Hacker News: swexbehttps://news.ycombinator.com/user?id=swexbeHacker News RSShttps://hnrss.org/hnrss v2.1.1Tue, 28 Apr 2026 22:16:53 +0000<![CDATA[New comment by swexbe in "Astral to Join OpenAI"]]>VC money bailing out other VCs. A tale as old as time.

]]>Thu, 19 Mar 2026 18:44:51 +0000https://news.ycombinator.com/item?id=47443978swexbehttps://news.ycombinator.com/item?id=47443978https://news.ycombinator.com/item?id=47443978<![CDATA[New comment by swexbe in "How will OpenAI compete?"]]>Customers come back to Netflix since they have the best content out of all the streaming providers. This is their moat.

ChatGPT, on the other hand, is literally exactly identical to their competitors for the most common use cases.

]]>Thu, 26 Feb 2026 18:23:59 +0000https://news.ycombinator.com/item?id=47169931swexbehttps://news.ycombinator.com/item?id=47169931https://news.ycombinator.com/item?id=47169931<![CDATA[New comment by swexbe in "How will OpenAI compete?"]]>OpenAIs investors can look forward to having an operating margin as impressive as the company that produces Band-Aid

]]>Thu, 26 Feb 2026 18:21:04 +0000https://news.ycombinator.com/item?id=47169882swexbehttps://news.ycombinator.com/item?id=47169882https://news.ycombinator.com/item?id=47169882<![CDATA[New comment by swexbe in "How will OpenAI compete?"]]>Stickyness absolutely helps. But it won't get you anywhere close to a MAG7 operating margin. I think we are already seeing the start of price wars. I cancelled my ChatGPT subscription once i realized Gemini Pro was included in my Google Workspace and never looked back for a second.

]]>Thu, 26 Feb 2026 08:05:28 +0000https://news.ycombinator.com/item?id=47163268swexbehttps://news.ycombinator.com/item?id=47163268https://news.ycombinator.com/item?id=47163268<![CDATA[New comment by swexbe in "Claude Sonnet 4.6"]]>Does this matter if a 2 person startup can blow them away on price?

]]>Wed, 18 Feb 2026 12:29:47 +0000https://news.ycombinator.com/item?id=47060300swexbehttps://news.ycombinator.com/item?id=47060300https://news.ycombinator.com/item?id=47060300<![CDATA[New comment by swexbe in "Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway"]]>...if it works.

]]>Wed, 18 Feb 2026 08:04:02 +0000https://news.ycombinator.com/item?id=47058486swexbehttps://news.ycombinator.com/item?id=47058486https://news.ycombinator.com/item?id=47058486<![CDATA[New comment by swexbe in "Privilege is bad grammar"]]>Muddying the water to make it seem deep.

]]>Mon, 16 Feb 2026 22:43:35 +0000https://news.ycombinator.com/item?id=47041364swexbehttps://news.ycombinator.com/item?id=47041364https://news.ycombinator.com/item?id=47041364<![CDATA[New comment by swexbe in "We tasked Opus 4.6 using agent teams to build a C Compiler"]]>Except resources won't be plentiful for a long while since AI is only impacting the service sector. You can't eat a service, you can't live in one. SAAS will get very cheap though...

]]>Thu, 05 Feb 2026 22:11:55 +0000https://news.ycombinator.com/item?id=46906117swexbehttps://news.ycombinator.com/item?id=46906117https://news.ycombinator.com/item?id=46906117<![CDATA[Private Equity's Giant Software Bet Has Been Upended by AI]]>Article URL: https://www.bloomberg.com/news/articles/2026-02-03/private-equity-s-giant-software-bet-has-been-upended-by-ai

Comments URL: https://news.ycombinator.com/item?id=46870933

Points: 2

# Comments: 0

]]>Tue, 03 Feb 2026 13:49:09 +0000https://www.bloomberg.com/news/articles/2026-02-03/private-equity-s-giant-software-bet-has-been-upended-by-aiswexbehttps://news.ycombinator.com/item?id=46870933https://news.ycombinator.com/item?id=46870933<![CDATA[New comment by swexbe in "Will AIs take all our jobs and end human history, or not? (2023)"]]>They are not free, they are paid for by taxes. And in pretty much all countries, irrespective of funding model, these services have increased in price much faster than general inflation. This is the Baumol effect in action.

