- tarsingeActually many US companies tend group them ridiculously as EMEA
- Yes the problem is not whether LLM have value, but whether they will add enough value in the next two three years to pay for the hundred of billions of trillions needed to match the expectations. OpenAI has to find more than a trillion by the end of the decade, project Stargate still has 500 billions to find, etc. Also add fast depreciation on everything invested. The ZIRP playbook of building a monopoly for years before turning a profit cannot work here, models are commoditizing fast so no moat there either, and capabilities as a function of compute have plateaued.
- To me AI might have tilted the economic on doing in house a bit but it has been at least a decade or more that I find most enterprise SaaS, in the way they are used 80% of the time, could be recreated with a few developers in house. Instead of 10-20 developers maybe you only need 2-5 with AI, so for most big companies that doesn’t change much. A company that wants to build in house still has to hire a team. And in most non tech industries even if more expensive usually a service is preferred. SaaS was never (only) about costs, developers were already wondering why people would pay for an expensive CRM 10 years ago when it was only basic CRUD.
- > “The work must be something the child feels is worth doing.” Schools forgot and flipped that.
That’s a nice premise, but it seems the author imply the school has to come up with some idealized activity that would magically kids teach kid reading, writing or doing maths problems without really doing it, because it’s supposedly boring.
But in reality at one point kids have to acquire the love for these, that they are worth doing and rewarding for the sake of it.
So my (maybe unpopular) opinion is that the author is part of the problem. Because the root cause is that it’s parents, not school and teachers, that forgot it’s their role to nurture their kids into this. I’m not blaming parents for the multiple complex reasons they aren’t doing it, but it’s time we stop putting everything on teachers.
- > WCII ToD is absolutely one of the most insane games to ever be birthed unto the world. It was so brain breaking compared to everything else we were playing at the. time. Just a real quantum leap in terms of dopeness.
I was 10 a the time and yes I’m not sure people realize how magical it felt at the time. When I got it in Christmas 96 on a 68k Mac it felt like it really opened a parallel universe compared to other games.
The graphics (looked like a high res SNES game, which at the time was quite unique on PC), the CD quality soundtrack, the booklet concept art, the unit voices and buildings sounds… as a kid discovering Fantasy it had everything.
And the attention to details, like Christmas string lights on building or a snowman when the map was in winter may seem insignificant, but as a kid it was wonderful.
Even my dad who was not into video games but had played tabletop war games in the past and got hooked and spent a few nights on it to complete a solo campaign.
This is by far the retro game I have the most nostalgia for.
- The website is live and renders correctly on my Safari mobile: https://www.spacejam.com/1996/
I may have missed something but where are we saying the website should be recreated with 1996 tech or specs? The model is free to use any modern CSS, there is no technical limitations. So yes I genuinely think it is a good generalization test, because it is indeed not in the training set, and yet it is easy an easy task for a human developer.
- In what year was it meaningful to have pelicans riding bicycles?
- What you list are common characteristics encountered in legacy systems, but what makes it legacy is a business decision of declaring it obsolete and in maintenance mode, and so that no money or time to be invested in it. Old systems that continues to evolve are not legacy, like say Linux, and yes like you say a project that is only one year old can be declared legacy. Resistance to change is only an economic variable that drives the decision. Vibecoded apps fits the definition because the developer is unlikely to want to invest more time in them for different reasons.
- On the contrary, recently I encountered many cases where ChatGPT randomly switched to a very familiar style for a few sentences. It has a strong Reddit vibe when it does it, which I guess is not surprising.
- I am both, I own a small agency when I have to be practical, and have fun crafting code on the hobby side.
I think what craftsmen miss is the different goals. Projects fall on a spectrum from long lived app that constantly evolve with a huge team working on it to not opened again after release. In the latter, like movie or music production (or most video games), only the end result matters, the how is not part of the final product. Working for years with designers and artists really gave me perspective on process vs end result and what matter.
That doesn’t mean the end result is messy or doesn’t have craftsmanship. Like if you call a general contractor or carpenter for a specific stuff, you care that the end result is well made, but if they tell you that they built a whole factory for your little custom made project (the equivalent of a nice codebase), not only it doesn’t matter for you but it’ll be wildly overpriced and delayed. In my agency that means the website is good looking and bug free after being built, no matter how messy is the temporary construction site.
In contrast if you work on a SaaS or a long lived project (e.g. an OS) the factory (the code) is the product.
