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What is Claude doing as a product that other similar companies aren't also doing, or can't easily catch up on?

And enterprise is furiously working on cost optimization, finding that they can accomplish a lot of what they currently do with frontier models with budget offerings from frontier labs or open source models.

The corporate entity called WeWork still exists, sure. If you were a pre-bankruptcy investor or equity holder in WeWork you got wiped out. The management and capital that went into the first iteration is gone.

"How often are people paying at least $600 annually for something paid AI can help them do, that free AI can't"

Muse is free. You can chat with Gemini in Google results for free.

Much of the value of writing one goes to the writer!

What about big projects, where much of the code is not written yet?

He stayed at the Steelers too long. He should have gone somewhere with a better QB, the Steelers should have bottomed out enough to be able to draft a good QB.

What monied interest is trying to gin up enthusiasm for open source models?

It feels to me like this is a case of very rapid increase in load from AI pr's more than product quality degrading because of cruft or poor maintenance. It's annoying but I'm not confident that alternatives will do better in the long run vs GitHub (which I'm guessing will improve with time)

Feels like a cost you’ll pay when you’re trying different stuff out and want to play with different models, but as soon as companies start wanting to cost optimize the 5% middleman is an easy one to cut out.

Requires some pretty tough to get raw materials and equipment, to say the least

> How this would actually be achieved is unclear though. Dario is at least proposing a solution a solution

How it would be achieved is a pretty important bit! One which Dario is not proposing any concrete solution for other thanks hand waves at some gov safety committee.

Would this restrict downloads of an open model, or publishing?

Say we ban domestic hosting un-approved open models. How does Dario propose to ban downloads from abroad? You can’t tell what an encrypted payload contains, do we need to restrict encryption?

Conversely, “we should stop X” should come with some idea of how to feasibly do so.

In any case, I’d summarize my position as “you cannot stop open source AI, and attempts at it will inevitably empower bad actors relative to good ones.”

I tried to address safety, albeit briefly, in the sections on backdoors and propaganda. What would you have liked to see?

I didn't give it much treatment because my frame of reference is about open vs closed AI, and I don't see a lot of daylight in safety concerns between the two.

Yes that would be my view. Open access doesn't make it trivial, but remains the most expedient way to remediate these exploits.

(I work for Block, not on this)

Cash App was not an acquisition, it originated as a hackweek within (what was then called) Square.

Possibly you’re thinking of the Afterpay acquisition?

A sticky product is one that switching away from creates a major hassle. Which means the user will pay more to avoid said hassle.

“I don’t really have a strong preference between the two” is another way of saying “the product isn’t sticky”, which is another way of saying “this provider has very little room to increase margins”

I don’t really get the business plan for open weights model companies, is the idea companies would pay them for serving?

One major difference is that to send network traffic, you have to go through an ISP. With AI you have the option of local open source models

Down from 10 years ago, down quite a bit from 20 years ago

But there's not an everyday use case for firearms and explosives for the average person. There's civilian, everyday task that would be easier were better firearms and explosives available

Surely both manufacturer and convenience store have incentive to push the addictive product in this scenario.

In any case, drug dealers really don’t need to do any pushing, the drugs sell themselves. Have you ever taken an opioid? The idea that unfettered access would result in less addiction and death is a pretty remarkable POV

That they aren’t participating in the AI arms race is very good for current earning

> Of course, this then introduces the circular reasoning "because of a potential US attack", but of course if Iran wasn't funding Hamas, Hezbollah, Houthis

I think the first step of thinking about war objectively is to consider how each side sees it. The US POV is no less circular, from Iran’s perspective - they could list any number of provocations from the US to justify arming themselves, none more obvious than the war itself.

The debate around who started the hostility is ultimately pointless, the question is what to do about. Ideally the answer isn’t “arm for obliteration because the other side started it”

Even as someone highly interested in memory I don’t see it as a useful tool for coding. The source of truth for what a repo does or should do is the repo itself.

What you’re describing sounds more like code review guidelines, which can be explicitly brought into context at specific times during a change. A memory system is both too complex and less accurate for this

Simple vector similarity plus a cheap model to filter results works pretty well. Though ofc t does add tokens to your primary chat, which is the basic tradeoff of memory systems in general (in addition to latency)

I favor automatic recall, invisible to the agent. For memory creation, I find tool calls do a pretty good job, though I also like automatic memory creation on context compression.

I think with automatic creation you need async consolidation (calling it dreaming is a little dramatic for my taste).

My implementation is at Elroy.bot, I recently wrote about different approaches to agent memory here: https://tombedor.dev/approaches-to-agent-memory/

But these products are all drop in replacements for each other. I've recently favored Codex more than CC, just because rate limits got mildly annoying. I really didn't have to change anything about my workflow in doing that.

> My feeling is that if the AI is this good, the audience will just prompt the AI themselves and cut out the middleman.

I call this the instant imitator trap. If anything AI generates stands out from the slop, the slop generators will just imitate it, thus quickly making whatever standout quality from the "original" work also slop.

I wrote about it here: https://tombedor.dev/creativity/

From the press release, it's not all that clear what Deezer is doing about it. 44% of uploads getting less than 1% of non-fraudulent streams seems like a pretty strong reason to outright ban AI generated submissions.

For the non-fraudulent listens, I'm very curious how many of these are part of auto-generated playlists. Are people just being served this music as part of a feed, or are they actually seeking it out? I'd be very surprised if it was the latter.