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If Google / Android would just partner with Valve to create and push a gaming-first free OS we could FINALLY kill off Windows
google is barely able to focus on their core business. i don't see how they survive a business when microsoft already has a clusterfuck of an OS similar to how google is handling android, and on the other side you have Apple dominating locked down devices. There's no way they reach microsoft's level of garbage can that caters to every business and Apple's level of vertical integration. They're going to spend 3 years building something and then fire everyone a year after deploying.
They’re taking a smart approach. They have a good idea of how much will sell based on their previous ray ban sales. No reason to waste money on inventory especially when there’s no other mainstream competition really yet. My take is Meta is leading the way. But not having an ecosystem like Apple is their downfall. On top of them not being trusted. I ultimately think they won’t succeed but I applaud them for leading the way and pushing others to get into the space. Nobody wants to send messages via WhatsApp in America. They might have a good chance at being internationally successful though. But also the hardware will be easy to replicate and other counties will have their own cheaper versions. Look how cell phones are these days. A pure hardware player won’t win much. You need to OS. I can see 2-3 players max competing just like phones.
I was just thinking how shitty Windows has gotten. Cloud based OS slow af, ads, always trying to get into your wallet. Gei af
It’s up 40% in 3 months. And I’m gonna buy because they’re releasing a fucking OS in 2026?
Switched to Pop OS and I’m happier than ever. “Hey btw hey hey hey hey hey hey HEY you’re not signed into one drive hey hey hey let me minimize the game for you -bud ONE DRIVE”
Until they start throwing money and create replica of every other linux repos and starts making something better and then bloat linux to only work with their ecosystem later. That's how android is.. that's how google pc OS will be.
Google sucks at naming things. It will be called “chrome OS Pro” or something equally dogshit and they’ll kill chromeOS because people keep getting confused.
That's what google saying in European court and paying fine every now and then for spying on people. They're even ol paying fine, because spying makes them money by curating customer centric ads. So, that's it. Even if they go mainstream with pc OS, you never going to get true OS control like you do with linux or msft now. They're going to make it so close tight that it'll only serve their profit agenda. It's an evil company.
with google PC OS it will explode if you are antiseptic toward israel
What makes you think they'll make workspace free on their OS????? They're not going to give you $100/month free benefits just as... , instead they'll implement OS monthly subscription for even using their android based OS.
Yup... the OS that's a browser that won't let you block ads - and little else!
Updating the mac to latest OS. Please don’t fuk me Tim AAPLtosh. Years of Bill Gates abuse puts me on edge.
i agree. but you will notice how even apple is implementing AI-based features to your OS each time you upgrade your mac.
Google has been promising this for a long time and not delivering, but I do think there is finally a realistic shot that they release a decent OS next year that realistically competes with Windows.
There's no point of a cool OS and SDK when there are no apps. Apple messed with developers so much over the years that no one came on board to build for Vision Pro.
God damn it. I know everyone hates VR, but the AVP had the first OS and SDK that wasn’t pure flaming garbage.
They own literally several different monopolies for each type of "data". Search, browser, video, phone OS, cloud, email, etc. They control access to most of the data that other AI companies rely on, and half of AI "products" are basically wrappers for Google's free non-AI products ("sUpErChArGe YoUr GmAiL"). The idea that Cloudflare is going to start blocking and charging AI scrapers for access to every website on the internet through pay-per-crawl? Yeah, the only scraper they can't block is Google. It's literally impossible. It's stuff like this that makes Google winning the AI race long-term a fucking no-brainer.
One argument as someone in the tech space, it's not really the models but the ability to implement them in my opinion. Microsoft and AWS (Probably GCP too) are giving companies the actual tooling to train and apply models into existing infrastructure companies are invested in (plus the GPUs to back it). When I fuck around with Azure's AI Foundry, I just choose a model that best fits my use case from what's basically a marketplace, almost like choosing a flavor of Linux OS for a VM. Deepseek proved nobody developing models has a moat and I think folks are still placing too much value on OpenAi.
Of course they will sue Trump after the end of his term, but as far as I know Trump he would delay the trial, appeal, delay as much as he can appeal, appeal and 10 years later he passes away and the countless lawsuits against him for personal liabilities and are void. The playbook for that you find at the first german shareholder class action lawsuit "Telekom shareholders ./. Deutsche Telekom". After 25 years in the very last process at the highest court after some appeals... Telekom agreed to a settlement, but around a quarter till one third of claims were void because the shareholder passed away. Or look at the 18 year lawsuit SCO ./. everyone who used the letter X in a Unix alike OS.
