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Comment Calling it a lead is very generous (Score 1) 25

I cancelled my chatgpt subscription earlier this month. Their product is frankly quite bad. My work bought me a claude pro max whatever subsription and... I don't need/want OpenAI's products any more? Whatever lead they had, they've completely lost. Coding xyz is pretty important these days, sure, but everyone seems to have proven this is possible.
 
OpenAI isn't terrible, they're definitely in the top 5.... for now. Whatever breakout advantages they had two years ago, they've squandered, and they have no moat.
 
Take note, most of their valuation xyz stuff at this point is in the $100 billion+ range -- their strategy now is to become "too big to fail", nothing more, nothing less. Anyone with 5 years and $10 billion can train an AI model on par with GPT 5.2. As strategies leak, models like GPT 5.2 and Opus 4.5 will become avalible from less reputable third party providers. Heaven help them when GPT 5.2 or Opus 4.5 models get leaked on bit torrent. And yeah google exists, but fuck them, I finally climbed out of their advertising vortex with Kagi, chatgpt, and others, I am not giving them a dime. Open solutions are fine for replacing google at this point, I am done being a revenue stream for them.

Comment Re:Shortage of building permits (Score 3, Interesting) 120

your argument
 
>shortages of housing are shortages of permits to build houses

and then your justification
 
>urban planning was captured through long march through institutions
 
and then
 
>ideologues that believe raising families, community-based neighborhoods, and even ownership of personal property are all a bad thing
 
.... but total lack of proof or even a hint that your claims could be backed up somewhere. I love it, this is peak 1999 shitposting, keep up the good work

Comment Re:Rogozinski only now stating the obvious? (Score 4, Insightful) 43

The people who built/run the Nebula online streaming video to shy away from this sort of thing are probably feeling pretty good about themselves right now. Youtube video creators are probably sweating bullets right now. A lot of people "invested" in youtube channels over the years, according to this, youtube owns the IP (or at least, branding) of channels like Mr. Beast, Veratasium, etc etc

Comment Maintenance costs are real (Score 2) 82

The number of single family homes has grown about 70% since 1970.
 
I don't know what the average age of a sewer is before it needs it's first major repairs or upgrades, but 50 years doesn't seem improbable. Of course your running costs are going to be lower in the first 20-40 years. But the ground shifts, capacity needs upgrading, things fail etc. US population keeps growing, so more and more sewers will hit that magic 50 year mark (or whatever year you pick) where true Total Cost of Ownership becomes apparent. Europe is more expensive than the US, but their population began to stabilize in ~1985 and they've been paying the "sustainable" cost for many more years. The US will see the same result ~30 years after when the population begins to plateau.

Comment Re:The verdict is now clear (Score 2) 66

The question is, what happens after the bubble pops? The toothpaste doesn't go back in the tube. The bubble popping is the short term, what is the world going to look like in 2035 when I still have a decade left before retirement, the tooling is stable, and Microsoft, Meta, Google etc have bought the scattered corpses of OpenAI, Anthropic etc.?

Comment Re:They expect results in two years? (Score 1) 42

I think the bigger problem is that AI models are progressing faster than the companies who have sprung up to fix their problems, can fix those problems. By the time they have a real product, the base LLM model has fixed that problem internally. Or you can just vibe code your own bespoke solution in a lot of cases.
 
A company from 2023, that specializes in data normalization for LLMs is functionally obsolete in 2026. A voice cloning company from 2023 is absolutely obsolete, I can reliably clone a professional sounding voice on my phone today.
 
People click on these links thinking "ah-ha! finally proof that OpenAI is just wasting their time!" when in fact it's just companies that got out-competed by the models themselves.

Comment Investments pre-2026 aren't worth much (Score 1) 42

A lot of AI startups exist(ed) to fix flaws in early models, or add functionality not yet present.
 
Post MCP, post skills, post TOOLS... a lot of this stuff is baked in now, or eclipses the products a lot of these companies were building. Cursor.ai, windsurf.ai have all pivoted to training their own models. Claude Code just demolishes what Cursor.ai was building. Even just regular VS Code + copilot running sonnet 4.5 is as good or better than Cursor was in January 2025.
 
It's no surprise those are money losers, if your product solves a problem that was later solved in the core LLM, you have zero sales leverage. The tooling is still maturing, anything that becomes a popular AI technology that isn't part of the core model.... will almost certainly be baked in to the core LLM at some point down the road. Investing in other than building a core model pre-2026 was probably not a smart decision unless you managed to get out near the peak. AI will continue to grow but I think it's going to be 2-3 more years before tooling matures enough that you can be confident that companies can build real products that are widely applicable to many customers that aren't office products already owned by microsoft (word, excel, outlook, etc).

Comment Re: Wear only cotton clothing. (Score 1) 24

It takes a large amount of pesticide to grow cotton, and the Boll Weevil has become resistant to most modern pesticides, which means you have to use really nasty ones to grow clothing-quality cotton. Those pesticides are not removed that thoroughly because, why bother when profits are on the line?

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