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Different users. Many people care about privacy and aren’t using Meta products. And many businesses care about it too and have information policies to protect t

Different users. Many people care about privacy and aren’t using Meta products. And many businesses care about it too and have information policies to protect their IP.

raw_anon_1111 6mo ago
70% of the world’s population use at least one Meta property at least once per day. How many of the other 30% are too poor/young/computer illiterate to be part of an addressable market? Every company has dozens of SaaS products that store their business critical information. Amazon installs Office on each computer, Slack (they were moving away from Chime when I left), and the sales department uses SalesForce - SA’s and Professional Services (former employee). The addressable market of even companies that care about privacy is not a large addressable market. How long will it be before computers become cheap enough that can run even GPT 4 level LLMs that companies will give it to all of their developers?
- innagadadavida 6mo ago
  These are all great statistics, but how do you explain ClawdBot explosion. Even in lower income countries like China. So much demand that Apple can’t keep up production of Mac Minis. Why aren’t these folks going towards cloud solutions? Is it cost or is there some consideration for having more control over their data?
  - zozbot234 6mo ago
    ClawBot doesn't generally run the model locally, it just talks to remote APIs. No different than any other agentic harness. You could run a local model on the same Mac Mini as your agent, but it wouldn't be very smart and many agentic tasks around computer GUI/browser use, etc. would be out of reach.
  - raw_anon_1111 6mo ago
    And people using Clawdbot are still not using local inference for the most part… They aren’t buying high end $2000+ Mac Minis.
  - bigyabai 6mo ago
    > Why aren’t these folks going towards cloud solutions? They are. The majority aren't doing inference on a Mac Mini, but instead using it as a local host for cloud-based inference. You could have the same general experience on a $200 Chromebook or $300 Windows box.
    - JSR_FDED 6mo ago
      Not if you want to use Messages to talk to it.
      - bigyabai 6mo ago
        If you refuse to abandon iMessage for $300 in MSRP savings, you are beyond helping.
  - victorbjorklund 6mo ago
    They are running cloud models in almost all cases. Like saying it isn’t cloud when you use the Facebook app on your phone (it is ON your phone and running there).
- JambalayaJimbo 6mo ago
  The banking industry absolutely does care about privacy of their business data btw. We do use tools like Confluence but they're all hosted in our own data centers.
  - raw_anon_1111 6mo ago
    And Capital One and Goldman Sachs are both hosted on AWS…
  - Aissen 6mo ago
    What's the plan to migrate off of it ? https://www.atlassian.com/licensing/data-center-end-of-life#data-center-eol-general-questions https://www.atlassian.com/licensing/data-center-end-of-life#...
amelius 6mo ago
> Different users. Many people care about privacy and aren’t using Meta products. Yeah but if they can rake in 100x as much by making products for people who don't care about privacy, then why spend time developing stuff for people who care? There is still a small market left, of course, but that market will not have the billions of R&D behind it.
- woopsn 6mo ago
  It's largely out of Meta's hands now anyway. The risk here not so much to privacy (it's Apple) but they'll walled garden the model space somehow for sure.
  - bigyabai 6mo ago
    > but they'll walled garden the model space somehow for sure. People have said this since Pytorch was published and it's not any more true now than it was 10 years ago.

Different users. Many people care about privacy and aren’t using Meta products. And many businesses care about it too and have information policies to protect their IP.

raw_anon_1111 6mo ago

70% of the world’s population use at least one Meta property at least once per day. How many of the other 30% are too poor/young/computer illiterate to be part of an addressable market? Every company has dozens of SaaS products that store their business critical information. Amazon installs Office on each computer, Slack (they were moving away from Chime when I left), and the sales department uses SalesForce - SA’s and Professional Services (former employee). The addressable market of even companies that care about privacy is not a large addressable market. How long will it be before computers become cheap enough that can run even GPT 4 level LLMs that companies will give it to all of their developers?

innagadadavida 6mo ago
These are all great statistics, but how do you explain ClawdBot explosion. Even in lower income countries like China. So much demand that Apple can’t keep up production of Mac Minis. Why aren’t these folks going towards cloud solutions? Is it cost or is there some consideration for having more control over their data?
- zozbot234 6mo ago
  ClawBot doesn't generally run the model locally, it just talks to remote APIs. No different than any other agentic harness. You could run a local model on the same Mac Mini as your agent, but it wouldn't be very smart and many agentic tasks around computer GUI/browser use, etc. would be out of reach.
- raw_anon_1111 6mo ago
  And people using Clawdbot are still not using local inference for the most part… They aren’t buying high end $2000+ Mac Minis.
- bigyabai 6mo ago
  > Why aren’t these folks going towards cloud solutions? They are. The majority aren't doing inference on a Mac Mini, but instead using it as a local host for cloud-based inference. You could have the same general experience on a $200 Chromebook or $300 Windows box.
  - JSR_FDED 6mo ago
    Not if you want to use Messages to talk to it.
    - bigyabai 6mo ago
      If you refuse to abandon iMessage for $300 in MSRP savings, you are beyond helping.
- victorbjorklund 6mo ago
  They are running cloud models in almost all cases. Like saying it isn’t cloud when you use the Facebook app on your phone (it is ON your phone and running there).
JambalayaJimbo 6mo ago
The banking industry absolutely does care about privacy of their business data btw. We do use tools like Confluence but they're all hosted in our own data centers.
- raw_anon_1111 6mo ago
  And Capital One and Goldman Sachs are both hosted on AWS…
- Aissen 6mo ago
  What's the plan to migrate off of it ? https://www.atlassian.com/licensing/data-center-end-of-life#data-center-eol-general-questions https://www.atlassian.com/licensing/data-center-end-of-life#...

amelius 6mo ago

> Different users. Many people care about privacy and aren’t using Meta products. Yeah but if they can rake in 100x as much by making products for people who don't care about privacy, then why spend time developing stuff for people who care? There is still a small market left, of course, but that market will not have the billions of R&D behind it.

woopsn 6mo ago
It's largely out of Meta's hands now anyway. The risk here not so much to privacy (it's Apple) but they'll walled garden the model space somehow for sure.
- bigyabai 6mo ago
  > but they'll walled garden the model space somehow for sure. People have said this since Pytorch was published and it's not any more true now than it was 10 years ago.