]]>Thu, 29 Jan 2026 12:10:32 +0000https://news.ycombinator.com/item?id=46809120swexbehttps://news.ycombinator.com/item?id=46809120https://news.ycombinator.com/item?id=46809120<![CDATA[New comment by swexbe in "Do not mistake a resilient global economy for populist success"]]>> indicies that usually do not perform that well

MSCI EM has outperformed MSCI US since it's inception in 2001 if you look at total return.

]]>Fri, 09 Jan 2026 09:00:43 +0000https://news.ycombinator.com/item?id=46551589swexbehttps://news.ycombinator.com/item?id=46551589https://news.ycombinator.com/item?id=46551589<![CDATA[New comment by swexbe in "How Google got its groove back and edged ahead of OpenAI"]]>When you take depreciation into account, it's probably less profitable than a government bond.

]]>Thu, 08 Jan 2026 18:14:45 +0000https://news.ycombinator.com/item?id=46544402swexbehttps://news.ycombinator.com/item?id=46544402https://news.ycombinator.com/item?id=46544402<![CDATA[New comment by swexbe in "GotaTun – Mullvad's WireGuard Implementation in Rust"]]>I wish I could use Mullvad. But their IPs are banned from many streaming services and they don't change them often enough so I am stuck with Nord.

]]>Fri, 19 Dec 2025 13:27:53 +0000https://news.ycombinator.com/item?id=46325604swexbehttps://news.ycombinator.com/item?id=46325604https://news.ycombinator.com/item?id=46325604<![CDATA[New comment by swexbe in "Wall Street sees AI bubble coming and is betting on what pops it"]]>Most investors have more money invested in their house than stocks.

]]>Mon, 15 Dec 2025 14:52:23 +0000https://news.ycombinator.com/item?id=46275267swexbehttps://news.ycombinator.com/item?id=46275267https://news.ycombinator.com/item?id=46275267<![CDATA[New comment by swexbe in "Leak confirms OpenAI is preparing ads on ChatGPT for public roll out"]]>weird flex

]]>Sun, 30 Nov 2025 14:02:20 +0000https://news.ycombinator.com/item?id=46096730swexbehttps://news.ycombinator.com/item?id=46096730https://news.ycombinator.com/item?id=46096730<![CDATA[New comment by swexbe in "Leak confirms OpenAI is preparing ads on ChatGPT for public roll out"]]>Despite

]]>Sun, 30 Nov 2025 14:01:12 +0000https://news.ycombinator.com/item?id=46096723swexbehttps://news.ycombinator.com/item?id=46096723https://news.ycombinator.com/item?id=46096723<![CDATA[New comment by swexbe in "Leak confirms OpenAI is preparing ads on ChatGPT for public roll out"]]>...and a decade later they were close to bankruptcy.

]]>Sat, 29 Nov 2025 14:18:19 +0000https://news.ycombinator.com/item?id=46087718swexbehttps://news.ycombinator.com/item?id=46087718https://news.ycombinator.com/item?id=46087718<![CDATA[New comment by swexbe in "Leak confirms OpenAI is preparing ads on ChatGPT for public roll out"]]>All chat apps look exactly the same and have exactly the same features. The friction is basically non-existent compared to email services, social media, web browsers, &c.

]]>Sat, 29 Nov 2025 14:13:14 +0000https://news.ycombinator.com/item?id=46087671swexbehttps://news.ycombinator.com/item?id=46087671https://news.ycombinator.com/item?id=46087671<![CDATA[New comment by swexbe in "Leak confirms OpenAI is preparing ads on ChatGPT for public roll out"]]>Just like no one normal would ever switch from internet explorer?

]]>Sat, 29 Nov 2025 14:10:39 +0000https://news.ycombinator.com/item?id=46087653swexbehttps://news.ycombinator.com/item?id=46087653https://news.ycombinator.com/item?id=46087653<![CDATA[New comment by swexbe in "Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?"]]>What are you talking about? It's trading at 55x EPS and 41x forward EPS.

]]>Sat, 04 Oct 2025 15:11:01 +0000https://news.ycombinator.com/item?id=45473863swexbehttps://news.ycombinator.com/item?id=45473863https://news.ycombinator.com/item?id=45473863