shafyy

The crazy thing is that government funded a lot of this hyper growth for these AI companies. Very similar to Boeing / McDonnel Douglas.

I don't think today's AI labs would exist without the internet

> I don't think it's profit

Hahaha good one. Profit is the whole reason of existence for for-profit companies. Sure, companies might start with some ideologic grain of thought. But as soon as you reach a certain size, all that goes flying out of the window.

Agree

Is it only faster or also higher quality (whatever that means haha)?

I don't know. I think the moat will come from enterprise deals and deep enterprise integration, like it does for almost all software products so far.

I think for B2C products to have moat you need some type of network like social media apps. Or can you think of any other examples of B2C software products that have a strong moat?

Interesting, thanks!

Can somebody explain like I'm five what this exactly is? How are providers like Fireworks or Novita providing inference today? Do they use some other inference engine software? If yes, what is the advantage of the DeepSeek inference engine?

There are already many open-source Jira alternatives. So why are not every > 100 person company just hosting and using those for free instead of paying tens of thousands of dollars to Atlassian?

> No company is going to pay e.g. $15/user/month for Jira when they can get the same thing for free - better even

It wouldn't be for free though, would it? People need to build and maintain it (and there's LLM cost associated with it too).

Let's say you are a 5 person start-up. It makes much more sense to pay $15/user/month for services like Jira, Slack, Email etc. then to build and maintain everything yourself.

For super large companies, it might make financial sense to build some of the tools in-house. But then again, that probably already made sense for LLMs were a thing. But there is more to it than just the pure financials (i.e. salary).

Yes, good point.

We develop a Shopify app. Sometimes, we need collaborator access to a customer's store to check for a bug or do a setup. Today, I noticed that Shopify requires me to identify via passport or ID before letting me request acceess to a customer's store.

What the hell? Why do I need to upload my ID to Shopify for this? This is already a super secure process where my customer needs to confirm my account to give access.

When I opened the site, I started hearing a sound that I never heard before: My MacBook Pro M4's fans. I checked ActivityMonitor and Firefox was using a significant CPU share. Are they mining crypto in the background or what's happening?

Almost nobody lives on it