Folks if you believe this Ed guy, you're soon going be really disappointed.

LLMs are big, Codex app is huge. You can control the browser from within codex app with just natural language.

Tell codex to perform a few actions, you go get coffee and come back to work done. This is real boost in productivity.

How many days in a row can you do this, and then still be able to get things done when Codex is unavailable or the price has been raised to $UNAFFORDABLE?

You can't tell the critics they're completely wrong and not actually address anything they're saying, lol.

Oh you sure can. That’s all the boosters do on here.

In what country would taxi drivers revolt?

I think in most countries the drivers get paid by the taxi license holders and usually can make more money and/or more have more flexible working conditions driving for Uber.

See eg https://www.statista.com/chart/6971/fare-deal-taxi-drivers-e...

> In what country would taxi drivers revolt?

Germany.

Better the taxi drivers revolt in Germany than artists!

No, their customers revolted. If a business based on "Get in cars with random strangers" beats you in the marketplace, your business model sucks and chances are good that you do, too. That's the taxi industry in a nutshell.

The old taxi union+licensing+bully hybrid system common in many parts of the world was far worse than the cruelest thing uber could do.

>I was betting on the taxi drivers revolting, but the capital markets have prevailed

Capital Markets found in favor of giant corporation Uber instead of giant corporation Cabcharge.

They are paying for the installed based. The users mainly. And also the team.

Looking at the comments on this thread, those users/installed base will be gone by the afternoon...

they are profitable on tokens. if company itself is profitable is unknown and we will see it soon.

Its complicated, this is how its going to be. People are going to have opinions and take sides or take no side at all.

The powers that be are already planning to ban Chinese models.

Even if they lower costs to 0, it means nothing

Topline growth matters more than costs.

Mathematically - There is no limit to topline growth But cost cutting has a ceiling, which is the current costs.

You can only make(save) so much money with cost cutting

Topline growth is upper bound by total energy in the universe though.

Topline growth is more realistically bounded by the number of people willing to take an Uber at a given price. You can't expand forever.

"Our Model", "Our Model", "Our Model"