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Their benchmarks are also testing their own products which are being developed with minimal, lip service transparency. Strong "trust me bro" situation.

Generative AI is a remarkable con — a just-good-enough simulacrum of human expression to get it past the gatekeepers in finance and the media, knowing that neither will apply a second gear of critical thinking beyond "huh guess we're doing AI now." It's a disgrace. www.wheresyoured.at/reality-check/

That OpenAI ‘is’ the LLM industry *now* surely doesn’t mean that the LLM industry is forever predicated on OpenAI’s success or that the economic potential of LLMs is limited to what OpenAI can achieve? When ppl reference DeepSeek I assume they are pointing out the *possibility* of profitable LLM.

Absolutely losing it at the Zelda reference 😂

I haven’t yet seen these companies outline what happens when they inevitably have to gate services behind payments. I can’t imagine the average punter will happily pay $25 (or whatever) per month to make their emails read a bit better.

On the cost of inference going down: LLMs seem to have hit a wall in terms of what they can learn (they are already trained on the whole internet). If we move to models which are capable of learning as they go, then inference and learning become entwined and the cost will sky-rocket.

Welcome to the economy of companies that can't turn a profit but are valued at astronomical valuations. We need more leaders/managers who can add value to customers while making a profit for their organization. If this disjointed economy continues, we are in for a rude awakening, circa 2008.

Yes, and no! I was on the OpenAI private beta, prototyping RAG, tuned to their ethical standards, and OK'd for launch. Then they launched. Out went the ethics at the first whiff of cash, and in came a second AI winter of distrust for independents like myself, for whom now spare a thought!

More than ever, we need to demand that journalists do their damn job, and actually look into the issues they report on. When grifters and conmen are lying, make sure you know, and include that as context all around the quote, so as not to just become a megaphone for lies and deception.

I reckon agents could be a huge revenue source. If users are willing to install a closed source application that they give full permission to access all their data and bank accounts I can think of a way that could make a lot of money very quickly, no LLM required, except as window dressing.

For comparison, Apple's revenue bumped from 20b in 2006 to 26b in 2007 then 34b in 2008. Almost doubling in two years on the back of releasing the FUCKING IPHONE in 2007. This was a meteoric rise the likes of which many companies could only dream.

That’s why I decided yesterday not to buy a new MacBook after all. The new ones are full of AI. Decided to keep my old one.

That chart is bonkers. Their revenue is going to triple this year (and then double the next year?) I accept, reluctantly, that there ARE people out there who actually want to use this stuff. But aren't most of them already using it?