manton
manton

The obvious downside to AI creating answers and software we might not need is it feels wasteful. There is a cost. There is not enough energy and infrastructure. This is the OpenAI bet: that when they scale up, no one else will be able to do what they can do. Except Google.

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In reply to
fgtech
fgtech

@manton There might very well be value in having a machine generate “ideas” for future ventures, but it absolutely must be balanced against cost. It’s not a business if it can’t pay for itself. Investors will come looking for a return sooner or later and that’s when the bet is called.

Also: building a gigantic moat does nothing if nobody cares what’s in the castle.

Ugh. Metaphors clashing, sorry. There’s so much churn around AI looking viable as a business that people assume it is without doing the math.

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manton
manton

@fgtech I like the moat and castle analogies. 🙂 For profitability, I think there’s enough utility here that at least a few companies will make it, even if most fail. We probably need more time to have some clarity about which companies.

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