Viewing profile — benedictevans

Ah, that’s different. Your question confused me because you said they were duplicate slides and they are not, and your word ‘predication’ looked like a typo by you.

There are no duplicate slides.

You are surprised to discover how an entire industry you know nothing about does things. You conclude that everyone in that industry must be an idiot doing bad work. This says far …

All of these points are simply wrong. I charted the revenue reported by Anthropic and OpenAI as gross and net because those are the numbers they disclose. Anthropic does not report…

No, I've never said that, and never thought that. The actual text in that tweet is: " The blockchain can't lie, but you can lie to the blockchain" You don't know how to use Search,…

I didn’t make any comparison at all with the fibre bubble, for precisely that reason. The comparison is with mobile data, which was and is always behind capacity. I think one of th…

No, I didn’t. I made my account private and stopped using twitter. And the actual tweet says the opposite - that NFTs would need to develop some kind of cultural grounding for them…

Yes, I wrote about Rock’s Law too, but we don’t know that this is how these models will develop

I've made the semi comparison myself, but the amount of capital required to build a SOTA model today is clearly nowhere near enough to lead to a monopoly. I'm aware that telecoms n…

No, you have a different opinion about terminology, which ironically is one of the things I noted as pointless in the thread I posted.

No, I was using crypto and blockchain as interchangeable terms. I'm aware some people don't, but that's always how any person the space I've spoken to uses them

There’s a bunch of fuzzy metrics here, which is one reason I turned it back into a monthly number. The other issue (as you’ll see on the chart) is that Anthropic and openAI are rec…

This is hilarious. What am I going to do? Hire a hitman? if you’re going be a dick on the Internet, you should be a dick using your real name. I don’t think that’s a threat.

With each platform shift, some of the old players disappear and some of them become irrelevant - IBM is still with us but no one cares

I had that exact chart in a previous presentation.

Looking at a 80 slide deck and saying that the charts are 'fantasies' is not a germane criticism at all. it's handwaving.

Nope. This is the exact quote. Crypto today has a lot in common with both the internet in 1993 and the internet in 1999. Huge potential with few of the use cases invented yet, comb…

Sure. So which chart does our anonymous coward think is a fantasy, and why?

'these charts are fantasies' is a non-criticism from an anonymous moron. If there is an actual criticism of an actual point, make it. Back when people were interested in Blockchain…

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No, it's a really stupid lie. You can look at all my essays and presentations online. I've spent some time discussing why people are interested in blockchains as software platforms…

Well, yes. Anyone who tells you they know how this is going to work is an idiot.

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Microsoft Google and Meta also had enormous reach, but that didn’t mean that they built everything on the Internet, nor could they.

You’ve missed the point completely - if the important experiences are things built on top of foundation models, where the model itself is just an API call, then you don’t need to h…