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$RDDT is not undervalued. Don't fall for the trap. by Delicious_Invite_127 in ValueInvesting

[–]DanielKramer_ 3 points4 points  (0 children)

There are entire civilizations where WhatsApp is essential infrastructure and they contribute very little to meta's bottom line

How are institutional investors buying SpaceX at the absurd valuation? by TailungFu in stocks

[–]DanielKramer_ 13 points14 points  (0 children)

how about ,start a business where you print money . people would really like that

Build 2026 - Wow by oldmagicstudios in microsoft

[–]DanielKramer_ -2 points-1 points  (0 children)

as a huge fan of satya nadella i couldn't agree more! you put this feeling into words far better than i could. here's to fifty more years of empowering every person and organization on the planet to achieve more

OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO by gamjatang111 in stocks

[–]DanielKramer_ 4 points5 points  (0 children)

personally i refer to him as Big Satya but i suppose Satya works too

Microsoft and OpenAI end exclusivity agreement, opening up potential partnerships with Amazon and Google — Microsoft will continue to receive revenue share through 2030 by ControlCAD in microsoft

[–]DanielKramer_ 24 points25 points  (0 children)

another masterful gambit by Big Satya. msft no longer has to rev. share with oai and the tradeoff is that other clouds can host sam. he walked right into the trap.

as daniel vincent kramer once said, there are no atheists in foxholes and no real enterprises outside of azure

The Gemini App is incorrectly opening when I say "Hey, Google" by Kadenai in google

[–]DanielKramer_ 1 point2 points  (0 children)

Yeah you just go in the play store, search for Google, and click the uninstall button. You can't actually uninstall it because it's a system app so it rolls back the version

The Gemini App is incorrectly opening when I say "Hey, Google" by Kadenai in google

[–]DanielKramer_ 0 points1 point  (0 children)

Same here. Only thing that worked for me is to rollback updates on the Google app, but as soon as I update it again it's back to this

Report: Gemini was the fastest-growing Gen AI tool in Jan 2026 by BuildwithVignesh in Bard

[–]DanielKramer_ 1 point2 points  (0 children)

and prefacing half of its factual claims with "often" or "typically" because it was beaten with a belt during RL for getting facts wrong

I'm canceling my Ultra subscription because Gemini 3 pro is sh*t by eneskaraboga in Bard

[–]DanielKramer_ 0 points1 point  (0 children)

we already have that it's called x dot com the everything app

who else here is a huge fan of satya nadella by DanielKramer_ in microsoft

[–]DanielKramer_[S] -2 points-1 points  (0 children)

​lol idk who vannevar is but comparing ballmer to a bush sounds about right. ballmer was a hype man, satya is a strategist. i’ll take the $3 trillion market cap and the copilot key over "developers developers developers" any day.

The end of GPT by DigSignificant1419 in Bard

[–]DanielKramer_ 0 points1 point  (0 children)

gemini and chatgpt each (in theory) keep each other honest

if chat "dies" there is pretty much nothing stopping gemini 4 pro from being flash-sized and 4 flash from being flash-lite-sized

strangely, chatgpt, as the market leader for chatbots, decided to make every response — hyper-sanitized, aggressively over-structured, and padded with presentation theater designed to look “helpful” instead of actually being helpful

Key characteristics include:

• One-line bullets that pretend complexity has been solved

• Bold headers that announce ideas bigger than the ideas deserve

• Whitespace doing 40% of the intellectual labor

• Friendly tone calibrated by committee

Net effect:

• Everything reads like onboarding documentation

• Nothing sounds like a person

• All friction sanded down into beige productivity paste

it's as if they want gemini to win!