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It’s difficult to determine which individuals are involved and even if you manage to do that they almost certainly live in countries without extradition.

Both OpenAI and Anthropic have billing caps… who doesn’t?

Huh, so they do.

Anthropic: https://support.claude.com/en/articles/8977456-how-do-i-pay-... - you can pre-pay and get a hard cutoff.

OpenAI: https://community.openai.com/t/how-to-set-billing-limits-and... - last time I looked OpenAI had a soft but not hard limit, I guess they fixed that last year.

I remember bugging them both about this last year, I need to update my mental model!


I tried Alibaba Cloud. They have no caps. This was the reason to cancel my account there.

Deepseek has a prepaid model. (Pretty impressive, what fits into 10 Dollar)


Literally every credit card I own allows me to make a virtual card that is either single use or has a cap.

Does not matter, you still owe what you used for a service

Like which one? Most I know don’t have this feature

My business card is a Cap one spark business 2%.. get 2% cash on everything which is nice.

Who doesn't have hard billing caps for inference? Microsoft, Google and AWS my friend. And you know who uses Microsoft, Google and AWS? Almost all big corporations do use them instead of direct OAI or Anthropic API because all their contracts and infra are built around the big cloud providers.

There is a scheme to send gifts with a compromised anthropic key even if the limit is reached.

Based on experience, Google Cloud. No idea if that translates to Gemini usage billing.

Gemini added prepaid billing and spending caps a few weeks ago: https://twitter.com/OfficialLoganK/status/204451626215244231...

I cancelled my whole GCP account a month ago because I was too afraid of getting charged hundreds of thousands overnight like all peoples on Reddit

Google Vertex


> Long-running tasks like batch mode completions and agent sessions may incur overages beyond your project spend cap.

> Billing data processing times can be delayed in AI Studio, up to around 10 minutes. You may experience overages beyond your project cap if billing data hasn't processed before more charges are accrued.

https://ai.google.dev/gemini-api/docs/billing#project-spend-...

That's a soft cap, not a hard cap


I spent two hours the other day trying to figure out how to manage spend on gcp, i gave up and used openrouter and cloudflare.

AI studio added it recently, Vertex not.

Microsoft

The US drastically prefers the economic impact of AI over enforcing this…

You can get away with quite a lot if you’re creating trillions in GDP.

That’s just the world we live in whether we like it or not.


Let’s say you’re a democrat (or republican, w/e) who lives in a district that’s 50-50 dem/rep. Then maps get redrawn so your district is 80-20. Is your vote worth the same as it was before? Is it a good or bad thing that only ~10% of the population’s vote matters?


can’t help but see this thread next to the Erdos one and feel like someone’s trying to tell us something :)


nah. we never had a business plan and are still going strong 11 years later. 99.999% is a gross exaggeration of reality.

we’ll never actually have this data, but I bet there isn’t much correlation if any between having a business plan and being successful.

have you started a successful business?


I suspect you did actually have a business plan, even if it was informal & just in your head. Something like "based on my experience in this line of work, I can charge about $X for Y service, if I get Z sales at that price, it's a viable business, otherwise I'll try to do ABC instead." It's light on details, but that's still a business plan, you had a plan to bring income in. That's fine.

Not having a business plan looks like "we'll release a free thing, have no way to generate income, lose money for a few years, and then beg for a million dollars." That's not a business plan. That's a waste of your time & your users' time.

> have you started a successful business?

Not yet, but I am actually working on it! Having a meeting with a local business tomorrow to discuss potential market pricing options so I have some idea of how much money I can expect to make. Business plan!


> "we'll release a free thing, have no way to generate income, lose money for a few years, and then beg for a million dollars." That's not a business plan. That's a waste of your time & your users' time.

This is literally the foundation story of numerous billion-dollar businesses. In fact OpenAI managed to beg their way into a trillion dollars after losing money offering no kind of product for many years. It sounds like it's just a business plan that you don't like very much.

