Uber TTM P/E is affected by investment markups (equity stakes in other co's) and tax benefits better to look at stuff like operating income, consensus NTM P/E (which is in the 20s), etc. big fan of waymo, just thought this would add clarity @samswoora @signulll
Ya maybe the P/E should be like 5 but i’m pleasantly surprised the markets pricing it roughly the right OOM
Seems like Haoran Wei was at StepFun until relatively recently...@teortaxesTex Google Scholar link: scholar.google.com/citations?hl=e…
Massively unexpected update from DeepSeek: a powerful, high-compression MoE OCR model. > In production, DeepSeek-OCR can generate 33 million pages of data per day for LLMs/VLMs using 20 nodes (x8 A100-40G). They want ALL the tokens. You're welcome to have some too.
Gemini 3 is about to be special...love to see this energy from Demis
Will be very interesting to see goog vs nvda charts a year from now
OAI x Cursor after Windsurf deal didn't make it?
now, @mntruell joining to talk about cursor's experience with GPT-5. notes that GPT-5 is incredibly smart but does not compromise on ease of use for pair programming. demos fixing an issue; suggests trying too use it for your real work.
Have seen this from a few other accounts, but it is underdiscussed that it seems like every single user (irrespective of tier) will be getting GPT-5 access. This is a big step up from the 4o and 4o-mini default.
Seems like ChatGPT will now be routing to the diff size GPT-5 models; API will have the three available separately as well as the routing capability
Seems like ChatGPT will now be routing to the diff size GPT-5 models; API will have the three available separately as well as the routing capability
Also @Jukanlosreve this appears to be AI-generated as well. Sarah Chen is supposedly a name that Claude will generate quite frequently when asked for something random
I think this might be AI-generated. Look at all the articles on the site and the comments. Are Chris Lattner and Jensen Huang really the ones writing these things? Not financial advice of course; also have no particular stance on CUDA v ROCm
decent chance that we get Grok 2/3 weights right after the OAI open model
Mid-2010s: subsidized ride-sharing Mid-2020s: subsidized robotaxis?
NEWS: uber in talks with Former CEO Travis Kalanick to help fund his takeover of Pony AI, a self driving cars startup nytimes.com/2025/06/26/tec…
Somewhat tangentially, found it interesting at the time that Thiel himself was involved in the FF-led Scale Series C
interestingly, he also has a Thiel connection; worked at Clarium '08-'09
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