Comment by thatsabadlook
2 days ago
Even then do we really have evidence that what they are doing is reasonable or practical for them at all? They are edging on like 3 9s uptime, what leaked of Claude code looked like soup, tons of security issues, they can't build a sandbox to save their company, and last I heard they aren't even profitable without adjusting their numbers for arbitrary things.
Think I'm good on taking advice from companies that aren't making money.
Exactly. What they’re doing, repeatedly, is setting a narrative that this is how software engineering should be. Always be reliant on tokens. Don’t worry about uptime or errors - agents can address it, don’t worry about security - agents can address it, don’t worry about code comprehension - agents will always be there for you.
Nailed it
> agents will always be there for you.
In Romania an investment fund (FNI) around 2000 ran some super famous ads saying "FNI is watching" (FNI is keeping watch).
6 months later they went bankrupt.
[dead]
If they're cash-flow positive with 75% of compute going to research and training, what do you think will happen to cash flow when they shift to 50-50 training-inference?
Because "pacing the frontier" is more about flipping on the money printer switch than it is about safety.