I'm @froztbyte more or less everywhere that matters
@awful.systems
I'm @froztbyte more or less everywhere that matters
this is the same company that has attempted other ways of addicting their employees, for "productivity"
furthering my previous guessing that there's likely only appetite for 2, maybe 3, of these ridiculous IPOs, a number of analyst notes have started kicking around and they're getting progressively more realistic in their outlook. saw this one this morning
Red Flag #3: The IPO is Exit Liquidity, Not Growth Capital
To justify a $2 trillion valuation, our model shows that Anthropic would have to:
• immediately improve NOPAT margin to 10% and sustain it for the next 10 years (compared to -175% reported operating margin in 2025),
• grow revenue by 1000% in 2026 and 100% in 2027, and
• grow revenue 56% compounded annually from 2028-2035.
sounds ambitious. sure hope they don't have any material risks and systematic exposures that make that harder!
In this scenario, Anthropic’s
1. revenue would reach $3.6 trillion (compared to $4.6 billion in 2025), which is 1.4x the combined TTM
revenue of Microsoft (MSFT), Apple (AAPL), Alphabet (GOOGL), Amazon (AMZN), NVIDIA (NVDA), Meta (META), and Oracle (ORCL).
2. NOPAT would reach $358 billion in 2035, compared to the company’s -$8 billion reported operating loss in 2025. For reference, $358 billion is 2.0x NVIDIA’s $184 billion and 2.6x Apple’s $136 billion in TTM NOPAT.
good thing the cost of inference is going down! sure, qwen3.8-27b is already stale and everyone needs to throw another couple hundred million at another training update, but the cost of inference! /s
personally I feel like all this shit is a continuation/outgrowth from the crypto "whitepaper" phenomenon: ~zero substantive engagement with the actual discipline in question, and "work product" (quotes intentional) equal to some claims with a "proof" thrown out as its defense
(it also continues to be part of a cultural and knowledge DDoS, which others have written better on)
Someone who takes it on themselves to act as apologist for the words/actions of tech sociopaths
Often seen as “weird nerds coming to defense of $x” (such as musk, or in this case the kagi dudebro)
far, far, far, far, far, far, far fewer business people than you’d expect/guess are data-driven decision makers
and then there’s the whole bayfucker ceo dynamic which adds a whole bunch of extra dumb shit
it’d be funnier if it weren’t for the tunguska-like effect it’s having on human society both at present and in the coming decades to follow :|
jesus fuck so many parts of this are psychic injury
the account name, the presumption of "oh yeah my opinion is right", the very nature of this person's "engagement" (quotes intentional) with conflict, the deference to non-authority (holy fuck how the fuck is it that we have worse than the personal-abdication of christianity (oh right, it's mcfuckingsaltman's fault)).....
I want to say "some of these people are in desperate need of a hug", but then as a friend of mine pointed out recently: "maybe if they weren't all such self-loathing pieces of shit they may actually get a hug"
I’m a senior software engineer
ah, a señor software engineer. excusé-moi monsoir, let me back up and try once more to respect your opinion
uh, wait:
but I can’t trust a junior engineer to be perfect either
whoops no, sorry, can't do it.
jesus fuck I hope the poor bastards that are under you find some other place real soon, you sound like a godawful leader
and the engineers I know who are still avoiding it work noticeably slower
yep yep! as we all know, velocity is all that matters! crank that handle, produce those features! the factory must flow!!
fucking christ almighty. step away from the keyboard. go become a logger instead. your opinions (and/or the shit you're saying) is a big part of everything that's wrong with industry.
it's almost like this thing has no internal conceptual representation! I know this can't possibly be, millions of promptfans and prompfondlers have told me it can't be so, but it sure does look that way! wild!
big week for renaming things at MS
for many years, I went blessedly unaware of who this random fuckjack was, knowing only: 1) ambiently knowing the name, 2) that I ambiently know the name (these two things together are usually a decent heuristic for me to not bother digging)
and then I got jumpscared by a full-scale mrbeast standee in a shop some months back
may I soon be able to forget about this fuckjack once again
the splash damage this stuff is causing to the cultural commons is going to be extremely hard to quantify, and undo
I've been pondering it for a little while now and even just spitballing on axes of bitrot/vc-exhaustion/etc, we're going to have all this useless space-filling shit on our collective doorsteps for 5~15y
there appears to be some amount of hope ito things that auto-blacklist sites, etc. but since we don't have real transclusion (and other source-strong models of hosting/serving), provenance problems are going to remain at a nasty prominence for quite a while too
and the fucking shitheads that push this may never be brought to account -_-
46 hours, guess they’re no longer obsessively refreshing charts now that most of the hype is gone and number can’t give that constant high
But also megalol at these clowns still not having learned to do separation safely. It will never cease to entertain me.
there’s a lot of people (especially here, but not only here) who have had the insight to see this being the case, but there’s also been a lot of boosters and promptfondlers (ie. people with a vested interest) putting out claims that their precious word vomit machines are actually thinking
so while this may confirm a known doubt, rigorous scientific testing (and disproving) of the claims is nonetheless a good thing
thanks for using Leebra!
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