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profitability is determined by competition, not by Moore's Law. If the cost of generation goes down prices will go down as service providers battle for users, a

profitability is determined by competition, not by Moore's Law. If the cost of generation goes down prices will go down as service providers battle for users, as they do everywhere else. And given that the tech itself is rapidly proliferating and effectively just public research and compute, including open source not being far behind, the fact that they're not even making money right now when they do have somewhat of a monopoly is kind of a bad sign. The much more likely scenario is that these systems will run locally on commodity hardware soon, it'll be free because every large company offers it, and they'll end up slapping ads on it or sell enterprisey stuff to businesses.

dsaravel 3y ago
Interesting. It seems that Copilot is presented in Github as a "separate" solution to the rest of the Microsoft ecosystem. Do you think the competition will happen with new integrations to Visual Studio on the app tooling side or on the enterprise apps? I never thought about the current computing infrastructure as a new frontier for Moore's Law. I suppose the competition will happen in that space. What I am not sure about is if Moore's Law applies to this new infrastructure as whole when compared against the advancements in computers in general.
- px1999 3y ago
  Microsoft almost look to be building out a single copilot product across a bunch of their products (ie the eventual goal could be to share context between office365, Windows, sales, security, dynamics, Bing and github). If this were the case, it'd make sense to keep it separate It also means they won't need to be the best for any one use, just "good enough" (and available enough) and they'll become the de facto ai for business (in the same way teams beat slack etc)
  - dsaravel 3y ago
    Yeah. It is sad to be forced to work with "just good enough". I work in tech support and everyone asks for a Teams meeting to share screens. And Teams has improved a lot in the last 6 or 7 years, but, for the purposes of sharing screen for technical support, it is just good enough.
sokoloff 3y ago
> If the cost of generation goes down prices will go down as service providers battle for users, as they do everywhere else. Do you think this holds durably true if the cost of generation is higher than the selling price?

dsaravel 3y ago

Interesting. It seems that Copilot is presented in Github as a "separate" solution to the rest of the Microsoft ecosystem. Do you think the competition will happen with new integrations to Visual Studio on the app tooling side or on the enterprise apps? I never thought about the current computing infrastructure as a new frontier for Moore's Law. I suppose the competition will happen in that space. What I am not sure about is if Moore's Law applies to this new infrastructure as whole when compared against the advancements in computers in general.

px1999 3y ago
Microsoft almost look to be building out a single copilot product across a bunch of their products (ie the eventual goal could be to share context between office365, Windows, sales, security, dynamics, Bing and github). If this were the case, it'd make sense to keep it separate It also means they won't need to be the best for any one use, just "good enough" (and available enough) and they'll become the de facto ai for business (in the same way teams beat slack etc)
- dsaravel 3y ago
  Yeah. It is sad to be forced to work with "just good enough". I work in tech support and everyone asks for a Teams meeting to share screens. And Teams has improved a lot in the last 6 or 7 years, but, for the purposes of sharing screen for technical support, it is just good enough.

sokoloff 3y ago

> If the cost of generation goes down prices will go down as service providers battle for users, as they do everywhere else. Do you think this holds durably true if the cost of generation is higher than the selling price?