Yoooo wake up, onshore pipeline approval request filed and OS&T plan announced. 🚀🚀🚀
It was priced in and their reported OS went from 15.5 to 126m. It probably isn’t going to do well short term
GPUS added 9M shares to the OS. I called dilution on Friday and everyone down voted my post 🤣 guess who is really down now 🤗
Software in the GPU space is a solvable problem in the same way that Linux will dethrone Windows as main consumer OS around the world. Nvidia has absolute domination in both those spaces.
that would still be an OS architecture and ecosystem problem, wouldnt it? we have always heard about how they screen apps, providing some level of security. it does not even matter if the vendor could moving usage data, telemetry and location data straight into a cloud server in Somalia having the admin password 12345? that is not what the average customer would be expecting
Didn't they release chrome OS like 20 years ago? How's that going for em nowadays?
That upgrade is dubious. Government downgrading to the Weimar Republic OS isn't a good thing.
I feel like it's super bullish that GOOGL is going to release a desktop OS to compete with Windows. I'm balls deep in GOOGL calls so I guess I'll buy long dated MSFT puts lmao
Would imagine it will take a couple of years to get the OS data though, as you have to wait for a certain number of patients to die before your stats will show significance. Apologies I was looking at the P2 trial for patient size where it said they would enroll 150 patients in P3, but ct.gov suggests it will be 404 which is adequate.
Thank you for the input! The P3 is randomized, however not double blind. And OS is indeed the primary outcome. Regarding the sample size, I don't know about breast cancer specifically, but 354 patients is not insignificant. After approval they can hopefully get more data from clinics, no?
Why are people saying GPUS, 250Million volume barely moved this ticker that only has 26M float. ATM offering coming Monday. Be smart guys do you're DD. DFLI has a better chance of spiking. Also check out APLT, we might be hearing news about FDA approval on their drug. 60% of the OS is held by institutes so it has a huge support. Disclaimer: this is not financial advice GLTA
They aren't going to replace Windows or office but they could easily use an alternate cloud provider for underlying infrastructure. It could use it's heavy handed influence to lock microsoft out of current and future AI projects both in the public and private sector. They could make life even worse for current and future H1Bs at microsoft, export tax microsoft products. I'm not even moving into the more insane stuff that you could do when you stop caring about legality because you control everything. But yeah microsoft is less an OS company nowadays and more a cloud provider.
I disagree with this take - with mobile they are the ones who develop the underlying operating system that Samsung use (Android) which is the most popular mobile OS in the world. YouTube is also growing massively and is considered to generate just as much revenue if not more than Netflix.
> Android for PC I'm also bullish on Google, but honestly Android for PC doesn't feel like it has a chance of taking the world by storm anytime soon. Chrome OS, Fuschia OS, etc, have already existed for a while and personally I think the market for a Windows replacement is pretty low. Corporate isn't going to switch away anytime soon since everyone has built AD infrastructure for the last billion years, and the consumer market has consistently shown that they don't particularly care to replace their existing devices, so who's left to fuel the Android on PC craze? Power-users won't touch a locked-down device like this, which leaves embedded devices and appliances - which already run Android. Frankly, I don't see it.
QNX, BlackBerrys proprietary microkernel OS. It's the backend for a lot of cars, medical devices, industrial robots, etc.
I get it I couldn't guarantee 100 percent - they wouldnt RS. Some companies will do it also... because they have too many shares OS. CYCU has a low float already. RS would make the stock even more unstable. If they gain another 180 days. Then you should consider joining if you want..
Tell that to Vision OS
Path to monetization, when? They've been struggling for years. I think the original play was Facebook would buy them, then Facebook just stole their idea with IG stories. Then it was they would buy/merge with Tiktok and that isn't happening. Facebook also stole their wearables and next year a bunch of companies are rolling them out because Google has a new OS for it.
Did they announce potential of RS to regain? Were there only the two rules they were out of compliance with that were rectified back in August? Chart shows a wild 6 month ride. Usually, when I see 3x OS trade, I take it as a bad sign.
