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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

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 7mo 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 7mo 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 7mo 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 7mo 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 7mo ago
    Not if you want to use Messages to talk to it.
    - bigyabai 7mo ago
      If you refuse to abandon iMessage for $300 in MSRP savings, you are beyond helping.
- victorbjorklund 7mo 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 7mo 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 7mo ago
  And Capital One and Goldman Sachs are both hosted on AWS…
- Aissen 7mo 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#...

innagadadavida 7mo 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 7mo 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 7mo 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 7mo 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 7mo ago
  Not if you want to use Messages to talk to it.
  - bigyabai 7mo ago
    If you refuse to abandon iMessage for $300 in MSRP savings, you are beyond helping.
victorbjorklund 7mo 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 7mo 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 7mo ago
And Capital One and Goldman Sachs are both hosted on AWS…
Aissen 7mo 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#...