Hacker News: sd2ff

New comment by sd2ff in "Apple Will 'Watch Everything Burn' When the AI Bubble Bursts"

sd2ff — Mon, 27 Jul 2026 17:22:28 +0000

???

LOL WHAT.

Actually the right framing is Apple hedged the risk by maintaining good relations with China. They did not need to take any of the risk.

New comment by sd2ff in "Apple Will 'Watch Everything Burn' When the AI Bubble Bursts"

sd2ff — Mon, 27 Jul 2026 17:20:20 +0000

The commodity is not in the LLM but the tokens.

Anthropic's offerings are vertically differentiated. However from an economical stand point, it also be true that they are not the preferred option for many.

New comment by sd2ff in "Apple Will 'Watch Everything Burn' When the AI Bubble Bursts"

sd2ff — Mon, 27 Jul 2026 17:18:06 +0000

It was released to appease investors.

Ultimately as a manager you are held accountable to your investors and the cost-benefit analysis is such that it was the right action to take.

New comment by sd2ff in "DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]"

sd2ff — Sun, 26 Jul 2026 04:06:36 +0000

One word: Focus.

New comment by sd2ff in "DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]"

sd2ff — Sun, 26 Jul 2026 01:47:31 +0000

Who actually believes this nonsense?