This is an important point. People who are pro-unrealized-gains *literally don't understand* how stock prices work That selling 10% of the overall float would crash a company's market cap, causing global wealth to crash, and rendering a great many people in the economy insolvent

roon We went from Gpt 3.5 text-only, to "Level 2" Advanced Reasoning multimodal models in less than 2 years..

Winter is officially canceled.

There are several frontier labs but so far this year the 3 coolest announcements were Sora, GPT-4o, and o1. All from OpenAI. It’s a huge accomplishment

IMHO, it’s not just the social apps. The entire tech industry over the past 20-30 years has been built on attention economy. I believe that mode of extracting value is coming to the end. We’ll see which tech companies will be able to transition to creating some fundamentally new

This is very a reasonable take...

Nah, this is just what peak performance + founder mode looks like

Tech companies after this

Yann is ironically like an LLM without any self reflection capabilities

Wow. This is a really interesting argument

Just found out one of my favorite analysts follows growing_daniel. I love this website 😆

Lolz

💯

Nuclear mode.

As the poster child for inheritance tax, maybe Alex can bring about change and bipartisan agreement on that issue 🤣

Anthropic is nothing without its OpenAI people

This

This

I had the same thought today. How is this not a monopoly? Definitely behaving as one…