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Dylan Patel on Anthropic: "I think by Q3 they may even be profitable including SBC. Their margins on Opus 4.8 token is north of 80% for API price. They have a lot of deals where their total corporate gross margin gets clawed down a little bit because of how...

73,740 просмотров • 1 месяц назад •via X (Twitter)

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I’m writing this while I’m still in it. Still stressed. Still exhausted. Still after crying. And I’m still working through the night. I need people to understand what this really looks like. The posts you see do not come from some calm, quiet, comfortable life. They are written in the middle of pressure, fatigue, sickness, grief, and responsibility. I take a photo, I write my story, and I post it. Then I keep working. Because I have to. Because my guys need me. Because I cannot give up. Because if I stop, the consequences are real. Every single day, I make the choice to stay here. And yes, sometimes that choice hurts. I am human. I know I could go home. I know there is a beautiful life waiting for me somewhere else. I know what I am missing. I know what rest could look like. I know what peace could feel like. But I stay. I stay because my boys cannot simply go home. I stay because they do not have the freedoms I have as a foreigner under contract. I stay because love is not a feeling here. Love is duty. Love is sacrifice. Love is showing up again and again, even when you are breaking. Right now, I am doing the work of five or six people in this brigade. Not because I have endless strength. Not because I never fall apart. Not because I am some kind of machine. I do it because I care that much. I do it because I am passionate, because I believe in #Ukraine I am a soldier. Not a volunteer. This is not something I step in and out of when it is convenient or I have the energy. This is my duty. 24/7. I save my vacation because when I finally leave for a little while, I do not want a getaway. I do not want a trip. I do not want sightseeing. I do not want Kyiv. I do not want the Carpathians. I want to go home to #Canada. And until the day I can do that, I work. Every post. Every video. Every message. Every fundraiser. I am on duty. Every four to six weeks, I scrape together a few hours to take care of myself and try to remember what normal feels like. But the truth is that I am tired. And some of what I do might look small from the outside. It might look ordinary. It might even look stupid. It is not. Because if I do not do these things, people will die. And yes, they may die anyway. This is war. There are no guarantees here. There are no perfect endings. There is only the fight to give them a better chance, one more chance, any chance at all. YOU give them that fighting chance. And that is why I am asking you, from the deepest and most exhausted part of me, to help. I cannot do this alone. I am one person doing the work of five or six people. But with you, I am not alone. With you, thousands of hands help carry this weight. With you, this burden becomes survivable. With you, these men have more than hope, they have support, action, and a chance to make it through. Please do not scroll past this. Please do not assume someone else will step in. Please do not underestimate how much this matters. #Support93

April Huggett

12,218 просмотров • 5 месяцев назад

I tried to tell y’all how it works when I’m on the beach or in a tourists trap. I see these guys walking around with icy drinks and since everything else in the country was cheaper than they are here I would assume his drinks would be too. These guys will come by and even take your “order” if I don’t see something I want, he will say he can make it for me. These women fell for this and ordered 3 drinks from him. One of the ladies was so thirsty she immediately started drinking it until he told them they owed him $75. Mind you these are adult drinks, the cups look to be a decent size so is it worth it or are they just tripping out? I am on the fence with this one, if it’s clean and good quality, I may say this is a fair price but the only one I’m questioning is the one who tried to give it back after she already drank out of it. Rarely will I side with a street merchant because I feel like they’ve ripped me off quite a few times. But I think his price is valid for this. I’ve paid close to the same price for much less when I was at the beach. Most of the time I can tell they are well drinks that they tell me are too shelf. Many people can’t tell the difference but I can. I only drink certain brands and I am very used to what they taste like. This kind of interaction is why I now only buy from restaurants and bars like I mentioned before. I am not going to get into an argument with someone over something I ordered but failed to check the price first. That old saying, “if you have to ask them you can’t afford it.” That doesn’t apply here because if I have to ask then it means they should have listed the price up front.

SonnyBoy🇺🇸

289,573 просмотров • 1 месяц назад

Ben Thompson says Nvidia has already cut prices, they just show up as backstops and neocloud equity instead of margins "They're actually not maintaining their margins, because who is buying?" "This whole question of circular financing, people talk about Lucent and things like that. This whole deal and Nvidia's providing 25% backstop." "But if you actually ascribe a value to Nvidia's taking equity in the Neoclouds or whatever, they guarantee they're going to buy all their compute to 2030. And why do they do that? So that the entity in question can get a lower cost of capital, so they can buy more GPUs." "But implicit in that, why do they get a lower cost of capital? They get a lower cost of capital because Nvidia assumed risk." "This is my point before. Risk never disappears. It just appears somewhere else. Taking on risk has a price." "Now there is a world where AI takes off, it never stops, and everything is fine, and Nvidia captured all the upside of their risk." "But there's also a world where, say, this Neocloud they backed, a ton of compute comes to market, the hyperscalers have plenty of compute, they don't have enough demand, Nvidia is paying for a computer that no one wants. They just lost a bunch of money." "So if you think about it, there's an expected value of that investment. It's not zero. It's not 100%. It's somewhere in the middle." "But that is a diminution of Nvidia's profitability. If you actually look at their business holistically, what that is is a price cut."

Fireside Alpha

56,613 просмотров • 3 дней назад

Krzysztof Kieślowski on why he feels it is immoral to spend a lot of money to make movies: "I don't believe in absolute freedom. In practice it is impossible, philosophically unacceptable. We direct ourselves to get freedom and every time we realize we can't reach it. And, looking at it in this way, the goal is not as important as the means of attaining it: it is not possible- thank God!- to achieve our goal. So it is obvious that I am favourably disposed to compromise. And not because it is useful. First of all, because I don't know the answers, and in making films I ask questions. Questions and doubts, lack of self-confidence, curiosity and amazement that everything goes on in a natural way- all this puts me in the position of an observer and a listener. I change my script very often- the scenes, dialogues or situations- because I can see that people around me have better ideas, more intelligent solutions. It doesn't disturb me that these are other people's ideas. When I have accepted and chosen them, they become mine. As a film director I am realistic. I am using the world of events and the world of thoughts, and I treat them equally. I am also realistic in my approach to the work. I respect my producer, money and, above all, my viewer. Not just because I have to. I do so because I want to. In my opinion, the production of a film- however costly- has its own morality. And I am trying to obey this morality, because I want to obey. A cup of coffee may cost 1½ dollars, may cost 3 or 5 dollars, but when it costs 120 dollars, drinking this coffee is immoral. It is exactly the same in the production of films. The film I want to make is the film I am able to make. There are no others. I don't think of other films. I don't have a million viewers waiting at the entrance of the cinema, but I need to feel that someone needs me for something. And even if I make films- like all my colleagues- for myself, I'm looking all the time for somebody who tells me, like a fifteen-year-old girl in France, 'I saw your 'Double Life of Veronique' (1991) Then I want to see it several more times. For the first time in my life I have seen and I have felt that there is something like 'soul'. So, if I were not concerned about this girl's opinion, there would be no reason to take the camera out of its box." ('Projections A forum for Filmmakers', edited by John Boorman and Walter Donohue)

DepressedBergman

63,389 просмотров • 7 месяцев назад