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Joined 3 years ago
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Cake day: June 25th, 2023

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  • I’ve been thinking about this a bit.

    Historically, the only real parallel I can think of is the discovery of electricity, and then the mass deployment and use of electricity.

    Both Westinghouse and Edison marketed the benefits and drawbacks, seemingly to create their own moats, but electricity and electricity distribution ultimately became a commodity that we all use as a tool.

    LLMs[1] won’t go away. However, I don’t see these big ‘AI’ companies - OpenAI, Anthropic, xAI (shudder) - lasting another 5-10 years as their moats disappear through LLM commoditisation like electricity and electricity distribution.

    We’re already seeing this with DeepSeek, et al.

    [1] I hate referring to them generically as ‘AI’. The artificial intelligence field is so, so much bigger, more exciting, and I argue more beneficial to the world than The Tech Bros ejaculatory visions of world domination.







  • The article headline is confusing…

    I had wondered whether he was going to consider a presidential run, which this part leaves somewhat open:

    About 18 months earlier, Walz was thrust into the national spotlight when Vice President Kamala Harris picked him as her running mate in the 2024 election. Walz had repeatedly said — even before 2024 — that he was considering a future presidential bid, but he had said he would rule out a 2028 run if he sought re-election as governor.

    So he might be seriously considering a 2028 presidential run… Walz and Ocasio-Cortez anyone?