by georgehill on 5/24/25, 10:18 AM with 23 comments
by stranded22 on 5/24/25, 11:38 AM
If you are going to write about AI companies going to be extinct next year, could you please write it without the use of AI? It turned very formulaic.
And the fact it was calling something a scam because it was packaged up? That’s the same as anything that’s packaged - may as well buy 6 apples and take home to wash/cut rather than the prepackaged/cut ones.
Some thought provoking ideas though - spoiling by the link to get early access to a local AI
by isoprophlex on 5/24/25, 11:03 AM
GenAI padded blog post? Guess your content isn't interesting enough. GenAI album cover? Artist must be equally lazy at making music. GenAI graphics on some flyer someone hands me? Please, could have just slapped nothing but text on there & let your content, whatever it is, do the talking.
I know it's there to "make things pop" or whatever but I'm so put off by the ubiquitous blandness, the samey high contrasts, subtle artifacts... Milking peoples' attention is the new smoking, or at least it should be, IMO. Especially if it's done in the most aggravatingly bland style, that of the GenAI image generator.
by dvfjsdhgfv on 5/24/25, 11:14 AM
So this is the model that investors see. The reality is quite different. People and orgs are not stupid and want to avoid vendor lock-in.
So in reality:
* Wrapper don't only rely on OpenAI. In fact, in order to be competitive, they have to avoid OpenAI because it's terribly expensive. If they can get away with other models, the savings can be enormous as some of these can be 10x cheaper.
* Local models are a thing. You don't need proprietary models and API calls at all for certain uses. And these models get better and better each year.
* Nvidia is still the dominant player and this won't change in the next years but AMD is really making huge progress here. I don't mention TPUs as they seem to be much Google-specific.
* Microsoft is not in any special position here - I was implementing OpenAI API integrations with various API gateways and it's by no means something related to Azure only.
* OpenAI's business model is based on faith at this moment. This was debated ad nauseam so it makes no sense to repeat all arguments here but the fact is that they used to be the only one game in town, then the leader, and now are neither, but still claim to be.
by christina97 on 5/24/25, 11:09 AM
The difference between the stated podcast app and the dot com bubble is that one is making serious revenue at almost 100% profit, whereas one did not even have a revenue model.
Also I think everyone knows at this point that foundation models are a commodity and not a particularly profitable business.
by mosura on 5/24/25, 11:04 AM
It sounds like he sees what he does because that is all he looks for.
by dvfjsdhgfv on 5/24/25, 11:02 AM
But this is general SaaS model. Wrap thing that are being done by lower level software such as FFmpeg and expose them in a nice GUI ready for use by people who are not technical.
So what can change in the example above is the amount of markup going down, not the SaaS service going away entirely.
by yoouareperfect on 5/24/25, 11:01 AM
by insane_dreamer on 5/24/25, 3:39 PM