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End-user software is going to be under a lot of pressure. If you're Microsoft, Apple, or Google: you can easily copy products or integrate ideas into their platform. I see companies like Adobe, Salesforce, and Oracle having to downsize significantly to stay profitable. Having said that, my in-laws still pay for an AOL email so I don't think their cashflow is going to zero soon.

now imagine that said customer/competitors have been uploading/generating their source code, problem reports, marketing collateral, and other IP _to the LLM company_ for the last few years.

the answer is to use a gateway that all the prompts go through. There are many proprietary and open source solutions for this. You get the benefit of making it trivial to switch between proprietary providers in case you are unhappy with the performance or squeezed on price. The AI Gateways put cap on LLM providers' margin upside.

Additionally, the gateway allows for caching, additional security checks, centralized monitoring. I think most corporations have a multi-provider setup anyway.

You pay a service provider, who manages the open models… there is absolutely nothing special about it. The hardware can be something you own. Or you rent. Or you just pay the service provider to access the open model apis. Lots of options here, it’s not different from pretty much any other software service in the corporate world

Isn't that exactly how Linux companies are making money?

Good luck in calling Anthropic support...

I'm fascinated by exactly how an investment in the company that first reaches AGI (or whatever we decide to call it) might pay off... It feels like the stocks would absolutely be worth owning in the immediate term because they'd be hot property at the point where people realise it's happening.

The thing that I'm less clear on is, if and when they achieve some kind of recursive improvement exponential growth thingy, isn't that going to heavily disrupt the entire economy / stock market? In that environment, would Anthropic's stocks really be a good bet, given they have to operate within the economy?

That "someone else" is just shifting from a single open source maintainer to an LLM.

I have tried a couple of IPOs

You indicate your interest. Also start funding the account. So you fund 7000 for 100 shares at 70. Then they announce the price is 75. You must change the order to fit the funds or have extra money. Of course you can opt out or change the quantity anyways. But I think in both the cases I actually went ahead (Reddit and figma), I had to reconfirm the quantity. You can't be away from the network.

You commit to your broker before, if you're big enough of a player. They'll mostly have allocated to their biggest clients and such.

Pretty hard to get in on a hot IPO, though, as the shares will go to their favorite clients (those with the most money).

I just 'bought' some through ing-diba, you can set a limit.

You don't need a broker. Use Saxobank or similar.

To profit from shorting it you need to not just be right that it is going to go down, but be able to tolerate the volatility in the interim.

If you have to ask, then you shouldn’t short it.

If you view that as an investment then no. If you view it as a minor flutter then maybe. You might believe that Team X will win the next game (maybe at a 60% chance) but unless you're a degenerate gambler you wouldn't bet heavily on that outcome.

As the late Charlie Munger said about Tesla: I wouldn't own it, I wouldn't short it.

And you then have to agree to not share anything in it with anyone outside the UK, including:

> I will not transmit or otherwise send any of the information to which this gateway gives access to any person outside the United Kingdom.

It's extremely hard with modern browsers to ensure that doesn't happen!

It's shocking to me how narrow minded and short-sighted people are - not extrapolating out correctly to understand infinity tied to abundance:

There will essentially be no profit - as the cost per unit is practically $0, for SI work and then also physical reality construction with adding AI to autonomous robotics.

That technically means everything practically moves towards becoming free for everyone, and then it is a matter of attention with intention honing aim.

But most importantly that is freeing up people's time because systems that can become super highly efficient and super highly monitored-oversight by all, will then allow us to with care-being careful and continuing to pay appropriate attention to core-fundamental systems for survival, stability, harmony, peace, and necessary healing practices-processes - as part of growing pains, raising strong families, etc.

So then yes, Dario's efforts - save for attempts by whatever bad actors think they have a chance agains God and God's will, I hope readers have a relationship and knowing, not simply a belief, of God - will undoubtedly lead to not only stopping blatant slave labour conditions but also subtle incognito slave states that most of the world are under without realizing it being happy slaves working for the status quo machine that's currently attempting to pull us all into a highly destructive and highly profitable WW3 - where money is to be made on the unrest, on the mass murder, mass displacement, on the sales of weapons and defense, on the sales of reconstruction - in hopes of perpetuating forever wars.

Who you give your money - your buying power, your vote to through economic means - and who you give your attention to, your vote through alignment-direction driving processes - is what matters now:

You made such a comment about conflict minerals - but have you even started utilizing AI-SI to begin designing the solution, if so, where's that solution for others to take a look at and hopefully contribute to to improve in a crowdsourced manner-effort?

Looking at your website - you seem like a cool dude (?) - I'd argue you have some blocks that once cleared will help you expand further.

P.S. Set and setting are very important when taking any entheogen(s) - and until you are familiar with what's necessary to hold a safe-healing-fun space, it's best to only partake with a therapy type or highly experienced who is there consciously as a caretaker or in a group ceremonial type setting.

Nobody is buying these companies because they believe that the company is valuable. They are buying these stocks because they believe that the stock may be more valuable tomorrow than it is today. Whatever the company behind the stock does or does not do, really doesn't matter. AI glitters like gold today.

Yet to be seen if it tarnishes.

>"If Anthropic is the first to AGI, it'll take over every industry and go to the moon!"

Meanwhile the hyper advanced software company's shitty electron app still flickers so bad on a high refresh monitor that it should require an epilepsy warning. I'll never understand the love for Anthropic, they legitimately have the worst software I have used outside of Microsoft.

Sure, and if it isn’t, investors just flushed a freight train loaded with dollar bills down the world’s largest toilet.

The real number with standard accounting rules is a loss of $567 million (-3% operating margin). But they're adding in "Stock-based compensation expense" (~$1B) and "Non-cash charitable contributions" (~$2B), and they end up with a profit of $2.5 billion.

One thing Doctorow suggests is to remove anti-circumvention, thus allowing adversarial interoperability.

Competition Enforcement

Strong privacy laws

Tech unionization

Mandated data portability.

I was redirected to https://ipo.anthropic.com/au/ for the Australian offering