sod22

Lmao this is ridiculous. If MSFT really wanted the tax benefits they should’ve just wholly acquired OAI long ago to acquire the financial synergy you speak of.

It’s irrelevant, Google needs to focus on performance enhancements that the enterprise market segment demands - who only operate in the air of objectivity.

If they can achieve that they will cut off a key source of blood supply to MSFT+OAI. There is not much money in the consumer market segment from subscribers and entering the ad-business is going to be a lot tougher than people think.

I personally know people that used ChatGPT a lot but have recently moved to using Gemini.

There’s a couple of things going on but put simply - when there is no real lock in, humans enjoy variety. Until one firm creates a superior product with lock in, only those who are generating cash flows will survive.

OAI does not fit that description as of today.

I like this. A lot.

Striking deals without a proper vision is a waste of resources. And that’s the path OAI is on.

lol the typical AI boosters are down voting you.

Who cares. Focus on what matters. OAI knows this considering they are dedicating a lot of their resources toward figuring out how to become profitable.

Who cares about semantics.

Ultimately it all boils down to the money - show me the money. OAI have to show money and so do its customers from using this tool.

But nope, the only thing out there where it matters is hype. Nobody is on an earnings call clearly showing how they had a numerical jump in operating efficiency.

Until I see that, this technology has a dated shelf life and only those who already generate immense cash flows will fund its continued existence given the unfavourable economics of continued reinvestment where competition is never-ending.

One thing I’ve noticed is that some folks are over-confident about the benefits of LLM’s and seemingly gloss over the implicit costs.

And for good reason - the ill disciplined human body optimises for short term benefits. The disciplined body recognises the flaw in this and thinks much broader.

Or maybe I’m just right and you’re just slow at seeing what other people can see.

I’m not a SWE either fyi. Therefore I have no vested interest.

Yep when all this blows over, those who were least exposed to LLMs will be the winners. Patience is important and not to be drowned out by the noise.

Say it louder.

Correct. The thing has no concept of true or false. 0 or 1.

Therefore it cannot necessarily discern between two statements that are practically identical in the eyes of humans. This doesnt make the technology useless but its clearly not some AGI nonsense.

Im waiting for people to realise that software products are much more than just lines of code.

Getting sick and tired of people talk about their productivity gains when not much is actually happening out there in terms of real value creation.