bernardlunn

Scanning headlines is free and enough for me

My favorite take on startup investing by a long shot

I am in the market but “ The system is not commercially available”. This is a perfect opportunity for Apple.

New headline “AI robot takes psychedelics and messes up a scientific publisher”

Not gone but no longer in fashion, just look at valuations

https://on.ft.com/3Uhznrs

AI could kill call centres, says Tata Consultancy Services head

Chatbots will soon take over much of the work of human agents, forecasts chief of Indian IT group

I read the article to see if TCS was offering more than “we prefer to get paid for high end AI engineering work rather than low end call center work.”

The more I was looking for was an understanding that paying customers reward good service by buying premium services. We are receptive to an upsell if the company offered a useful service when we called them. Whether the service was delivered by a robot or a human is less interesting to a customer.

It could be that TCS did not understand this or they did and the journalist buried the lede.

Having read the article, my take is that TCS is simply saying “we prefer to get paid for high end AI engineering work rather than low end call center work.”

If you’re not an FT subscriber, hopefully someone will post a free link. It is not worth subscribing to get this PR piece.

Struggling sounds a bit judgmental but if that is the word you want - yes

As a human, I like anomaly tracking if I understand what you mean by that. LLMs are maybe 99% good and 1% totally wrong (hallucination). Lots of profit betting against the 1% totally wrong. Not hard to see when wrong but do need to act fast.

With writing the second version is definitely better, sucks having to redo but improvement makes it worth while.

This bit resonates (having recently retired) “Some people work to live, while others live to work. I like to think I fall into the latter bucket.” Me too

The free money era is over. It is time for that message to sink in for both founders and investors. VC funds want founders to shoot for the moon but protect themselves by a) having a portfolio b) liquidation preference. As a founder you don’t have either. VC funds are not investors, they are middlemen who take very little risk.

I am in day 4 of tapering off, so this is only anecdotal but as each person is different anecdotal is ok. Try it and see. At the moment, with tiny amounts of caffeine my pm is better ie more even energy. I recognize addiction in some of the most virulent anti poster pro caffeine comments.

Thanks

Business should not pay by check - only in America is this technical debt so prevalent. Cash or payment into bank account please

Brilliant article. He is totally right that what Pat Gelsinger is doing is as brave as what Andy Grove did and just as essential. In hindsight Andy Grove was 100% right and I hope Pat Gelsinger is proved right.

The fact that Intel stock went up during the Brian Krzanich tenure as CEO is simply a reflection of that being the free money era that lifted all boats/stocks. Without that we would be writing Intel’s epitaph now.

You cannot play offense in tech when there is a big market shift.

Makes sense. Innovation stacking explains speed of market penetration

See this on the Verge Substack says it will not remove or demonetize Nazi content / Substack co-founder Hamish McKenzie’s plan to ‘strip bad ideas of their power’ is to profit from disseminating them as widely as possible.

I deleted X to break this habit and cos it is becoming an Elon Musk vanity project so don’t care if it’s down

Love this bit: “The act of transforming ideas into words is an amazingly efficient way to solidify and refine your thoughts about a given topic.”

Agree, it is just more work than it used to be & heading in the wrong direction. I am assuming some subscribers are corporate with multiple users doing fake comments

If you are an entrepreneur you tend towards being like Tigger ie optimistic but listening to Eeyore will help create your action plans.

Be pessimistic about incumbents and competition, but pessimism about incumbents will show what needs fixing ie the opportunity.

Too much assumption that realism = pessimism. Optimism might be wrong, but not if it spurs you to action to make something happen.

I read it in the 1970s as a youngster, now retired, brilliant then and now.

!

Yes, companies are trying to boost revenues & profits to compete with 5% risk free treasury bonds

I use YouTube a lot (too much) & Youtube no longer allows AdBlockers. Spotify is the worst offender with way too many ads

DIY using Wordpress

Wow!!

No I do NOT want an AI pin

I do NOT care if this makes me less than hip. I do NOT want to pay $699 plus $24 per month for another addiction that will spy on me.

Your grouchy old sceptic.

No, Misys