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Joined 1 month ago
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Cake day: July 20th, 2025

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  • The GPT5 launch would give me pause if I were a prospective investor

    They’re still losing money, performance is only increasing marginally, and that launch looked like it had no validation or due diligence. Plus Meta is trying to siphon off their employees with offers of 10s of millions of dollars.

    Anthropic has mostly taken over the dev space, GPT is lagging on MCP and tool ineroperabilitiy locking them behind a paywall with limited use…

    Then the CEO comes out and days they’re in a bit of a bubble, but want half a trillion dollars to make more capital expenditures.

    Unless the design of chips dramatically changes the economics are borderline, and OpenAI is fumbling on the PR/mindshare front.






  • Cloudflare runs as a CDN/cache/gateway service in front of a ton of websites. Their service is to help protect against DDOS and malicious traffic.

    A few weeks ago cloudflare announced they were going to block AI crawling (good, in my opinion). However they also added a paid service that these AI crawlers can use, so it actually becomes a revenue source for them.

    This is a response to that from Perplexity who run an AI search company. I don’t actually know how their service works, but they were specifically called out in the announcement and Cloudflare accused them of “stealth scraping” and ignoring robots.txt and other things.