Hacker News: iewj

New comment by iewj in "Microsoft and OpenAI end their exclusive and revenue-sharing deal"

iewj — Mon, 27 Apr 2026 14:15:24 +0000

What kind of ludicrous statement is this? Any monopoly with viable economics for profit with no threat of competition yields monopoly profits…

New comment by iewj in "Microsoft and OpenAI end their exclusive and revenue-sharing deal"

iewj — Mon, 27 Apr 2026 14:12:38 +0000

He’s a glorified portfolio manager (questionable how good he actually is given the results vs Anthropic and how quickly they closed the valuation gap with far less money invested) + expert hype man to raise money for risky projects.

New comment by iewj in "Microsoft and OpenAI end their exclusive and revenue-sharing deal"

iewj — Mon, 27 Apr 2026 14:05:21 +0000

In retrospect all those OAI announcements are gonna look so cringe.

They did not need to go so hard on the hype - Anthropic hasn’t in relative terms and is generating pretty comparable revenues at present.

New comment by iewj in "AI should elevate your thinking, not replace it"

iewj — Mon, 27 Apr 2026 13:32:49 +0000

Capitalism doesn’t care about that.

Capitalism does eventually care about efficient allocation of money to produce capital though. Competition takes care of that; see china vs USA.

New comment by iewj in "AI should elevate your thinking, not replace it"

iewj — Mon, 27 Apr 2026 12:52:50 +0000

All this stuff is proving to me one thing: we don’t need to get better at producing stuff faster. We need to get better at producing the right stuff. Right stuff meaning getting better at project selection.

I guarantee a firm that is really good at project selection with hand written code will annihilate a firm that is full of agentic engineers. And frankly I hope the outcome is that all those who went all in on agentic coding go out of business because they got beaten by disciplined and visionary leaders who understand this subtle and nuanced point.