A few months ago, I was also skeptical about all of this. However, what we are currently seeing with Claude Code, or Codex, is astonishing: they're building stuff that works and actually improves upon human-coded apps, optimizations, and research. I work in research, and my colleagues are building apps themselves for data acquisition, which usually takes months. They build them in two days. Several companies say their developers aren't coding anymore; they're asking Claude to do it. It feels like an evolution of programming, like the invention of the automatic sewing machine in 19th-century England.
There are many problems and unresolved issues right now. However, we are getting closer. In my opinion, we do not know what we have unleashed.
Yeah wow. These responses to constructive feedback show an immature team full of hubris. This whole thing is DOA to me. Thank you HN for showing me this.
I don't see how. He himself will eventually go away, but his supporters are a renewable resource. They will seek somebody similar. And somebody will create themselves to be similar, because that's the model that works.
I’m not so sure this regime ends without a civil war or something given how determined they are to end our elections and usher in their own version of Putins Russia.
I encourage you to reflect on what this actually means. The "companies we like" have already shown their true colors. All they can do now is pretend it won't happen again.
There's no reality where you wake up to find Tesla or Apple are their idyllic versions of themselves. Even a complete political upheaval cannot create an environment that prevents crony capitalism; Tesla and Apple need federal support to compete. They will bend over backwards embarrassing themselves to secure it, and in a truly capitalist economy they should be punished for failing to compete naturally.
If you believe in fair competition, no company deserves to die more than the ones reliant on anticompetitive federal support. Kissing ass in an administration this corrupt represents the apex of America's meritocracy issue. I'm hoping the FTC breaks them all up, anything less will set the precedent that federal corruption is rewarding and desirable. If any of them survive, we're all doomed.
Very very fair call out. No company is a saint. Even Dario is okay with allowing Claude to be used to kill people just so long as there’s a human in the loop. It’s a very low
bar indeed. But idk he’s standing his ground. More of the CEO class I think should. I’d like to see more spine from them. And if they do I will patronize them more.
Too many firms are too big this is true. Breakups would energize a lot of things and even raise salaries for us workers as these new smaller more nimble companies fight for talent.
I guess I just want things to go back to where they were when we were debating about breaking companies up not talking about existentially bad things like kissing the ring of a faux businessman turned reality tv star turned populist who loves Putin. Who knew it would be the Siberian candidate and not the Manchurian one.
If they can get this shrunk down and efficient enough in a future scenario I think Apple could move back to Intel for this with their stance on encryption and things it being a pillar of their image.
Not going to happen anytime soon, as the modern M4/ARM unified memory with on-chip GPU is years ahead of Intel. The software ecosystem is slowly growing to leverage this chip architecture, and due to the annoying PC RAM, SSD, and RTX GPU shenanigans it is no longer the lower value option.
The PC market was made shitty enough this year, that Mid/High class Mac Pro/laptops are actually often a better value deal now (if and only if your use-case is covered software wise.)
Intel does plan on a RTX + amd64 SoC soon, but still pooched the memory interface with a 30 year old mailbox kludge. Intel probably wont survive this choice without bailouts. =3
> (if and only if your use-case is covered software wise.)
Judging by Nvidia's current valuation, that's a parenthetical worth ~4 trillion dollars. Apple isn't muscling AMD or Nvidia out of the datacenter anytime soon, and they're basically feeding Intel Foundry customers by dominating TSMC fab capacity. Apple's contribution to the chip shortage is so bad that even they have considered using Intel Foundry Services: https://www.macrumors.com/2025/11/28/intel-rumored-to-supply...
It's been 7 years of Apple Silicon and the macOS market share really hasn't shifted much. The Year Of Apple Silicon For People Whose Use-Case Is Covered Software Wise was 2019; the majority of remaining customers aren't showing any interest.
> It's been 7 years of Apple Silicon and the macOS market share really hasn't shifted much
Indeed, but a local LLM finishing in 3 days instead of 1 on a $40k GPU changes the economic decision priority for some.
Apple sales grew "21.3% year-over-year as of the second quarter of 2025", but also sales flattened as supply chain pricing shocks from "AI"/tariffs hit late last year.
"Judging by Nvidia's current valuation" is a bad bet with current circular investment conditions.
We shall see, but as EOL drivers and OS rot hits legacy NVIDIA hardware... people are going to have to find some compromise in the next 2 years. Even AMD 9850X3D currently cost less than 64G of low end PC ddr5 memory.
Acktually ahem not to be that guy but to be that guy haha (insert me here) …
Apple’s Mac market share of the PC market went from 6.6% to 9% (https://www.cultofmac.com/news/mac-shipments-2025-apple) so that’s nothing to balk at. The MacBook Neo might grow that even more as maybe it converts low end buyers into locked in users in the ecosystem and then they move on to more Mac’s.
Depending on the specific reporting period that data also seems consistent. But thanks for citing your source, as some otherwise great folks don't bother to check past Google Gemini nonsense when it starts lying.
Apples only issue is its walled garden ecosystem eliminates most small/medium software studio content. In a way, the FOSS projects have greatly increased the MacOS software options available, and the recent Steam port is very promising.
Win11 has caused a massive shift in users to posix like systems. This will only improve most of the ecosystem. =3
lol. This is rich coming from fivetran which extorts people for a relatively straightforward service that’s just annoying enough (looking at you salesforce + QuickStart views) to be worth buying.
But yeah slack could use some competition. Let’s see it would
Make sense. It would make anthemic even more sticky in the enterprise.
reply