4,100 karma · joined January 20, 2025
Its sad watching them try to keep up when they want nothing more than to crumble under the weight of their own bureaucracy, and at this point I'm not sure there's any hope for them.
To be clear, I don't like this trend, and I strongly believe most companies are better off owning as much of their technology stack as possible, working with partners to help maintain it rather than making themselves lesser by working with AWS/GCP/Azure; but it is the trend.
Something like Azure Foundry w/ ZDR is more likely. And yeah, its possible that Ant will find competition from those kinds of providers. But Ant will also find revenue from those providers, and its hard to say where things will land in the end.
The flying trim will never be sold to general consumers. Even the rear-thruster trim is currently listed at a $250,000 pre-order fee, which is a deposit for a fraction of the full cost of the car. Final cost will be over $1M. Any of the thruster variants will be extremely rare; like, the one guy in your city that has one will show it off at car shows twice a year, McLaren P1, level of rare.
e.g. if you aren’t getting 10,000 steps every day for six months straight, you aren’t doing everything you can. It might not solve your problems, but you don’t know that, because you’ve never tried. If you aren’t quitting nicotine & alcohol, you aren’t doing everything you can. If you aren’t saying hi and being shot down by at least one stranger you find attractive every week, you aren’t doing everything you can.
There's the potential for an inverse LLM play. In contrast with LLMs, all that seems to matter is the model, and the products the labs build around the models are all really samey and boring; the same left panel list of agents, main view agent conversation, right hand extra context, and we're now in the era of everyone creating the same cutesey furry friend on top of all this tech.
My company is not willing to pay $50/engineer/month for a cheaper version that is nearly as good. My company is also not willing to pay any amount for a product produced by China, even if it is hosted in the United States.
PMs have always lived in the world of dealing with hazy abstraction in both directions: Unclear requirements coming in, turned into unclear system capability whom they have to rely on the engineers to parse. This is where Engineers will have to get comfortable living now: Unclear requirements coming in, unclear code coming out. Its clear that many engineers aren't ready for this, and I don't blame us; it SUCKS. If I had ten dollars for every time I've heard a PM say "no one has any idea what's going on" over the past fifteen years, I wouldn't have to work anymore.
Engineers are probably still the role most suited to adapt to this new world, as you say, but I think people are still vastly underestimating how much they will be personally impacted by the changing industry. If you hate your job now, for reasons like those the article communicates, you'll hate it ten times more in a year.
The labs saw this early, and thus many roles at the labs are "Member of Technical Staff". That's the future for every software team. You're not a software engineer anymore, but you're also not a PM, nor a designer. Think horizontal slices, not vertical: Every human's responsibility is to leverage AI to be an expert on everything necessary to deliver some vertical slice of the business.
My comment was targeted at rings in-particular, because 1. they encourage that all-day tracking paradigm, which is probably on the net unhealthy for almost all humans, and 2. their sensors are so bad that even if all-day tracking were healthy (it isn't) they physically can't do it to any degree that is meaningful.
I am not going to be brain-off empathetic to purported lived experiences which no one has lived, when those purported lived experiences are simultaneously and irreducibly denying the lived experiences of the vast majority of LLM users who do not have these problems. And, frankly, no one should be. At some point, if you're having these problems, its time to grow up, be self-sufficient, and figure out why your interactions with these systems are so much worse than the millions of people who are having perfectly agreeable interactions. Or leave the industry.
A lot of my high costs is because I just throw Sol at everything. If I were more selective and brought in Luna or v4 Flash every once in a while, I think I'd be more like ~$400/month. That's why I'm not aligned with the notion that "tokens are subsidized so that's why people are using so much": its not that I'll have to adjust to using less, its just that I'd need to think before I prompt a bit and be more judicious. I could easily see my raw token counts doubling or tripling in the coming months. I don't think that will change as subsidization subsides; though maybe lab revenue will; intelligence per dollar is getting cheaper every week. Its solely a function of adaptation to process, which takes time.
The productivity gains per token are the single most asymmetrical thing I've ever seen in engineering. The engineers on our team are pretty effective with tokens; easily that 2x-4x output as you're seeing, spending $20-$200/day. Some of our security folks have also started contributing more-and-more code, and they're on the other side: they'll spend hundreds a day running in circles, eventually producing these +/-30k loc pull requests that take ages to get merged and are littered with issues. They weren't writing much code before, so arguably they're more productive by some multiplier greater than 1, but I think the drag on the rest of the team, and potential issues with what they produce, has overall created a net-negative situation. Inversely, some other company functions have produced a few one-off websites for things like sales processes, and those have been a huge win. The asymmetry is wild. There's almost a valley of incoming skill where if you know nothing about code, you'll leverage it well; if you know just a little bit, it makes you super dangerous; if you know a lot, you're the biggest winner. Really difficult situation to navigate.
Critically, you did not quote the most important part of my sentence: "useful progress will probably slow down and become more linear starting in Q4"; your omission of those words is why I believe you don't understand what I'm saying; you didn't find it important to make your point, so you omitted it, when actually it is critical to the entire assertion. You can read my third paragraph, if you wish, to understand why it is important, instead of just stopping at the first word you disagree with and hitting the "Submit Comment" button.
In that sense, the frontier models are going to quickly blaze past any semblance of usefulness to humans, while every once in a while we get a news drop like "GPT-7 solved some crazy math problem" or "it invented some new awesome drug"; meanwhile what most people will use will be smaller, more human-specialized models, maybe distilled from those frontier models, that take much longer to iterate on because they rely on large amounts of human feedback in the domain they're specialized for. In other words, useful progress will probably slow down and become more linear starting in Q4, bounded by the rate at which the humans paying for it say "yes this is a good react website".
(By the way: I earnestly do categorize "inventing a new drug" as non-useful AI progress, counter-intuitively. The drug industry has more ideas for drugs than they know what to do with; "useful progress" is, after the idea is made, validating that it works in humans and doesn't kill the human, and productionizing it. AI will help with this and does, but I have substantial doubt that we'll ever see the drug pipeline speed up to, like, a year from idea to prescription. That would be useful progress, which unfortunately many AI pilled hypermaxers conveniently forget. The invention of a promising new drug, or the solution to an arcane set theory problem, are cherries that, through the diligent labor of humans and AI, may become useful, but progress is rarely made by the lone intellect having an a-ha moment.)