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Claude Sonnet 4.6

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Re: Claude Sonnet 4.6

#901
post #847

The demise of saas has been overplayed imho. When companies buy software they are essentially buying something that solves a problem and the insurance that comes with that. Part of that means they get to pick up the phone and complain if something doesn't work and someone on the other end has to listen. There is also a strong community aspect to software, someone asks for an enhancement others can benefit etc. I just…

It won’t be the demise of general purpose SaaS like CRM, though it may be the rise of ridiculously full featured f/oss alternatives. However, niche stuff like vertical-specific CRUD apps that used to be able to charge a heavy SaaS premium simply because they could develop CRUD apps and UI faster than their customers are toast.

I don't know if I agree with your line of thinking.

IME development speed is a very minor factor in the success of a vertical SaaS. Vertical niches exist because they are experts in something other than software, and understand it's worth paying for their problems to be solved. Typically, subscriptions of successful software businesses are priced based on outcome/value, not the cost of development.

Re: Claude Sonnet 4.6

#902
post #678

Earlier quoted context omitted.

If I ask, "I want to wash my car. The car wash is 50 meters away. Should I walk or drive?" It says, "Walk — it's 50 meters, about a 30-second stroll. Driving that distance to a car wash would be a bit circular anyway!" However, if I ask, "The car wash is 50 meters away. I want to wash my car. Should I walk or drive?" It says, "Drive — it's a car wash! You kind of need the car there. " Note the slight difference in th…

I just tried with chatgpt. It suggests walking in both cases.

Same. It even said:

    "Since the car wash is only 50 meters away (about half a football field), you should walk.
    ...
    When driving might make sense instead:
    
    You need to move the car into the wash bay.
    ..."
So close.

Interestingly, Sonnet 4.6 basically gave up after 10 attempts (whatever that means).

Re: Claude Sonnet 4.6

#903

The demise of saas has been overplayed imho. When companies buy software they are essentially buying something that solves a problem and the insurance that comes with that. Part of that means they get to pick up the phone and complain if something doesn't work and someone on the other end has to listen. There is also a strong community aspect to software, someone asks for an enhancement others can benefit etc. I just…

it's not the end of software, there will be infinitely more of it

it's the end of 80-90% margins that the valley coasted on for the last 20 years. Salesforces of the world will not lose to an LLM, they will lose to thousands of tiny teams that outship them and beat them on cost

instead of 7 figure contracts you'll have customized tailored tools for enterprises, and on the other end you'll have a custom nearly free CRM for every persona

this also means that VCs will stop investing in it, unless it's a platform with network effects and heavy lock in

Re: Claude Sonnet 4.6

#904

Hoe much power did it take to train the models?

Does it matter? How much power does it take to run duolingo? How much power did it take to manufacture 300000 Teslas? Everything takes power

Ofc it matters. Who pays for the power? Does the AI pay for the data or the power they use for training? Nope, they dont.

Consumers pay for the power in rising enerfy bills, while the AI datacenters get huge gov subsidies. At the same time people get booted because some CTO has gone full blown AI blind.

Its a bad situation for the consumer.

Re: Claude Sonnet 4.6

#905

Earlier quoted context omitted.

Does it matter? How much power does it take to run duolingo? How much power did it take to manufacture 300000 Teslas? Everything takes power

The biggest issue is that the US simply Does Not Have Enough Power, we are flying blind into a serious energy crisis because the current administration has an obsession with "clean coal"

Also known as "trump coal" its so clean its white.

Re: Claude Sonnet 4.6

#906
post #15

Hoe much power did it take to train the models?

I would honestly guess that this is just a small amount of tweaking on top of the Sonnet 4.x models. It seems like providers are rarely training new 'base' models anymore. We're at a point where the gains are more from modifying the model's architecture and doing a "post" training refinement. That's what we've been seeing for the past 12-18 months, iirc.

Nope. They need to update/retrain older base models regularily. Take Programming as an example, the field evolves faster than anything else.

Stuff from last year will be outdated today.

Re: Claude Sonnet 4.6

#907
post #867

Earlier quoted context omitted.

Does this matter if a 2 person startup can blow them away on price?

This is my take as well. Everyone (correctly, in my opinion) assumes that customers won't bother to recreate a SaaS themselves with AI because it requires at least some skill, time, and knowledge. But SaaS doesn't die because of all the customers creating one-off solutions themselves. It does the "desktop program" -> "mobile app" pricing transition. It drops monumentally in price because now a very small (sub five) g…

This is a tempting (and not completely false) shortcut, but often you don’t compete for customer’s wallets. For many companies, a lower price is often not the reason they switch.

They stay because of the time invested in the current solution, the integration in their pipelines etc.

Re: Claude Sonnet 4.6

#908
post #9

[flagged]

Stop assigning “I” to an llm, it confers self awareness where there is none. Just because a VW diesel emissions chip behaves differently according to its environment doesn’t mean it knows anything about itself.

You know exactly what is meant. I don't think we need the long disclaimer at the beginning about the inefficiency of the English language in this domain and the extreme likelihood that it has no qualia. We're talking about the observed behaviour of these systems (even the word "behaviour" is fraught!) in a way that's natural.

Re: Claude Sonnet 4.6

#909

The demise of saas has been overplayed imho. When companies buy software they are essentially buying something that solves a problem and the insurance that comes with that. Part of that means they get to pick up the phone and complain if something doesn't work and someone on the other end has to listen. There is also a strong community aspect to software, someone asks for an enhancement others can benefit etc. I just…

I think it's a move from feature-centric SaaS to data-centric SaaS. You can say that a SaaS consists of two components, the features and the data on which those features operate. If the cost of feature development goes to 0, and development speed goes to infinity, you can no longer compete on features alone. The Constraint shifts; it's no longer what features you can deliver, it's whether you have access to enough da…

> "enterprise OS", some kind of Salesforce / ERP-like platform where all the data about a business is kept

I read this, turn it to "person", and see Google/Android (maybe Microsoft/Windows/Office to a lesser degree) shooting off if they design their data APIs to be gen AI usable. Which they mostly already are.

If individuals can vibe code personal apps easily because their personal/relevant data is already in one place, that's going to be a major tailwind.

Sadly, I think Apple is too institutionally cathedral (over bazaar) to keep up with them.

Re: Claude Sonnet 4.6

#910
Excited to see the improvements in coding benchmarks. I use Claude daily and the jump in reliability from 4.5 to 4.6 has been noticeable, especially for debugging complex multi-step workflows.
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