Hacker News: louiereederson

New comment by louiereederson in "SpaceX, Other Mega IPOs Denied Fast Index Entry by S&P"

louiereederson — Fri, 05 Jun 2026 03:28:29 +0000

The market is more unpredictable than it’s been in a long, long time so I hesitate to make a firm prediction but to me the odds that SpaceX will be a successful IPO over a 3-6 month window are significantly lower now. S&P inclusion basically requires funds to hold a position by default, and per their own estimates $20tn of assets are indexed/benchmarked to the S&P.

Microsoft launches Project Solara, device platform for AI

louiereederson — Tue, 02 Jun 2026 17:23:08 +0000

Article URL: https://www.geekwire.com/2026/inside-microsofts-project-solara-a-new-platform-for-devices-that-run-ai-agents-instead-of-apps/

Comments URL: https://news.ycombinator.com/item?id=48373217

Points: 10

# Comments: 1

Uber Caps Usage of AI Tools Like Claude Code to Cut Costs

louiereederson — Tue, 02 Jun 2026 17:12:33 +0000

Article URL: https://www.bloomberg.com/news/articles/2026-06-02/uber-caps-usage-of-ai-tools-like-claude-code-to-cut-costs

Comments URL: https://news.ycombinator.com/item?id=48373098

Points: 6

# Comments: 0

New comment by louiereederson in "Uber president says AI spending is getting 'harder to justify'"

louiereederson — Tue, 26 May 2026 15:34:47 +0000

Anthropic's annualized run rate is >$40b according to outside reporting. AWS hit that by Q4 2019. There were still debates on public cloud vs on prem at that time, but by late 2019 public cloud had facilitated the creation or adoption of entire categories of software within SaaS and PaaS, not to mention consumer internet businesses like Uber and Airbnb. The net impact of AI coding tools is far more ambiguous in comparison.

The profitability comparison is fraught but worth noting that by then AWS was already extremely profitable.

New comment by louiereederson in "DeepSeek makes the V4 Pro price discount permanent"

louiereederson — Fri, 22 May 2026 20:02:14 +0000

I wonder if/when the US limits market entry of Deepseek and other Chinese model vendors like they have done with Huawei

Project Glasswing: An Initial Update

louiereederson — Fri, 22 May 2026 19:31:45 +0000

Article URL: https://www.anthropic.com/research/glasswing-initial-update

Comments URL: https://news.ycombinator.com/item?id=48240419

Points: 561

# Comments: 325

New comment by louiereederson in "AI has a multiplying effect on existing technical skills"

louiereederson — Fri, 22 May 2026 14:30:52 +0000

I'm wondering if companies are 'diverting' engineering resources from core products to AI products with the view that the former are legacy. Kind of two sides of the same coin though.

Starbucks scraps AI inventory tool across North America

louiereederson — Thu, 21 May 2026 19:03:03 +0000

Article URL: https://www.reuters.com/business/starbucks-scraps-ai-inventory-tool-across-north-america-2026-05-21/

Comments URL: https://news.ycombinator.com/item?id=48227487

Points: 14

# Comments: 3

New comment by louiereederson in "Anthropic is expanding to Colossus2. Will use GB200"

louiereederson — Thu, 21 May 2026 01:33:09 +0000

Per sanguinem ad astra

OpenAI Is Preparing to File for an IPO Soon

louiereederson — Wed, 20 May 2026 16:24:42 +0000

https://archive.md/0Ez3C

Comments URL: https://news.ycombinator.com/item?id=48210226

Points: 206

# Comments: 407

OpenAI Guaranteed Capacity

louiereederson — Tue, 19 May 2026 19:53:13 +0000

Article URL: https://openai.com/business/guaranteed-capacity/

Comments URL: https://news.ycombinator.com/item?id=48198563

Points: 6

# Comments: 1

New comment by louiereederson in "Check your fucking sources, people"

louiereederson — Fri, 15 May 2026 15:06:49 +0000

Late last year I tried asking ChatGPT to summarize a collection of 10 researchers' views/findings on a topic and provide representative quotes. It initially looked plausible but when I checked the links, the quotes were from clearly AI generated summaries of actual interviews. The paraphrasing was also plausible but subtly and profoundly incorrect.

I haven't tested this again on the latest models though, so not sure if there's been an improvement.

New comment by louiereederson in "No more NYT cooperation: my dog-rape red line"

louiereederson — Wed, 13 May 2026 23:39:33 +0000

It’s true, this distracts from the real atrocities

Waymo recalls 3,800 robotaxis over flood-risk software flaw

louiereederson — Tue, 12 May 2026 12:31:38 +0000

Article URL: https://qz.com/waymo-recalls-3800-robotaxis-flood-risk-software-051226

Comments URL: https://news.ycombinator.com/item?id=48107321

Points: 3

# Comments: 0

New comment by louiereederson in "Tesla is recalling its cheaper Cybertruck because the wheels might fall off"

louiereederson — Fri, 08 May 2026 16:38:03 +0000

The extension of Full Self Destruct mode

New comment by louiereederson in "Cloudflare to cut about 20% of its workforce"

louiereederson — Thu, 07 May 2026 21:11:39 +0000

I think as someone pointed out earlier, this is more likely about margin preservation as their gross margins are deteriorating really quickly.

New comment by louiereederson in "Cloudflare to cut about 20% workforce"

louiereederson — Thu, 07 May 2026 21:10:44 +0000

Yikes, so incremental margins are in the 50s. I think this says it all.

New comment by louiereederson in "AI didn't delete your database, you did"

louiereederson — Tue, 05 May 2026 15:08:49 +0000

Tesla FSD didn't crash your car, you did

Agents for financial services and insurance

louiereederson — Tue, 05 May 2026 15:05:47 +0000

Article URL: https://www.anthropic.com/news/finance-agents

Comments URL: https://news.ycombinator.com/item?id=48023533

Points: 257

# Comments: 192

New comment by louiereederson in "Uber torches 2026 AI budget on Claude Code in four months"

louiereederson — Fri, 01 May 2026 18:08:03 +0000

This article is about Uber, not Meta