It feels like the pace at which the industry is defining things may be faster than the actual pace of change sometimes.
3,869 karma · joined April 15, 2010
It feels like the pace at which the industry is defining things may be faster than the actual pace of change sometimes.
This means companies stay private and keep getting private capital/investments (the flip side being private equity in the pre-IPO company) and typically an IPO is really existing shareholders realizing their investment.
So Amazon, Microsoft were forced to go public much earlier, then had their growth. Anthropic has already had growth, Claude AI is well known at this point, and after IPO there may not be as much growth after. In fact, the stock might go down because they have to report their full financials.
I seriously don't think non-technical people are pumping out apps, probably never will. They simply don't have an interest and would rather just pay for a service. A HVAC, plumbing, or electrician company isn't going to write their own CRM system. Now they will price hunt those services so as software production becomes cheaper, I would expect SaaS margins to also be going down.
I think you should read up on Xerox and PARC. A single company can only take on so many things at once and be successful. Also it was ~60 years ago so at that time they could only manage the IP of laser printers as it aligned with the copier business. They didn't productize GUI, Ethernet, and other inventions or concepts like tablet computing that came out of PARC.
Now there are conglomerates like Alphabet that have Waymo, YouTube, etc. very different businesses, thats a bit different. It might actually make business sense for the frontier labs to do something like a CRM system as a spun-off separate company. That might be in direct competition with their source of capital and probably would violate some agreement - if they have a non-compete type of setup with the likes of Oracle, Google, Microsoft.
Instead of discussions about "my language/framework is better than your language/framework, see my TrustMeBro benchmark" - why not figure out what's next? Could we be working on the next set of patterns that are a level higher than OO design patterns like MVC, AR, etc.?
I wonder how all the old PHP apps are going to fare today, I hear there's a major security issue.
My point is if you don't understand the fundamentals of the underlying code (SQL in the example above), you're more likely to have issues in the future. Or maybe not if that app doesn't reach a usage pattern or complexity where the nuances under the hood matter.
It really depends on what you're shipping. Meta ships social media apps where in the grand scheme of things if something is broken software wise it largely doesn't matter. What's the worst case? lost ad revenue? Users can't do things? If that were software for MRI machines or aerospace where software issues/bugs can result in lives lost then it matters much more in understanding what is going on at all levels of the software and potentially hardware.
What's interesting is most of the progression we've seen this last year in AI agent clients are very basic computer science concepts: loops, threads, arrays (of JSON) and memory management (aka context) with varying combinations of those put together and people in computing are writing about it like its some huge break through. I would love to hear a game developers perspective on comparing AI clients (not the server side LLMs/vectors/maths) with games - they seem to have very similar computing problems.
There's always Dunbar's number - the larger an organization gets beyond the capacity of people to socially know one another, the greater the "what do they even do?" types of attitudes form about other distant parts of an organization.
Oracle's credit rating is hovering just above junk bond level. I think the capital agreements are similar to an Adjustable Rate Mortgage and monthly so if there's another rate increase from the Fed and Oracle can't find anyone to buy their bonds and/or their free cash flow continues to be negative then maybe that is a pin-prick in the stock bubble? Its sort of like if you keep bouncing around from 0% credit card offer for 12 months to another and then you stop getting 0% offers, then its time to face the music (those usually have a 3% transaction fee, at least a long time ago they did).
In my experience, a track saw is immensely more useful than a simple circular saw or miter saw for finer woodworking or cabinet work. The other two are great for rough carpentry but tend to be harder to use for finer tolerances needed for finer woodworking. They are more expensive but because of the track you will get straight cuts with little setup. I've had issues with a contractor sized table saw even with it built into and secured in a DIY cabinet. Lifting and moving large sheets of plywood or assembled boards like a table top can be prone to more errors than setting up and moving a saw along a track. Really expensive table saws are probably better but as a hobbyist I don't have $3000 for a single tool.
