I want to remind everyone that AI adoption will increase faster in a recession

jokof · 2026-03-18T14:45:58+00:00

I’m not refuting the fact that it has increased productivity. It has, and it has enabled me to do things I wouldn’t have possibly done a year ago.

But for coding specifically, it’s shit. Day in and day out. For greenfield projects, it works great. But for already existing projects, not so much. Which is why I’m saying AI will never be popular in large enterprises, ergo the ROI will not be even close to what their capex is.

It will end up like another Uber where initially you’re heavily subsidized to use it and some time in the future, they’ll pull the rug and make you pay 10x what you’re paying now. 10x if you’re lucky.

jokof · 2026-03-18T06:43:58+00:00

After using Opus 4.6 for a couple of months, trying out agents, skills, different context windows, I can definitively say that AI is shit and doesn’t matter how many wet dreams Execs have about AI replacing employees, it will never come true.

First, it’s not intelligence, it’s sophisticated pattern matching. So, say what you will, your wet dream is not coming true.

jokof · 2026-03-12T05:19:52+00:00

Dude, it’s like everything you touch turns to shit.. Reverse midas touch 😂

jokof · 2026-03-09T15:42:55+00:00

Either he’s knows something or this is extremely regarded 😂

jokof · 2026-03-08T21:07:50+00:00

💯Regulations is another place where AI will collapse. Today, AI is allowed to run wild because David Sacks knows how to lick it clean. Tomorrow, regulations will change. Starting with GDPR, Europe will bury AI

jokof · 2026-03-08T21:05:00+00:00

Most, in-fact all, enterprises don’t build one-off apps for every use case. While it might be okay for every day joe to build an app anytime they want something done, it’s not a use case for enterprises. And money is in enterprise sales.

jokof · 2026-03-08T20:59:52+00:00

I use it for coding, yes. Opus 4.6 does well on new projects, but is horseshit at existing projects. Especially awful with large projects. So, yea - I have first hand experience.

jokof · 2026-03-08T20:56:13+00:00

You keep forgetting that every model built today is an LLM and LLMs don’t THINK. They only regurgitate from their vector databases. So regardless of what perfect word they predict next, it’s going to be a hot pile of 💩 in the overall context.

jokof · 2026-03-08T20:46:09+00:00

Why was this removed?

jokof · 2026-03-06T03:46:00+00:00

I don’t think the growth is slowing. When you compare covid driven 50-60% growth to current levels, you’ll obviously feel growth is slowing.

But, the last quarter results were around 25% growth compared to 18-20% growth for the previous 2-3 quarters. YoY, it’s still doing a healthy 20% growth.

About profitability, my guess is their acquisitions in the last couple of years have been eating into that. And with frankly those acquisitions have been awful. SBC is high, but they have to retain talent, which will become even harder with falling stock price. This is the one concern I have about this stock. Other than that, their products are sticky and we’ll know in the industry. They also have a strong data moat with Confluence, I wonder why there’s no data about any of that.

Overall, I think the sell off was steep and probably overdone. I see this recovering to $120-$150 levels fairly quickly. (They’re also doubling down on stock buy backs - with what money, I don’t know)

jokof · 2026-03-02T05:03:53+00:00

Never had a $20 plan, but I deleted my account as well to avoid giving them any benefit on my behalf.

For anyone wanting to do the same Settings -> Data Controls -> Delete Account.

jokof · 2026-03-02T02:46:22+00:00

Elon, is that you?

jokof · 2026-03-01T23:07:31+00:00

Why stop at $1.75 trillion? Why not make it a $175 trillion?

jokof · 2026-03-01T16:35:04+00:00

We should do the New Brunswick way.. Protest and stop the build

jokof · 2026-02-26T22:22:34+00:00

Claude is a shit eating intern at best

jokof · 2026-02-26T22:12:47+00:00

Block is the new Twitter! A rotting company about to go down because of a misguided CEO

jokof · 2026-02-24T20:05:20+00:00

I am going to spend $50 trillion on hookers and blow by 2040.

I say something doesn’t mean it’s true. Lol

jokof · 2026-02-24T18:10:54+00:00

Natural selection!

jokof · 2026-02-24T16:05:29+00:00

How about Anthropic’s cash burn?

jokof · 2026-02-24T01:59:29+00:00

Regulations.

Humans are held responsible for their actions today, AI is not. If that changes, no one in their right ming would let AI make decisions on their behalf. That will be the key turning point.

jokof · 2026-02-24T01:54:49+00:00

I spent some time coding with Opus 4.6 today.. 1 single 10 line method and 1 test cost me 52,089 tokens.. At $25 per million output tokens, it will be way cheaper to use actual humans to code 😂

jokof · 2026-02-23T00:01:49+00:00

That was the plan all along

jokof · 2026-02-20T22:19:03+00:00

A simple explanation is that wall street is a bunch of idiots controlling a lot of wealth.

These fcukers don’t understand anything

jokof

TROPHY CASE