Its the same conundrum any BI tool is going to have (sigma, tableau, redash) likely they focus on something orthogonal, like trust and security, permissions, etc fwiw i work at one of their 'top customers' and found…
Darn, i liked their old site better
none (unless you count google and meta), but profitability is a very narrow view on the labs, and investors are pricing in future free cash flow you need to take into account the derivative, what is their growth? their…
Huh? uber is an amazing success story given their market dominance and enterprise value created. of course the next kid on the block (Waymo) is going to do the same thing The price of a given point on the intelligence…
seems like the opposite is occurring, job postings are climbing and so is comp software is easier to build -> the world builds more software But yes, the act of translating spec into code as a 'programmer' is gone for…
Im surprised people still have this 2024-esque take i add more value to my company because it lets me ship much faster, debug issues faster, onboard new people faster total enterprise ai spend is climbing…
likely mag 7, big tech, megacorps like accenture, etc.
at the largest platforms they purposely curate communities of workers to get to know each other (this study seems to not include them) This is because data annotation platforms have very low lock in and workers jump…
surprised that this map does not include the largest 3-5 platforms Most data annotation comes from educated Western countries atp (the $2 meme is kind of old now since the industry has moved onto RL envs) where the…
Huh? what retail shareholders?
from the s-1, the top 5 customers make up 25% of revenue
i think its very implementation dependent There has already been govt arms outsourcing the agent part to a vendor and it reduced hold times significantly without reducing quality (i.e. its possible) But each govt arm…
more likely they will either: - establish some sort of gateway that requires authentication connected to your personal information where they can rate limit or block you - use ai of their own to handle the volume of…
hence the investment into general purpose robots that can do any humanoid shaped task, the market of which is all physical labour the same robot that cleans your bathroom can also wash your dishes, fold your clothes,…
that doesn't imply software as a whole is saturated. does the world use more or less software YoY? (LLMs counts as software btw.) the differentiating factors have changed but the underlying demand has only increased.
> has it not become increasingly siloed as people look to their own agents for most questions, tasks doesn't feel like it, collaboration is more important than ever for high level direction even if nobody pair programs…
i think this is mixing correlation and causation "They" figured out that it's a lot easier to hillclimb AI on verifiable digital tasks, and it just so happened that white collar jobs tend to pay more Ai will decimate…
valuations and funding look at *growth*, not money out and money in ai has produced some of the fastest growing companies of All Time and plotting the trend leads to very profitable businesses in the future (which is…
feels like the opposite to me. the 'factory worker' style code monkey job is vaporized the new era of swe will demand more and more long term business + product direction and relationship building skills right now the…
i dont think we'll ever saturate the amount of software there is in the world unless we get some sort of scifi superintelligence scenario Software allows us to build essentially infinite abstractions with infinite room…
until 1) software is saturated or 2) llms or their creators will take accountability for any issues its code causes i think there will continuously be the next phase Tbh i dont see software demand being saturated…
not sure where this meme of 'ai will become very expensive any time now!' comes from consumer subscriptions are subsidized but the companies make very healthy margins via api pricing, which is what enterprises use, and…
^ Same here. so much faster and cheaper than using an LLM to return structured data
the bulk of the skill lies in shoring up the fundamental limitations of llms they cannot be held accountable - therefore, you need the skill and expertise to verify outputs, or set up a verifier they have a limit to…
Its the same conundrum any BI tool is going to have (sigma, tableau, redash) likely they focus on something orthogonal, like trust and security, permissions, etc fwiw i work at one of their 'top customers' and found…
Darn, i liked their old site better
none (unless you count google and meta), but profitability is a very narrow view on the labs, and investors are pricing in future free cash flow you need to take into account the derivative, what is their growth? their…
Huh? uber is an amazing success story given their market dominance and enterprise value created. of course the next kid on the block (Waymo) is going to do the same thing The price of a given point on the intelligence…
seems like the opposite is occurring, job postings are climbing and so is comp software is easier to build -> the world builds more software But yes, the act of translating spec into code as a 'programmer' is gone for…
Im surprised people still have this 2024-esque take i add more value to my company because it lets me ship much faster, debug issues faster, onboard new people faster total enterprise ai spend is climbing…
likely mag 7, big tech, megacorps like accenture, etc.
at the largest platforms they purposely curate communities of workers to get to know each other (this study seems to not include them) This is because data annotation platforms have very low lock in and workers jump…
surprised that this map does not include the largest 3-5 platforms Most data annotation comes from educated Western countries atp (the $2 meme is kind of old now since the industry has moved onto RL envs) where the…
Huh? what retail shareholders?
from the s-1, the top 5 customers make up 25% of revenue
i think its very implementation dependent There has already been govt arms outsourcing the agent part to a vendor and it reduced hold times significantly without reducing quality (i.e. its possible) But each govt arm…
more likely they will either: - establish some sort of gateway that requires authentication connected to your personal information where they can rate limit or block you - use ai of their own to handle the volume of…
hence the investment into general purpose robots that can do any humanoid shaped task, the market of which is all physical labour the same robot that cleans your bathroom can also wash your dishes, fold your clothes,…
that doesn't imply software as a whole is saturated. does the world use more or less software YoY? (LLMs counts as software btw.) the differentiating factors have changed but the underlying demand has only increased.
> has it not become increasingly siloed as people look to their own agents for most questions, tasks doesn't feel like it, collaboration is more important than ever for high level direction even if nobody pair programs…
i think this is mixing correlation and causation "They" figured out that it's a lot easier to hillclimb AI on verifiable digital tasks, and it just so happened that white collar jobs tend to pay more Ai will decimate…
valuations and funding look at *growth*, not money out and money in ai has produced some of the fastest growing companies of All Time and plotting the trend leads to very profitable businesses in the future (which is…
feels like the opposite to me. the 'factory worker' style code monkey job is vaporized the new era of swe will demand more and more long term business + product direction and relationship building skills right now the…
i dont think we'll ever saturate the amount of software there is in the world unless we get some sort of scifi superintelligence scenario Software allows us to build essentially infinite abstractions with infinite room…
until 1) software is saturated or 2) llms or their creators will take accountability for any issues its code causes i think there will continuously be the next phase Tbh i dont see software demand being saturated…
not sure where this meme of 'ai will become very expensive any time now!' comes from consumer subscriptions are subsidized but the companies make very healthy margins via api pricing, which is what enterprises use, and…
^ Same here. so much faster and cheaper than using an LLM to return structured data
the bulk of the skill lies in shoring up the fundamental limitations of llms they cannot be held accountable - therefore, you need the skill and expertise to verify outputs, or set up a verifier they have a limit to…
the bulk of the skill lies in shoring up the fundamental limitations of llms they cannot be held accountable - therefore, you need the skill and expertise to verify outputs, or set up a verifier they have a limit to…