Off the top of my head, I believe Twitter, Youtube, Discord, Reddit, Imgur each had no monetization at all for the first 3~5 years of their existence. Or more recently there was uv, that write-it-in-Rust Python package manager that had no avenue for monetization but received millions in investment funding a team working on it full-time until successfully getting bought out by OpenAI.


> I believe Twitter, Youtube, Discord, Reddit, Imgur each had no monetization at all for the first 3~5 years of their existence

yes, their business plans was always to engage a lot of users losing VC money until you are a platform with enough moat to add monetization. It was the plan all along

It is the plan for plenty of startups: when it works you become a tech giant, otherwise you fail and no one knows you


Those are actually all pretty good examples of what I'm talking about, yeah. Investment money is not income, it is debt. It has to be paid back some time, or else your business will close. So the users who came to depend on the business will get boned when the business either closes or drastically changes as they find a business model.

OpenAI, for example, is not profitable as far as I know. I think the users they have now will be in for a rude awakening once they have to come up with a business model in order to pay back their investors. Startups that don't have a business model and get bought also regularly get shut down shortly later, leaving users stranded, look at Nest or Keybase for example off the top of my head.


> Investment money is not income, it is debt. It has to be paid back some time, or else your business will close.

It's pretty clear that you don't have the faintest idea of what you're talking about.


Investment money is not debt. Equity and debt are different things.


For my master thesis I did a lot of digging into the research on success factors for startups. And at least based on what I found back then, you're right. The correlation is weak between any factor like this and success. Generally positive though, so it does make sense to try doing some planning. But it's definitely not a requirement.

In general, observable factors doesn't strongly correlate with success. Probably both because there are so many to choose from and because the real world is complex and typically doesn't align well with any predefined plan.


This kind of analysis sounds far more interesting than a lot of the "just do what I did!" startup writing that's out there. Do you have any recommendations for further reading from this perspective?


I’m not speaking from the startup world, but the sheer amount of small businesses that don’t do any level of revenue forecasting, financial modeling, or even formal budgeting and still make a comfortable sum (~$10m assets over the course of 10 years) based on instinct is pretty staggering. Personally it seems more stressful but that’s the leeway experience gets you.


It took Uber, like, 14 years to become profitable. That doesn't mean Uber is necessarily a success, though. They could still disappear.

There's a lot of corpse businesses around. The walking dead, just operating with zero profit and no realistic plan to be profitable. Their investors are usually just stupid or they think they can eventually squeeze the market so severely they can't go out of business.


vscode + claude code extension has everything you listed that actually matters


VCX (Fundrise) has way more exposure than ARKVX


It's also trading at a huge premium. Probably worth a read if you're considering it: https://www.morningstar.com/funds/fundrise-innovation-is-not...


Rejecting any packages newer than X days is one nice control, but ultimately it'd be way better to maintain an allowlist of which packages are allowed to run scripts.

Unfortunately npm is friggen awful at this...

You can use --ignore-scripts=true to disable all scripts, but inevitably, some packages will absolutely need to run scripts. There's no way to allowlist specific scripts to run, while blocking all others.

There are third-party npm packages that you can install, like @lavamoat/allow-scripts, but to use these you need to use an entirely different command like `npm setup` instead of the `npm install` everyone is familiar with.

This is just awful in so many ways, and it'd be so easy for npm to fix.


pnpm and bun have approved lists.

npm is just dragging it's feet - and stuff like this is why people moved to pnpm, yarn and bun in the first place.


just tried with claude opus and got 7,342


7,341 from my Discord bot using the Claude Code SDK.

"Ha — one off from the Opus default. I'd like to think I'm slightly more random than Opus but realistically we're probably pulling from the same biases. The "feels random but isn't" zone around 7300 is apparently very sticky for LLMs."


Huh, I also got exactly 7342 with opus.


Same, 7342. Both in CLI and web


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