In my last place, positive ROI was like saying "it had some benefit" or was a good use of our time. This is not very scientific, & didn't mean you'd crunched some numbers. Different folks could see different ROIs.

I'm very doubtful those surveyed did the maths which means the WSJ is misleading us.

Will have to give that a shot soon. Thanks for sharing.

They would be more efficient if they raised the same amount but are closer to turning a profit, which I think is probably true. Anthropic focused on business customers which is a lot smarter than OpenAI. A business customer is worth much more than a consumer.

Hello, Bunny user here.

Probably your best live interview yet. Nice job.

Normally, that's how it would work. But I'm thinking of Facebook wasting 50 billion on the Metaverse yet doing as well as ever.

I don't think misplaced AI investment will get punished until something better comes along.

My guess is there will be a large correction in the 10-20% range. And probably a lot of AI consolidation afterwards. But we won't see anything on the scale of 2008 or Dotcom.

As Ed noted, these companies are not making money from AI, but they are still making a lot of money - more than ever. And it's this money that can bankroll speculative AI investments.

In fairness, she was making a different point. I made the same one on the BetterOffline subreddit recently - many companies involved have monopolies that will still be in place post-crash/correction. A crash typically involves insolvencies, which cause a chain reaction. I don't see that here.

There doesn't seem to be much appetite for paying more than $200/month. In fact most are on cheaper plans around $20/month. This tell us something about the true value people get from coding agents when you consider senior developers salaries are in $75-150 per hour range.

I think you're right. They wanted a new revenue stream before their IPO and wanted it quick. Quick because AI could seriously devalue their company due to a growing trend of people skipping design and prototyping directly in code.

Looks great. I eat boat noodles once per week at least. So good! Stewed pork is really nice in this soup.

One of my favourite things to eat at a local Thai Muslim restaurant. It's served with some nam jim jaew (น้ำจิ้มแจ่ว) dipping sauce too 😋

Context: someone on the BetterOffline subreddit mentioned that you can append "meaning" to all kinds of nonsense and get a serious AI reply.

The mouse has no pajamas!

Or for fun add "meaning" to the end of some random phrase and it will spit out some AI slop

You're welcome. Thanks for all the recipes!

Next I need to find some good beef. Options are more limited in Thailand. This is from New Zealand and is quite nice but the fat content is way too low for a great burger. I want something 25-30%.