Viewing profile — keeda

Google literally limited Meta's Gemini usage because of capacity constrains, so yes paying customers are being turned away: https://www.ft.com/content/c5d52f72-71ef-40bc-bad3-61afd…

People still want to go to websites, but it is a rapidly plummetting number. Multiple souces are already reporting a sharp drop from referral traffic from Google search, largely be…

Yes, Google has massive advantages, but I was shocked to realize that their infra advantage is not that massive when we found out they were paying SpaceX about a billion a month fo…

Maybe more like "Ask not what AGI can do for you -- ask what you can do for AGI." ;-)

That's a problem Google has to solve too ;-) To expand: it seems inevitable that Google's SERP format will be replaced with a conversational / chatbot / agentic interface, which eq…

Hmm, I'm not quite sure people are being discriminating about which data centers they oppose. I recall Microsoft and Amazon making a lot of concessions to get some of their sites a…

Thanks for the super-detailed comment! I use Windows frequently, but just don't use it "deeply" enough to encounter these issues -- almost like a thin client -- so it's helpful to …

Yes but the headsets back then were these (relatively) huge ugly things dangling off your ear that an ex colleague amusingly called “roaches”. You could tell something was there if…

The RPO can be anywhere from 3 - 6 years, sure, but even on an annual basis that’s like a hundred billion now. It was already in the double-digit billions since before AI took off …

We call this (or basically any AI-related anomalous behavior) "AI psychosis" today. The quoted text is a prediction of the end-state of her work in 2035. Without commenting on how …

I dunno if it's a sound strategy that involves repeatedly telling investors [1] and employees [2] over multiple quarters that you are desperate for compute, including leaving a tri…

> It's not reflexive; it's evidenced. Regardless of what big tech promises, or potential mitigations, everyone knows what tech companies do now. It's not a generalised small-town l…

Despite being based on a Musk tantrum it made it all the way to a jury trial, where Elon lost. Apple can sue over a lot of things, but seeing these chat messages and incompetent la…

Unfortunately the new cow is cannibalizing the old cow, so Google is in a bit of a bind here. (So far I cannot imagine them monetizing AI overviews enough to compensate for the sha…

Google, of all companies, much vaunted (as in your comment!) for its huge infrastructure footprint, is renting compute from SpaceX to the tune of almost a billion a month: https://…

OMG. Quoting from TFA: ---- Below, we highlight the four most significant behaviours observed... 1. An attempted supply-chain attack on real open-source software. In the most serio…

Sir, this is Capitalism.

Thanks, that is indeed a much better piece than most financial reporting on the AI industry. Like everyone goes on about "Circular investment! Bad!!" and many even interpret it as …

> Apple is doing it right, simple high level statements. OpenAI is acting like a teenager posting screenshots of literal texts and being overall petulant. Or you know, another pers…

Right, that was the Ballmer era, and when pg pronounced them dead. But I do think that perspective didn't appreciate the coporate Game of Thrones ( https://substackcdn.com/image/fe…

> It’s a very common observation that the farther you stray from mainstream, the less effective the LLM models become. It is a common observation but I don't buy it. AI is clearly …

Apple: OpenAI brazenly ignored our lawyer when he contacted them about this treacherous industrial espionage. OpenAI: Sorry but your lawyer never really contacted us because he was…

> Windows feels so basic and primitive compared to other operating systems. That's interesting, the complaints I hear most often are about bloat and lag. I'm on Mac as a daily driv…

My surprise is rooted in the point that he seems to be the biggest believer in AI there is -- to the extent the label "zealot" gets bandied about at times -- and he still underesti…

Lots of comments about how OpenAI is posting this informal response to a lawsuit on a company blog, but ehh, they've been doing this forever: https://openai.com/index/the-truth-elo…