eiens

Let’s suppose that’s true

What’s so special about the harness - why wouldn’t others be able to replicate it?

Someone in power doesn’t get to choose - the board of directors do. Who’s job is to act in the best interest of shareholders.

Firms tend to follow peers in an industry - once one blinks the rest follow.

LLM’s are capable of searching information spaces and generating some outputs that one can use to do their job.

But it’s not taking anyone’s job, ever. People are not bots, a lot of the work they do is tacit and goes well beyond the capabilities and abilities of llm’s.

Many tech firms are essentially mature and are currently using too much labour. This will lead to a natural cycle of lay offs if they cannot figure out projects to allocate the surplus labour. This is normal and healthy - only a deluded economist believes in ‘perfect’ stuff.

The models don’t get better on every dimension as they scale up - there’s trade offs.

I’m convinced specialised models are the way but this means writing off the investment in existing assets which they won’t do for obvious reasons.

The bigger point of focus is that the enterprise value accrues to assets associated with software production.

What happened to all that nonsense about LLM’s solving physics, science etc? Lmao that certainly is not happening.

The natural home of LLM’s is in relation to software production.

The question is can Anthropic and OAI survive? If OAI can’t make their entry into the ad business work then they will fight over the same territory. Meaning both of their chances of survival drop as Google who is a monster in relation to software production will not only seek to kill them but buy their GPU’s at a discounted price.