The TL Podcast for April 29th: Redeemed by cloud spending Nvidia surged on Friday after Microsoft and Alphabet joined Meta in reiterating their commitment to spend, spend, spend on artificial intelligence, Tesla got a pass on tough questions, and Lam Research and Texas
ECONOMY
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AI Impact on Jobs Mindshare Relationships and Human Connection
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Will AI replace jobs? I have a better question – have you been kind to yourself or someone else today? AI is already replacing mindshare and using our data and agency to such a degree it’s harming relationships. Not all AI. But a lot of it. Esp the narrative behind it.
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AI is Marketing Term Redefined Each Decade
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“AI” is a marketing term. It means what people selling tech under the term want it to mean in any given decade.
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Analytics-Driven Content Creation Fails to Capture Authentic Taste
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I feel like this applies to…everything these days. Taste is so important and people will pay for it. There's so much garbage and sameness and my theory is people are tired of getting 'what they want,' which really means, what a bunch of soulless analytics *say* people want. But
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Getir exits major markets, questioning rapid grocery delivery economics
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Getir, one of the biggest on-demand grocery delivery apps, exits the UK, Germany, Netherlands, and US to refocus on Turkey. This raises questions about the economic sustainability of rapid grocery delivery. Attention will move to GoPuff/Zapp/Flink next…
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2024 Barometer: Adoption of Generative AI in France
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[#Article] 2024 Barometer @IfopOpinion for @Talan_World: trends and evolution of generative AI adoption in France https://actuia.com/actualite/barometre-2024-ifop-pour-talan-tendances-et-evolution-de-ladoption-des-ia-generatives-en-france/
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TAM/SOM Discussion and Commercial Open Source Relicensing Drama
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fantastic discussion of the TAM/SOM, and the tough choices of commercial open source. best solo guest to discuss the recent relicense drama!
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AI Company Claims Rare Sustainable Profitability Model
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pretty much the opposite, we might be one of the (rare) sustainable companies in AI at the moment as we’re generally profitable
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AI Plateaus at 60-80th Percentile: Stabilizing Human-AI Capability Balance
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If AI really does plateau at 60-80th percentile of human ability (no sign it will/won't), the impacts may be stabilizing. Whatever you are best at (often what you enjoy most), you are likely to be better than an AI, but whatever you are not good at, AI can help fill in the gaps.
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Llama3-405B: Open Source Models Cost Advantage
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I’m bullish on OSS models like Llama3-405B. 70B is just as good as Claude Sonnet, but already an order of magnitude cheaper. The cost equation goes down quite a bit if it’s not through a closed model provider. Reliability will need technical ingenuity.