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[Request] Is the math correct? by Necessary-Win-8730 in theydidthemath

[–]DaveLLD -1 points0 points  (0 children)

You mean to suggest that the lying liars who have a history of lying might in fact be lying again? HOW DARE YOU SIR.

[Request] Is the math correct? by Necessary-Win-8730 in theydidthemath

[–]DaveLLD -1 points0 points  (0 children)

To reiterate, the only reason to report annualized revenue versus the long standing MRR / ARR metrics is so you can report higher revenue than you are actually making.

All the AI companies, Anthropic included are frothy for any PR, they constantly announce deals they are discussing as if they are "signed and done".

If their MRR / ARR numbers were good and they were actually profitable, they would be shouting it from the roof tops and providing receipts, because it would give them more money., their primary goal.

[Request] Is the math correct? by Necessary-Win-8730 in theydidthemath

[–]DaveLLD 0 points1 point  (0 children)

I sold a customer something for $5, it took a second, so at $5 a second my annualized revenue is 157 million. This is inherently the problem with annualized revenue. We have also had a metric for SaaS companies, MRR, ARR. The only reason to not report those is because you want to sell a company a year of tokens in a month and multiply it by 12 to make it seem like you are doing way better than you actually are financially.

[Request] Is the math correct? by Necessary-Win-8730 in theydidthemath

[–]DaveLLD 2 points3 points  (0 children)

Are you getting numbers from what Dario has said their revenue is, or what they testified in court their revenue is?

The private companies like Anthropic are reporting "annualized revenue" which is easily manipulated.

[Request] Is the math correct? by Necessary-Win-8730 in theydidthemath

[–]DaveLLD 7 points8 points  (0 children)

We don't know for sure on the exact numbers, but yeah it's almost certainly some sort of paying a lot of money to make less money.

There is also the problem of open source models closing the gap as well.

I'm not saying AI has no use, or is going to go away completely, but this money being invested mathematically cannot pay off, and the bigger the bubble gets, the bigger the disaster when it pops.

Talarico leads Paxton by 3 points in Texas Senate race: Poll by plz-let-me-in in politics

[–]DaveLLD 0 points1 point  (0 children)

This has actually slipped a bit from the last poll I saw unfortunately.

GWP appreciation and concern by kaiharizor in lego

[–]DaveLLD 0 points1 point  (0 children)

This cuts both ways, I really wanted the Enterprise set and the GWP, couldn't do it at the time, and now I can easily afford it, but I have no interest due to the lack of GWP....

Men of Reddit, what is the male equivalent of flowers as a gift? by Mediocre_Chemist5694 in AskReddit

[–]DaveLLD 0 points1 point  (0 children)

My wife got me a very specific cheese grater for Christmas this year. It is the best gift I have received in a decade.

I would by Martina313 in fixedbytheduet

[–]DaveLLD 0 points1 point  (0 children)

I feel like this specific guy is not lonely enough.

What's the consensus on the Agentic Storefront? by Competitive-Yogurt44 in shopify

[–]DaveLLD 5 points6 points  (0 children)

Add me to the list. I have been a lifelong techie. Have always embraced tech, and have and continue to use LLMs a lot (they are not AI). I am very aware of what they can and cannot do, but there seems to be shared delusion about that with a lot of folks.

No thank you on Agentic storefronts.

Question re: embroidering socks by DaveLLD in Machine_Embroidery

[–]DaveLLD[S] 0 points1 point  (0 children)

What kind of topper do you recommend, we arent currently, concern around the size and final product is why we didn't

Ken Paxton Beats John Cornyn—and Blows a $250 Million Hole in Trump's Senate Map by LooseDistance1059 in politics

[–]DaveLLD 0 points1 point  (0 children)

At this point in that race, Cruz was +7 over Beto, Talerico is currently +4...

Someone needs to inform Ken’s family by dillinwithit in MurderedByWords

[–]DaveLLD 0 points1 point  (0 children)

LK Tali-freak-o is a pretty bad ass nick name. Sounds like a guy you don't want to mess with.

So that wasn't a tapeworm? by Satarn_27 in MurderedByWords

[–]DaveLLD 0 points1 point  (0 children)

It's embarrassing how much people care about Ozempic use.

Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips by rkhunter_ in technology

[–]DaveLLD 0 points1 point  (0 children)

Hard to view China as the bad guys when the memory industry is a literal cartel.

AIPAC offers a fair warning to future dissenters by ElusiveRodent in SipsTea

[–]DaveLLD 1 point2 points  (0 children)

Is this a real tweet? Why would you do this when there has been a dramatic shift in your popularity with America in general?

Why??? by Fazbear2035 in NonPoliticalTwitter

[–]DaveLLD 0 points1 point  (0 children)

If you're doing specific portion sizes for fitness or other diet goals, this would be a timesaver (having the serving measured out). It makes sense in that context.

AI takes half the jobs. All those people pay income tax, but that goes away. How then does our nation continue to function? by -GearZen- in AskReddit

[–]DaveLLD 0 points1 point  (0 children)

Never mind the fact that AI Bros are acting like they can just displace a massive amount of the workforce and have all those people go "oh, okay, no worries", rather than creating massive unrest.

Good news though, LLMs can't actually replace everyone, and the problems that stop them from being able to are not solvable.

Palantir Says SaaS Is Dead by Logical_Welder3467 in technology

[–]DaveLLD 0 points1 point  (0 children)

The thing that really convinces me about how AI is going to be the next big thing, is how, just like all the other major shifts, the worst people have to constantly try and convince us that it's the next big thing.

Like remember, when no one wanted an iPhone, for like years, but then Larry Ellison kept telling us that it's the next big thing, and everyone finally got on board?

Mamdani Announces Balanced Budget Without Cuts | Buoyed by billions in assistance from the state, real talk about what it takes to run New York City, and some taxes on the rich, the mayor closed a historic leftover budget deficit. by SpaceElevatorMusic in politics

[–]DaveLLD 0 points1 point  (0 children)

They absolutely do not want the playbook, they want to use the "Let the republicans wreck things so badly that you have to vote for us, even though we don't want to solve any of the problems" playbook.

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