because of the mutual sweetheart deal with SpaceX

SpaceX gave em discount for the pre IPO quarter so they can show profit

Anthropic signed a deal to lease compute that is the bulk of SpaceX revenue

and i think here lies the chess move by Elon

he's trying to steal OpenAI's limelight and shit on their road show

I'm actually quite surprised how much money Anthropic pulls

Also surprised that OpenAI is not pulling as much as I thought

All in all it looks like OpenAI is in a bit of a vulnerable position.

I don't know if it is a chess move but Elon certainly will take every possible opportunity to fk over Sam. Have to admit watching these two sociopaths duking it out is somewhat entertaining.

"OpenAI and Anthropic have invested trillions in a rapdily depreciating asset". Anthropic raised a bit over 100B and has 47B ARR. Where are you getting trillions from ?

I have a codex session I am using to vibe code a db thats being going for like 3 month. Still doing OK. Try that in CC.

What's the token usage at?

Anthropic raised less than 100B up to now and as of March has 30B ARR. Why does it have to make back 2.5T to 5T ?

I find that to not get into this doom loop is to make sure the solution is not overengineered in the first place. AI will pile on complexity to infinity unless you actively gate it.

My workflow now

1) While walking voice chat with ChatGPT about architecture and various interesting angles for a feature or product

2) Have it create summary of things we talked about

3) use that to seed spec development phase

4) write comprehensive specs using both Claude Code and Codex

5) create todos from specs

6) implement todos using both Claude Code and Codex to check each others work

7) run focused code check prompts e.g. specifically for error handaling, concurrency issues etc. They tend to find more issues in these focused passes.

You do realize every major tech company has offices in EU and in India. You make it hard here they will hire more there

I use all 3 compared to what do you think Gemini CLI is a good product? (my only use case for it now is triple checking specifications for drift inconsistencies beyond that I find it pretty lacking compared to codex and cc).

I think for the average corporate person in a non-software company, the "out of box" experience is better with Gemini. It's also cheap.

Once you get deeper into it, both Codex and Claude have better integrations with skills, etc. I sort of "discovered" skills via GStack and now use a few things, I find Claude's performance infuriating, but it can do more things. I happily pay $200 for Claude now, mostly for my own personal stuff. I think Gemini is better at external data sourcing and coding complex math.

But note this is my anecdotal take, mostly in the context of hobby projects. I'm a journeyman AI slinger at best.

Codex and CC are actually getting better at reviewing code and flagging issues. False positive rate dropped fairly significantly. Also obviously might be very personal preferency but creating clear specs and iterating on specs really helps to crystalize the approach I want to take to solving a given problem.

It's no magic given the size of us-east-1 there is no spare capacity to absorb all the workloads

One of the SRE tricks is to reserve your capacity so when the cloud runs out of capacity you're still covered. It's expensive, but you don't want to get stuck without a server when the on-demand dries up.