Hacker News: _sword

New comment by _sword in "Microsoft needs to open up more about its OpenAI dealings"

_sword — Mon, 27 Oct 2025 12:02:57 +0000

This is a silly article. Since MSFT took a ~49% stake in OpenAI, it records its share of OpenAI's net losses in the other income line under the equity method of accounting. MSFT is offsetting its taxable income based on a prior investment

New comment by _sword in "Are OpenAI and Anthropic losing money on inference?"

_sword — Thu, 28 Aug 2025 21:02:15 +0000

I was modeling configurations purpose-built for running specific models in specific workloads. I was trying to figure out how much of a gross margin drag some software companies could have if they hosted their own models and served them up as APIs or as integrated copilots with their other offerings

New comment by _sword in "Are OpenAI and Anthropic losing money on inference?"

_sword — Thu, 28 Aug 2025 20:59:47 +0000

I spoke with management at a couple companies that were training models, and some of them expensed the model training in-period as R&D. That's why

New comment by _sword in "Are OpenAI and Anthropic losing money on inference?"

_sword — Thu, 28 Aug 2025 17:53:45 +0000

I've done the modeling on this a few times and I always get to a place where inference can run at 50%+ gross margins, depending mostly on GPU depreciation and how good the host is at optimizing utilization. The challenge for the margins is whether or not you consider model training costs as part of the calculation. If model training isn't capitalized + amortized, margins are great. If they are amortized and need to be considered... yikes

New comment by _sword in "GPT-5"

_sword — Thu, 07 Aug 2025 17:04:56 +0000

Neat, more scalable intelligence for me to tell "plz fix" over my code

New comment by _sword in "Meta Invests $14.3B in Scale AI to Kick-Start Superintelligence Lab"

_sword — Fri, 13 Jun 2025 14:44:19 +0000

Sounds like meta gets the data and also anything they can scrape together about what the other labs have been doing to get better results than meta

New comment by _sword in "OpenAI to buy AI startup from Jony Ive"

_sword — Wed, 21 May 2025 17:16:35 +0000

That's why they so despise each-other; they're the same

New comment by _sword in "OpenAI to buy AI startup from Jony Ive"

_sword — Wed, 21 May 2025 17:10:56 +0000

The self dealing king Sam Altman strikes again

New comment by _sword in "Ask HN: What is interviewing like now with everyone using AI?"

_sword — Mon, 03 Feb 2025 03:19:01 +0000

Even before LLMs were popularized, the shift to remote work made hiring awful in my experience. In finance roles, I had candidates who aced their tests and projects but then showed up to the job unable to competently use excel or write coherent sentences in English. Phone / zoom interviews all went fine, but clearly there was rampant cheating during remote projects.

New comment by _sword in "Ask HN: Are there any real examples of AI agents doing work?"

_sword — Sat, 11 Jan 2025 16:50:54 +0000

Could you name any products?

Google's Willow Breakthrough

_sword — Wed, 11 Dec 2024 13:02:47 +0000

Article URL: https://haveanidea.substack.com/p/googles-willow-breakthrough

Comments URL: https://news.ycombinator.com/item?id=42387307

Points: 1

# Comments: 0

New comment by _sword in "Dropbox announces 20% global workforce reduction"

_sword — Wed, 30 Oct 2024 13:56:57 +0000

Makes sense and was only a matter of time considering it has essentially no revenue growth to date this year and Non-GAAP margins in the low-to-mid 30's %. With near-0% revenue growth, investors will expect a SaaS company to post 40%+ margins.

New comment by _sword in "OpenAI pursues public benefit structure to fend off hostile takeovers"

_sword — Wed, 09 Oct 2024 20:49:38 +0000

Reads like a play to dilute the power of executives that departed

New comment by _sword in "Tim Brooks, Creator of Sora Leaves OpenAI for DeepMind"

_sword — Fri, 04 Oct 2024 00:57:33 +0000

OpenAI is definitely planning to IPO within the next 12-18 months after it restructures into a for profit.

New comment by _sword in "OpenAI is closing in on raising $6.5B. Largest VC raise in history"

_sword — Fri, 27 Sep 2024 16:09:39 +0000

CEG jumping 20% on the MSFT deal means it isn’t all priced in imo. Everyone has known there are rising energy needs and had bid up CEG. Then the Three Mile Island restart news hit and apparently it wasn’t already priced in

Who else has equity at OpenAI?

_sword — Thu, 26 Sep 2024 21:23:55 +0000

If Sam receives 7%, it seems very unlikely to come from investors. Perhaps they're diluting founders who participated in the coup to consolidate Sam + the proprietary board's power? Commercializing interests wouldn't want to risk the safetyist faction gaining power within the company through founders who walked

Comments URL: https://news.ycombinator.com/item?id=41663559

Points: 1

# Comments: 0

New comment by _sword in "77% of employees report AI has increased workloads and hampered productivity"

_sword — Wed, 24 Jul 2024 11:55:53 +0000

That’s the whole point of Forbes today

New comment by _sword in "Biden signs TikTok bill into law, starting clock for ByteDance to divest"

_sword — Wed, 24 Apr 2024 22:25:21 +0000

There’s some research here that the NYTimes cited in an article on the topic of TikTok deplatforming certain topics

https://networkcontagion.us/wp-content/uploads/A-Tik-Tok-ing...

New comment by _sword in "M 4.8 – 2024 Whitehouse Station, New Jersey Earthquake"

_sword — Fri, 05 Apr 2024 15:05:48 +0000

I thought wind at first because it's been stormy lately

New comment by _sword in "M 4.8 – 2024 Whitehouse Station, New Jersey Earthquake"

_sword — Fri, 05 Apr 2024 14:47:56 +0000

That was eerie! I felt my apartment building start to rock and sway as the walls were creaking. Not something I’m used to as a NY native, and not something I loved to experience 20+ floors above the ground.