So to me when people say they are into code craftsmanship I think they mean in reality they are more interested in factory building than end product crafting.
- I have only a high level understanding of LLMs but to me it doesn’t seem surprising: they are trying to come up with a textual output of your prompt aggregated to their result that scores high (i.e. is consistent) with their training set. There is no thinking, just scoring consistency. And a dog with 5 legs is so rare or nonexistent in their training set and their resulting weights that it scores so bad they can’t produces an output that accepts it. But how the illusion breaks down in this case is quite funny indeed.
- What are the chances the deal doesn’t go through because OpenAI fails to find enough money?
Between Google, other labs and China the risk of commoditization is climbing and so why would investors continue to throw money at them? Kind of the same problem people are starting to bring up regarding Nvidia order book no? Do SoftBank and Oracle have $500B in cash to go through, or does it count on new investors coming in to not implode?
Edit: From the Stargate page on Wikipedia it seems indeed there is a big uncertainty regarding financing:
> On August 7, 2025, Bloomberg reported that the project had not started and no funds were raised to meet the project's initial $500 billion budget. Market uncertainty, American trade policy, and AI hardware valuations caused the delay according to a Bloomberg News report
- That’s your opinion, but like I said it’s not valid to imply that it is the normal view and those not agreeing are biased. Instead of trying to hear understand and challenge what historians have to say you flee intellectually, which is ironic given your take on strong men.
I’m not historian but for example I could challenge the idea that a rhetoric about strength and keeping a masculine ideal for the young male population was non existent in European feodality where only nobility had the privilege of fighting, and 90% of the population were farmers. Or that 2000 years ago Jesus already challenged the idea that men needed to be strong in the traditional sense, and that real courage was loving and forgiving among others. I could go on with fashion and clothes but maybe just look at a West European king painting to reevaluate what masculinity is supposed to look like traditionally.
My understanding is that your rhetoric appears only recently (and is therefore not traditional) coinciding with nationalism rise and the need for bodies to throw in the total war (another modern invention) meat grinder.
You can disagree, and I’m open to hearing your counter arguments, because I’m not dismissing you as biased.
- I’m not sure what you mean. I don’t see a bias here, the point is plainly stated: the notion of weak men is dubious. You might not agree, but then engage with something substantial.
- I understand things are different there, but I thought even in California 6 figures at entry or mid level was a thing only in software engineering, so my point was that premium over other professions was evaporating.
- I am also hiring, in Europe with very good work/life balance but modest salaries and like the parent I'm also not that impressed with candidates, so to me the other explanation is that candidates have a wildly incorrect estimation of what is a somewhat reasonable pay in 2025.
The position with FAANG like salaries have reduced drastically. Companies paying 6 figures just to have the privilege to have an entry level developer with this then seen as magical skill of being able to type code was a dream that is over. Look at salaries of engineers in other industries, breaking 6 figures needs a lot of seniority, $150k is rarely heard of for ICs.
- Career progression is not everything, I'm approaching 40 and I'm doing the opposite, pivoting towards what I should have been doing at 28.
- And is vibing replies to comments too in the Reddit thread. When commenters points out they shouldn’t run in YOLO/Turbo mode and review commands before executing the poster replies they didn’t know they had to be careful with AI.
Maybe AI providers should give more warnings and don’t falsely advertise capabilities and safety of their model, but it should be pretty common knowledge at this point that despite marketing claims the models are far from being able to be autonomous and need heavy guidance and review in their usage.
- I’m actually one of the people that continue to say even with this list they have no moat, because Google, Facebook, Microsoft, etc. can just embed a chatbot in their existing products or social network and make ChatGPT irrelevant overnight. Non tech users will chat through their browser, OS, Apps, website, that’ll be served by any model provider. The only moat of OpenAI is investor money to burn so that they can offer it for free.
Also 20 billions of revenues, not profits, is orders of magnitude too low compared to their expenses. Their only path to survival is a massively downgraded free tier ridden with ads. Nobody will use an app like this when they can have a better more integrated experience directly in their other apps.
- Where I live in France there was a big relaxation in building permits in the 50s to 70s, and we are dealing with these projects badly designed (because of the lack of oversight) today. Neighborhoods that are urban hell, disfigured city centers with giant hotels 5 times higher than other buildings, etc.
With better planning the same capacity could have been added but with way better quality of life.