Tech optimist, recovering former CFA, livestreaming @AI_in_the_AM, future shocked self-aware neuron, once fooled by superconductors;
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ChatGPT ads just went into wide release worldwide. They will get the Q4 metrics for the holiday season, and go public next year as the consumer AI company. So perhaps end of Q1 IPO if the results are good.
It says “finding” (meaning not found yet) or “expansion” (meaning not under current constraints).
Ie the law as it is right now is fine, but S it maybe in the future may not be
2027 is the year of company in a box. You will be able to buy say a dropshipping company, add capital and an idea, and have it design, build, market, ship, account for the revenue. Small businesses will be the first affected.
My take: SaaS is dead. Software is charity now, make money elsewhere.
No one can make $$ selling the same features for years anymore.
Instead:
- Use good software to collect user data and sell data.
- Use good software to deliver outcome and sell outcome.
- Arbitrage tokens under the guise of selling software - buy bulk, sell retail.
- Use good software internally to drive your own margin higher for your services/products
- Build RSI agent in a domain that has the fastest learning loop so it has the most, latest expertise: e.g. a marketing agent that knows the latest tricks to get viral in X coz it's doing it for others every day and learn and evolve.
- Give away all your features for free, it's futile anyways. Open source them. Make money elsewhere.
obviously tons of military drone startups already have this tech. What exactly is the point of academics developing it? I often wonder how far behind academia is from industry.. in cases like this 3-4 years ?
Purdue University's IDEAS Lab built an autonomous drone that tracks runners through dense forests completely without GPS or cloud networks.
By running 3D LiDAR mapping and obstacle-avoidance AI entirely on-chip, it can weave under tree canopies and predict target movement through blind spots in real time.
Massive implications for next-gen search & rescue and edge AI.
When you think about it… Elon is absorbing an incredible amount of risk for Anthropic. He’s providing them flex capacity while they engage with others for baseload. If things go south on the AI trade, Elon’s left holding the bag first.
Their risk is that he eventually makes enough margin on his own business to take the capacity back.
They can prevent this by carefully hiring people from his team so that he can never build the talent base necessary.
Bearish for both chip firms and hyperscalars in the long run as both get commoditized
“Our Approach to Compute. We manage compute as a single, fungible pool from multiple strategic partners, and we dynamically direct available compute between workloads based on where the marginal unit is expected to be most productive at any given time.”
Ok given China has full access to all frontier lab research. Then every AI doomer and natsec person has to answer:
Why have all the China fears so loudly proclaimed not come true?
