ohgr

That doesn’t really matter if they don’t retain users and continue to project a loss.

It’s likely bad because it may show volatility quicker and people will trade on it. That’s bad for the company and the existing users generally.

Anyway active users doesn’t matter at all regardless of the period. It’s retention AND active users. The result of having the two figures gives you user base churn.

That number is missing.

I’d be more interested in user retention. Every AI product I’ve seen (from the investment side) does not speak of this. I have seen some data though that suggests user retention is short (3mo avg). People try it, find it’s not that useful or even harmful after the initial experimentation and dump it.

Gotta keep hype to keep MRR up though even if it’s from different people. They will run out of interest and new users soon. Going to be a big fall.

Models will stagnate on this funding crush and the promises will be gone in a puff of smoke. And everyone will have to unfuck their dependency on it for upselling their existing crap to end users.

It depends somewhat on how tolerant your customers are of shite.

Literally all I’ve seen is stuff that I wouldn’t ship in a million years because of the potential reputational damage to our business.

And I get told a lot by people who really have no idea what they are doing clearly that it’s actually good.

Firstly the market was heavily inflated by hyped shit in the last year so past performance was bad but the numbers went up. Then there’s the currency situation which masks a lot of the decline.

There’s a bunch of locked in shares and some of the high holding investment companies don’t give a crap as long as their AUM rank stays the same. They make money on fees still.

On top of that to sell you need buyers. That is not a problem for low volume traders but big holders won’t be able to shift lots. So the big ETFs, while the market position would be better to sell now, they can’t.

Gold isn’t a good bet either. What’s the betting when people ask for it, the answer is no.

There is no upside, just a slow deflation which isn’t as bad as some sensationalists expect. That isn’t a reason to crow about the current state. It’s like saying you’re cured because the first round of chemo was successful.

Oh man don’t even go there. It does happen.

AI generated code will get to production if you don’t pay people to give a fuck about it or hire people who don’t give a fuck.

From direct experience the moment someone gets to live on your kit, there’s going to be porn on it. A contract job I had a number of years ago was to undo the “I sold someone a slice of my colo box and it went badly” problem.

Slightly newer one here (Lenovo T470). The battery still works so it’s got a built in UPS. KVM comes with it too!

All it does is scrape jobs really. I was running it on a VPS but that requires a modicum more effort to keep secure. This thing is a rotting unpatched Debian 11 and is behind a NAT with no service ports exposed on public interface.

It’s not really. Because engagement stops when you complain. Which means by exclusion it’s not engagement :)

Complaining about things where the engagement failed.

Yeah that.

00,01,02,03,04,05,06,07,OH SHIT

I just use contactless cards now. I’m done with tying my financial capability to a third party device. If I want to pay someone directly it’s PayPal family and friends or direct bank transfer.

Yeah. Also most of the people who review these things seem to have eyes that don’t work.

And there I was looking forward to 6 hotdogs for fingers.

Winning as in least bad in arbitrary ranking.

This is what we did internally. Someone said we could use LLMs for helping engineering teams solve production issues. Turned out it was just a useless tar pit. End game is we outsourced it.

Neither of these solved the problem that our stack is a pile of cat shit and needs some maintenance from people who know what the hell they are doing. It’s not solving a problem. It’s adding another layer of cat shit.

I’ll add that I’ve heard this before. And it was from an Indian guy and he thought it was absolutely hilarious.

I started using a paper diary again about a year ago. Turns out I wasn’t missing much and fitting in the rails of calendaring and task management as the vendor (apple) saw fit wasn’t really helping me. I have two jobs and a large family to coordinate.

Ultimate self hosting that. Also only costs $15/year approx.

Someone pulled that on me years ago. Him and his wife wanted me to hold the fort while they went on holiday. This was after delaying pay cheque twice.

I was gone when they got back and so was their business.

Pre-email ubiquity. So I resigned by email. Which he didn’t see until 2 weeks later.

Never feel bad for what you didn’t make.

The problem is there isn’t a viable revenue model. The moment you ask money for it the customers disappear. That means there isn’t a revenue stream to support the extreme cost of model training.

And this is all paid for by people who expect a return. In the middle of a very volatile market.

It’s dead even from a non technical perspective.

From a technical perspective every reducing gain requires more money than the last step. That isn’t something that ever works.

You assume it will improve. There is an asymptote from what I can see.

The market doesn't like this. All the professional investors got out ages ago (check out Berkshire's dumping) and are dumping to bagholders. Large fund holders are hanging on because they still make fees and it keeps their AUM up there and everyone else is dying at the same rate. Foreign investors are pulling bonds out because the currency is at risk. The market is being manipulated daily and there is no involvement from SEC. There is only risk left. Confidence is gone.

It is the textbook definition of a fucking shit show.

So on that basis you think the market is happy with shit things made very fast?

I can assure you it's not. And people are starting to realise that there is a lot of shit. And know that LLMs generate it.

I don't believe they've commented on this issue at all and they carry more messages than Apple do in the UK.

We just replaced the government responsible for the first issue with a moderately competent one. I expect there to be some progress now. In fact there has been. And it turned out to be mostly bollocks.

As a British native I feel well represented.

It's not perfect of course. We might take a step back occasionally but this usually results in two steps forward. Some press like only to comment on the backward steps though.

Well it is because the judiciary smacked the secrecy side of it down pretty hard to make sure that it was done in public. That's a pretty strong indicator of a functioning democracy.

I think you vastly misunderstand or are oversimplifying the problem here. They actually spoke up against a government mandated privacy violation.

What I am worried about really is Google, Meta etc did not speak up against it and likely have had the same requests. So I am worried about some foreign companies complying with my government. And very surprised that one particular foreign company gives more of a shit about me as an end user than my own government.

Yeah exactly that with Buffet. He was dumping Apple recently as well as he knows it’s going to burn when the AI hype crashes.