4 ms·
I guess I don't follow what these software companies would do long term being "all in" on AI. Training AI on your personal files, writing docs for you, etc re
by gedy 3y ago
I guess I don't follow what these software companies would do long term being "all in" on AI. Training AI on your personal files, writing docs for you, etc really seems like no moat. (Unless the big companies push for AI "regulation" or "safety" that only they can afford to sell).
Seems more a good play for hardware than software sellers.
- adamnemecek 3y agoYou lack imagination.
- gedy 3y agoAI for sure is an incredible tool, but it's like a new type of UI with low barrier to entry (eventually)
- staunton 3y agoLow barrier to entry can do a lot. Regardless, a much more important factor is that all the data about everything, which people have been collecting for decades as a matter of almost religious belief in its usefulness and never done anything with it, is actually going to be used now, for better or worse. "Targeted adds" of today will look like a joke compared to that.
- senttoschool 3y agoOne of the most lucrative aspects is to sell AI tools, models, training to the government and the military. Microsoft is in prime position to do this. Microsoft's CEO has no shame in targeting government agencies and the military. It's great if you own the stock. Maybe not if you're concerned about the morality of providing these technologies to people who can weaponize it.
- ahi 3y agoThey're selling to Wall Street. Just another hype cycle.
- rcme 3y agoReally? All I see is moat for the first mover. How will these models improve in the future? They'll collect more training data, of course, and use that to improve the model. But now that's the cat out of the bag, how will companies collect untainted data? Google will certainly have a hard time determining what has and has not been generated by ChatGPT. But will OpenAI have such a problem? OpenAI has the ability to record all ChatGPT responses and use that to clean new training data. OpenAI's models will continue to get better, while others without the ability to separate the wheat from the chaff will languish.
- chaxor 3y ago... are robotics not at all even on the horizon of your thoughts process? The work from Voyager seems like an early PoC there already. Many hurdles of the past have been leaped over with ease lately in that area, so it's a glaring error to overlook it.