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AI Market Clarity

blog.eladgil.com

71–80 of 105 posts

Re: AI Market Clarity

#71
post #5

Elad is an investor of these companies, not an independent researcher

The majority of companies listed I did not invest in, as well as in some cases areas I have not invested in at all

I am actively involved in AI and have been for a few years, so this both gives me insights and obviously conflicts. My hope is to write things that are useful vs just shilling as I would lose credibility otherwise

Re: AI Market Clarity

#72
post #9
post #5

Elad is an investor of these companies, not an independent researcher

I find it really funny to read "I invested early in X" and then shortly later read "X has won this category of business" from the same author. Gives the same vibe as those 'popular alternatives to X' blog posts written by one of the vendors, placing their offering as #1 and picking mediocre competitors to compare themselves against.

Hmm, which verticals did I do this in?

Re: AI Market Clarity

#73
The author is a respected voice in tech and a good proxy of investor mindset, but the LLM claims are wrong.

They are not only unsupported by recent research trends and general patterns in ML and computing, but also by emerging developments in China, which the post even mentions.

Nonetheless, the post is thoughtful and helpful for calibrating investor sentiment.

Re: AI Market Clarity

#74
post #73

The author is a respected voice in tech and a good proxy of investor mindset, but the LLM claims are wrong. They are not only unsupported by recent research trends and general patterns in ML and computing, but also by emerging developments in China, which the post even mentions. Nonetheless, the post is thoughtful and helpful for calibrating investor sentiment.

What is wrong about their claims?

Re: AI Market Clarity

#75
post #3

Customer Service keeps being touted as a success story of LLMs, but as a business owner and user I'd be very curious to see if it actually improves any UX CS metrics (NPS, CSAT) - as my experiences with AI chatbots are almost always negative. It can certainly frustrate visitors into using email or abandoning their efforts altogether, but at least for my business we've found current platforms aren't able to navigate t…

My experience is exclusively negative, also. It's a kind of "roboplay" ceremony. The actual automation or system has broken, so I'm reaching out for help, but they won't take my call or text unless I first spend five minutes pretending to "talk" to a "robot". It's verbose and leans into the performance. "Hi, I'm Max, your helpful Orange assistant, blah blah blah." Shut up and put me on hold, please.

Re: AI Market Clarity

#76
post #72
post #9

Earlier quoted context omitted.

I find it really funny to read "I invested early in X" and then shortly later read "X has won this category of business" from the same author. Gives the same vibe as those 'popular alternatives to X' blog posts written by one of the vendors, placing their offering as #1 and picking mediocre competitors to compare themselves against.

Hmm, which verticals did I do this in?

I noticed this with Harvey / Legal.

Re: AI Market Clarity

#77
post #3

Customer Service keeps being touted as a success story of LLMs, but as a business owner and user I'd be very curious to see if it actually improves any UX CS metrics (NPS, CSAT) - as my experiences with AI chatbots are almost always negative. It can certainly frustrate visitors into using email or abandoning their efforts altogether, but at least for my business we've found current platforms aren't able to navigate t…

As a user, I feel like talking to them is pointless because nothing we agree to is actually agreed until a human agrees it. The chatbot promising me a refund doesn’t mean I’m going to get a refund. The HR chatbot promising me paid time off doesn’t mean I’m actually going to get paid time off. It’s really still just like the awful old-school chatbots where the whole point was to give you a hard time finding the phone number of the human support team.

Re: AI Market Clarity

#79
post #51

Earlier quoted context omitted.

Nah. "Capitalism" is simply losing its original meaning amid more lower quality comments. If you look closely, the earlier comment is really about the apparent failing of intellectual property laws (which are antithetical to capitalism!), not capitalism. In the olden days HN users would have taken care to make it clear that they were talking about IP laws, but now "capitalism" has come to be used as some kind of catc…

I’m looking closely and I’m not seeing IP laws being relevant. Maybe regarding windows 11 keys? Can you elaborate? I think the claim isn’t totally inaccurate. Claiming that companies prioritize making products last just beyond return windows because that maximizes profits is a critique of capitalism IMO. Since capitalism is about profit (capital) being the dominant signal as far as I understand it. In my opinion, a l…

Specifically it is a critique of our implementation of capitalism. In a picture book version of capitalism everyone has perfect information and consumers wouldn't buy a product that lasts 35 days (unless they truly only need it that short, and resale isn't viable). In an ideal version of Amazon the product reviews would inform you of the quickly failing products. But we don't live in a picture book version of capitalism and don't have an ideal version of Amazon, so we are stuck with companies exploiting information asymmetry to their own gain (an information asymmetry they are creating themselves through review manipulation, no less)

Re: AI Market Clarity

#80
post #51

Earlier quoted context omitted.

Is it just me or has the tide of opinion on HN really shifted against capitalism in the past year?

Nah. "Capitalism" is simply losing its original meaning amid more lower quality comments. If you look closely, the earlier comment is really about the apparent failing of intellectual property laws (which are antithetical to capitalism!), not capitalism. In the olden days HN users would have taken care to make it clear that they were talking about IP laws, but now "capitalism" has come to be used as some kind of catc…

Which original meaning?

I mostly try to avoid the two capital Cs: Capitalism and Communism. These two terms mean so many different things to so many different people, I'd argue no other words have quite so much baggage or derail conversations quite so effectively.

Taking a side in that conflict means you'll be expected to answer for whatever evil people have gotten up to while paying lip service to your preferred ideology. I'd rather discuss how to improve our world using terms not arguably stained with the blood of millions.

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