How very generic.

Look, it is incredibly easy to say "all journalist are lying"

The problem is, normally that opinion is pushed by a specific group who will benefit from those journalists being discredited.

Now, with genai getting really rather good, there isn't really much between us and fully automatic bullshit as a service. Bad twitter, reddit & bluesky are very good examples of that. There are legions of people who are convinced that x is y, because someone spend some money to spread shit.

Sure, bad journalists need to be called out, as do bad networks (doesn't help that monopolies are fucking US journalism now)

but writing everyone off, without cause? thats just gonna let the grifters win.

The spy bit is a nice sideshow, they were a customer.

If I was caught shagging a customer, it would be curtains for me.

Kaiser, if I need you to win the account, you go win the account, you hear me?

Fine.

unzips leather jacket

But trump wouldn't be able to keep it a secret.

he's say something about it "hes a disgusting man, sold out nvidia and for what?" or something even less coherent

Cheating in private is up to you.

Cheating with your direct report leaves you open to blackmail.

Cheating with your fucking customer leaves you open to a whole bunch more trouble.

If, as a CEO, the location and interaction of your penis ever becomes well known, then you are failing as a CEO, outside of a few very specific cases.

maybe he shouldn't have been putting his dick in people other than where it was supposed to be?

I mean yes, he shouldn't be hounded, but if he'd kept it in his pants, he could have avoided all this nastiness.

I was thinking about him about a month ago. I was looking at some large transformer and thinking "Hmm I bet photoninduction would like this"

whats remarkable is he looks _younger_ now than five years ago. perhaps I should playing around with megajoules of power.

It was glad to see him again, but I think styroPyro is his spiritual successor. I would love to see them work together on something.

Perhaps it's the company he keeps? Jensen Wang would know a thing or two about that.

Yeah UK marriage visas are fucking expensive, long and humiliating.

Its one of those things that was borne out of tabloid panic (IMPORTING WIVES AND FAMILIES!!) which means that now everyone has to go through pain until a scandal or another panic causes a change.

I don't know the specifics of the UK marriage visa process but as someone who went through the American one, I feel like it's not that bad in terms of visas. There's the usual bureaucracy but nothing terrible. Obviously my experience is Trump 1 through Biden administrations, Trump 2 has made it worse.

> gross profit margins on AI model inference are very high.

the gross margins on growing potatoes is very high, if you exclude all the other costs needed to get the potatoes to market.

Think about it, you take some potatoes you had left over from last yeah, dump them in the ground and wait 9 months. Boom pure profit.

This of course excludes the cost of the land, machinery needed to plant, till and harvest, storage, pesticide, fungicide and herbicide.

Then the transport, cleaning and packaging.

If you arbitrarily cut out all the bits of the business needed to make revenue, everything is a profit.

Gross profit margins include all the direct costs of providing a service. So if gross profit margins of Anthropic are positive, they are positive after they subtracted the cost of electricity from revenues. And not just electricity, but every cost that is necessary to run a large scale inference operation.

Training models is kind of necessary for Anthropic to provide their service. $12 billion in 2026 and they project it will double next year.

There's one problem with your comment: "cost of goods sold" is a basic accounting metric for which there is a definition. It's not arbitrary at all.

A company selling potatoes would not include land in COGS. Land is a a fixed asset. Even if a farm rented/leased the land, the payments would fall under OpEx, not COGS.

Seeds, pesticide/fungicide/herbicide, direct labor, water and electricity for irrigation, etc. would all be COGS.

Would it make sense to spend $1 billion on land to grow $1 million worth of potatoes every year? Probably not. But that doesn't mean you couldn't sell potatoes on your $1 billion land at a positive gross margin if revenue exceeded COGS.

This is the AI debate that is impossible to have when people refuse to educate themselves about basic financial accounting concepts.

Yes I'd like to see a real farm valued with the same tricks that these startups use like projected ARR and EBITDA. It would make an interesting satire.

ARR based on October revenue 400% higher than GAAP revenue.

Net Revenue Retention: 1,000% After all one seed potato creates 10 more potatoes - infinite replication! We estimate soon we will 10x the no of potatoes in the world.

EBITDA - the severe frost last year is a one-off non-recurring event, fertiliser is an R&D cost, seed is a growth investment. Land rent is not considered a core cost and therefore removed. Depreciation, interest, taxes all taken off the figures because somehow they don't count.

Yes, but not plenty of support or access to make it practical.

its _far_ cheaper to retrofit carparks than it is roofs. generally there is nothing under a carpark apart from tarmac. Unlike a roof which was designed for a specific weather loading (be it wind, rain or snow)

You also need to attach the panels to the roof, its generally simpler to bolt into tarmac compared to bonding to a weather proof seal.