work, lock it in a box, and defend it with the US government's missiles. They don't claim otherwise

Show Post