1·
9 days agoI see “gold rush” the company selling shovels is making out like a bandit, everyone else is make a profit on the previous gen but requires a 10x cost increase for the next gen. And thus 10x more shovels… As soon as 10x more shovels stops giving 10x+ improvements this is the wrong investment.
Hints are we already reached this point.
Some AI companies will pivot and improve in other ways with more linear costs/results… The ones hoping the line continues to the moon… I think they overshot… I just don’t know when it will fall back…
So a new line in the GDPR popup indicating all chat on this site is “AI” (llm?) Driven… For you to close along with the chat window so youn can just read the product page.