“Ability to solve hard problems in days vs weeks as immense value”. Citation needed.
LlMs are incredible don’t get me wrong, but they are good on tiny contexts (writing a script). Not on software engineering (adding features to Chrome).
Honestly, LLMs been OK at adding features to software since around Opus 4.5. From what I've tried of Fable, it's a decent step up from the Opus models and I can only see things getting better.
I don't disagree that local Gemini is better but if you've tried it in iPhone, it is slow, hallucinates and overheats the phone. For anything slightly non-trivial like the workflow example I gave, I think it will be close to useless.
It's hard to know if SpaceX will flop in a week or in a decade but what I'm pretty confident on is a lot of retail capital allocated in Tesla will be redistributed to SpaceX.
So my trade on IPO day will be long $X SpaceX, short $X Tesla. Wait 1 month. Wish me luck.
> So my trade on IPO day will be long $X SpaceX, short $X Tesla. Wait 1 month. Wish me luck.
Risky, IMO. I've been closing my TSLA shorts because I think he'll just use spacex stock to buy tsla at a very overvalued price, just to wipe out all the shorts.
Fair, but Tesla is valued at 1.6T while SpaceX is going to start at 1.75T.
If SpaceX ever has the ability to buy Tesla in an all Stock deal at a high Tesla price then SpaceX would need to expand faster than Tesla which is precisely my trade.
One of the best things about HN is a fairly troll-free environment. My politics is/was different than Clinton but I don't think he was convicted of that crime.
The Trumpstein class only has allegiance to each other and money. Gore Vidal called them "the Property party", and FDR called them "economic royalists".
But what about the pelicans ?
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