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Comment by d33d

Yep.

Code acceleration is great, but.... something precedes that. Vision and strategy re. expansion of offerings and businesses. Once a firm reaches maturity in what it offers and is only touching the edges - this code acceleration is literally useless when you factor in all of the trade-offs.

This is a good thing - it means fat and slow incumbents are sitting ducks to be out-witted by creative and imaginative founders, which is healthy for a well-functioning economy.

Now the economics of existing frontier models are not sustainable - its looking like a mix of the airline (supersonic vs subsonic) and EV industry with China in the background providing decent offerings at much lower prices.

parent d33d 5 months ago

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