ai-skeptics 2026-09-29

So sooner or later they should raise their api prices if so they would loose competition to Chinese (and also Chinese would also rise) In that cost of agentic development rises

@mauricio.szabo id assume it’s probably true, just would be nicer to get the source. I also get why what DHH says (and does) is a bit laughable, but his dream is not stupid per se. If you forget for a second about LLMs and focus on outcomes, the dream is great. Let's make all software fast and weigh just few mbs, or kbs, instead of gbs. Then reality kicks in and you must remind yourself that LLM-produced code is far from perfect, of course. Still, I love the direction.

As an expression I like it, slop grenade.

Anthropic:

Meanwhile, almost a quarter of its 4.6 billion US dollars in revenue came from just two customers.
🤯

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So two companies are spending about 500M on tokens. crazy.

Anthropic itself and OpenAI (checking out the competition)?

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I think you can't book your own usage as revenue?

maybe they use each others tool to build their own?

Probably not legally but I am guessing that with the existing close relationships of the different large investors, a lot is possible to inflate revenue here and there?

Hum... Could it be say Cursor and Copilot?

Some months ago I read their biggest customer was US DoD unless I am mistaken?

that wouldn't be surprising TBH

Didn't US ban Anthropic's use? There was a whole debacle about it?

yes there was.

Wrote a brief article, hopefully not another rehash of the thinkpiece I kind of see every day on HN. Whaddayathink? https://gist.github.com/vemv/ecaec66072be5a00cc9f37cce65f3747

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I think it's a spot on. This, in particular, deserves a highlight: > The impact of misattribution of intelligence is that given that you think that the 'other thing' is intelligent, then you are free to stop using your own intelligence. You stop being a critical thinker, someone who can spot mistakes, someone who can creatively solve things. Your work output (LLM's, really) is flawed, since all that LLMs can produce is results that is similar to other results, as opposed to the application of rigorous, novel thinking.

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i could not get ? what does his latest statement means?

I think he's just complaining about his own decision last year? 😈

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But haven't you heard about our lord and savior, Profitable Second Quarter?

Too bad they didn't go all in and renamed themselves Slopify

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I think they will never admit being wrong.

https://matthewbutterick.com/chron/drop-dead.html > https://matthewbutterick.com/chron/drop-dead.html#big-ais-security-narrative > • Big AI believes they are https://www.cfr.org/articles/artificial-intelligence-is-facing-a-crisis-of-control-and-the-industry-knows-it#:~:text=only%20the%20AI%20companies%20can%20mitigate%20and%20contain%20the%20systemic%20security%20risks%20they%20are%20creating who can protect against the risks that their products create. > • Big AI believes they should not be held accountable for the consequences of their AI systems > • Big AI believes that the burden is on government and citizens to affirmatively stop Big AI from proceeding. > ◦ After a genuine AI catastrophe arrives, we can be sure these same AI CEOs will say “gosh—why didn’t you make us stop?” 🤯

Haven’t they been arguing that they should be allowed to “self-regulate” by forming a cartel?

I'm going to start using that term, "slop grenade". Just about a perfect description.

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At what point does this become a bubble? That's a lot of faith and speculation!