keeda

18 ms·

241.
by keeda 3mo ago
I last looked into this a decade+ ago so my memory is fuzzy, and there are a lot of economists who looked at a lot of different things, but the authors I recall from the time were Kenneth Sokoloff, Petra Moser, Adam Mossoff, Zorina Khan, Bh
242.
by keeda 3mo ago
This book gets a lot of airtime in discussions of IP but the authors have a narrative they are trying to push and they don't let inconvenient things like facts or history get in the way. The book cherry-picks its sources, and even then
243.
by keeda 3mo ago
The original study itself had at least one developer who later revealed that he had filtered out tasks he prefered not to do without AI: https://xcancel.com/ruben_bloom/status/1943536052037390531 -- given the N
244.
by keeda 3mo ago
Agreed, there's nothing sticky about the models right now, but I see the big AI players making moves that hint at long-term success, and even dominance, in the enterprise space, which is where the real money is. As Microsoft has shown
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by keeda 4mo ago
There's nothing sticky today but you can bet they're working maniacally to fix that. These companies will make most of their money in the enterprise space and there are probably unlimited ways to engineer stickiness in an enterp
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by keeda 4mo ago
Right, that number is more of an estimate of the value proposition of the entire AI industry rather than projections of revenue or valuations... it's essentially an estimate on how much the market could theoretically bear. Whether th
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by keeda 4mo ago
> That seems really large, but it's ~2-3x Walmart's yearly revenue, and OpenAI and Anthropic both have estimated valuations that compare to Walmart's market cap. ... It's also before cutthroat pricing really kicks in
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by keeda 4mo ago
FWIW I do think that availability of competitive open weight and other non-frontier models, along with improvements in harnesses that can get good results out of these models, will result in less concentration and a healthier marketplace. H
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by keeda 4mo ago
Some napkin math -- total global labor compensation is about 50% of the GDP, which puts it in the USD 50 - 60 Trillion range: https://ourworldindata.org/grapher/labor-share-of-gdp This source claims that knowledge work
250.
by keeda 4mo ago
Wait, where are we assigning human-like agency in this case? Agency to me means the ability to do something by itself. Here the LLM is not doing anything, it is just responding with information to queries from people, that those peopl
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We can't retrain our way out of AI's economic disruption(mollykinder2.substack.com)
3 points by keeda 4mo ago|0 comments
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by keeda 4mo ago
Exactly! Also, on further thought, I think the "Predator vs Dinosaurs" movie does exist, except it's not obvious at first glance. It's this Adam Driver movie called "65", and while the protagonist is obviously
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by keeda 4mo ago
Huh, my first thought was, the Predator taking on dinosaurs would be a pretty cool movie: https://svpow.com/wp-content/uploads/2026/05/bizarre-headgea...
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by keeda 4mo ago
> Only belatedly did they realize that declaring that your technology will wreak devastation would lead to a public backlash, and that this backlash would be a serious problem. Many people think this is how things have played out, but
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by keeda 4mo ago
His LinkedIn profile lists manas.ai, which is pretty new, and inflection.ai, which has been around for a few years. Inflection released Pi, which was the first chatbot I encountered that kept conversations very interactive by asking clarify
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by keeda 4mo ago
A while ago I had predicted that eventually all coding would eventually become vibe-coding but it would still be a deep engineering discipline ( https://news.ycombinator.com/item?id=48040206 ) -- this is what I meant. Deep te
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by keeda 4mo ago
FWIW, leaving aside his professional activities (such as the fact that he's currently the co-founder of two AI startups) he is probably the first billionaire to create an "AI clone" of himself, complete with a deepfake video
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by keeda 4mo ago
>... US addresses are absurdly non-standardized. Laughs in Indian addresses.
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by keeda 4mo ago
> Mississippi didn’t “solve poverty and racism.” It didn't solve maternal mortality rates either, where it ranks dead last amongst the states: https://www.marchofdimes.org/peristats/reports/mississippi&#
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by keeda 4mo ago
> That is more than enough money to solve structural issues. But that's the thing, the money is not helpful when it comes to policy issues. As the Gates Foundation MO and your dad's experience probably shows, lasting change c
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by keeda 4mo ago
This is a common refrain of many people, but I believe it is rooted in a fundamental misunderstanding of philanthropy and charities in general. They don't really exist to "fix" problems, they are mostly a band-aid over the st
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by keeda 4mo ago
Wait, "demonstrably false" based on anecdotes ? I'm sorry, when I wonder whether someone like, say, Carmack has technical chops I wouldn't rely on anecdotes from people, especially people I do not know of. For one, I ca
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by keeda 4mo ago
It's a longstanding management principle, so old that people may not even say it explicitly any more, which states "focus on your core competencies," the corollary of which is "outsource anything that is not a core compe
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by keeda 4mo ago
I mostly agree but it still seems like a huge risk to play along with the memestock-ery. I have no idea how long this can be sustained. Like, would the upcoming elections going a certain way cause things to unravel? Or, say, the Anthropic I
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by keeda 4mo ago
All the replies questioning Gate's nerd cred and philanthropy are incorrect. 1) There is ample evidence of him being a huge nerd. You can find dozens of references about how sharp he was technically at Microsoft. Here's one of the
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by keeda 4mo ago
Here's a site you could play with: https://violationtrackerglobal.goodjobsfirst.org/ -- enter any of the large companies you want and see the laundry list of convictions, sometimes multiple per year with penalties an
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by keeda 4mo ago
Aww, does that mean we won't get to see whether he could avoid getting booed when he inevitably mentions AI?
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by keeda 4mo ago
Saying "lawsuits exist" obscures the fact that they have almost all resulted in convictions and penalties per billionaire. The fact remains that every single of the top billionaires has been convicted for patterns of exploitation.
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by keeda 4mo ago
Here's a useful, easy-to-understand number: "Exactly zero" That is the answer to the question: "How many of the top 50 billionaires in the world have NOT been in legal trouble for anti-worker, anti-consumer or anti-compe
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by keeda 4mo ago
Another data source showing the same trends consistently over the last couple of years: https://www.stlouisfed.org/on-the-economy/2025/nov/state-gen... Interactive data tracker here: https://www.ge

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