That exact number of failures is very suspicious and makes me wonder if something else is going on

Interesting he used Claude in this example. Very telling.

You seem to not understand the "chain" part of "supply chain".

NvIdia has over 10B in Anthropic.
Microsoft has over 5B
Amazon has over 8B

If Anthropic is deemed a "supply chain risk", then all of these companies will be legally forced to divest. Their investments will get pennies on the dollar in the fire sale.

And they are the tip of the iceberg.

Their current ARR growth disputes your statement. https://www.saastr.com/anthrop...

Also, simple logic disputes your statement. $200 / month is total peanuts compared to a human.

They could charge $5000 / month or higher for Claude Code Max and businesses would still pay for it, that is how good it is.

Your statement illustrates a misunderstanding of what HIPAA even requires.

HIPPA is not a compliance program. It is a law and set of regulations. There is no such thing as a way to "certify" software as being "HIPAA Compliant" because it is a meaningless term.

To be "HIPAA compliant", the entire software + solution stack needs to comply with the regulations.

In this case, he most likely made a dashboard that redacted PII from the eyes of consumers except on a need-to-know basis - because that is the heart of HIPAA. There is no need to inspect the code to illustrate this kind of "compliance", you look at the solution and what it provides.

Bond payees are the highest on the totem pole. Every single shareholder gets wiped out before a bondholder even misses a payment.

Look at the insane virality and popularity of OpenMolt / MoltBot, which was made by a hobbyist over a few weekends. Yes it has security issues - but if it was actually built and provided by a company like Microsoft or Google, they could easily address those.

Why is it so popular? Because it is an AI assistant that can actually do stuff, and is useful, as opposed to the stupidity of having AI in a text editor mostly used as a cliipboard cache..

Microsoft needs better product managers. The current slate seems to have no sweet clue what people actually want out of AI.

GenAI has been able to bypass reCAPTCHA for a long time.

They are useless virtue signalling at this point.

Right, so now its a clusterfuck and they might as well close the office because anyone who does put in the commute time is now being fucked.

This is PRECISELY my point. Pick one or the other. Hybrid doesnt work.

Look, there are pros and cons to working from office and working from home. Everyone knows what they are, so I am not going to rehash what is already widely known and understood. Neither of these models is perfect. Different ones will work for different companies depending on their size, stage of growth, what they do, and geographical location.

However, ONE OF THE TWO needs to be selected for any given company, because this whole "hybrid" model is what sucks FOR EVERYONE.

NO ONE wants to commute to an office to sit on Zoom calls - it is entirely counter productive and THE ABSOLUTE WORST combination of both models - however, this is EXACTLY where you end up with a "hybrid" workplace, because you can never guarantee who is exactly in the office and who is not so you are all on Zoom all the time regardless of where you are.

"Hybrid" is what truely needs to die.

He says they are going to combat AI Slop, in the same breath as he says they are rolling out tools to make creating it easier.

I don't think this guy understands what most people think "AI Slop" even is. "Remixing existing content", *IS* slop. It is low effort, low value, garbage.

I said growth rate in the very first post. Go read it. You're the one who confused them, not me.

Yes but this is always used as a red herring in the argument. Carriers say "if we are forced to sell unlocked it will make phones unaffordable" - my point is, this is a false narrative.

Canada banned the sale of locked mobile phones in 2017. Since then, every phone sold in the country has been unlocked.

Did financing phones go away and make phones more expensive? No.

Carriers still finance phones, and tie them to plans, it is just decoupled from the device so while you may be paying off the device for 3 years, you can decide to sell it and/or move carriers whenever you want, by paying off the remaining balance.