Hacker News: segfaultex

New comment by segfaultex in "Anthropic IPO buyers see valuation as low as $1.1T"

segfaultex — Fri, 06 Nov 2026 19:02:02 +0000

Sure, if you ignore all RnD costs. If you don't; they were $80B in the hole the first half of 2026.

New comment by segfaultex in "Anthropic IPO buyers see valuation as low as $1.1T"

segfaultex — Fri, 06 Nov 2026 19:00:25 +0000

And scaled to an annual burn rate more than double that in 5 years...

New comment by segfaultex in "Anthropic IPO buyers see valuation as low as $1.1T"

segfaultex — Fri, 06 Nov 2026 18:59:04 +0000

$80B ARR with an ~$160B net loss.

New comment by segfaultex in "Anthropic IPO buyers see valuation as low as $1.1T"

segfaultex — Fri, 06 Nov 2026 18:56:42 +0000

$1.3T is still looney tunes for a company that literally has zero plan to turn a profit.

New comment by segfaultex in "Microsoft is winding down Oracle deal to rent AI cloud capacity"

segfaultex — Fri, 06 Nov 2026 18:53:32 +0000

To what extent is that demand from frontier labs? Purportedly, Anthropic is a significant chunk of GCP rev.

How much runway will the creditors give those labs until they expect a ROI?

The financial underpinning the AI build out make zero sense, but we've seen the market remain irrational for long periods of time.

New comment by segfaultex in "Tesla to wind down Cybertruck production"

segfaultex — Fri, 06 Nov 2026 18:50:23 +0000

They're a great used buy. I get ~315 miles out of mine with mostly highway driving. Paid $45K for a platinum.

New comment by segfaultex in "Anthropic's internal AI use, at retail prices, now exceeds its employee pay"

segfaultex — Mon, 02 Nov 2026 18:57:59 +0000

It’s supply constrained for now, the moment companies like Anthropic have to switch to profit-making-mode, demand will dip as the prices skyrocket imo.

New comment by segfaultex in "iPhone Duo"

segfaultex — Thu, 10 Sep 2026 11:49:53 +0000

Yeah and the production numbers from the start seemed to indicate that Apple knew it wouldn't be extremely popular.

FWIW, I bought one knowing this, and have zero regrets. Amazing hardware, it's the best personal display on the market. I use it for the majority of my movie watching.

New comment by segfaultex in "The asteroid currently hitting front end web development"

segfaultex — Fri, 04 Sep 2026 13:15:53 +0000

Yeah, I think what gets lost in the corporate AI convo is that it accelerates impact; for better and worse.

New comment by segfaultex in "The asteroid currently hitting front end web development"

segfaultex — Fri, 04 Sep 2026 13:04:08 +0000

>Who in his right mind would like to dive in super complex browser internals?

I would have loved this in college. I know most don't, but I think we'll hit a point where the people who don't know enough to assess when model output is sub-par will fall by the wayside.

I'm not arrogant enough to think that I won't be included in this blast radius, so I try to dig as deeply as I can whenever possible (and where it makes sense,IE: I couldn't tell you all of the details of LLVM or hypervisor internals)

New comment by segfaultex in "Qantas Airbus A380 engine failure in 2010 (2023)"

segfaultex — Thu, 03 Sep 2026 13:53:56 +0000

I wouldn't, the A380 is designed to fly with just one operational engine.

New comment by segfaultex in "Google Antigravity TOS: 3rd party usage can get Google account suspended"

segfaultex — Thu, 03 Sep 2026 13:52:53 +0000

With open-weight models getting closer and closer to parity with frontier models for specific tasks (coding,etc) the frontier labs are trying to make moats via their software.

Personally, this is why I foresee Anthropic/OpenAI/Google taking a bath once their creditors come calling. I think the individuals most attached to a specific app are the ones least willing to pay the true cost of inference. (IE: your grandma using chatgpt to ask for recipe recommendations probably isn't going to pay $400/mo).

New comment by segfaultex in "Volkswagen planning to cut up to 100.000 jobs globally"

segfaultex — Tue, 14 Jul 2026 00:02:50 +0000

BYD sure, but I have serious long-term doubts about teslas ability to capture any significant market share. They’ve dropped to their lowest level in the US since ~2017 and frankly their products are awful.

We just bought an EV last year and tried everyone. The teslas were the second worst in our opinion. The worst were the rivian products, just horrible UX, poor engineering, poor assembly, clear rent-seeking behavior, etc.

BMW, Ford, and GM make better vehicles and better EVs.

New comment by segfaultex in "EU Commission: addictive design Instagram and Facebook in breach of the DSA"

segfaultex — Fri, 10 Jul 2026 15:20:34 +0000

The overwhelming majority of local businesses around me don't have websites, just a FB page. If you want to look at upcoming events, specials, restaurant menus, etc. you either have to hope FB doesn't throw up the "you need an acct to see this page" blocker, or sign up.

New comment by segfaultex in "General Motors is assisting with the restoration of a rare EV1"

segfaultex — Mon, 23 Mar 2026 19:07:54 +0000

You think making the biggest breakthrough in battery tech is easier than monetary incentives?

New comment by segfaultex in "General Motors is assisting with the restoration of a rare EV1"

segfaultex — Mon, 23 Mar 2026 19:05:55 +0000

>The native integration knows about car's battery state all the time and auto-suggests stops.

CarPlay does this on my F150 Lightning. It manages state, preconditioning when routing to a charging stop, will suggest charging stops as I'm routing, etc. etc.

There's really nothing special about GM's implementation IMO, except that they charge you monthly to access it.

New comment by segfaultex in "General Motors is assisting with the restoration of a rare EV1"

segfaultex — Mon, 23 Mar 2026 19:03:36 +0000

We bought an F150 Lightning instead of a Sierra EV mainly because of this. I'm not interested in 'cars as a service'.

New comment by segfaultex in "OpenAI – How to delete your account"

segfaultex — Sat, 28 Feb 2026 13:53:23 +0000

Deleted mine months ago. Altman is one of the slimiest tech ceos out there, which is saying something.

New comment by segfaultex in "This time is different"

segfaultex — Fri, 27 Feb 2026 03:10:00 +0000

Yes. I see it hallucinate method names for 3rd party libraries constantly.

It’s useful, but when users here say they’re vibe coding 98% of their work, I have to think they’re not working on anything complex.

New comment by segfaultex in "Nvidia and OpenAI abandon unfinished $100B deal in favour of $30B investment"

segfaultex — Fri, 20 Feb 2026 14:16:13 +0000

Conversely, I have yet to see agentic coding tools produce anything I’d be willing to ship.