Hacker News: ralph84

New comment by ralph84 in "Did Anthropic ask for this?"

ralph84 — Sun, 14 Jun 2026 23:24:15 +0000

They don't have a seat on the board. They're smart enough to understand the threat to their business posed by frontier models they don't control.

New comment by ralph84 in "Did Anthropic ask for this?"

ralph84 — Sun, 14 Jun 2026 23:09:59 +0000

This was an opportunistic hit job by Amazon. After the SpaceX IPO, Amazon realized there was a good chance Anthropic's post-IPO market cap would exceed Amazon's. No doubt they are maneuvering behind the scenes for regulations that the big cloud vendors be the only authorized operators of LLMs for national security reasons.

New comment by ralph84 in "OpenAI mulls slashing prices as it competes with Anthropic for users"

ralph84 — Thu, 11 Jun 2026 06:19:55 +0000

Questionable whether the enterprise market really is the most lucrative. The biggest of big tech all have significant revenue from the consumer market. Compare Apple, Google, Meta, to IBM, Salesforce, ServiceNow.

New comment by ralph84 in "Upcoming breaking changes for npm v12"

ralph84 — Tue, 09 Jun 2026 23:49:10 +0000

NPM (the company) was about to go under in 2020. They raised VC but never found a sustainable business model. GitHub acquired them to keep the ecosystem alive. The acquisition hasn't really benefitted GitHub much at all.

New comment by ralph84 in "We Think the SpaceX IPO Is Overvalued"

ralph84 — Tue, 09 Jun 2026 03:37:46 +0000

Voting control doesn't change management's fiduciary duty to all shareholders. The founders retaining voting control has worked out fine for Alphabet shareholders.

New comment by ralph84 in "Federal judge blocks H1B visa $100K fee"

ralph84 — Tue, 09 Jun 2026 01:06:51 +0000

Two rules:

1. No subcontracting. Visa recipients must work directly for the visa sponsor.

2. No layoffs. Any company that does a mass layoff is banned from sponsoring new visas for 5 years.

New comment by ralph84 in "xAI is looking more like a datacentre REIT than a frontier lab"

ralph84 — Tue, 09 Jun 2026 00:18:27 +0000

SpaceX and Tesla used aggressive vertical integration, manufacturing simplification, and reuse to radically lower the cost of building rockets and EVs. It's not unreasonable to speculate they might be able to do the same for hyperscale compute.

New comment by ralph84 in "Apple reveals new AI architecture built around Google Gemini models"

ralph84 — Mon, 08 Jun 2026 20:25:07 +0000

Pretty much all of big tech compete with each other in some areas and partner in others.

Google probably gave them the best deal. When you're the #3 player you'll sacrifice margins to drive volume.

New comment by ralph84 in "S&P 500 rejects SpaceX, also blocking entry for OpenAI and Anthropic"

ralph84 — Sat, 06 Jun 2026 23:10:11 +0000

Who knows, it could have gone up more. Sandisk just did 40x in a year as a public company. That's the point of an index, buy everything so you don't miss out on the outliers that provide most of the return.

New comment by ralph84 in "S&P 500 rejects SpaceX, also blocking entry for OpenAI and Anthropic"

ralph84 — Sat, 06 Jun 2026 22:27:15 +0000

Imagine Anthropic had gone public a year ago when it had a $61.5 billion valuation. Index fund investors would be up in arms demanding this change after missing out on the 15x run to $965 billion.

New comment by ralph84 in "Three of our worst VC stories"

ralph84 — Fri, 05 Jun 2026 23:26:26 +0000

On one hand, every VC who passed on Cloudflare missed out on what is now an $88 billion company. On the other, if they didn't invest because they didn't like the underlying economics, they were actually correct. 17 years after founding, Cloudflare still has never turned a profit.

New comment by ralph84 in "Boeing 787 Dreamliner Loses Door at Remote Pacific Airport, Puzzling Engineers"

ralph84 — Fri, 05 Jun 2026 23:01:23 +0000

Put some caution tape over the door and have the pilots fly it out empty at 6,000 feet so it doesn't have to be pressurized.

New comment by ralph84 in "Mornings and nights no longer exist at 47C: A day in the hottest place in India"

ralph84 — Fri, 05 Jun 2026 00:01:59 +0000

Humanity is a blip in Earth's history. We'll be a historical curiosity to whatever comes next just like the dinosaurs are to us.

New comment by ralph84 in "MAI-Thinking-1"

ralph84 — Wed, 03 Jun 2026 01:27:12 +0000

Presumably their position remains that training on public repos is fair use and doesn't require a license. If it doesn't require a license it's still "appropriately licensed".

New comment by ralph84 in "Different attitudes towards AI in California's university system"

ralph84 — Wed, 03 Jun 2026 00:09:30 +0000

Unions are always against whatever management wants. Then it becomes a bargaining chip for what the union wants. That's how collective bargaining works.

New comment by ralph84 in "EY Canada published a cybersecurity report and most citations were hallucinated"

ralph84 — Sat, 30 May 2026 19:47:45 +0000

Executives pay them a lot of money to launder blame. If a project fails after consulting EY, well, what can you do. If a project fails without consulting anyone externally, it's obviously a failure of the executive.

New comment by ralph84 in "Erin Brockovich made a map to track data centers around the country"

ralph84 — Wed, 27 May 2026 02:06:24 +0000

Big Tech isn't exactly doing a great job of marketing them. Saying they're for AI while doing mass layoffs attributed to AI isn't a winning message.

New comment by ralph84 in "Microsoft pulls plug on plans for 244-acre data center in Caledonia (2025)"

ralph84 — Mon, 25 May 2026 19:31:19 +0000

One of the emails that came out in the Musk v. OpenAI trial was Nadella in 2022 saying he wanted to own the entire AI stack. Four years later Microsoft is no closer to owning any part of the AI stack. Complete fumble of the bag.

New comment by ralph84 in "Greg Brockman interview [video]"

ralph84 — Mon, 25 May 2026 00:43:02 +0000

Walt Disney died 60 years ago. We don't need to incentivize him to do anything.

New comment by ralph84 in "Greg Brockman interview [video]"

ralph84 — Sun, 24 May 2026 17:16:00 +0000

> enclosing the value created inside proprietary, investor-backed systems

What do you think copyright does. Human culture is owned by humanity, not Disney or the New York Times.