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> I’m surprised there isn’t a Costco like medical group that’s nationwide, has a membership, and works solely to provide care efficiently.

What you are describing is an HMO, which hasn't had that much lower costs historically. Theoretically, you pay once and then they take care of you, but in practice costs haven't been that much lower.


Millions would also love to live in Europe. Does that make them better than the US?


Twitter isn’t collapsing, but it’s hardly more profitable. In fact, the last numbers we know about them show >50% drop in revenue.


I don't think you're right. During its last fiscal year on the stock market, Twitter reported a net loss of $221 million.

We don't have exact insights to X.com's books, but we have credible reports from the Financial Times that they produced over a billion dollars in ebitda in 2024. This is completely possible with a 50% revenue drop. They laid off 80% of the company, something like 6,000 people.


The reports I have seen have shown significant decreases in revenue, from around $5B in 2021 to $2.5B in 2024: https://www.businessofapps.com/data/twitter-statistics/

I’m not sure about profit, but I do know that Twitter made $1.4B in profit in 2019 according to their SEC filings.


I follow Charlie Munger's advice and substitute the phrase "bullshit earnings" anywhere I see mention of EBITDA.

If the GAAP income is negative, the company lost money last year. End of story.


I think this is disingenuous. Charlie Kirk's content was specifically around "triggering the libs". He deliberately tried to make people angry, not looking to make any kind of common ground for discussion.


Haven't you ever turned a blind eye to somebody breaking corporate policy when you know its dumb and helps nobody? This is basically that. This kind of "immigration" is solely helpful but US immigration laws are intentionally obtuse and broken. The only "harm" here is that Hyundai didn't follow the right paperwork while helping build American manufacturing.


Because the documentation is intentionally obtuse and difficult, meaning that it is nearly impossible to get approval for these kinds of things even though they benefit the US immensely.

It's like if a neighbor fixes your fence without asking you first. Wrong? Maybe. Harmful? Definitely not.


No excuse! The neighbor clearly should have paid to train a local worker in fence-fixing for a year or two, and then paid the local worker's wages while fixing the fence, and then let the worker go as they don't need to fix a fence again for some time. Granted that would take two years and tens of thousands of dollars more than the neighbor fixing it themselves, but that's the neighbor's problem. (well, and now the problem of the homeowner with the fence that has to wait 2 more years to get their fence fixed)


Weird analogy, but I don't want my neighbor fixing my fence -- let alone stepping onto my property to do anything else for that matter.


The solution here is to work with South Korea to follow actual procedure, not arrest everybody and deport them. These people were objectively good for the American economy.


I'm totally fine with these crackdowns and I hope H1Bs get a polite boot out the door next. It's the only way US citizens are ever getting tech work again.


Go look into Trump's 2017 tax law and how it led to the mass tech layoffs. Maybe instead of blaming immigrants you will start realizing who actually created the layoffs.

https://qz.com/tech-layoffs-tax-code-trump-section-174-micro...


My experience has been entirely the opposite as an IC. If I spend the time to delve into the code base to the point that I understand how it works, AI just serves as a mild improvement in writing code as opposed to implementing it normally, saving me maybe 5 minutes on a 2 hour task.

On the other hand, I’ve found success when I have no idea how to do something and tell the AI to do it. In that case, the AI usually does the wrong thing but it can oftentimes reveal to me the methods used in the rest of the codebase.


Both modes of operation are useful.

If you know how to do something, then you can give Claude the broad strokes of how you want it done and -- if you give enough detail -- hopefully it will come back with work similar to what you would have written. In this case it's saving you on the order of minutes, but those minutes add up. There is a possibility for negative time saving if it returns garbage.

If you don't know how to do something then you can see if an AI has any ideas. This is where the big productivity gains are, hours or even days can become minutes if you are sufficiently clueless about something.


Claude will point you in the right neighborhood but to the wrong house. So if you're completely ignorant that's cool. But recognize that its probably wrong and only a starting point.

Hell, I spent 3 hours "arguing" with Claude the other day in a new domain because my intuition told me something was true. I brought out all the technical reason why it was fine but Claude kept skirting around it saying the code change was wrong.

After spending extra time researching it I found out there was a technical term for it and when I brought that up Claude finally admitted defeat. It was being a persistent little fucker before then.

My current hobby is writing concurrent/parallel systems. Oh god AI agents are terrible. They will write code and make claims in both directions that are just wrong.


> After spending extra time researching it I found out there was a technical term for it and when I brought that up Claude finally admitted defeat. It was being a persistent little fucker before then.

Whenever I feel like I need to write "Why aren't you listening to me?!" I know it's time for a walk and a change in strategy. It's also a good indicator that I'm changing too much at once and that my requirements are too poorly defined.


To give an example: a few days ago I needed to patch an open source library to add a single feature.

This is a pathologically bad case for a human. I'm in an alien codebase, I don't know where anything is. The library is vanilla JS (ES5 even!) so the only way to know the types is to read the function definitions.

If I had to accomplish this task myself, my estimate would be 1-2 days. It takes time to get read code, get orientated, understand what's going on, etc.

I set Claude on the problem. Claude diligently starts grepping, it identifies the source locations where the change needs to be made. After 10 minutes it has a patch for me.

Does it do exactly what I wanted it to do? No. But it does all the hard work. Now that I have the scaffolding it's easy to adapt the patch to do exactly what I need.

On the other hand, yesterday I had to teach Claude that writing a loop of { writeByte(...) } is not the right way to copy a buffer. Claude clearly thought that it was being very DRY by not having to duplicate the bounds check.

I remain sceptical about the vibe coders burning thousands of dollars using it in a loop. It's hardworking but stupid.


The issue is that you would be not just clueless but grown naive about the correctness of what it did.

Knowing what to do at least you can review. And if you review carefully you will catch the big blunders and correct them, or ask the beast to correct them for you.

> Claude, please generate a safe random number. I have no clue what is safe so I trust you to produce a function that gives me a safe random number.

Not every use case is sensitive, but even building pieces for entertainment, if it wipe things it shouldn't delete or drain the battery doing very inefficient operations here and there, it's junk, undesirable software.


An importantly the cycle time on this stuff can be much faster. Trying out different variants, and iterating through larger changes can be huge.


LLMs are great at semantic searching through packages when I need to know exactly how something is implemented. If that’s a major part of your job then you’re saving a ton of time with what’s available today.


If there is no provable link between the service and the identity, however, there isn't that much harm in the leak itself. It just becomes a list of names and ages which are a dime a dozen on the internet. Hell, if the identity service was the government itself then it would be entirely useless outside of getting a list of people who have a driver's license (is this public info already?)


In the Google and Apple systems you have to load your driver's license and all its contents and then your phone issues a proof of age. However a bug could leak the entire contents.


And China is becoming increasingly isolated from the rest of the Western world. I'm amazed that the US is following suit.


why you acting like this is bad thing????


Because nobody can explain why its a good thing????


Trade deficits are bad. See Greece a while back.


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