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mikeg8

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That doesn’t mean that the subscription itself is losing money. The margin on the subscription could be fine, but by using that margin to R&D the next model, the org may still be intentionally unprofitable. It’s their investment/growth strategy, not an indictment of their pricing strategy.

“Foundational” seems a bit overkill here. There is nothing foundational about it – it’s a convenience tool, albeit a very good one.

AI is disruptive technology - like other tech innovations before it, there will be casualties to incumbents. If anything, this just shows how small businesses with need to be more creative when establishing moats and sustainability in this new landscape.

Is it a bubble? 7 months ago

I believe it’s you who is misunderstanding his positions here. He clearly lays out that he is focused on irrational optimism effecting the investment around the tech, not whether or not the tech itself is viable. His analysis was indeed well thought out from the perspective he is approaching it from.

its a good bet on their part (although i hate it). we obviously can't increase supply fast enough to keep up with demand in the current regulatory climate and with an existing shortage of skilled tradesmen and ratio of tradesman retiring out vs newcomers entering construction, there doesn't seem to be a feasible way to meaningfully increase supply.

ChatGPT Pulse 10 months ago

I’d disagree. I think there is still so much value it can offer if you really open your mind. For instance, I’ve met very few “programmers” that I’d consider even moderately competent at front-end, so the ability of a programmer to build and iterate a clean and responsive UI is just one example of a huge win for AI tools.

This splitting of hairs between the legal entities and the work of their paid teams/employees isn’t adding strength to your argument. Companies are run by people and those people get to make decisions on the allocation of resources. If they decided to put substantial resources into OSS, the company does get to claim credit there.

there are plenty of open source communities that exist without the direct funding of work.

Great! Maybe the Ruby community can strive for this in the future but it does not reflect the OPs point that these companies and their outsized contributions via time and money are still core to the existing community we have today.

Finding product market fit is a human directional issue, and LLMs absolutely can help speed up iteration time here. I’ve built two RoR MVPs for small hobbby projects spending ~$75 in Claude code to make something in a day that would have previously taken me a month plus. Again, absolutely bizarre that people can’t see the value here, even as these tools are still working through their kinks.

Founder Mode 2 years ago

Couldn’t agree more. He’s talking about a management style in such a nebulous way, when I would imagine his experience and proximity to so many founders/companies could provide a little more concrete substance. This feels like a first draft, and should have “Dig deeper” written in red across the top

Exactly. He’s only founded and led a company that’s built some of the most easily adoptable and exciting innovations in human-computer interactions in the last decade. Total fraud!

Stable Diffusion 3 2 years ago

I dislike the look of chatGPT images so much. The photo-realism of stable diffusion impresses me a lot more for some reason.

I strongly disagree, and think this statement is basically completely wrong. I am part of the public and I'm benefitting tremendously from the product openAI has built. I would be very unhappy if my access to chatgpt or copilot was suddenly restricted. I extract tons of value (perceieved) from their product, and they receive some value in return from my subscription. Its a win-win.

There’s a difference between a true monopoly and first mover advantage. There is competition in AI, it’s just behind.

I agree on the risk of building on them, but then again any business has its risks.

My main point was that some of these first AI startups built on Open AI were always going to be eaten by them because the put themselves in the way of open AIs roadmap. I don’t believe the Amazon comparison yet, although they may eventually go down the copycat path. But many of these startups that were recently made obsolete were just trying to piggyback on the real innovation that is the GPTss.

I’m very happy with GPT 4 and the newest updates, it’s a great tool for me.

Disruption will always been painful for some and the frothyness around AI and fear of missing out is making people a little more cynical than is healthy, IMO.