10-k/q filings usually show the OS @ filing date, not just the Q/year they are reporting on financially. O/S is definitely higher now, but I believe its less than some people suggest. Probably ~25m outstanding
Where is the information on OS through 6/30? The 10k they plan to release soon will give us data through 6/30. If they want to, they may also share some cherry-picked info for after 6/30. But no guarantee.
im pretty sure we do know OS through 6/30, just not 6/30-now
[These are like those little airline liquor bottles](https://images.ctfassets.net/1wwtzdkddony/3TbpZCodolLzUUYhFWKVDu/40d80589ac67ff0ce8bde31ef92defe1/TYL_NA_US_300450146045_301460400_257710_DF_Natural_Apple_OS_4oz_ALTCF2.webp?fm=webp&w=3840)
> Not all PowerShell scripts are high stakes. Terminal access to the OS should always be treated as high stakes with proper code reviews and proper user access setup. Don't take it from me, take is from the people making the OSs. This kind of cavalier attitude just proves that having a tool that spits out code, LLM, stack overflow or an old fashioned book, is not enough to make someone an engineer.
But I don't repair and build my fridge. As web software enginerers don't write OS code or firmware software. OP is writing PowerShell scrips without understanding the language. Not using some already created by a professional. And no, some LLM spitting out boilerplate that an unqualified individual directly accepts doesn't count as a professional work.
I don't need to know how my refrigerator works in detail to keep my food fresh. Even in software engineering, no one knows in detail at every layer. Most software engineers have no clue how the OS works in detail, how firmware works, how USB-C works, how networking works. They don't need to. We keep abstracting away things over time to become more productive.
Yeah I really regret not thinking about snap more. When it made that huge move down I was definitely thinking OS, but I didn’t think to check call prices.
OMG SNAP just announced their new OS! Who cares, shit revenue shit stock
Look into the Spectacles, and Snap OS 2.0 news. That'd be my biggest guess
with phones released around 2021–2023), Samsung had a policy of about 4 years of major OS version updates Not even in the same category as Apple
Phone you are using, it’s OS code (>30%) most likely coded by tech immigrants
Well there’s no 8k or 10q/k for anyone to know the true OS, but that looks like dilution from all the instances I’ve seen Best of luck if I’m wrong!
OpenAI and the AI hypemen have to tread carefully. Sure they can say DeepSeek or its ilk "ARENT AS GOOD." But every one of us are using an OS and computer that is not the absolute best system nor was it when it was competing. They won on price, resource usage, and "good enough."
Makes sense why the Utility OS pitch doesn’t sound like fluff now.
Rivian software revenues gonna be yuge with licensing OS to WV. Tesla really dropped the ball there
Sweet, SNAP announced an updated OS for glasses nobody gives a shit about. But they forgot to use "AI" in the press release, so obviously the Cracker Barrel PR team was involved
they diluted a good bit up until June, seems to have substantially slowed/stopped, but we don't know what their true OS is at the moment. They've aggressively paid off debt via stock sales, revenues, and external funding. This is a company at a clear pivot point to positive shareholder value. Strong chance this is fundamentally undervalued compared to their true enterprise value and growth potential.
First they have the highest level government security clearance because of decades of tight knit work allegedly catching Bin Laden. This is not easy for just any company to achieve. You have the tightest of tightest security features and has to be proven time and again to reliable in this regard. So, maybe years to a decade or so headstart just from this little thing here for any competitor to catch up on. This would also make any large company that values security/privacy more likely to be interested in working with PLTR over any would be competitor (of which there currently really isn't any yet) 2nd. They have a decade or two headstart on managing large data. Data is only as good as the data itself and also how that data is managed. LLMs/AI supercharged this world of data management. It's hard to fathom the "level up" of this world. I'll try to give an example: it used to be to go to the moon we needed a building full of engineers working around the clock to solve complex calculations and problem solving. Then the computer came a long and all of a sudden you only needed a roomful of people with computers to do the same thing (or even a handful of people). Not to mention, the invention of the computer simply saved massive amounts of time. Which in turn saved astronauts lives and the overall expense went down drastically. Think of it like that but with data and PLTR being the OS. Let's look at what large airline company has to do to maintain their fleet (to keep them safe and up and running for efficiency --long downtimes on a plane is a loss of revenue and undiagnosed problems are a safety issue). Currently, when a plane has some kind of malfunction or indication of a problem or even routine maintenance, they have to put it in a hangar and a team of people have to disassemble and tinker to root out the problem this takes time and manpower. Then, when the problem is found they need to send the part over (if the part isn't available at that hangar which requires sourcing said part of what is part of a supply chain). Now, with the possibility of AI and sensors and what not throughout a plane, theoretically, these sensors along with the help of AI will learn to quickly help diagnose the problem or even suggest the potential of a future problem (part wearing out, loose screw who knows?) on top of that, as these sensors will indicate that maintenance and parts need to be swapped out it can also streamline the supply chain (a whole other team of people I forgot to mention) save time and money via less downtime. Or we could look at hospitals. Something basic like number of beds and where to place people while dealing with random large influxes of patients could greatly reduce the inefficiencies of this complex yet seemingly simple task (again, saving lives). Or sourcing a pacemaker or an organ transplant more quickly. Instead of waiting months, potentially people can wait days. PLTR can basically enhances large complex moving problems in real time and output reliable safe decisions where it used to take long times to solve to now, short times to solve. I think a real life example was that PLTR helped with the roll out of the covid vaccine across the US. The logistics and supply chain data is an immense issue. Getting things wrong could mean a shortage of vaccines in an area. All of this will need to be handled elegantly in the future and PLTR has a huge headstart with basically zero competition. Lastly, Let's just theorize that it only saves a company 5% in costs. When you're talking billion dollar companies that 5% is millions (in profits, maybe their margins are only 5% as is, this basically would double their profits). Any competition making more money than you has an advantage, you'd be silly to see your competition out-competing you, I'd like to think the competition would be strongly incentivized to not be left behind.
