https://ann-benchmarks.com/index.html https://vector-index-bench.github.io/ https://big-ann-benchmarks.com/neurips23.html

Do you think this is how companies sell things? With uncapped liability?

Do you think AWS reimburses customers for their lost revenue when they have an outage?

Mercedes has a ~5% profit margin on this revenue.

SaaS, even AI SaaS is expected to have much higher profit margins at scale.

And on top of that, Mercedes shrunk by 10% revenue over the last year, rather than growing, which makes sense because they missed EVs and are now managing decline and returning money to shareholders.

Can you say more about the application space you're targeting?

I think there might be space for "source available" enterprise software where you can use an LLM to modify it in a way that is cheap to continue reintegrating in new releases.

It may also be reasonable to send your prompts to the vendor and see if it is a feature they are willing to maintain.

You can argue that games are derivative, but I think most revenue still goes to premier titles, not knock offs.

There may be disruption to me as a producer, but I think the results for people as consumers will be great.

There will be change, there is already change in our careers here, but I do not fear the need to change and do something different.

On net for humanity, I am certain the change will be positive even if some people including myself will experience disruption.

I think most fully autonomous jet drone programs are also designed to work with a main crewed fighter jet that coordinates them, so there is also a benefit in getting the fighter jet to be able to fly better than a pilot.

When we work trial people, 100% of people ask for Claude rather than Codex or anything else.

When I talk to people at non-AI tech events everyone basically says they use Claude and have not tried an alternative.

Developers writ large are actually not that interested in trying multiple tools, they like customizing their chosen tool and tweaking it forever.

I think developers are as susceptible to brand marketing as everyone else. It's why almost everyone has a Macbook.

Claude Code has largely won individual developer mindshare and has been on top ever since it came out. The benchmarks change, but almost nobody opts to use anything other than Claude IME when I ask them. Enterprise is more competitive since they care about costs and other things, but developers leaning towards Claude puts a thumb on the scales there.

The product doesn't have much lock in, so it is possible to dislodge Claude, and Anthropic could (and some may argue is likely to) just shoot themselves in the foot again and again and again, but Google has never been particularly good at enterprise sales, and they have never actually been at the frontier of intelligence.

I think Google's incentives have mostly about building models for their products, which makes them focus more on the cheap end, and while they need that, it feels like the Innovator's Dilemma is biting them here.

I own a lot of Google stock from working there in the past and have been quite happy about their trajectory up until the last 6 months, but I am getting pretty antsy about their AI story these days.

I keep harping on about the "virtual staging" that real estate agents have been doing for a decade that is equally deceptive and annoying and already gets labeled, and the labels don't actually help because you're still left trying to decipher what is real yourself.

If they wanted to actually do something useful, they'd get together with the legislature and pass a law saying that real estate listings need to come with floor plans that are accurate within X% under the penalty of some sort of fine with a private right of action. But passing laws is hard and faces opposition.

Politician makes a grand statement they do not have the authority to meaningfully act on to get headlines, DCWP issues a weak sauce disclosure rule and the news cycle moves on because this is not actually anybody's priority.