ofjcihen

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121.
by ofjcihen 3mo ago
“Infrastructure spend by providers is high and increasing while customers are actively trying to spend less” It’s not the same people doing both.
122.
by ofjcihen 3mo ago
Having to think of schools as “soft targets” in a first world country is absolutely wild.
123.
by ofjcihen 3mo ago
Hi
124.
by ofjcihen 3mo ago
Yeah this is… a really uninformed take from him.
125.
by ofjcihen 3mo ago
This is the experience quite a few of my bigger clients are running into and let me tell you they aren’t small. It’s quickly becoming a very oft-repeated reason in meetings that they want to move away from Anthropic. To be fair, being who t
126.
by ofjcihen 3mo ago
From the post I think his issue is server-side, no?
127.
by ofjcihen 3mo ago
I gotta say that if their best bet is “people forget to use it” I don’t think that that’s going to drive the adoption they need. Especially if part two of your theory comes to fruition and they have to raise prices. I might of forgotten my
128.
by ofjcihen 3mo ago
So I’ve heard this argument before but I’ve not even seen someone demonstrate HOW the numbers are “adversarial”. This is the crux of my argument: Zitron provides numbers and he provides a lot of them sourced from reliable and trustworthy so
129.
by ofjcihen 3mo ago
Ed Zitron is basically two things, numbers and snark. You can disagree with the snark but to say he has “zero numbers” is ridiculous. Additionally, as another commenter has pointed out, his thoughts and criticisms are being echoed by people
130.
by ofjcihen 3mo ago
To be fair he has a background in technology PR and Marketing (which he’s been very critical of) which I would count as more worthwhile when assessing the actual value of the product. I mean you can say he’s not a “science guy” but he’s und
131.
by ofjcihen 3mo ago
At this point I have yet to hear a solid argument against his arguments that use half as much evidence as he does. That isn’t to say that he’s right, that’s just to say that while he gets creative in his phrasing numbers don’t lie and I hav
132.
by ofjcihen 3mo ago
I use this account as an outlet not tied to my actual consulting work so unfortunately I can’t point you to that. Also, the way I do business is more along the lines of “word of mouth” if that makes sense. I can tell you though that it’s no
133.
by ofjcihen 3mo ago
So far this year 40% of my contracts have been a recovery from a Shai Hulud like attack. That’s in the area of 750k profit and more spent by the companies. The instability and security issues that come of relying on the software supply chai
134.
by ofjcihen 3mo ago
Right? The availability of this being in the article that’s pushing the opposite narrative is like…what?
135.
by ofjcihen 3mo ago
I mean at this point their very existence depends on it so I’m not sure if I’d be surprised
136.
by ofjcihen 3mo ago
I mean you have a chart showing that it’s cheaper than the other models and it also does what I want without argument. Additionally, I fully expect the frontier labs to continue increasing prices to meet the profit margins they need to to c
137.
by ofjcihen 3mo ago
Our best bet at this point I think is a soft and slow let down. Between the investment tree turning into a wreath and the fact that these companies have 0 identifiable moat against cheap Chinese models it’s really only a matter of time. LLM
138.
by ofjcihen 3mo ago
Well, in addition to that you also have to consider that companies are now paying (increased) API pricing. It would be an understatement to say that my clients in the F100 range are skeptical at best regarding the gains they’ve seen compare
139.
by ofjcihen 3mo ago
This would have been much more recent. Maybe something changed? Either way I wasn’t privy to the actual details, just that it was one of their gripes.
140.
by ofjcihen 3mo ago
I had some conversations with the lead on the project and his reasoning was something along the lines of “we’ve been suckered into using something with sweetheart attention before only to have the rug pulled when we’re ‘reliant’”. I also th
141.
by ofjcihen 3mo ago
Can second this. I had an enterprise client that was interested in using these for fast development etc. Wasn’t my project or the reason I was there but I was curious so I kept up with it. Eventually they abandoned the company but stuck wit
142.
by ofjcihen 3mo ago
I don’t think this was airgapped according to their admission.
143.
by ofjcihen 3mo ago
That’s fair, but let me ask, how do you answer the numbers that Ed provides? Sure, Ed’s making some kind of money off of subscriptions. Yeah, he’s a personality. But to ignore the deep comparisons, numbers and data that he gathers and provi
144.
by ofjcihen 3mo ago
Unfortunately this is grounded in a perfect world. People are prone to believing things that “sound” believable and AI is very good at producing just that.
145.
by ofjcihen 3mo ago
Is this why Google decided to release their article explaining how AI spend makes sense to the plebes?
146.
by ofjcihen 3mo ago
Signal and Reputation already do these things but public programs are…well public.
147.
by ofjcihen 3mo ago
Look, say what you will about Ed but when you compare his analysis against numbers and data like what we see from Google here you can’t help but see a difference https://www.wheresyoured.at/the-openai-bubble/
148.
by ofjcihen 3mo ago
No no you don’t understand that was actually a GOOD thing!
149.
by ofjcihen 3mo ago
Agree. The F100s I contract with are easily pushing billions if not trillions. Many of them have tried the LLM triage/SOC Analyst to…varying success. One opened a legit P2 a few days ago actually. Great work right? Upon closer inspecti
150.
by ofjcihen 3mo ago
I really enjoy these short blurbs about something the author realized, felt, or just experienced. It’s the same feeling as finding meaningful graffiti but on the internet. And yes, I mean that in a good way.

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