vanuatu

How much of these falls are due to the AI buildout as a whole vs. AI disrupting certain business models?

More agents browsing the web and people relying on AI summaries -> less revenue for Google Search and Reddit

AI drastically reducing the barrier to game dev -> less users on Roblox

nationalization is likely on the horizon, but definitely not to wind them down (quite the opposite)

Its the same conundrum any BI tool is going to have (sigma, tableau, redash)

likely they focus on something orthogonal, like trust and security, permissions, etc

fwiw i work at one of their 'top customers' and found their ai to be really useful for spinning up basically ephemeral dashboards for anyone to use (aka, i dont need to file a request to the data team and wait for someone to get back to me or go back and forth). i just ask it to do the thing.

Darn, i liked their old site better

none (unless you count google and meta),

but profitability is a very narrow view on the labs, and investors are pricing in future free cash flow

you need to take into account the derivative, what is their growth? their opex and capex? their revenue growth? their moat? New product lines and applications?

Not saying that it's a homerun, but there is a case to be made for the labs being wildly profitable in 4-10 years

Huh? uber is an amazing success story given their market dominance and enterprise value created. of course the next kid on the block (Waymo) is going to do the same thing

The price of a given point on the intelligence frontier is only going to get cheaper, likely 10-20x over the next few years.

seems like the opposite is occurring, job postings are climbing and so is comp

software is easier to build -> the world builds more software

But yes, the act of translating spec into code as a 'programmer' is gone for good.

likely mag 7, big tech, megacorps like accenture, etc.

at the largest platforms they purposely curate communities of workers to get to know each other (this study seems to not include them)

This is because data annotation platforms have very low lock in and workers jump between them opportunistically, so they want to rely on as many (small) network effects as possible

surprised that this map does not include the largest 3-5 platforms

Most data annotation comes from educated Western countries atp (the $2 meme is kind of old now since the industry has moved onto RL envs) where the annotators routinely earn multiple times the local median wage.

Huh? what retail shareholders?

from the s-1, the top 5 customers make up 25% of revenue

i think its very implementation dependent

There has already been govt arms outsourcing the agent part to a vendor and it reduced hold times significantly without reducing quality (i.e. its possible)

But each govt arm can mess it up in their own way

more likely they will either:

- establish some sort of gateway that requires authentication connected to your personal information where they can rate limit or block you

- use ai of their own to handle the volume of requests (already happening)

why would they stop reacting when money is on the table and the technology to react exists?