I have a feeling this year's lineup is going to bomb drastically. They downgraded the enclosure, offer no black or grey in pro models, I love orange but most people don't. The pro models account for 70+% of all phone sales and they're a disaster this year. The wildcard is the air. I think apple has really lost their way the last 2-3years. iPhone OS, version 26 is an abomination as well.
AI is still not applicable to their workflows? It's a GIS company !? How do you know this, did you read it somewhere, care to share a sauce ? I am still trying to figure out wtf are they actually doing / selling. Some say it is a software platform, others say it could be the future OS for AI apps, etc.
Apple can easily last double that at minimum. They are easily the best OS experience from a simple “still supported” perspective.
As a user, I don't want AI cooked into my OS or hardware. I use AI, but I'd rather use it where and when I want to, and understand very well what data it's getting from me. I don't know that that's the most profitable path though, and that idea will probably seem very antiquated in a decade.
I probably lack the means to understand how would anyone opt for that overpriced dung. I feel compassion for the ones that only buy them because "they're too used to its OS at this point".
You missed the ALL NEW OS design (all new = the exact same design style used long before, but using modern processors to make the effects 5% better).
Server providers and server OS are two completely different things.
You cant do everything at the same time. EU is drifting slowly away from US. Austrian military for example switched from Microsoft office to LibreOffice. I think they want to use Linux as main OS too.
> except for governments who have no idea? Some governments are slowly getting an idea. Especially when defense industry like Rheinmetall has their infrastructure based on MSSQL and Azure (I was looking around for IT jobs, assuming defense industry and cloud services should be booming in EU; seeing that the top requirements for most IT positions were Azure, MSSql etc. made my cry). And when the email account of the chief prosecutor of the International Criminal Court (ICC) was blocked, I think it also became apparent that the US IT industry basically has the EU over the barrel, with the current US government using this as leverage. Imo (I'm German, so partisan to this discussion) they are by far not fast enough. While on the desktop of most users the oligopoly of Microsoft and Apple is mainly based on user convenience (for determined users, all relevant government services are available via browser; as a Linux-guy, I am not really restricted.) When it comes to smartphones with online banking etc., the situation is much worse: All online-banking apps I know of depend on Google Services on Android or Apple Services on iOS. Currently, there is no option - even when using European banks - to realistically cut out US smartphone OS, and via Google/Apple services also US data centers. And attempts of different governments to legally enforce chat-surveillance can also only be based on restrictions on which operating system one can install on their phones.
Simple truth is most of the people who hold are not 100% informed but rather hold because it worked so far. My approach is: if I already made 100% on a stock, even if it falls 20% or more I can still hold it out with profit, especially if the rest of portfolio is doing fine. Apple is one of those cases where I really like the product, but in terms of iPhone I find it harder and harder to justify staying with them. I bought an iPhone 13 as my first Apple smartphone and I don’t know if I will stay with another version. I like the feel of the OS and the phone itself, but I feel more and more there are very few features which make me stay within the ecosystem. I don’t use apple Music, I don’t care about icloud and photos integration to my Macbook. The stuff I care about like longevity, battery, processing power and simple performance to cost ratio seem to be not that unique compared to competition.
