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Vistra Corp
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Modine Manufacturing Co
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Credo Technology Group Holding Ltd
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Oklo Inc.
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Talen Energy Corp
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Semtech Corp
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I agree with the majority of your comment.
This is simply not true in how businesses actually work. It certainly limits your customer base organically but there are plenty of businesses who in "tech terms" overpay for things that are even free because of things like liability and corruption. Enterprise sales is completely perverse in its logic and economics. In fact most open source giants (e.g. Redhat) exist because of the fact that corps do in-fact overpay for free things for various reasons.
Also anyone who works in tech knows that plenty of tech company owners and boards get incredibly caught up in hype and will absolutely make dumbass financial decisions to purchase products on hype alone. It's ridiculous but it happens all the time. When it busts they just lay folks off and blame shit like "we expanded too fast"
Haha..... Boy do I have stories..... I worked in a terrible evil company (aren't they all but this one was a bit egregious).
The CEO was an absolute moron whose only skill was being a contracts guy and being a money raising guy. We had an internal app for employees to do their work on in the field. He was adamant about getting it in the app store after he took some meeting with another moron. We kept telling him there's no point, and there's a shit ton of work because weh ave to get the app to apples standards. He wouldn't take no for an answer. So we allocated the resources to go ahead, some other projects got pushed way back for this.
A month goes by and we have another meeting, and he says why isn't X done. We told him, we had to deprioritize X to get the app in the app store. He says well who decided that. We tell him that he did. You know how a normal person would be a bit ashamed of this right? Well guess what he just had a little tantrum and still blamed everyone else but himself.
Same guy fired a dude (VP level) because his nepo hire had it out for him. That dude documented all his work out in the open, and then when that section of the business collapsed a day later they had to hire him back as a contractor and the CEO still didn't trust him and trusted his nepo hire, and didn't see the fact that his decision making was the inefficiency.
When I retire I swear to god I'm going to write "this is how capitalism actually works" books about my experiences working with these people.
Damn you are gonna retire? I'm 40 and already resigned myself to working till I die.
By "retire" I mean, when I have aged out of software and I can just burn all my bridges.
Yeah, I have an oestensibly white collar job (although that hasn't really meant anything for about two decades) and same.
I've worked retail for about 20 years and now it looks like my only way out is total economic collapse.
That's what we get for doing something that's actually useful instead of being market grifters or whatever I guess.
Yep this is basically exactly how every tech company is run
Throwback to that company putting "blockchain" in its name and having a massive increase in valuation despite no operational changes occuring
IBM named all their Field Support Technicians (previously: helpdesk) peons "AI Analyst". It's all a game for valuation.
Sums up my last job perfectly
Yeah I guess you're right but I think even taking that into account, I'm confident a lot of startups will spring out of the ground that will be developing DeepSeek wrappers and offering the same service as your OpenAIs at a fraction of the price. So it's still trouble for Silicon Valley AI companies.
This is true. But I don't think OpenAI is even cornering the tech market really. The company I work for makes a lot of content for various things and a lot of engineers are tech fetishists and a lot of executives are IP protectionist obsessives. We are banned from using publicly available AI offerings, we don't contract with Open AI but we do contract with Maia for creating models (because their offering specifically talks through the "steal your IP" problems). So OpenAI itself is not actually in many of these spaces.
But yeah your average chat girlfriend startup is going to remove the ChatGPT albatross from its neck, given it's engineers/founders are just headlines guys. A lot of this ecosystem is really the "Uber but for " style guys.
At least on the hardware side, a lot of things boil down to businesses needing a designated target to push responsibility to whenever shit hits the fan. Ultimately, Redhat et al get paid because they're willing to be the designated target whenever some dumbass IT manager fucks up and doesn't want to take the heat. That's why they'll toss 3 year old workstations even though those workstations just spend the last 3 years intermediately running Outlook and Teams. They do this because 3 years is usually how long the warranty lasts. But once the warranty is up, they would rather buy new machines and the warranty that comes with it than support those practically new machines.
This is incidentally a great way to get an almost brand new PC at bargain prices. Just find whatever Optiplex or equivalent model that was released 3-4 years ago and buy a refurbished one.