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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 b…

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 o…

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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 exis…

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, scienc…