My SSD with my OS on it failed so all my data is lost , there was a $2k crypto account in it RIP lol
if it's just the OS you can get your data, just buy a USB adaptor. you can also send it to a data recovery place. maybe $350 I think.
So my OS on my ssd broke or some shit and all my data including seed phrase for an crypto account with $2k is in it. If I can't get the data back I'll be so mad
Yeah I agree that we don’t really know. It does clarify in the 10Q that share count was around 15m as of 5/15. It’s possible they’ve diuted more, or have used cash to pay off the debt. I don’t think the OS is higher than 20-25m max though
It does have a nice chart gap to $1.75+. Been watching it. OS is fine at 55m or so. Assuming their cash position is OK - just get out before their next cash raise cause they will need one for any phase 3 trials.
Yep. They may not be THE leader in every business they try, but they are significant in some giant, critical product areas (the wired internet/search, mobile OS, cloud compute). They will be a player with an AI that everyone will use for “looking up the answer”.
Android is based on Linux. Use Sailfish OS, Plasma Mobile/postmarketOS, Ubuntu Touch, Mobian, KaiOS, or Tizen and defeat Google’s monopoly. Not apply “basic research and grants” to benefit Google. There is nothing stopping the EU from forking one of these alternatives to create EUMobileOS and doing something better.
Actually TDS is raging worse than ever. This one is driving me crazy: https://thehill.com/homenews/administration/5487439-trump-friday-jobs-report-real-numbers/ Anything the orange boy doesn’t like is fake news. Ultimately this deflects from the point EU companies need to compete instead of hiding behind this “court”. I owned a Nokia when they were relevant, then held on to my Canadian Blackberry because you could maintain the battery and its keyboard was awesome. BB failed to develop the app ecosystem and held onto their OS instead of innovating it. I would happily own a better mobile device to stop the endless price escalation, regardless of what country made it with the exception of China, Russia or N Korea.
Pay their share for what? The Android OS is open source and royalty free at its core. The operating system is primarily developed as the Android Open Source Project (AOSP), which is released under the Apache License 2.0—a permissive open-source license. This means anyone can view, download, modify, enhance, and redistribute the Android source code without paying any fees or royalties. That seems like a gift in itself. Nokia made bad decisions, Samsung didn’t. How does Android abuse any tax system? Nokia once made outstanding phones and could have easily made the same decision as Samsung, which would have benefited everyone because there would have been more competition.
From my understanding of the reports I’ve read it seems that they’ve stopped diluting to convert debt since the June filing. This also is slightly confirmed by the charts as it seems like price is stabilized relatively since that date. This would also align with their verbiage on maintaining shareholder value/aligning the stock valuation with the companies true value. I think we still see sub 16m OS at filing.
Might be good for the markets. It's kind of like Microsoft anti trust case over its OS. It happened at the cusp of a technology shift where people were starting to move away from it anyway. Maybe Google will kick things into high gear like Microsoft did (eventually) and find new revenue streams.
Let's talk vibes, because why not? Feels like something is brewing. US had a 6.4% deficit to achieve 2.8% GDP growth in 2024. It's been like this for a really long time. Eventually, something's got to give. AI spending is a significant part of GDP growth. AI seems to be not meeting its promises and people are realizing it. Chatbots are going to be commoditized and you'll use whatever one is included in the app/OS that you're using. These things are _features_, not _products_. I feel that we are near the end of the software boom. Spotify adding DMs to their app is a prime example. Such an app is feature complete, and adding more just takes a way. Similarly with Office and OSes. Maybe Photoshop can benefit from integrating AI but the rest? Nothing to do, nothing to add, and you're approaching peak users. Consumer sentiment in the US is shaky. US brands have been losing their luster worldwide. Chinese brands don't have the stigma they used to. Expect to see those brands expand into South America and even North America. I don't think the US is going to crumble but there are headwinds. My positions are a BRK.B, Canadian index, Euro index, a bit of gold, a small amount of crypto.
What was apple always good at? Taking someone else’s innovation and making it a great experience. macOS, iPhone, smart watches etc were all there. For an agent, they can just build with a GPT service or clause under the hood. Apple doesn’t need to build the LLM. They just need to integrate it into the OS in a useful and amazing way. I think Apple stock still has ways to go.
