I think we are going to see a growing trend of communications opposite of what we've seen in the last 4 years; no more AI doomerism to avoid datacenter bans. Surly everyone is Dario's circle is telling him to keep his mouth shut.

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alephnerd 32 minutes ago | parent [-]

As I've mentioned ad nauseum on HN for years yet no one listened - much of the time we as corporates in the tech industry used "AI" as an excuse for layoffs was for the same reason we used "COVID" as an explanation for layoffs before GPT4 was GAed.

The reality is, hiring severely overshot in 2021-22 with a degradation in quality. And 2-3 years of remote first showed that you can offshore with little-to-no operational impact.

Dario's messaging made sense as the underdog - which Anthropic was until a year ago. Their moat used to be FedRAMP until Emil Michael called their bluff.

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5gff3 26 minutes ago | parent [-]

Tech is insanely bloated and much of the cash flows are coming from investments made yonks ago.

What firms are going to do now is probe deeper and disinvest in crappy projects that - many that most likely generated negative returns upon closer inspection.

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alephnerd 26 minutes ago | parent [-]

> What firms are going to do now is probe deeper and disinvest in crappy projects that most likely generated negative returns

We've been doing this since 2022. Most layoffs overlap with Sales, Engineering, and Ops associated with cost centers.

Like, there was no reason Uber had 3 internally competing and built chat apps with dozens of engineers allocated as headcount.

> much of the cash flows are coming from investments made yonks ago

Not necessarily, but you can't train an old dog to do new tricks.

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5gff3 23 minutes ago | parent [-]

"> much of the cash flows are coming from investments made yonks ago"

Yes they are.

The marginal ROIC for tech firms that are in mature growth is shit. Made shitter by continuing to field many people for no good reason.

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alephnerd 22 minutes ago | parent [-]

What is the timeframe you are using? To me "yonks ago" means 15-20 years ago.

And marginal ROIC is just one metric amongst multiple to benchmark against.

Also, if you had the Benoit [0] you should use your normal HN account instead of a throwaway created for this topic.

[0] - https://m.youtube.com/watch?v=-XWgoJT1xPU

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5gff3 11 minutes ago | parent [-]

Hahahaaha

Touched a nerve did I? Not used to being outclassed eh? Youre an amateur.

Imagine thinking 'yonks ago' is 15-20 years in the technology game. Stop editing your posts bro.

	▲	alephnerd 10 minutes ago \| parent [-]
		> Touched a nerve did I In a way, but mostly because discourse on this platform has gone to shit because no one is restricting throwaways. > Imagine thinking 'yonks ago' is 15-20 years in the technology game. Stop editing your posts bro Give a number and the timeframe. I'm open to chatting collaboratively with you because we might be modeling differently with different priors. But I don't like unsubstantiated hot takes being used to launder throwaway accounts - the noise to signal ratio is shit enough on HN in 2026.