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johnbarron

1,512karma·314submissions·February 22, 2026
recent activity (314 total)
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https://archive.is/iLeYs
2d ago·view thread
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A billionaire (now trilionaire) helping lead and celebrate an extraordinarily rapid dismantling process in which vulnerable children lost life preserving assistance... Essential employees were fired …
6d ago·view thread
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>> No one is purely good, and no one is purely evil. I will make an exception for Musk and DODGE
6d ago·view thread
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You can now, as of this week, run locally models with the same performance of a SOTA model of March this year: https://news.ycombinator.com/item?id=49214008 https://news.yc…
7d ago·view thread
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We now have several voices saying the same: "Aswath Damodaran: Big Tech Has No Idea How AI Pays Off" - https://news.ycombinator.com/item?id=49229981 …
7d ago·view thread
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>> When there's a lot more insidious circular complicated shenanigans going on that gets collapsed by this framing. All that is discussed in the video, plus those distinctions. And most imp…
7d ago·view thread
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The papers mentioned: 1. — "The Big Market Delusion: Valuation and Investment Implications" - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3501688 The paper behi…
7d ago·view thread
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>> when his bonus depends on his not understanding it As he explains here: https://youtu.be/NufJ7g63KSY?t=1233 …
7d ago·view thread
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EAI has existed for twenty years...Tibco, webMethods, IBM AppConnect...SAP is still what it is. How is AI going to make a dent on this?
7d ago·view thread
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That is not what ERPs are used for. Would love to hear how AI is going to help here. This is like a young engineer thinking the CDC machine they just bought, is going to make Airbus and Boeing obsolet…
7d ago·view thread
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https://youtu.be/40-ENZmqcz0?t=1576 https://youtu.be/40-ENZmqcz0?t=2498 https://youtu.be/40-ENZmqcz0?t=2047 https://youtu.be/40-ENZmq…
11d ago·view thread
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I am struggling to see the 92% figure as broad operating growth. About $1.9B of the $3.7B increase came from AI infrastructure, but that segment still lost $1.26B from operations and required $15.8B o…
12d ago·view thread