I bought October-dated long puts on TSLA today to add to my hedges. If this is a September Slump year, TSLA support will not hold. Elon once said they could make an OS if they wanted to, dojo was expensive but had tremendous value, but now he canned dojo, XAI has a lot of the talent, he dilutes shares with giant payments to himself, he managed to back the wrong horse in the election from a Tesla shareholder perspective, and even though that horse won, Elon kicked off a MAGA crisis by leaking that Trump was in the Epstein files after harvesting government data wholesale and illegally, EV credits are ending soon, sales are down abroad, China's EV makers and companies nailed the low-end of the market and control the batteries in a spice-must-flow situation. Elon gave TSLA's dojo NVDA GPUs to XAI when they were very in demand which enabled him to create the world's largest supercomputer, for a rival. Tesla's backward PE is ridiculously. Telsa's forward PE is higher. This quarter, the market has been punishing companies that have stellar YoY growth for barely missing targets, and those companies are cheaper than TSLA. If you're the type of person who has weak hedges in your long portfolio that you collect in selloffs, TSLA will pay off eventually if you roll long enough.
Don 🌮is about to be unveiled as MechaMango which is why they are delayed, they are just rebooting his OS
I think this demonstrates a lack of thorough understanding of Nvidia's model more than anything else. My limited understanding is that they are aiming to be to compute more like what windows is to productivity suite/OS for the business world or what apple is to consumer: a very sticky ecosystem. If they lead the market for a while and everyone who has to build anything that needs advanced compute gets too used to using their software and services alongside the hardware, and crucially doesn't know how this very complex stuff works under the hood because the Nvidia ecosystem handles it all, they become a extremely sticky even if someone else comes along with better hardware. At that point it won't be about the hardware anymore. Who's to say if they get to that point but it seems to be the trajectory
Great point Intel's first 8086 chip was developed in 1978(?) are close to it and it wasn't until the 1990s that personal PC and computing in general really took off. I would say that it required the creation of more user friendly OS that helped PC become more general use, so perhaps quantum computers also need the development of more user friendly OS and software tools.
Pretty close to just using Linux as my main OS and having Windows in a VM. Probably should have done it a while ago, but kinda lazy.
Remember Huawei was banned from Google Android software and they came up with Harmony OS… Look where is Huawei now? They grew stronger..
To be fair there is Linux and Apple OS but good luck scaling Apple OS on business workplace to massive scale or get 47 year old Sally from accounting to understand how to navigate Linux terminal.
nvda chips were readily available and there was no reason to do it. the game has changed with the whole export ban to china. why do you think windows is so prevalent despite China and Russia trying to create their own OS? it's readily available to use so there's no "urgency" to create a home-grown competitor.
Tuesday, big announcement for OS Theraputics! OSTX
Marked for death when they have monopoly on OS and most commonly used office tools
Unfortunately yes. Hopefully steam OS can save us gamers a bit
The AI bubble is going to pop. Theres really no need to bb if you dont offer dividends other then to lower OS to increase EPS...
The AI features in Adobe Firefly/Photoshop are handled using Adobe's servers because it's a better user experience for most people. I don't think someone with an older GPU (or an iGPU) would want to wait 30+ minutes for it to generate one picture locally on the CPU. And who is planning to offer a spicy auto complete in the OS? Google doesn't seem to want to open source their best models ~~cries in nano banana~~ so Android is out. Microsoft is already turning into nagware for their online services like OneDrive, so I doubt they'll push for local open generation. So maybe Apple will do it????
They want to do it but there are limits. Word is kind of a standard. Photoshop, apps like that are complex. But spicy autocomplete? It'll be built into the OS and destroy any 3rd party service.
These are all very, very solvable problems. If Microsoft or other device/OS providers don't offer this, I'm sure somebody will offer easy to set up local, constantly updating models for $10/month.
So are open ais at this point though. That's why I mention qwen so far they have the cheapest sota models, and so every time they release. And OS. who knows what the future will bring though. My main point was that if I was going to invest solely on model capability, it would be anthropic hands down
It should not take so many words to point out the upsides to a company. I’m sure few reading it, but I get the gist of what you’re getting at, but sorry not happening. The real advantage at least at first will be ai enabling previously undruggable targets, the Recursion OS is a marketing thing. Think how ridiculous it is that they just bought a compound like every other company, and on the good side that’s likely 6-8 years away. The literally don’t have any late stage assets despite being founded in 2013? What’s going on here? They could have saved a billion dollars and bought that drug from the start.
An OS that will track your every action, sounds great!