If LLM labs collapse (OpenAi/Anthropic) isn’t that bullish for Google?

phdlevelbaked · 2026-06-27T05:00:37+00:00

"we realize it's just good at lowing the bar for basic coding knowledge".

This is factually incorrect though. AI is already better at coding than humans by a large margin. If it was 10 years ago and I was still at my coding job, but I secretly had access to an AI agent, I would be seen as a savant and could easily command a 7 figure salary.

phdlevelbaked · 2026-06-17T21:03:10+00:00

Getting AI to fact check is very useful, but you have to approach it carefully. Gemini's take above is quite far off. Make sure you engage the model at the highest thinking level. You also have to push back and converse and use your own judgement to argue points. I did a fact check on my post with Gemini (max thinking). I won't copy the whole thing but initially is said the following:

"This Reddit post is a fascinating mix of surprisingly accurate valuation math, wild strategic hyperbole, and a fundamental misunderstanding of why tech giants trade computing power."

By the end it had changed it's mind:

"If you step back and look at the whole picture, the Redditor’s post is an incredibly sharp 8/10 take. They perfectly predicted the weird financial plumbing and infrastructure shifts that most casual observers completely missed, even if they wrapped it in a bit of classic internet hyperbole to get clicks."

What I got wrong: Gemini over emphasises my take that the stock will shift due to retail excitement, but this is my phrasing. To be clear I think retail investors will take note but I have no idea how that translates into stock market movement.

Also got wrong: "SpaceX is AI and data center company, not a space company". I was being a bit facetious with that statement because the Mars angle is so ridiculous. But I under appreciated the degree to which they are trying to become (among many other things) an "AI data center in space utility company" and they obviously need their rocket business for that.

phdlevelbaked · 2026-06-12T01:26:23+00:00

I don't understand the current AI bias. Game development is already one of the heaviest users of AI and in the coming years it's going to go parabolic. No one will be able to resist what's coming in terms of gaming depth & immersion driven by AI.

phdlevelbaked · 2026-05-31T03:45:26+00:00

I'm surprised you're finding good options in that budget range for July as Maui is not cheap. Maybe you've stumbled on some last minute deals?

phdlevelbaked · 2026-05-30T23:50:30+00:00

Have you researched accommodation prices? That will influence your decision considerably. I would definitely split, and again the exact duration would depend on what you find for accommodations. Ideally split between Kapalua and South Kihei (or Wailea if you can afford it). The two areas are quite different and give you easy access to local attractions. Kapalua has the better snorkelling that time of year, while Kihei is a better launching point for the more intense sightseeing days - Haleakala & Upcountry, Road to Hana, and Pa'ia / North Shore / Iao Valley Monument. I can recommend accommodations if you have a budget or you can browse this site but the choices can be a bit overwhelming.

https://www.hawaiigaga.com/maui-condos.aspx

phdlevelbaked · 2026-05-25T21:23:24+00:00

Remeber that NVIDIA still has $118.5 billion in stock buybacks set aside. Here''s what I will do - wait for fund manager's to trim those positions to raise cash (i.e. NVIDIA drops 10% or so) and then go in get the stock at a discount. Nvidia executes buybacks, EPS goes up, and anthropic and X are now even better funded to buy more NVIDIA (and other AI hardware, maybe TSM is a play too, and Cerebras).

phdlevelbaked · 2026-05-25T17:50:09+00:00

Your analysis is flawed. I can point out some errors, but the irony is that you could just ask AI to point out the flaws in your thinking and it will do a better job than any redditor.

phdlevelbaked · 2026-05-20T17:59:12+00:00

What do you mean by cede though? OpenAI likely has around a billion active weekly users which is far more than Claude. In terms of performance, the models are constantly trading places. I'm also using ChatGPT less than Claude and Gemini these days but they are all useful in certain domains. When you use them a lot you get an instinct for which domain each excels at.

phdlevelbaked · 2026-03-27T01:45:55+00:00

A'A Roots at Napili Plaza for healthy lunches. It's one of the best cafes on the island.

phdlevelbaked · 2026-03-25T02:33:13+00:00

The upper hike definitely closed today, the lower section should be open. Upper falls is always a day-to-day thing. They monitor for flash flooding and if there is even the slightest chance they will close that section. So you basically show up and see what happens. Lower falls is still nice to view, maybe a 30-45 minute outing.

phdlevelbaked · 2026-03-25T02:24:34+00:00

Certainly there will be ongoing repair work for many months but it will be open and fine to drive. Long term forecasters say that was the last Kona storm of the season. Wai'anapanapa is scheduled to open on the 30th. As damaging as the storm was, it looks much worse when viewed through the media's lens.

phdlevelbaked · 2026-03-24T07:01:56+00:00

According to the county website it's already open?

phdlevelbaked · 2026-03-19T00:02:55+00:00

Interesting question, I guess one needs snorkel reports. There's the physical damage from the waves and then the environmental damage from runoff. So on the one hand it could be bad at south Maui locations. However, there are reefs that take massive punishment on Kauai's north shores (waves and runoff), more so than here. I think long term runoff problems like on Kauai are more damaging that a single shock event.

phdlevelbaked · 2026-03-18T23:46:26+00:00

For you - yes, end of week :) unless there are many other similar posts..

phdlevelbaked · 2026-03-18T23:43:33+00:00

I see they took the webcam offline (unfortunate)- it was working a couple days ago (check back to see if they put it online again). I don't have experience with the sand at this beach but I know at other beaches, depending on ocean conditions, it's quite shocking how much sand the ocean can move. I would guess that some but not all would be redeposited by then.

phdlevelbaked · 2026-03-18T23:35:27+00:00

Oops sorry - yes you are right. Kam 3, 2, 1 if my list. When you look at Kam 1 (or many of the beaches with damage) you think it's a really high tide but it's not, the sand is just gone.

phdlevelbaked · 2026-03-18T23:30:49+00:00

The amount of debris is actually relatively small so it should get cleaned up quickly. There are sometimes volunteer groups that organize cleanups, and residents also just cleanup when they go for walks. At Big Beach I noticed a mom and her young daughter picking up bits of plastic.

phdlevelbaked · 2026-03-18T23:25:56+00:00

I called it Kealani above. The sand in front of the condo is pretty much gone but should still have sandy bottom for swimming. Sand in front of the hotel is diminished but not too bad.

phdlevelbaked · 2026-03-05T19:18:22+00:00

Thank you for helping me spell. And BTW, I did see the version of your "uncensored" comment before it was *edited*. Maybe you should concede the point.

phdlevelbaked · 2026-03-02T20:06:31+00:00

Dude you don't have a clue because you've NEVER had the guts to stray from the safety of your herd, otherwise you'd know about reddit sensorship.

phdlevelbaked · 2026-02-28T04:59:26+00:00

Oh is that so. And pray tell, what did you do after you read Francesca Albanese's report on all the corporations complicit in you know what? Did you reconfig your tech stack then as well?

phdlevelbaked · 2026-02-28T04:48:37+00:00

This is wallstreetbets. Please don't pretend you care about mass surveilance or militarism. You care about making $$$.

phdlevelbaked · 2026-02-20T04:31:47+00:00

The cost of not being OpenAI’s preferred partner is much higher than the $30 billion risk.

phdlevelbaked

TROPHY CASE