Hacker News: chatGDPshttps://news.ycombinator.com/user?id=chatGDPsHacker News RSShttps://hnrss.org/hnrss v2.1.1Sat, 18 Apr 2026 09:17:27 +0000<![CDATA[New comment by chatGDPs in "Nokia's internal presentation after iPhone was launched (2007) [pdf]"]]>The theory is already out there, it’s called Counter-Positioning. Hamilton Helmer in 7 Powers.

It’s a bit more nuanced as Kodak isn’t such a case due to digital photo being commodity.

]]>Sun, 19 Jan 2025 21:42:29 +0000https://news.ycombinator.com/item?id=42762192chatGDPshttps://news.ycombinator.com/item?id=42762192https://news.ycombinator.com/item?id=42762192<![CDATA[New comment by chatGDPs in "Amazon's Moonshot Plan to Rival Nvidia in AI Chips"]]>They told it quite aloud in the last earning call. Quite funny how the market is selling NVIDIA on this news, does no one pay attention?

Conversely, TSMC trading down makes no sense. Who is going to make these ASICs? Surely not Intel.

]]>Tue, 26 Nov 2024 06:37:11 +0000https://news.ycombinator.com/item?id=42243039chatGDPshttps://news.ycombinator.com/item?id=42243039https://news.ycombinator.com/item?id=42243039<![CDATA[New comment by chatGDPs in "Claude AI to process secret government data through new Palantir deal"]]>Plenty of HN discussions (like this: https://news.ycombinator.com/item?id=41855006). Pretty much a consulting company, they don't own their dev stack. People see 80% gross margins and think it's enterprise SaaS, but they are just great at selling their "FDEs" at 5x cost.

]]>Sun, 10 Nov 2024 16:45:34 +0000https://news.ycombinator.com/item?id=42101110chatGDPshttps://news.ycombinator.com/item?id=42101110https://news.ycombinator.com/item?id=42101110<![CDATA[New comment by chatGDPs in "TSMC to close door on producing advanced AI chips for China from Monday"]]>This is quite big for China's competitiveness.

]]>Sun, 10 Nov 2024 16:15:12 +0000https://news.ycombinator.com/item?id=42100911chatGDPshttps://news.ycombinator.com/item?id=42100911https://news.ycombinator.com/item?id=42100911<![CDATA[New comment by chatGDPs in "Shopify Is Winning Salesforce Clients, Stoking E-Commerce Rivalry"]]>That's funny, as Salesforce used a similar tactic when they first started with their 'End of Software' campaign against Siebel. Benioff himself detailed this strategy in Behind the Cloud, where he suggests, 'Always Go After Goliath.'

Tobi Lütke doesn't do these kinds of things just because he likes games and nerdy stuff or because he just wants his stock to go up (who doesn't).

]]>Wed, 30 Oct 2024 16:59:56 +0000https://news.ycombinator.com/item?id=41997487chatGDPshttps://news.ycombinator.com/item?id=41997487https://news.ycombinator.com/item?id=41997487