Tag: llms

For anyone trying to interpret Anthropic's S1 - the "Change in fair value of convertible notes, etc" line with the $72B loss as of June 2026? That's "we have given out a lot of options and the value of our shares have increased and hence these options are now worth more". No "actual" money has been lost here.

It's not nothing (as a protective shareholder you should be very much worried about dilution!) but their actual cash and asset loss over the period is ~€8B

On the operating side they are/were actually very close to profitability, though whether that holds with their recent price cuts is another matter!

"Mistral said Le Chonk - officially named Mistral Large 4 - will be made fully public on October 27." How is this real text from a real Reuters article?! 😭https://www.reuters.com/world/china/mistral-ceo-says-new-ai-model-beats-chinese-ones-some-areas-2026-10-06/

I don't really like this prediction but I think it's coming.

Prediction: A track created substantially with Generative AI will wedge itself solidly inside our collective heads and refuse to be evicted in the next 12 months. Think something "Baby shark"-esque

The Copernican Principle turns out to be as important for the philosophy of life and consciousness as it is to astronomy and physics.

We're not magic. Our existence is just the result of electrical impulses between atoms we borrowed from the universe.

If your multi-page essay on why LLMs can't be conscious fundamentally boils down the idea that man can't create a soul, then it's not a scientific or philosophical argument but in fact a religious one.

I expect better epistemics.

I'm very much of the opinion that training should qualify as fair use (and also that any other outcome will end up disastrous), so I hard agree there

It has taken all of a couple of months for work to go from "everyone gets a Claude license!" to "Sonnet is blocked and maybe tomorrow we'll block Opus too". Incredible levels of own-goal scoring from team Anthropic lately.