It is not from the benevolence of the butcher, the brewer, or the baker that we expect our dinner, but from their regard to their own interest. We address ourselves, not to their humanity but to their self-love, and never talk to them of our own necessities but of their advantages.
"Anthropic and OpenAI salespeople walk in like heroes, get a contract, and leave to literally never be seen again." There's an adage in tech: nobody ever got fired for buying IBM. Habib proposes an update: "People should be getting f***ing fired," she says. "That's the best way to infuse some sanity into this market."
Three years ago Google looked hapless, scrambling to respond to ChatGPT, while Microsoft, thanks to their groundbreaking partnership with OpenAI, looked on top of the world. Now Google is pulling away in terms of market capitalization, which makes their decision to issue equity to Berkshire Hathaway a curious one.
Furthermore, vegetarianism, though morally laudable, has an obvious economic limitation — when one person refuses to eat meat, it lowers the price of meat for everyone else, which raises other people's meat consumption and partially offsets the vegetarian's action.
Here's the unspoken truth: Everything in Hollywood is driven by money—and if the audience wants Michael Jackson, despite all the scandals, the entertainment industry will deliver him on a silver platter.
the inference that will matter most in the future, at least in terms of market size, will be "agentic inference", where humans aren't involved at all. That will lead to very different trade-offs in architectures, and is good news for both China and space (but maybe not Nvidia).
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble.
5mo ago
Underscored — save the words that stop you in your tracks.
