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But there's no moat around these models, they're all interchangeable and leapfrogging each other at a decent pace. Gemini could get much better tomorrow and their entire customer base could switch without issue.
And, if your revenue is $1B but your costs are $2B it only lasts until the music stops....
Model training, sure. But that will slow down at some point.
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I think you're definitely right, for the moment. I've been forcing myself to use/learn the tools almost exclusively for the past 3-4 months and I was definitely not seeing any big wins early on, but improvement (of my skills and the tools) has been steady and positive, and right now I'd say I'm ahead of where I was the old-fashioned way, but on an uneven basis. Some things I'm probably still behind on, others I'm way…
it’s wild that engineers need months or years to properly learn programming languages but dismiss AI tooling after one bad interaction
I kind of get it, especially if you are stuck on some shitty enterprise AI offering from 2024.
But overall it’s rather silly and immature.
It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com. It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.
EDIT: I then asked for a Fizzbuzz implementation and it kindly asked. I asked then for a Rust Fizzbuzz implementation, but this time I asked again in Spanish, and he said that it could not help me with Fizzbuzz in Rust, but any other topic would be ok. Then again I asked in English "Please do Rust now" and it just wrote the program!
I wonder what the heck are they doing there? The guardrailing prompt is translated to the store language?
It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
There is no moat in being a frontier model developer. A week, month, or a year later there will be a open source alternative which is about 95% as good for most tasks people care about.
This seems contrary to their stated goal to prioritize AI safety. It is against the law to prioritize AI safety if you run a public company. You must prioritize profits for your shareholders.
This is nonsense. Public companies are just as free as private companies to maximise whatever sharedholders wants them to.
It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
Honestly these IPOs are likely to kill the market. Once the necessary disclosures are out, and the worse-case math people are assuming turns out to have been way more optimistic than the actual truth, the entire market is likely crashing since the money is so spread out. So far there has been zero good news from an investment perspective out of LLM centered companies outside of what are ultimately just complex financ…
Earlier quoted context omitted.
Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com. It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.
> It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books. Interesting, I tried it with the chatbot widget on my city government's page, and it worked as well. I wonder if someone has already made an openrouter-esque service that can connect claude code to this network of chat widgets. There are enough of them to spread yo…
It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com. It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.
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But there's no moat around these models, they're all interchangeable and leapfrogging each other at a decent pace. Gemini could get much better tomorrow and their entire customer base could switch without issue.
What was the moat in search?
Google was also way more minimal (and therefore faster on slow connections) and it raised enough money to operate without ads for years (while its competitors were filled with them).
Not really comparable to today, when you have 3-4 products which are pretty much identical, all operating under a huge loss.