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For the customer, breakfast can be expensive if they bought it from outside. I can imagine $50 for a filling breakfast for a family of 4. This is just good bundling.


three points: 1. i have often wondered about whether rapid tech. progress makes underinvestment more likely.

2. ben evans frequently makes fun of the business value. pretty clear a lot of the models are commodotized.

3. strategically, the winners are platforms where the data are. if you have data in azure, that's where you will use your models. exclusive licensing could pull people to your cloud from on prem. so some gains may go to those companies ...


I think the bigger issue is screening where people must rely on heuristics: https://www.gojiberries.io/bias-as-a-congestion-fix-heuristi...


one small thing = https://bfi.uchicago.edu/wp-content/uploads/2024/11/BFI_WP_2...

and haha on “The “rebound” in future fertility for low-fertility countries is consistent with an expectation of continued progress toward gender equality and women’s empowerment and improving social and economic opportunities for young people and families.”


fun fact total chicago pd officers ~ 12k total arrests per year ~ 48k arrest per officer per year ~ 4 Jens has a figure of 3 from 2022: https://www.theatlantic.com/podcasts/archive/2025/02/the-ori...


Just made my portfolio with it. Loved using it. Excellent control and editability. And apparently, the guy is obsessed with privacy. No keys stored for AI.


oh interesting! i couldn't easily see the connection.


It's about finding the optimal point on a line with anticipated competition.


Puzzles me why I am optimistic ... not optimal


agree..


agree. they seem hasty but didn't notice anything obviously wrong but may be i missed something ...


appears the math was updated


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