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Very reasonable take. The fact that this is being downvoted really shows how poor HN's collective critical thinking has become. Silicon Valley is cannibalizing
by _se 8mo ago
Very reasonable take. The fact that this is being downvoted really shows how poor HN's collective critical thinking has become. Silicon Valley is cannibalizing itself and it's pretty funny to watch from the outside with a clear head.
- daxfohl 8mo agoI think it's like the California gold rush. Anybody and their brother can go out and dig, but the real money is in selling the shovels.
- fao_ 8mo agoI don't think this is the case, because the AI companies are all just shuffling around the same 300 million or trillion to each other.
- koolba 8mo agoMore like they’re leasing away deeply discounted steam shovels at below market rates and somehow expecting to turn a profit doing so. The real profits are the companies selling them chips, fiber, and power.
- t0mas88 8mo agoBut the companies selling them chips are also their shareholders, so those are on the hook as well.
- rienbdj 8mo agoA handful of start ups will find genuine use cases for these models with real business demand. It just won’t be another AI travel agent chat bot.
- jazz9k 8mo agoIf it's below market rates, the people using the shovels are the ones making a profit.
- marcosdumay 8mo agoShovels still have a defined cost, even if there's absolutely no gold there for one to find.
- sidrag22 8mo agoImpossible to say right now... consider just the idea of reactive agentic workflows: test fails, agent is instantly triggered and response is passed off for review, or whatever, something along those lines. Thats staying power, suddenly that lease isnt a lease, its an ongoing cost for as long as that system exists. its gas.