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Where the AI market is talking

A source-linked Hacker News monitor for the tracked company graph. These are attributable public discussions—not sentiment, endorsements, or unverified company facts.

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2195

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Showing 661680 of 2195 matching discussions

OpenAI
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The Problem

- i tried whatever is available on the free plan on gemini, deepseek, claude and openai as the latest model - i use them regularly for small stuff

Anthropic
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Who Is Cami Clark? Anthropic CEO's Wife Asked Epstein to Invest in Porn Business

1786671656 | Even Claude Is in the Dark About Dario Amodei's Wife and Her Influence At | https://www.wsj.com/tech/ai/claude-dario-amodei-wife-anthrop... | https://news.ycombinator.com/item?id=49293853 1786675327 | Dario's wife tried to raise money from Epstein for a porn studio | https://twitter.com/atreides_sf/status/2088044874503524469 | https://news.ycombinator.com/item?id=49294219 1786676764 | Even Claude Is in the Dark About Dario Amodei's Wife | https://www.wsj.com/tech/ai/claude-dario-amodei-wife-anthrop... | https://news.ycombinator.com/item?id=49294362 1786702565 | Dario's wife raised money from Epstein for a porn studio after he was convicted | https:/&#x2…

Anthropic
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Patterns and problems in emerging multi-agent systems

> [...] we evaluated the behavior of various Claude models in a setting with contradictory objectives. > We consistently saw a multiagent turf war... In fact, they sabotaged others with increasingly aggressive, self-replicating malware. Seems like Anthropic should withdraw their models until they can be taught to behave and cooperate as well their competitors (both open and closed) do. /s I hate fearmongering, and I don't trust Dario's intentions for doing it.

Replicate
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AI in drug discovery – what it is, where we stand and the path forward

In chemicals and materials, 50 rows of good data is a really solid study. That’s e.g. a 3x4x4 experimental design (assuming replicates for each condition get averaged into a single row). If you managed to prep that many samples correctly and obtain consistent characterization data across all properties of interest, you’ve easily got a paper. It’s also kind of malpractice to jam this type of data (few samples, wide rows) into modern ML models. There are plenty of simpler statistical methods that will tell you what’s going on, and even then a well-made plot might be good enough. The difficulty is not in drawing insight from the final numbers, it’s almost always in how those numbers came to be in the first place. Thus the reticence of science-oriented companies to invest heavily in these mas…

Cohere
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Qwen 3.8 27B

Hmm, doesn't seem to translate to an especially coherent pelican: https://xcancel.com/TeksEdge/status/2063108620842356970

OpenAI
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Maximizing the value of your Claude Code sessions

Tagging files in Claude desktop in code mode works fine for me, as does CLI. With that said, in Cowork, it's been broken for some time and driving me crazy. I've shifted most of my usage to Codex/ChatGPT Work. The UX of appshots, browser annotations (now available in claude), and the computer use being so much less intrusive in OpenAI.

OpenAI
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I Remain a Skeptic

From my reading on the topic, the tokens are subsidized when considering average cost, but are profitable at marginal cost. Basically, they're super expensive when considering the training cost, but aren't super expensive when doing inference. Since AGI is quite unlikely now, my guess is that we'll see consolidation and will see frontier models released at a slower clip, such that they can pay for training for from the profits from prediction tokens themselves. There may be slight increases in token prices, but there's sufficient competition between Google, Anthropic, OpenAI and X alongside the open weights providers that I don't see huge price increases happening. Even if OpenAI is absorbed into one of the others (which I think is most likely), that would still make token price collusion…

Anthropic
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I Remain a Skeptic

From my reading on the topic, the tokens are subsidized when considering average cost, but are profitable at marginal cost. Basically, they're super expensive when considering the training cost, but aren't super expensive when doing inference. Since AGI is quite unlikely now, my guess is that we'll see consolidation and will see frontier models released at a slower clip, such that they can pay for training for from the profits from prediction tokens themselves. There may be slight increases in token prices, but there's sufficient competition between Google, Anthropic, OpenAI and X alongside the open weights providers that I don't see huge price increases happening. Even if OpenAI is absorbed into one of the others (which I think is most likely), that would still make token price collusion…

