Sounds Like you rediscovered the “opportunity solution tree” (Teresa Torres) and were skipping a crucial step in product management / UX which is product discovery.
I would suggest not to generalize your learnings by saying “why most product planning is bad…” and rather use a more humble title “why our product planning was bad and what we did about it”.
Readit Newsflorakel commented on Why most product planning is bad and what to do about it blog.railway.com/p/produc... · Posted by u/ndneighbor
I disagree. From the average user perspective, it's quite confusing to see half a dozen models to choose from in the UI. In an ideal world, ChatGPT would just abstract away the decision. So I don't need to be an expert in the relatively minor differences between each model to have a good experience.
Vs in the API, I want to have very strict versioning of the models I'm using. And so letting me run by own evals and pick the model that works best.
> it's quite confusing to see half a dozen models to choose from in the UI. In an ideal world, ChatGPT would just abstract away the decision
Supposedly that’s coming with GPT 5.
Heres a secret: Most of the highest funded VC backed software companies are just copying a competitor with a slight product spin/different pricing model
Exactly, they like to call it “bringing new energy to an old industry”.
This rings true to my ears:
> There is no technical moat in this field, and so OpenAI is the epicenter of an investment bubble. Thus, effectively, OpenAI is to this decade’s generative-AI revolution what Netscape was to the 1990s’ internet revolution. The revolution is real, but it’s ultimately going to be a commodity technology layer, not the foundation of a defensible proprietary moat. In 1995 investors mistakenly thought investing in Netscape was a way to bet on the future of the open internet and the World Wide Web in particular.
OpenAI has a short-ish window of opportunity to figure out how to build a moat.
"Trying to spend more" is not a moat, because the largest US and Chinese tech companies can always outspend OpenAI.
The clock is ticking.
Why is everyone so sure that technology can’t be the moat? Why are you convinced that all AI systems will be very similar in performance and cost, hence be interchangeable?
Isn’t Google the perfect example that you can create a moat by technological leadership in a nascent space? When Google came along it was 10X better than any alternative and they grabbed the whole market. Now their brand and market position make it almost impossible to compete.
I guess the bet is that one of the AI companies achieves a huge breakthrough and a 10X value creation compared to its competitors…
florakel commented on AMD's Marketcap is now double the marketcap of Intel companiesmarketcap.com/am... · Posted by u/AbuAssar
So how do you explain your claim being in so much contrast to the data that is easily checked and supplied by the @nabla9 comment?
Stock price is a bet on the future:
- intel:
uncertain future for their X86 business lines. AMD caught up and even overtook Intel in desktop, laptop and SERVER.
Extremely high Capex on Fab business with uncertain outcome. Can they really compete with TSMC, Samsung, etc?
No real AI growth story to tell, (yet).
- AMD: took the X86 crown from Intel in some areas. Also suffers from big threat of ARM processors. The bet with AMD is that they will be able to compete with NVIDIA to become a major GPU provider in the AI boom.
It's time to start lobbying hard for an antitrust breakup of Google. This DRM plan, as abuse of a monopoly position, provides more political coverage for a forced breakup.
It's pretty clear how to break up Alphabet, because it grew mostly by acquisition.
- Google - search, ads on search pages and nothing more.
- DoubleClick - third party ads on other sites.
- Analytics - services to web sites.
- Cloud - the money-losing data center service. Probably gets sold to AWS or Hurricane Electric.
- Android - phones and similar devices
- Chrome - browsers
- YouTube - streaming content. Probably gets sold to Netflix or AT&T or Comcast.
- Waymo - self-driving cars. Probably gets sold to a car company.
- Alphabet - all the other stuff.
Now, some of these have conflicting interests. That's a good thing. With Chrome separated from Google and Doubleclick, and forced to fight for market share, it's not in Chrome's interest to prevent blocking ads from DoubleClick or Google. Google wants people to see ads on search pages, while Doubleclick wants people to leave the search site and see ads elsewhere. Now there's competition.
Antitrust action against Google is already underway. The State of Texas and several state attorneys general have a case pending.[1] There are other cases.[2] All these cases benefit from Google's move to entrench their monopoly by technical means.
So make lots of noise politically about that. It's quite likely to make Google dump this proposal, on the advice of their antitrust lawyers.
[1] https://www.bloomberg.com/news/articles/2023-06-05/google-an...
[2] https://www.lanierlawfirm.com/google-antitrust-lawsuits-expl...
Government should force google to give competitors access to its search index so that they have a real opportunity to build a competing service on top of it, AI or search. The same way monopoly telcos were forced to open infrastructure to competing service provides.
Google products are getting increasingly crappy. Would be great to see what others could build with their information monopoly.
The took the giant overkill design meant to hold a hot Intel chip and possibly multiple big GPUs, and put a M2 Ultra in it.
It’s overcooled. There is no way it’s thermally limited. It’s got to have headroom for days.
I’m very curious where this idea I keep seeing in the comments that Apple refuses to run chips at full speed for cooling reasons comes from.
The current Mac Pro is kind of pointless. Before you got a powerful workstation (power consumption was irrelevant), now you get a Studio Mac in a new package. I feel they just launched it for “compliance” not because it is a great product. They hit a wall with scaling the M chip architecture. Building an even larger chip than the Ultra would be insane and going multi socket is not possible.
One of my biggest gripes about Macs is that their thermal engineers refuse to get off their high horses and build real cooling solutions that don't artifically limit the capabilities of an objectively performance-competitive CPU.
I don't care if it consumes 200 W of power. I don't care if the chassis needs to be thicker to accommodate a larger heatsink. I don't care if you need to run the fans at 100%. Just let me use the full power of the CPU created by the chip designers god dammit!
It’s a fair point. Especially for the new Mac Pro they could have implemented a more robust thermal solution and clock the whole thing higher. That’s one advantage of a bigger chasis, isn’t it?
Wasn't this dressed up and sold to the masses as blitzscaling just a few years ago?
I like the term "venture predation" better.
I talked to a fair share of late stage VCs and they like to think of themselves as “category king makers” - the term itself reflects the general sense of humbleness in the VC community. Besides the “venture predation” described in the paper “category king making” also entails cutting off potential competitors from funding. The theory is that once a Softbank or Sequoia have chosen their horse other VCs will be discouraged to invest in the same category as it “is taken”. And many times the VCs actually act behind the scenes and actively discourage their peers to seek an investment in a competitor of their “category king”. It truly is a disgusting game to watch once you have been close enough. VCs for better or worse are the essence of the tech ecosystem. Make the world a better place. my a* :)
florakel commented on ScholarTurbo: Use ChatGPT to chat with PDFs (supports GPT-4) scholarturbo.com/... · Posted by u/marcametz
If you are a ChatGPT Plus user you can also use ChatGPT 4 with the AskYourPDF plugin. The advantage is that you can just feed the PDF through your own URL and don't have to upload it to a third party.