Sora was useless because the primary value from video generation is porn. Anyone not willing to allow porn shouldn't be wasting their time on GenAI video R&D.

Every company has values. A value is simply a judgement about what is important. Maximizing shareholder value is absolutely a company value (probably the most common one). Maximizing customer, employee, or society value would be different values a company could have. There are plenty of companies that focus on customer or society value, but they are usually nonprofit. If someone is investing in a company they usually expect to be the most import stakeholder to the company.

Most companies don't actually document their company values. They use principles like Integrity and Excellence that are simply core principles that every company should strive for. You can tell if your company's values are "real" if you could imagine another successful company having nearly opposite values (without breaking the law).

Not every company should appeal to every investor, employee, or company. I wanted to work for companies in my youth that worked me to the bone while accelerating my career growth. Now that I have a family I want to work for a company that respects my personal time. I'm glad there are companies out there with different values so I was able to choose employers who aligned with my values at the time.

The believe the main reason is because semiannually is the standard in the rest of the Western world, so if a change is made it makes sense to align with that. About half of EU public companies now file semiannually after they changed their regulations in 2013.

It doesn't just screw over the little guy. It screws over retirees that are in the phase of their life where they are selling assets for income.

That's not the same thing. The question was perhaps a little vague but it was still pretty clear he meant paying more than the sticker price.

I can't be sure if that was sarcasm, but that myth about Ford's rationale for paying higher wages is not true. Ford was dealing with 370% annual turnover and had to do something to keep people in such mind-numbing repetitious jobs. Within a year of increasing wages turnover dropped to 16% and production levels increased 40% (mostly because they could consistently fill third shift positions).

Its primary name is still the Department of Defense. Trump's executive order just made Department of War an official secondary name. People just use it because they know how petty Trump is.

They haven't done anything to the goalposts. They have just ignored them.

If you were paying the bill you'd act the same way. How many things that you don't use or need anymore do you keep paying for just to help someone maintain their income (not out of laziness and forgetting to cancel)?

I will periodically take a look at my spending and cut back on things I don't think are necessary. I do that regardless of whether I got a big bonus that year. This apparently means I have no soul in your worldview.

This is the tough paradox when people claim AI is useful or useless. Almost no one who thinks AI is useless has spend a few hundred hours to learn how to use it, or at least spent that time over six months ago when the models weren't as capable. I basically feel anyone who hasn't used AI for at least 100 hours in the past 3 months (~8 hours per week) has no idea how capable AI is right now, and that will also be true 3 months from now.

The situation for professionals is similar to how it is for companies. Even if AI isn't working well for you now, if you ever stop trying you will be at a big disadvantage once it does get good enough. And there is no guarantee it will ever be useful for them, so it's a tough decision to make.

No one is surprised people have moved away from the radio. But it's still important to track the progress. It has significant impact on marketing and other investments. It would be wrong to think no one is still listening to radio just because there are options many people feel are objectively better.

Did NPR not report on the recent Iran war? I have moved to podcasts a while ago but find it hard to believe NPR ignored it happened.

I had Claude Opus comb through all NPR coverage of the war over the past couple days, and it found 21 articles on their site. Its estimate was that 48% of the content was Neutral / Straight News, 43% was Negative / Critical of U.S.-Israel, and 9% was Positive / Supportive of U.S.-Israel (most articles were a combination of each).

What has your analysis of NPR's coverage of the Iran war revealed that conflicts with my narrative?

Me too, but that doesn't address the OP's concern. I use Claude Code almost daily for multiple side projects. I have the $200 per month max plan, but my ccusage metrics show I use about $1500 in API-equivalent tokens per month. And that is on top of my regular Claude web chat usage, and I run over a hundred deep research sessions per month too. I estimate that is about $500-1000 in additional API-equivalent tokens per month. API use may be profitable for Anthropic, so that doesn't mean they are losing $2000 per month on my subscription, but I bet their losses on my account are at least $1-1.5k monthly. I realize I am an extreme example, but any huge influx of users to any of these providers does mean an increase in their burn rate (not an increase to profits).

That said, none of these losses will matter in the long run. All that matters is whether they can start replacing human labor. $1 trillion in AI spending is nothing if AI can do 10% of white collar work. That would represent $2-3 trillion in value every year. The fact we have only seen about $1.2 trillion in AI investment over the past 5 years shows investors aren't that confident AI can replace that many jobs. If they were, they would be investing 5 times as much.

I am a pretty big proponent of Anthropic's models, and I lead a $80+ billion dollar company's AI platform strategy pod within our corporate strategy department. Winning over someone like me has a significant impact on Anthropic's ability to win more lucrative corporate deals. My company can afford to spend $100 per day on a continuously running agent as long as it can replace a human employee ($35k/yr vs $50-$150k/yr).

Most of it came from open source projects and other public code repositories.

There are trillions of lines of code in all public code repositories, and hundreds of millions of lines of code in stack overflow pages. That puts stack overflow at about 0.01% of the contribution to these coding models. Maybe closer to 0.1% contribution considering there is more explanation for the code in stack overflow than there is in your average codebase.

Most counties in most states do it this way, not just blue states.