OpenAI
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I Remain a Skeptic

Certainly, but a flop of $1.5 trillion would create a deep and long trough. I think in that situation OpenAI and Anthropic probably don't survive as independent companies (where is the revenue? who would want to put more money in at that point?). In that situation there would definitely be a fire sale in the prices of licensing models (open weights are already pushing this way the hell down), semiconductors, data centers, and compute in general. And like in that situation, who knows what products come out of that dividend of cheap stranded assets? It might not even be AI related. You can do a lot of things with a lot of cheap GPU power. This boom-bust cycle is nothing new, especially to the tech industry. This deep crash outcome is the risk that a bet of $1.5 trillion makes. And it makes …

Anthropic
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I Remain a Skeptic

Certainly, but a flop of $1.5 trillion would create a deep and long trough. I think in that situation OpenAI and Anthropic probably don't survive as independent companies (where is the revenue? who would want to put more money in at that point?). In that situation there would definitely be a fire sale in the prices of licensing models (open weights are already pushing this way the hell down), semiconductors, data centers, and compute in general. And like in that situation, who knows what products come out of that dividend of cheap stranded assets? It might not even be AI related. You can do a lot of things with a lot of cheap GPU power. This boom-bust cycle is nothing new, especially to the tech industry. This deep crash outcome is the risk that a bet of $1.5 trillion makes. And it makes …

OpenAI
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I Remain a Skeptic

>...it makes the revenue numbers the industry has to hit higher... Yes. But. Industry can miss its revenue targets, Oracle can go bankrupt (looking more and more likely) OpenAI, Anthropic and SpaceX might find "true value" at about 10% of current valuations (that feels right to me), all that can happen with the associated economic chaos... and still out of it comes world shaping new technology Both things can be true

Anthropic
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I Remain a Skeptic

>...it makes the revenue numbers the industry has to hit higher... Yes. But. Industry can miss its revenue targets, Oracle can go bankrupt (looking more and more likely) OpenAI, Anthropic and SpaceX might find "true value" at about 10% of current valuations (that feels right to me), all that can happen with the associated economic chaos... and still out of it comes world shaping new technology Both things can be true

OpenAI
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Auto-research with codex: How I achieved a 232x Faster Kernel

OpenAI is run by its employees and their culture is far healthier. Unlike Anthropic, they don't have a CEO that actively encourages their employees to be dishonest.

Anthropic
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Auto-research with codex: How I achieved a 232x Faster Kernel

OpenAI is run by its employees and their culture is far healthier. Unlike Anthropic, they don't have a CEO that actively encourages their employees to be dishonest.

OpenAI
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I Remain a Skeptic

Given the advances since 2022 why would funding get pulled back? The endgame is replacing all office workers globally and so you get 10% of that market that's that's easily $1 trillion. A competent AI employee replaces a human the same way the car replaced the horse. Businesses will pay more for an AI employee that doesn't get sick or come in hung over over a human one and never goes to sleep. If OpenAI manages to crack that, and capture even 10% of the market globally, that's trillions.

OpenAI
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Qwen 3.8 27B

It's a better deal compared to those is what I said. It codes well enough so that's why people use it. As I said, go to r/cursor and you'll find loads of people using it while OpenAI and Anthropic are more expensive per token and give less usage.

Anthropic
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Qwen 3.8 27B

It's a better deal compared to those is what I said. It codes well enough so that's why people use it. As I said, go to r/cursor and you'll find loads of people using it while OpenAI and Anthropic are more expensive per token and give less usage.

OpenAI
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Auto-research with codex: How I achieved a 232x Faster Kernel

> Thankfully, I don't believe OpenAI does this - they are far more honest and seem to care about their reputation. Bro. Sam Altman?

Anthropic
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Show HN: Live Claude Usage HUD for a $38 Thermalright Trofeo Vision LCD

It's so sad that this is necessary. Why can't Anthropic get the UX of metering right?

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