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I like that his premise is basically pretending computers are magic.

• __loam 3y ago
  He says: > Extreme margin compression due to more supply of software. AGI simply enables vastly more creation of software, which hurts the pricing power of incumbents. Every company will do some double take on their IT spending, and try to rebundle. I think this is actually a big misunderstanding about how software works. MORE software isn't necessarily a good thing. That's more systems to deploy and maintain and probably a shit ton of redundancy.
• inciampati 3y ago
  > has near infinite context length Which has near infinite costs, or it's not the same thing as attention. So it'd be something different... or yeah, computer = magic.