3 ms·

Quite sure the tulip robot company will turn a profit on this quicker than most generative AI companies do with their products.

by vages 3y ago

Cthulhu_ 3y ago
I'm not convinced, said AI companies have millions of users through e.g. Discord networks already. Plus the market is a lot more constrained.
- KaiserPro 3y ago
  > said AI companies have millions of users through e.g. Discord networks already. How many of them are paying customers? how much of the company's reserves are being used to subsidise day to day running of the service? what happens to the user base when you stop giving free access? this kind of product is normally a service with a contract and upfront cost for the user. ($200k for the machine) with an on going support contract.
  - hackable_sand 3y ago
    The overhead is much lower for software to begin with. We can consider the ratio of hardware manufacturers to even the hobbyist developer who makes a few bucks on YouTube. Either way, multinationals are running out of ink signing their seats on spaceship AI and they pay in stacks. The critical test is achieving escape velocity for each individual GenAI "solution" (call it what you want...). Software giants with compute access are windmilling free models every day, hardware is racing to capture that compute, and those GenAI companies are entrenching their contracts while the competition is still hot. Once they have the contracts it's just build build build until another AI winter or possibly a nuclear winter.
wiremine 3y ago
Agreed. Discriminative AI, in general, is further through the hype cycle than generative AI, and this is a clear value proposition with clear financials. And, really, they're two sides of the same coin. I could imagine the tulip robot using leveraging speech-to-control LLMs in the future. Something like: "Move to field 17 and focus on the Pink Diamonds"

3 ms·

Quite sure the tulip robot company will turn a profit on this quicker than most generative AI companies do with their products.

by vages 3y ago

Quite sure the tulip robot company will turn a profit on this quicker than most generative AI companies do with their products.

Cthulhu_ 3y ago
I'm not convinced, said AI companies have millions of users through e.g. Discord networks already. Plus the market is a lot more constrained.
- KaiserPro 3y ago
  > said AI companies have millions of users through e.g. Discord networks already. How many of them are paying customers? how much of the company's reserves are being used to subsidise day to day running of the service? what happens to the user base when you stop giving free access? this kind of product is normally a service with a contract and upfront cost for the user. ($200k for the machine) with an on going support contract.
  - hackable_sand 3y ago
    The overhead is much lower for software to begin with. We can consider the ratio of hardware manufacturers to even the hobbyist developer who makes a few bucks on YouTube. Either way, multinationals are running out of ink signing their seats on spaceship AI and they pay in stacks. The critical test is achieving escape velocity for each individual GenAI "solution" (call it what you want...). Software giants with compute access are windmilling free models every day, hardware is racing to capture that compute, and those GenAI companies are entrenching their contracts while the competition is still hot. Once they have the contracts it's just build build build until another AI winter or possibly a nuclear winter.
wiremine 3y ago
Agreed. Discriminative AI, in general, is further through the hype cycle than generative AI, and this is a clear value proposition with clear financials. And, really, they're two sides of the same coin. I could imagine the tulip robot using leveraging speech-to-control LLMs in the future. Something like: "Move to field 17 and focus on the Pink Diamonds"