@chamath Hyperscalers are very well positioned here. Tough to get devs to take the less reliable, less supported and lesser known control - regardless of how much better it is.
@edsim humans will interface with the apps less but business will depend on the information (actual state vs desired) in them even more.
old pricing models may not make sense but per agent/workflow/transaction models seem aligned and I’d be shocked if that didn’t lead to growth.
@edsim There’s definitely opportunity for new vendors to insert themselves as the control plane or platform above it all.
Long term it’s hard to see the value here shrinking. The barriers to realizing that value are.
For my British and European friends who are "shocked" and "surprised", here are 10 reasons you didn't see this coming.
Read this short post and then read the replies from our American friends who will confirm what I'm saying.
1. Americans love their country and want it to be the best in the world. America is a nation of people who conquered a continent. They love strength. They love winning. Any leader who appeals to that has an automatic advantage.
2. Unlike Europeans, Americans have not accepted managed decline. They don't have Net Zero here, they believe in producing their own energy and making it as cheap as possible because they know that their prosperity depends on it.
3. Prices for most basic goods in the US have increased rapidly and are sky high. What the official statistics say about inflation and the reality of people's lives are not the same.
4. Unlike you, Americans do not believe in socialism. They believe in meritocracy. They don't care about the super rich being super rich because they know that they live in a country where being super rich is available to anyone with the talent and drive to make it. They don't resent success, they celebrate it.
5. Americans are the most pro-immigration people in the world. Read that again. Seriously, read it again. Americans love an immigrant success story. They want more talented immigrants to come to America. But they refuse to accept people coming illegally. They believe in having a border.
6. Americans are sensitive about racial issues and their country's imperfect history. They believe that those who are disadvantaged by the circumstances of their birth should be given the opportunity to succeed. What they reject, however, is the idea that in order to address the errors of the past new errors must be made. DEI is racist. They know it and they reject it precisely because they are not racist.
7. Americans are the most philosemitic nation on earth. October 7 and the pro-Hamas left's reaction shocked them to their very core because, among other things, they remember what 9/11 was like and they know jihad when they see it.
8. Americans are extremely practical people. They care about what works, not what sounds good. In Europe, we produce great writers and intellectuals. In America they produce (and attract) great engineers, businessmen and investors. Because of this, they care less about Trump's rhetoric than you do and more about his policies than you do.
9. Americans are deeply optimistic people. They hate negativity. The woke view of American history as a series of evils for which they must eternally apologise is utterly abhorrent to them. They believe in moving forward together, not endlessly obsessing about the past.
10. America is a country whose founding story is one of resistance to government overreach. They loathe unnecessary restrictions, regulations and control. They understand that freedom comes with the price of self-reliance and they pay it gladly.
@ojoshe@GergelyOrosz@grateflDeadlift The overhead and complexity of managing them (especially their delivery) is brutal. If you make that problem go away do the benefits outweigh the costs?
It’s been amazing this week to watch the left invert every rhetorical device they’ve used since 2020, all to avoid having to criticize terrorists dedicated to Jewish genocide. It would be hilarious, if it weren’t so reprehensible.
2020: Silence is violence.
2023: People can’t be expected to comment on every situation. It’s okay to just keep silent, especially while events are still unfolding.
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2020: If you’re nitpicking small details instead of focusing on the big picture, you’re doing so to avoid your complicity in atrocities.
2023: 40 babies weren’t actually beheaded. 40 babies may have been killed, and some of them may have been beheaded, but that’s not the same as 40 getting beheaded. Details matter.
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2020: Universities must proactively take a stand and speak out in opposition to racism. “Academic freedom” is a false concept used to enforce oppression.
2023: Universities need to maintain neutrality and ensure that they do not make any statements that jeopardize the principle of academic freedom, which is a paramount virtue in the realm of scholarship.
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2020: You must immediately and forcefully condemn an attack, even if investigations are ongoing.
2023: You can’t expect us to release statements opposing an attack within four days, when the facts are still being discovered. Israel hasn’t even allowed UN investigators at the scenes of these “alleged massacres.”
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2020: People are responsible for their words, even if they are just working-class teenagers in small towns. Freedom of speech doesn’t mean freedom from consequences.
2023: Graduate students at the most prestigious university in the world are just kids and cannot be held accountable for statements they sign. This is cancel culture.
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2020: Believe all women.
2023: Where is the physical evidence of these “alleged rapes”?
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2020: It’s not enough to be non-racist. If you are not actively anti-racist, it means that you are, in fact, racist.
2023: How dare you question whether I support terrorists just because I haven’t actively spoken out against Hamas freedom fighters.
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2020: We don’t get to tell people in affected communities how to deal with their pain in the aftermath of violence.
2023: It is Israel’s responsibility to ensure that violence doesn’t escalate.
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2020: Anything that disproportionately affects one group of people is oppression and must be condemned.
2023: Settlers—a term that includes all Israeli Jews—are not civilians and are therefore all valid targets for attacks.
@ttunguz There’s obviously a ton of what ifs here so I’m curious to hear your perspective… I think it’s the founders job to build something that people want and the sellers job to identify why someone buys and turn that into repeatable process. How do you think about that?