151–160 of 777 posts
Earlier quoted context omitted.
Libraries with books are likely considered public goods right? Why not an LLM datacenter if it also offers information? You could say it's the public library of the future maybe.
Not all libraries are publicly owned or accessible. Most are run by local municipalities because they wouldn't exist otherwise. Data centers clearly can exist without being owned by the public.
There is no doubt that OpenAI is taking a lot of risks by betting that AI adoption will translate into revenues in the very short term. And that could really happen imo (with a low probability sure, but worth the risk for VCs? Probably).
It's mathematically impossible what OpenAI is promising. They know it. The goal is to be too big to fail and get bailed out by US taxpayers who have been groomed into viewing AI as a cold war style arms race that America cannot lose.
Earlier quoted context omitted.
Where does google struggle to make products people don’t want to use? Is it a personal opinion?
Bart was a flop. Google search is losing market share to other LLM providers. Gemini adoption is low, people around me prefer OpenAI because it is good enough and known. But on the contrary, Nano Banana is very good, so I don't know. And in the end, I'm pretty confident Google will be the AI race winner, because they got the engineers, they tech background and the money. Unless Google Adsense die, they can continue t…
There is no doubt that OpenAI is taking a lot of risks by betting that AI adoption will translate into revenues in the very short term. And that could really happen imo (with a low probability sure, but worth the risk for VCs? Probably).
Not sure why they put so much investment into videoSlop and imageSlop. Anthropic seems to be more focused at least.
Earlier quoted context omitted.
That's pretty nuts. With the models changing so much and so often, you have to switch it up sometimes just to see what the other company is offering.
How often do you or people you know use a search engine other than google?
Earlier quoted context omitted.
Anti Gravity is a flop. I mean it uses Gemini under the hood. But you cannot use it with an API key. If you're on a workspace account, you can't have normal individual plan. You have to have the team plan with $100/month or nothing. Google's product management tier is beyond me.
OK, but Gmail, Google Maps, Google Docs, and Google Search etc are ubiquitous. `Google' has even become a verb. Google might take a shotgun approach, but it certainly does create widely used products.
OpenAI has #5 traffic levels globally. Their product-market fit is undeniable. The question is monetization. Their cost to serve each request is roughly 3 orders of magnitude higher than conventional web sites. While it is clear people see value in the product, we only know they see value at today’s subsidized prices. It is possible that inference prices will continue their rapid decline. Or it is possible that OAI w…
a spot on the iOS home screen? yes.
infrastructure to serve LLM requests? no.
good LLM answers? no.
the economist can't tell the difference between scarcity and real scarcity.
it is extremely rare to buy a spot on the iOS home screen, and the price for that is only going up - think of the trend of values of tiktok, whatsapp and instagram. that's actually scarce.
that is what openai "owns." you're right, #5 app. you look at someone's home screen, and the things on it are owned by 8 companies, 7 of which are the 7 biggest public companies in the world, and the 8th is openai.
whereas infrastructure does in fact get cheaper. so does energy. they make numerous mistakes - you can't forecast retail prices Azure is "charging" openai for inference. but also, NVIDIA participates in a cartel. GPUs aren't actually scarce, you don't actually need the highest process nodes at TSMC, etc. etc. the law can break up cartels, and people can steal semiconductor process knowledge.
but nobody can just go and "create" more spots on the iOS home screen. do you see?
AI is going to be a highly-competitive, extremely capital-intensive commodity market that ends up in a race to the bottom competing on cost and efficiency of delivering models that have all reached the same asymptotic performance in the sense of intelligence, reasoning, etc. The simple evidence for this is that everyone who has invested the same resources in AI has produced roughly the same result. OpenAI, Anthropic,…