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Correct.... very suspect.

Swear you can't trust many posts anymore. Should we all start congregating in person online to debate lol? I'm very serious.


lol says the account one day old to my account that’s over 15 years old with clear established comment history with the exact same type of writing going back way before the advent of llms


Wow this is awful, what kind of user experience is this?

This reminds me of command line interface. Yuck.


Comments like this are hilarious lmao - humanity invents general purpose intelligence that's near-free to do anything on demand and humans are like wtf why does this look like a normal text thread fix it

Some day we're going to be traveling to Alpha Centauri and you're going to be pissed at the latency on the wifi connection beaming back home to Earth


"humanity invents general purpose intelligence that's near-free to do anything on demand"

Delusional.

You sound like you have AI psychosis.


Give me one objectively measurable criteria/domain/benchmark in white collar work that can be done online on a computer that you still feel demonstrably better than AI in :)


Lol please stop with this 'moats' discussion.

Moats become known ex-post not ex-ante. shake my head its getting boring! Every other post seems to be a moats and most of you haven't got a faintest clue of what a durable competitive advantage is and how it actually gets created.


“Claude, please port everything over from Dots to Duet. Make no mistakes.”


Haha, legit.

Personally I am someone with all the free time in the world guess what? I barely use LLMs! Im fortunate to have the ability to think critically for myself and ponder what exactly is the value-add of these tools. Look I have no doubt they provide solutions to problems at a tap of a button with some degree of variance w.r.t correctness and quality but people should take a step back and have a more nuanced thought process.

Its only the frontier labs that don't want you to do that and want to focus on 'go go go'. I'm seeing way too much frantic behaviour and people getting all caught up in it. What's panicking gonna do? Just relax and observe cautiously.


Theres plenty of people in construction who literally get paid to stand and watch. And theyre very well paid.

The same will happen to software - it'll get boring but you'll be paid to do.. not all that much.

Yeah for many that 'problem solving' thing w.r.t code will go. But there's other things they'll spend their time thinking about.

Also these personal assistants will crash and burn. Something else will come in the future. These chat bots are not it. Technology keeps evolving - if you get stuck on the chat paradigm... its over for you.


The biggest issue is concentration risk.


Yeah, just imagine if one of their two biggest customers were to find a way to offload even 10% of their calls to a self-hosted model. That would cost Anthropic billions.


Im sure there was a time nobody thought Apple would design their own CPU's.

Foolish poster.


You misunderstand my comment.

Apple is very good at what they do. They will move mountains and invent new technologies to achieve their goals. But the goal is not the technology itself -- it's the experience.

People complained Macs had underpowered hardware. That's because Apple didn't need overpowered hardware to achieve the experience they wanted. Same for iPhone, and how it still has less memory than Android flagships -- by as much as half in some cases, or even more. But they simply don't need more for the experience. (Though recently they have felt the RAMpocalypse)

I believe the same will happen here, and everywhere. Apple will not release a frontier model just because they can. They won't pull ahead just for the sake of it. But there is a high likelihood that they will create much a better experience, that doesn't need a model to be at the frontier.

Of course, they also make considerably powerful machines now. Pushing your hardware to the limit is a significant experience these days, and Apple sees the market for it. Even if they do not create the next frontier model themselves, we may eventually find one running on Apple hardware anyway.

I also think that it is not just user experience, but developer experience that stands to benefit. Apple's developer experience has been rotting since Jobs died, but I still hold out hope that they will pull through. Call me foolish for that, though, if you must.


Terrible post.


yes it affects book equity

What we need to see is the statement of cash flows.

Whats happening to that cash balance?

People are missing the point IMO - the reinvestment needs is what matters. A) how large are they? B) How will they change over-time? C) How does a slow down in capabilities and closing of the gap by China + price-competition affect their cash flows from operations net of the reinvestment (e.g. will it draw down their cash balance).

You can only hold the perception of increasing capabilities for so long - humans are very adaptive as we are seeing and scare-tactics do not work forever.


Correct nominal GDP will barely move.

Could real GDP. Maybe...? I mean people need to dive into the details. How many products/services can be sold...? its not infinite dont be stupid.

Its easy talking about this stuff at a high-level, when you start going into the details you begin to get very uncomfortable. The math right now, simply does not math!

Firms will not wait forever to see what the value of frontier AI is - these scare tactics are wearing off.


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