Based on the disclosed financials by SpaceX, they have made $48B in revenue since 2023 with a cumulative loss of -$41.3B.
And yet, based on stock price and market cap, they are worth about as much as Microsoft. Microsoft generated $80B of revenue and $31B in profits...per quarter last year. SpaceX will never, ever, generate $124B+ in annual profits.
Until the alians realize this and throw the drugs in the harbor, leading the a US vs alians war to open them up for free markets access. Not sure this can actually realize their ambition.
What about the compute deals? $3.1B a month for half their compute? Elon built $6B of rev in 122 days. What can he do now that he's got a $85B war chest of cash?
They have quite short cancellation notices and there is a question why do you need to rent it if you are an ai company? How is it grok not running the world using that compute.. And possible cancellation will erase a large income stream, think when gpus get old or sooner when Google does not need it anymore.
an RTX 3090 or older Quadro/Tesla enterprise cards are still selling/ renting... 5 year depreciation is only for tax purposes.
Anthropic is not building their own datacenters... They are mainly giving equity for colocation with AWS. I cant find one example of them ground breaking on anything... Can you give me a source?
xAI was retardedly late to the party. When Elon Musk founded xAI in July 2023, competitors had already spent years buying up massive silicon footprints and locking down cloud partnerships.
OpenAI had a 3 year lead, anthropic 2.5 years, and google was building TPU's since 2015... what are you talking about?
The have customers actually willing to use and pay for their service.
In a world where even Microsoft is needing to use AWS for capacity beyond Azure, xAI's utilization of their data centers has been so low that they are renting them out to competitors instead.
Nobody wants Grok. If you aren't using GPT-5 or Claude, you are probably using an open Chinese model like Qwen hosted by some provider.
I would expect Cursor to be forced to use the Grok Code models in short order. We'll see how people feel about "Mecha Hitler" writing their code.
1. Remove the few pre-installed apps except the HDMI inputs you want.
2. Then disconnect wifi.
As long as the device you turn on does HDMI-CEC (which almost everything other than a PC does) it will automatically switch to the input that your device is connected to. If it doesn't, you just have to click on the input you want to switch to.
> I would guess most Roku users aren't using a box these days.
Sure I guess. But those devices objectively suck. the CPU and storage in "smart TVs" are so underpowered that using streaming apps on them is painfully sluggish.
For comparison, I've used the "Chromecast with Google TV" (a $50ish at its release 4k streaming stick that uses the 'Google TV', fka 'Android TV' platform) and a Sony TV on the same platform, released the same year. The Sony UI is a lot more sluggish than the Google stick device. Also tested running an SNES emulator. The Google device can easily do it, the Sony TV can't keep up even on a basic game like Super Mario World.
And then of course, on the other end of the spectrum, the Apple TV exists, which specs-wise can easily play 3D racing games at a fine framerate.
Agreed. I currently have a “Roku TV” that is hooked up to another Roku device, because the one built into it is so slow and outdated as to be almost unusable. The $29 (on sale) Roku stick I hooked up to it works fine. Getting a built-in Roku IMHO is a false economy, the built-in thing will almost certainly go to crap before the TV itself does.
Maybe it is just the devices I have, but I've had the higher end 4K-capable Roku boxes before I eventually got all Roku TVs. I would say the experience with my Roku TVs (TCL, Phillips, and Sharp) has been the best. Nothing slow about them.
I don't try to do anything like run a console emulator on them though. Just watching streaming channels and YouTube TV.
I wish I could come back and ask you how they perform after a couple more years of "software updates" from the app providers. Considering, too, that they will also be vibe-coding them from here on out.
IDK about the specs on yours, but even things like bloated sizes of apps themselves on disk can become a problem. What happens when the OS and the apps inevitably go up in size such that the 8GB or whatever TCL has decided to give you cannot hold the OS, Netflix, Disney+, and HBO at the same time? They don't just let you stay on old versions anymore, either.
I have a 10 year old 4k Roku TV that works a good as new. The Roku app API is severely limited. The upside of that is that it discourages webdev bloat.
Interesting. Honestly I had never considered that angle. Given that they really ought not to need anything but simple navigation of lists and grids to build a streaming app that is actually usable and fast, not whatever the Youtube App (330MB) and Netflix (183MB) are wasting my phone's space on... now I'm wondering if this forced parsimony imposed on the developers could be a reason to give Roku a try again. I admit it's been over a decade since I used a Roku regularly.
With Roku built in as well as whatever ad pipeline(s) the TV manufacturer wants. These days my AppleTV is allowed to talk to the internet. My television is not.
I have a Samsung TV that I intentionally didn’t connect to the Internet for that reason. I occasionally get an annoying pop-up randomly, encouraging me to connect it to Wi-Fi.
> Especially because you can get TVs with Roku built-in.
Except in that case don't you have to give the TVs themselves Internet access? Do you trust any TV with such access nowadays given all the tomfoolery with surveillance that most OEMs do?
Especially because you can get TVs with Roku built-in.
