Take whatever number of people you thought might be in jobs related to AI deployment in the enterprise and multiply it by 10. Then probably 10 again.
A major topic that keeps coming up in talking to CIOs across enterprises of all sizes and industries is the implementation gap for getting agents to work at scale and organizations on mission critical work.
As the task goes from implementing a chat system that’s basically an LLM plus search, to connecting to real production systems that both can deliver meaningfully better productivity gains but also introduces meaningfully more risk, a whole new set of work has to be done.
You have to ensure the right level of protection of data, updates to access control controls, migration of legacy systems to common modern platforms, create observability across what agents are doing, implement new workflows, figure out the human in the loop moments, drive the change management of the new workflows, and more.
Then, all of a sudden the model capabilities get updated and you have to do a set of the above steps over again. Half of what you’ve done is obsolete, and the other half needs to be upgraded to take advantage of new capabilities. Or, token budgets run hot and you have to peel off some of the workloads to lower cost models that will be more cost effective. But then you have to go through those same steps.
Enterprise are trying to figure out what is the right set of roles to go and implement the systems in their organization to ensure that the workflows are actually being executed properly, ensure it’s not just slop being produced, and to make sure their organization remains safe and secure.
Many companies are starting by repositioning existing IT talent in these functions, but there’s also a growing need for the equivalent of internal FDEs to go take on these tasks in an enterprise. The looks incrementally closer to software engineering than it does traditional IT implementation.
Next, almost all AI vendors (labs and the software players) will have some form of next-gen FDE or Applied AI architecture functions to help support these use-cases. The benefit here will be these companies have an incentive to make their capabilities work well so they can bring best practices from a range of customers they’re seeing and directly from the product innovation.
And finally, we’re seeing the rise of all new AI services firms or major parts of existing services firms move into AI implementation. Companies will often want to bring in ostensibly neutral players that can work across their tech stack but also have seen best practices across their vertical. There are going to be tons of new service providers that get launched to do this, and many will eventually go and disrupt (or get acquired) by the larger player.
Either way, all told, we’re in for years of AI diffusion, and along with it tons of new roles and areas of work to be done to deploy AI at scale.
This is Singapore vs Dubai:
- Singapore: The billionaire's hub (in flip-flops)
- Dubai: The tax-free oasis (in Lamborghinis)
- Two paths to freedom
I spent 4 years in Dubai, incorporated 2 businesses in Singapore.
Here's my breakdown of who should choose which city (and why):
especially with child education. We should not allow our kids move to online without the experience in real world first. Online school should be banned for all grade schools and universities. New grads are required to work for at least several years in office,
Thanks for Covid, we all have the chance to enjoy the convenience of working from home, ordering takeout from our finger tips. I am not sure we are fully aware of the unintended consequences with more and more things moving to virtual/online, Just not sure…
When I realize I can become better version of myself in every single moment, it feels like I am becoming younger every day. Of course no one can be younger physically. But mental growth and mindset upgrade can be life time endeavour. It is never to late. How exciting is this? 😊
Many like to talk big about entrepreneurship; few actually DO #entrepreneurship. Here's how my 15th #anniversary went (today):
✅To sleep at 2am on my office floor to not wake up my newborn twins; stayed up on monster studying for my last series test & updating company workflows
✅ Up at 4:50am to prep for Market Open Live at 5:25 (every day the market is open).
✅Course member live at 6:45am.
✅Said goodbye to Jack and Max on their way to school at 7:30 and went to the airport. Flew to destination 1 and viewed 4 properties, wrote 3 offers, and responded to dozens of texts, voicemails, and emails - in addition to coordinating with my amazing team members.
✅Met with software dev for coffee & 30m strategy session near their home office.
✅12:15 Flew to destination #2 & viewed multiple more properties, met sellers, worked with accountants and the MLS to join yet another MLS board to maximize @HouseHackHomes efficiency, and wrote even more offers.
✅Flew back home, looked at a property on my way back to my studio.
✅Back home at 4:51, just in time to stream 2 hours of the #RepublicanDebate.
✅7:15pm 1-hour podcast with Mikey
✅8:20, quick tweet before I go hang out with Lauren for maybe 90 minutes?
✅10pm: Offers, emails, rental applications, and more studying.
✅11pm: Hope I can keep energy going to get a HouseHack video update out.
See you at 5:25am tomorrow for continuing claims/jobs.
My favorite Charlie Munger story:
In 1953, Munger was 29 years old.
Recently divorced. Lost the house. Huge social stigma of divorce back then.
His 8-year-old son, Teddy, was diagnosed with cancer.
The leukemia was incurable.
No medical insurance - Munger paid for all his medical care.
Charlie would visit Teddy in the hospital every day -- and then walk the streets crying.
Teddy died at the age of 9.
Charlie was broke, divorced and just lost his child.
99.9% of people would've turned to alcohol, drugs, or suicide. (And you'd understand why)
Munger never did.
Fast forward to 52 years old, a failed surgery left him blind in one eye with the potential of going fully blind one day.
Charlie was an obsessive learner who read every book he could get his hands on.
When confronted with the possibility of going blind and no longer being able to read he said:
"It's time for me to learn braille!"
The only thing that might be more impressive than his intellect was his actions.
RIP.
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Munger on Self-Pity:
"Generally speaking, envy, resentment, revenge, and self-pity are disastrous modes of thought.
Self-pity gets pretty close to paranoia…
Every time you find your drifting into self-pity, I don’t care what the cause, your child could be dying from cancer, self-pity is not going to improve the situation. It’s a ridiculous way to behave.
Life will have terrible blows, horrible blows, unfair blows, it doesn’t matter. Some people recover and others don’t.
There I think the attitude of Epictetus is the best. He thought that every mischance in life was an opportunity to behave well. Every mischance in life was an opportunity to learn something and that your duty was not to be immersed in self-pity, but to utilize the terrible blow in a constructive fashion. That is a very good idea."
Is Meta AI creating a regime change in mobile computing? Associate Portfolio Manager Nick Grous examines in this week's newsletter. https://t.co/5qyMnoPCVy
Let's be heard! I was told Scala had only ~200 responses last year. I feel like we need to bump this number by at least 2 orders of magnitude if we want to be considered a first-class citizen in new products.