But later they talk about we’ve blown $1.4T on this…so is the money being spent, or not?

Fairly certain the $1.4T is OpenAI's (and only OpenAI) proposed budget to build their super cluster. That is not the money being spent that is the money one company needs to try out their idea.

Yes, but I find supervision much easier and faster with a strong model. It makes fewer dumb mistakes that I have to catch and correct, and it’ll follow my instructions more reliably.

Depends on the task. If it's something that occurs a lot in training data like React/tailwind code then I don't think you need SOTA. Most reasoning models since Sonnet 3.5, Deepseek 3.1 et al will do fine for those tasks.

Doesn't justify 10x the cost in that case imo

FSD was a sham under Biden too though.

“Infinitely” is a high bar, but Waymo is already demonstrably better than the majority of human drivers.

But only in very controlled environments...

Yeah, you also have to consider that your kids can be on either side of the equation too.

I honestly don't know if by the other side of the equation is your kid being on the street when somebody elses's av causes the accident. Bonus points of the owner of the av is not liable for the accident.

They’re already far more useful than that, and I suspect harness engineering alone could add another OOM of productivity, without any underlying change in the models available today.

What’s the basis is for claiming that only finance and tech are profitable sectors in the US economy. Energy? Healthcare? Manufacturing?

Here's the list of S&P 500 companies by market cap & weighting:

https://www.slickcharts.com/sp500

Going down that list, the first 9 are all tech (the "Mag 7" plus Broadcom). The first non-tech is Berkshire Hathaway at #10, but that is financial services. The top 10 together are 38.63% of the index. Then you have Walmart at #11 and 1.57% of the index, then 2 financials (JP Morgan Chase and Visa) and a pharmaceutical (Eli Lilly). The rest of the top 30 includes 6 more tech companies (Micron, Oracle, AMD, Netflix, Palantir, and Intel) and 2 more financials (Mastercard and Bank of America).

Your claim wasn’t that many of the biggest US companies by market cap are in finance and tech, but rather than nothing else is profitable. Do you see the difference?

Here's the list by earnings:

https://www.tradingview.com/markets/stocks-usa/market-movers...

It is even more dominated by finance and tech: the list is Alphabet, NVidia, Apple, Microsoft, Amazon, Berkshire, Meta, JP Morgan Chase, Bank of America, and then the first non finance/tech comes in at #10 with Exxon. Exxon's earnings are less than 1/4 of Alphabet's.

The reason to prefer market cap over earnings is that market cap includes investors' view of the company's future earnings power, but they both tell the same story.

I’m using Composer 2, Cursor’s model they built on top of Kimi, and it’s great. Not Opus level, but I’m finding many things don’t need Opus level.

It's all I use at work and I've yet to find anything it can't handle. Then again, I'm a principal engineer and I already have designs in mind, so I'm giving it careful instruction and checking its work every time.