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Joined 1 year ago
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Cake day: June 7th, 2023

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  • Eh? That article says nothing about their profit margins. Today they have something like $3.5B in ARR (not really, that’s annualized from their latest peak, in Feb they had like $2B ARR). Meanwhile they have operating costs over $7B. Meaning they are losing money hand over fist and not making a profit.

    I’m not suggesting anything else, just that they are not profitable and personally I don’t see a road to profitability beyond subsidizing themselves with investment.





  • Many (14?) years back I attended a conference (now I can’t remember what it was for, I think a complex systems department at some DC area university) and saw a lady give a talk about using agent based modeling to do computational sociology planning around federal (mostly navy/army) development in Hawaii. Essentially a sim city type of thing but purpose built to help aid in public planning decisions. Now imagine that but the agents aren’t just sets of weighted heuristics but instead weighted heuristic/prompt driven LLMs with higher level executive prompts to bring them together.



  • A lot of semantic NLP tried this and it kind of worked but meanwhile statistical correlation won out. It turns out while humans consider semantic understanding to be really important it actually isn’t required for an overwhelming majority of industry use cases. As a Kantian at heart (and an ML engineer by trade) it sucks to recognize this, but it seems like semantic conceptualization as an epiphenomenon emerging from statistical concurrence really might be the way that (at least artificial) intelligence works