I believe there are TVs that come with AppleTV built-in. I'm not in the market, so I haven't looked, but I suspect they're not the bargain basement Wal-Mart sets.
Eh those TVs are a dubious value proposition. I grabbed one and wound up returning it because it won't even let you use the TV as a damned TV without connecting it to the internet and creating a roku account so they can track you.
My Roku TV (that hasn't been turned on in years, but was left plugged in for years...) literally tries to reach out every minute to home servers. Before u plugging it, I had blocked it's DNS, and was blown away at how frequently it tries to phone home. Easily the noisiest device on my home network.
PG is clearly confusing "capturing" a billion dollars for "earning" a billion dollars. Becoming a billionare is working the system so that the wealth generated by something people love (Amazon) is mostly captured by a select group of people (Jeff Bezos) and not the workers who are actually earning the company the value (fulfilling and delivering the packages).
The system set up by the company is what earns the company value and creates it for others. Individual workers implement critical parts of that system, but the work of the workers does not on its own create the value. AOC and PG are both a bit obtuse about this.
"Company" is doing some very heavy lifting in how you are using it. The "company" in that sense does not include any worker who isn't a meaningful equity participant. In Amazon's case, or Telsa/SpaceX's case, the "company" is a single founder and his cronnies.
But as for `the work of the workers does not on its own create the value`... I just don't see how that isn't completely incorrect. It is literally the only part that is at the core of the value creation.
How much value would be created by Amazon tomorrow if every fulfillment worker and driver didn't show up? Basically none. But Jeff Bezos could die of a heart attack tomorrow and it wouldn't stop a single dollar of value creation.
We really don't appreciate the contributions of workers enough in this country. Whether it is the medical assistant at the doctor's office, the person who makes your burrito, delivers the Amazon diaper's order, or even check you out at the store. If people stop showing up to work, this all falls apart. It won't matter how much capital you have if you have no workers.
Concretely, the company is not a single founder and his cronies. The company is a pile of paperwork (aka contracts) that dictate the relationships between (thousands of) people who are all involved in the enterprise, from factory workers and entry-level coders to investors. It is that pile of paper and the relationships it encodes that creates an output that is larger than the sum of its parts.
You can worry about whether the split of return is correct, but arguing that the pile of paperwork is valueless or somehow nonexistent is silly. Value flowing to investors is a consequence of how that pile of paperwork is set up and what is on the papers, nothing more or less.
The sad reality is that it doesn't really matter which system you try to do (capitalism, communism, monarchy, etc), it is almost always the powerful exploiting the less powerful.
China probably has the most successful communist government ever (in large part by selectively adopting capitalism) but it isn't like the conditions for their workers are better than in the U.S. or Europe.
All this talk of "late-stage capitalism" seems to miss the mark. It is the rise of many forms of authoritarianism that is the leading cause of disregard for the needs of every day working peoples.
It is amazing to see what is happening with wasm/wasi lately and that is all grew out of asm.js.
asm.js, like JSON, is a strict subset of the JavaScript grammar that turned out to be very useful in a certain way. Obviously, a text encoding like asm.js wasn't an efficient way to distribute a bytecode, but it proved enough to make wasm the obvious next step.
Somewhat dubious claim if it was right or not, the only benefit was that asm.js was backwards compatible and set the stage for Mozilla to lose out by simply having the slower JS engine whereas NaCL/PNaCL proposal was "performance neutral" between browsers.
For what, Firefox is for all practical purposes irrelevant in a Chrome dominated Web, Google can steer WebAssembly into whatever direction fits Chrome.
IMHO: totally. Asm.js developed into WASM, which is better in any aspect than PNaCl (e.g. just one disadvantage is that PNaCl was an ossified subset of LLVM bitcode, this would resulted in the same quagmire that the DX team found themselves in when they based the DXC shader compiler and HLSL bytecode (DXIL) on a snapshot of the LLVM toolchain and bitcode - in the end the only realistic way out for D3D was to switch to a SPIRV flavour).
Yeah but that has nothing to do with bytecode formats, rather the wrong decisions on how to keep up with upstream FOSS projects within commercial entities.
Also they would not have such problem, had they used their own MSIL like bytecode instead, like the Phoenix compiler toolchain from MSR that was supposed to eventually replace VC++, in a LLVM like tooling, but ended up being cancelled.
It is interesting to me that Anthropic are more concerned about the "safety" of distillation training other LLMs, and not as much about an unscrupulously aggressive goal-oriented solver that will do whatever it can to reach its goal, even if violates any kind of sandbox you might have reasonably expected.
Kind of surprised that the current Chromium-based Edge gets no attention other than being mentioned. It is basically the same as the desktop Edge. Easily the most capable browser a console has ever had.
It has support for things like the gamepad API, wasm, etc. You can do things like run emulators via RetroArch web using your gamepad properly.
It's video support includes MP4/MKV with H264+AAC/AC3/MP3. I've used it to stream local movie files using just a static HTTP server and my video player app.
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