Hacker News: mxschumacher

New comment by mxschumacher in "Corporate America Is Starting to Ration AI as Cost Skyrockets"

mxschumacher — Sat, 30 May 2026 15:58:07 +0000

i have trouble understanding these situations, e.g. the AI itself would presumably make the suggestion to write a python script for such a task. It seems to me that there two huge problems right now * understanding which category of problems an LLM is an appropriate solution for (rather than throwing LLMs at any and all problems) * matching model capability (and therefore cost) to the problem at hand. You can easily overspend massively by using a model that's too powerful

New comment by mxschumacher in "Corporate America Is Starting to Ration AI as Cost Skyrockets"

mxschumacher — Sat, 30 May 2026 15:51:45 +0000

not sure one would expect huge revenue increases from these internal tools, but maybe dramatic cost savings? Surely a lot of corporate processes could be automated?

Aliens

mxschumacher — Sat, 30 May 2026 11:50:56 +0000

Article URL: https://www.whitehouse.gov/aliens/

Comments URL: https://news.ycombinator.com/item?id=48335198

Points: 10

# Comments: 3

New comment by mxschumacher in "Anthropic raises $65B in Series H funding at $965B post-money valuation"

mxschumacher — Fri, 29 May 2026 17:49:30 +0000

here's an article on DeepSeek's strategy that I found instructive. Cheap & good inference in order to boost the hardware makers: https://x.com/bookwormengr/status/2057909493250539891

Orbital Compute

mxschumacher — Fri, 29 May 2026 11:52:07 +0000

Article URL: https://www.taurient.com/fh/labyrinth/shared/y2H2VBSMlK/atlas/ai/orbital-compute

Comments URL: https://news.ycombinator.com/item?id=48321961

Points: 3

# Comments: 0

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

mxschumacher — Sun, 24 May 2026 19:19:33 +0000

I'm still not entirely clear on the problem <-> capability matching. E.g. it seems like Kimi K2.6 with good context would already be able to solve a huge chunk of problems. What share of prompts require frontier models?

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

mxschumacher — Sun, 24 May 2026 19:16:50 +0000

not just renewables, also massive nuclear capacity and huge modern coal plants. They can really crank up capacity if they want to. How long will it take to get a new nuclear power plant operational in the US?

Oil 101, Second Edition

mxschumacher — Tue, 05 May 2026 17:47:57 +0000

Article URL: https://oil101.morgandowney.com

Comments URL: https://news.ycombinator.com/item?id=48025965

Points: 3

# Comments: 0

New comment by mxschumacher in "Anthropic raises $30B in Series G funding at $380B post-money valuation"

mxschumacher — Sat, 14 Feb 2026 17:51:05 +0000

if the unit economics are broken (strong competition from other proprietary model providers + open weight models; LLM token race to the bottom) it's not clear how high revenue growth translates to high profits. These companies are valued like monopolists, but the competitive dynamics make them more akin to tomato sauce makers. I understand that the technology is pretty amazing and can lead to significant productivity gains, but from a business perspective, the question is how much of that value Antrophic and others can capture over time.

New comment by mxschumacher in "Hyundai Introduces Its Next-Gen Atlas Robot at CES 2026 [video]"

mxschumacher — Wed, 07 Jan 2026 00:56:59 +0000

that's a very impressive demo, I have never seen a robot move so smoothly before.

New comment by mxschumacher in "2025 Letter"

mxschumacher — Thu, 01 Jan 2026 17:28:54 +0000

My copy of Breakneck arrived a few days ago and I'm rushing through the book, hard to put down, highly recommended

New comment by mxschumacher in "Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%"

mxschumacher — Mon, 29 Dec 2025 18:39:40 +0000

there are around 140 EV companies in china competing very aggressively, they have excess capacity and are flooding the world market with cheap EVs, tough for Tesla to have a healthy margin in that environment

New comment by mxschumacher in "Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%"

mxschumacher — Mon, 29 Dec 2025 18:32:38 +0000

and SpaceX has been a major buyer of Cybertrucks

New comment by mxschumacher in "Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%"

mxschumacher — Mon, 29 Dec 2025 18:30:33 +0000

and Tesla is valued at over 21x more than GM

New comment by mxschumacher in "Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%"

mxschumacher — Mon, 29 Dec 2025 18:29:27 +0000

there was a rush to buy electric cars in the US for as long as the $7500 incentive was in place, so the Q3 2025 number if inflated; it's a pull forward effect.

Sales have been flat for 3 years and the delivery numbers in Europe are catastrophic

on a fully diluted basis, the market cap is above $1.6tn, so at a PE of 20, they'd have to generate something like $80bn in profit per year - hard to do in an industry that is as brutally competitive and low margin as passenger cars.