itsalotoffun
Joined 1 year ago
Joined 1 year ago
(I find there's a growing push-back against being fed AI-anything, so when this is suspected it seems like it generates outsized reactions)
- Did you build your own or are you farming out to say Opencode? - If you built your own, did you roll from scratch or use a framework? Any comments either way on this? - How "agentic" (or constrained as the case may be) are your agents in terms of the tools you've provided them?
[0]: https://docs.anthropic.com/en/docs/build-with-claude/prompt-...
What a silly premise. Markets don't care. All markets do is express the collective opinion; in the short term as a voting machine, in the long term as a weighing machine.
Seeing a real uptick of socio-policital prognostication from extremely smart, soaked-in-AI, tech people (like you Salvatore!), casting heavy doom-laden gestures towards the future. You're not even wrong! But this "I see something you all clearly don't" narrative, wafer thin on real analysis, packed with "the feels", coated with what-ifs.. it's sloppy thinking and I hold you to a higher standard antirez.
> Inference APIs aren’t subsidised
This is hard to pin down. There are plenty of metal companies providing hosted inference at market rates (i.e. assumed profitably if heading towards some commodity price floor). The premise that every single one of these companies is operating at a loss is unlikely. The open question is about the "off-book" training costs for the models running on these servers: are your unit economics positive when factoring training costs. And if those training costs are truly off-book, it's not a meritless argument to say the model providers are "subsidizing" the inference industry. But it's not a clear cut argument either.
Anthropic and OpenAI are their own beasts. Are their unit economics negative? Depends on the time frame you're considering. In the mid-longer run, they're staking everything on "most decidedly not negative". But what are the rest of us paying on the day OpenAI posts 50% operating margins?
Yup.
> I ... review each one
Yup.
These two practices are core to your success. GenAI hangs reliably hangs itself given longer rope.
There's a correction coming, but not the one Daniel's fearmongering about.