I would argue if you're building plans to make a lot of repeatable items, then you're beyond hobby level.
I have a hard time thinking a neural net "predict the next token" is going to do things like solve math proofs or find cures for cancer when it gets very basic things blatantly incorrect sometimes.
2. Circular agreements - you get them to sell your goods/services in the region of their home country
3. These count as "Services" on the P&L and provide massive tax advantages to the company because these aren't treated as labor costs.
This may be from an old context in my brain since I worked with some of those companies, so those reasons may have changed or impact may have with various regulations, etc.
That might be a bad example ... replace english with nearly anything not related to prompting/coding. For example, I bet the models have "knowledge" of biology, chemistry, etc. not exactly useful for programming a SaaS web app that say does project mgmt. I think there's opportunity for very specific tooling rather than "general" knowledge.
Maybe people smarter than me know better but couldn't there be a middle ground where an IDE/Editor has an embedded engine (doesn't need to be a full-on LLM) that doesn't require external tool calls and token spend?
If an organization is paying $2400/year per developer for tokens and a highly intelligent editor/IDE comes around that charges $1000/yr and gets more output at a fixed cost, its a no-brainer of a decision.
I think VPS are going to be expensive because of the RAM and GPU requirements - 32GB RAM is beefy for a VPS and might run like $30/month on the cheap end. Thats $360/year so running something at home might be more secure, capable and cheaper. Remote/mobile access might be viable with something like tailscale.
Like I said, I'm not the target audience for a personal assistant. That does sound like a more ideal UX than what chat gippity and the others offer though. I would expect that with Meta - they really get the UX mostly right for people.
Most personal tasks take trivial amounts of time these days. Does a 5th grade teacher or an auto mechanic need a personal assistant? Do we need to be able to book a trip faster? It feels very gimmicky to me, but I realize I'm not their target audience.
Given that, I do think Meta will probably get the lions share of B2C AI and they have a proven track record of using personal data to serve ads and make a lot of profit. If they capture more of their user base's time, it keeps them engaged and away from a list of competitors. If Meta starts crushing it in this fashion I could see IPO's of OpenAI and Anthropic land like fart in church.
I think people put way too much emphasis on things like this with conclusions that they are faster and therefore its better. There is Pareto's law and a point of no return on invested time with this type of endeavor. I would feel better if people started off with "I did this because I can and I like doing things like this" vs. some argument that its better in some way.
Why do people working in tech consistently get disillusioned into some company's mission statement or the equivalent? Its easy to just say the simplest reason is money, but this has been going on for decades though. You don't see the same attraction to adult entertainment (gambling, video, etc.) software jobs so there is obviously a line a lot of people won't cross. Those industries are at least honest about what they do, its not hidden behind some mission statement.
By all indications the shallowest reasoning is once someone can "cash out" thats when their values matter more. Maybe there is an element of maturity that happens after working for 5+ years that kicks in? Maybe it really is achieving FU money? It would be interesting to hear honest accounts from people that went through that cycle across more industries than AI.
I feel like his coaching leveled them up. It will be interesting to see if he writes any books about his process, etc.
Meta doesn't have a great track record of protecting data.
What would they use this for in their personal life? What does it unlock that they can't do today? Scheduling things? Buying things? These are so easy now for nearly anything. Reminders? phones have apps for that, computers do too. People can already dictate all sorts of things via speech (siri, etc.)
I totally get the professional use cases, I just don't see B2C other than gimmicky things. So I think that means Muse/Meta wins this out, people using that have already succumbed to giving up their data for "free".
Also if you set aside a certain budget for hobbies, etc. don't feel guilty about spending on it, go with the philosophy that is guilt-free spending. If you have fun and then lose interest, as happens with hobbies, you can sell the tools. But also see what you can get done with a small set of tools and see what you like first. Taking classes helps narrow in on what you like doing. I learned I like the mystique of hand tools but don't have the patience to do that 100%.