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Comment Re:oh dear... (Score 1) 29

You missed the point.

A friend of mine made a tea-timer app for the iPhone. Where you enter what tea you are making and it sets the correct number of minutes. Today, people would ask ChatGPT before they go on the App Store to search for something like that. That's the point. Not what YOU would do, but what the general public does. And for Jane Doe, ChatGPT has replaced a lot of these specialty apps.

Comment Re:oh dear... (Score 1) 29

Skills are great until they aren't. The problem is exactly what you say: You can literally create a skill by telling the LLM to create a skill. Which is... why the f do I need to make a skill if the AI already knows how to do it?

Properly created skills, that include reference material, specific instructions, and expert knowledge the LLM doesn't have or that's buried somewhere under 10 layers of reddit posts is genuinely useful. But most skills aren't. I'm constantly underwhelmed by hyped-up skills that, when I look at them, turn out to be bland, basic instructions.

Comment Re:US fabs? (Score 1) 56

They use TSMC and Samsung, so South Korea, Taiwan, or, theoretically, the US.

Components sourced from U.S. and allied-country suppliers account for more than 90% of the BlueChip prototypes’ component procurement cost.

Both South Korea and Taiwan are US allies.

The more interesting question is what are the 10% that they aren't sourcing from allies?

Comment Re:No jobs (Score 1) 56

Not sure about the assembly of small electronics. It looks like that's still a fairly hands-on, manual process.

One of the barriers to automating the assembly of commodity microelectronics is that the revisions iterate fairly quickly. It's difficult to build an automated assembly line that can handle those changes. It usually just ends up being easier to have a person do that assembly work if the product is going to change in a few months and it would take a couple of months to retool for the change.

Comment Re:Harm (Score 1) 107

While this is true, being the subject of an experiment to see what happens when you do that is not something most people would choose for themselves. It's not *irrational* to be concerned. Absence of evidence on a largely unexplored question like microplastic infiltration in human bodies is not the moral equivalent of absence of evidence in an extensively studied question like a vaccine-autism link.

Comment Re:Where does all the money come from? (Score 1) 68

What I've heard is a market cap well north of a trillion dollars is expected.

Yes. As I said, market cap or "valued at" doesn't mean that's how much money people put in.

It is losing money combined with being a commodity + rapid obsolescence that seems strange to me.

Then don't buy shares. Anthropic is making an offer, which you can accept, or not. I certainly won't be. There are lots of good general reasons why you should never buy an IPO, especially as an individual investor. I'm not sure what's strange about it though. Lots of successful companies deal in commodities, including perishable ones, from whoever you buy your food from to Facebook and Microsoft.

Comment Re:Where does all the money come from? (Score 1) 68

Billions, not trillions. Two trillion is what you get when you multiply the hypothetical share price by the number of shares. They'll just sell a small fraction of them.

And yes, people do it all the time. Notable examples include Amazon, Uber, etc. Most American companies are not profitable at IPO:

https://www.sciencedirect.com/...

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