My deepest concern at this time isn't that AI eventually gets written down to nothing; because I don't think it will. Its that these companies are so scared of being out-competed by an AI-first competitor that they're willing to make deep sacrifices to their core businesses just to effectively virtue signal that they're AI first and unable to be out-competed. It is deeply concerning because all things point to realit…
> None of these big tech companies have leveraged AI to build anything remotely interesting from a product perspective. Its truly astounding how bad they are at it. Oh my God, tell me about it. Our C levels are being fed bullshit by all of our vendors about how AI is going to transform their business. Every few weeks I have to ask "what the fuck does that mean exactly?" "Oh, well, agentic AI and workflows blah blah."…
Yeah, don’t ask..