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The drawbridges come up: the dream of a interconnected context ecosystem is over

dbreunig.com

11–20 of 85 posts

Re: The drawbridges come up: the dream of a interconnected context ecosystem is over

#12
At the end of the day, servers and software engineers cost money. One way to pay for things is ads, but ads are hostile to integrations (because there is no good way to guarantee ads will be shown) — I believe this is why Twitter and Reddit killed their third-party clients. But there are alternate ways to pay for things, e.g. subscriptions. The good news here is that the sorts of things one pays for are IMHO more likely to be the sorts of things worth MCPing together. Using MCP to post to Reddit or Twitter? Low value, to oneself and to society. Using MCP to work with one’s AWS account? Higher value.

Incidentally, why do the article’s links all use strikethrough rather than underlines? Is this a deliberate style choice, or some Chrome/Firefox/Safari incompatibility? It’s pretty ugly.

Re: The drawbridges come up: the dream of a interconnected context ecosystem is over

#13
post #10

I m optimistic, because LLMs can understand plain language. MCP won't last as the article correctly states, but you will always be able to say to your AI to open your email and search whatever. And companies cannot block you from doing that as long as it is your own PC / Phone. If we do allow companies to block AI agents from accessing our own computers and data, then the users are to blame for falling again into ano…

Computer use over screen and keyboard comes to the rescue

Re: The drawbridges come up: the dream of a interconnected context ecosystem is over

#14

I am still mad that Facebook mostly abandoned the Open Graph protocol on their own sites.

for me, when both Facebook and Google rejected Jabber/XMPP federation :( but yeah, in general, what happened to the dream of true Data Portability?

Capitalism happened. You can't extract value if the usership can flow away from your site like water.

Re: The drawbridges come up: the dream of a interconnected context ecosystem is over

#15

It's inevitable. You can't afford to just provide a platform for free that someone else monetizes. I wonder what API plans are reasonable: * Just let your users pay for API access at a per-call rate * Charge app developer per user The problem is that ultimately the LTV of the average user is high, but this is skewed up by the most valuable users who will switch to a different app that will inevitably attempt to hijac…

Probably not. But there can be API access from a nonsuccessful noncompany - look at Fediverse or whatever.

Re: The drawbridges come up: the dream of a interconnected context ecosystem is over

#16

I am still mad that Facebook mostly abandoned the Open Graph protocol on their own sites.

for me, when both Facebook and Google rejected Jabber/XMPP federation :( but yeah, in general, what happened to the dream of true Data Portability?

Capitalism happened. My hope is on regulation - I don't see any other force being capable of prying these moat cans open.

Re: The drawbridges come up: the dream of a interconnected context ecosystem is over

#17
post #10

I m optimistic, because LLMs can understand plain language. MCP won't last as the article correctly states, but you will always be able to say to your AI to open your email and search whatever. And companies cannot block you from doing that as long as it is your own PC / Phone. If we do allow companies to block AI agents from accessing our own computers and data, then the users are to blame for falling again into ano…

I think the demand for this will actually kill closed ecosystems like iOS. I feel strongly enough about this that I'm shorting Apple over it. They won't be able to get it right because every integration will have to be canned while companies giving the LLMs/users a shell will allow them to do anything. People get confused because that used to not matter, most users couldn't do anything with a shell. That's no longer the case with LLMs.

Re: The drawbridges come up: the dream of a interconnected context ecosystem is over

#18
post #17
post #10

I m optimistic, because LLMs can understand plain language. MCP won't last as the article correctly states, but you will always be able to say to your AI to open your email and search whatever. And companies cannot block you from doing that as long as it is your own PC / Phone. If we do allow companies to block AI agents from accessing our own computers and data, then the users are to blame for falling again into ano…

I think the demand for this will actually kill closed ecosystems like iOS. I feel strongly enough about this that I'm shorting Apple over it. They won't be able to get it right because every integration will have to be canned while companies giving the LLMs/users a shell will allow them to do anything. People get confused because that used to not matter, most users couldn't do anything with a shell. That's no longer…

> I feel strongly enough about this that I'm shorting Apple over it.

How long do you think it will take for this to meaningfully override Apple's share price?

Re: The drawbridges come up: the dream of a interconnected context ecosystem is over

#19
post #9

Earlier quoted context omitted.

I have made it my mission to conquer SAP and gain control of our own critical financial data . As a business, they uniquely leverage inefficient and clunky design to drive profit. Simply because they haven’t documented their systems sufficiently, it is “industry standard practice” to go straight to a £100/hr+ consultant to build what should be straightforward integrations and perform basic IT Admin procedures. Throug…

It's unfortunate it is your employer's IP, this shim on top of SAP would be extremely valuable if you sold as another product to enable internal teams in SAP-world corporations to develop without the knowledge of SAP arcana.

Yes I would strongly recommend monetising this, even though you'd have to rebuild it from scratch. Worth filling in a Y Combinator application?

Re: The drawbridges come up: the dream of a interconnected context ecosystem is over

#20
post #17

Earlier quoted context omitted.

I think the demand for this will actually kill closed ecosystems like iOS. I feel strongly enough about this that I'm shorting Apple over it. They won't be able to get it right because every integration will have to be canned while companies giving the LLMs/users a shell will allow them to do anything. People get confused because that used to not matter, most users couldn't do anything with a shell. That's no longer…

> I feel strongly enough about this that I'm shorting Apple over it. How long do you think it will take for this to meaningfully override Apple's share price?

I think it's already starting. Apple can't produce anything people just have to have anymore because of the attitude that's causing this. You can see this in their sales numbers.
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