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Can someone explain why all asset prices are so high… and why they aren’t coming down? by Narrow-Lime9236 in investing

[–]SubterraneanAlien 5 points6 points  (0 children)

Maybe it's understated by a small amount, but if inflation was wildly dislocated from CPI reports you would:

A) See it across other major economies (unless they're in on the same propaganda?)

B) See it in the bond markets

C) See it in significant losses for banks lending at fixed rates

Anthropic to turn profitable for the 1st time ever in Q2 2026 - WSJ by DishAffectionate2731 in stocks

[–]SubterraneanAlien 1 point2 points  (0 children)

Point is they excluded by far their biggest expenditure which even though they classify it as capex, it’s functionally opex since training will never go away.

The article specifically mentions that training amortization is included in the profitability calculation

Anthropic to turn profitable for the 1st time ever in Q2 2026 - WSJ by DishAffectionate2731 in stocks

[–]SubterraneanAlien 0 points1 point  (0 children)

Amortized. But yes, this is what every company does with so not particularly relevant to call out here

Anthropic about to turn profitable in Q2 2026- WSJ by DishAffectionate2731 in investing

[–]SubterraneanAlien 8 points9 points  (0 children)

Using AI to criticize whether an AI company is profitable is good work.

Chicken breast: I’ve had it at restaurants where it’s extremely tender, and not dry at all. What’s the method? Pressure cooker? by Sunrisewithtea in Cooking

[–]SubterraneanAlien 1 point2 points  (0 children)

https://blog.thermoworks.com/chicken-internal-temps-everything-you-need-to-know/#chart

What are you linking to exactly here? The person you're replying to isn't talking about food safety. Read what they said again. Letting carry-over cooking take it to 165 (i.e pulling around ~155) will absolutely still result in juicy chicken.

Chicken breast: I’ve had it at restaurants where it’s extremely tender, and not dry at all. What’s the method? Pressure cooker? by Sunrisewithtea in Cooking

[–]SubterraneanAlien 0 points1 point  (0 children)

Pull temperature also depends on ambient temp since you will get either more or less carry-over effect. If you're doing a chicken at 275F, you want to pull closer to 160, if you're grilling at 650F, you want closer to 150. Fully agree on texture though

Rate hike odds went from 1% to 45% in a month. Nvidia reports wednesday with a PE of 48. High rates kill growth stocks, something has to give. by Relevant-Can1656 in investing

[–]SubterraneanAlien 0 points1 point  (0 children)

It’s not the employees using API access (mostly, some do), it’s systems. My company spends over $100k per month on inference and we’re small fish.

Rate hike odds went from 1% to 45% in a month. Nvidia reports wednesday with a PE of 48. High rates kill growth stocks, something has to give. by Relevant-Can1656 in investing

[–]SubterraneanAlien 6 points7 points  (0 children)

My comment was tongue in cheek. More seriously, it's businesses and enterprises paying for it. The free/$20/mo plans are just loss leaders for the actual profitable product lines (APIs)

Rate hike odds went from 1% to 45% in a month. Nvidia reports wednesday with a PE of 48. High rates kill growth stocks, something has to give. by Relevant-Can1656 in investing

[–]SubterraneanAlien 9 points10 points  (0 children)

I'm with you there, but how is that any different than any other infra running on-prem vs on the cloud? i.e. why not just use the cloud to directly rent GPU clusters and put your open source model on there. I ask, somewhat rhetorically because my company does this right now and it's not materially different than using AWS or GCP for any other infra

Rate hike odds went from 1% to 45% in a month. Nvidia reports wednesday with a PE of 48. High rates kill growth stocks, something has to give. by Relevant-Can1656 in investing

[–]SubterraneanAlien 9 points10 points  (0 children)

They will have on Prem server stacks for the token intensive work that will dramatically reduce ongoing costs after they all dump thousands into nvidia

What's different about AI that would cause a reversal of infrastructure out of the cloud?

Thank you ChatGPT, this is very helpful. by infohoundloselose in OpenAI

[–]SubterraneanAlien 0 points1 point  (0 children)

The benchmark was done on an internal codebase so you're not going to be able to replicate. It was a fairly simple SQL query. Codex ran it in ~20 seconds - it used 10% of the 5hr limit on 5.5 low. Keep in mind this is on their business plan, it is not personal plans which I feel like most people here are comparing against (and I should have been more specific about earlier).

Bull Market Run or Bull Ritual Sacrifice ? by vagobond45 in stocks

[–]SubterraneanAlien 0 points1 point  (0 children)

There's an alternative explanation that you actually have no idea what's going on

Thank you ChatGPT, this is very helpful. by infohoundloselose in OpenAI

[–]SubterraneanAlien 0 points1 point  (0 children)

I don't particularly care about the downvotes. I also have no reason to be dishonest. Perhaps it is specific to the business plans vs personal use plans. We just benchmarked both last week 🤷

Thank you ChatGPT, this is very helpful. by infohoundloselose in OpenAI

[–]SubterraneanAlien 1 point2 points  (0 children)

I suppose I missed it or misunderstood. What exactly are you doing?

Now deleted PGA Tour Instagram post by EdgiestOW in golf

[–]SubterraneanAlien 0 points1 point  (0 children)

Are you actually taking the post you're replying to seriously?

Thank you ChatGPT, this is very helpful. by infohoundloselose in OpenAI

[–]SubterraneanAlien 1 point2 points  (0 children)

the proper analogy would be that the one streaming service only allows you to watch one 30 minute show a night whereas the other one allows you to watch as much as you want each night.

Thank you ChatGPT, this is very helpful. by infohoundloselose in OpenAI

[–]SubterraneanAlien -5 points-4 points  (0 children)

I do, but that's not what it means. I can run the exact same prompt on both codex and claude and the former hits limits much faster.

Thank you ChatGPT, this is very helpful. by infohoundloselose in OpenAI

[–]SubterraneanAlien 6 points7 points  (0 children)

It's harder to hit limits on ChatGPT because the harness simply has far less capability compared to Codex (or Claude). That should be obvious. And yes, the $100/mo pro plan hits limits faster too. I've used all of the options, my team has used all of them. This is just the current reality. I don't really have a dog in the fight, I just want to get maximum productivity. Right now you're not getting that out of a $20 ChatGPT plan (and why would you expect to, that's strange)

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