agrammatis

Full-time CEO. Part-time trader. Naturally skeptic. Searching for things that make life meaningful

[Mario Nawfal @MarioNawfal]

The CEO of Take-Two, the company behind GTA, just said something the entire AI industry doesn't want to hear.

And he said it without being anti-AI.

Strauss Zelnick's argument is precise. AI is built on datasets. Datasets are backward-looking. Creativity is forward-looking. A model trained on everything that already exists cannot, by definition, produce something genuinely unexpected. And all hits, by their very nature, are unexpected.

Asset creation and hit creation are not the same thing. AI is getting very good at the first one. The second one is what actually makes money, builds franchises, and changes culture. Nobody has shown AI can do that yet.

The derivative property problem is real. You can clone GTA with existing technology. You could do it before AI. It would take 3 years and look identical. It still wouldn't sell. Because it isn't GTA. It's a clone of GTA.

And consumers, despite what the industry occasionally pretends, can feel the difference between something genuinely new and something assembled from the residue of things that already worked.

Thousands of mobile games ship every year. 0 to 5 hits get made. The same studios make them every time. The technology to make more games has been commoditized for years. It didn't democratize hit creation. It just flooded the market with more forgettable product.

The Silicon Valley thesis that AI unlocks game creation for everyone is true in the same way that cheap cameras unlocked filmmaking for everyone. They did. And the same 5 studios still make the movies everyone watches.

What Zelnick is saying, without quite saying it, is that the thing AI cannot replicate is taste. The instinct for what hasn't been done yet. The cultural antenna that detects the gap in the market before the data can see it.

Data tells you what people wanted. Hits tell people what they want next.

Those are different jobs.

[agrammatis @agrammatis]

@LewisJonesKnows @SkySportsPL You were really good till you decided to spread to thin with multiple sites etc. This year's predictions are terrible

[agrammatis @agrammatis]

@Mayraki4 I ordered some products 2 months ago. Not only they have yet to ship, no one from customer support is responding to my email. What should I do?

[agrammatis @agrammatis]

@MFHoz I seriously think this account is trolling bears. Can’t otherwise explain why he keeps making these forecasts when he’s been consistently wrong for years 😂

[agrammatis @agrammatis]

@_LJones_ Probably the best tipster in the UK

[agrammatis @agrammatis]

@tyromper Obviously, you didn’t cut back on twitter 😅

[agrammatis @agrammatis]

@WifeyAlpha If this doesn’t work there’s a dozen other programs for which it’ll work. Either way we make money 😂

[agrammatis @agrammatis]

@WifeyAlpha But how much have you lost since SPY grew by 25% from its lowest point. It’s good to be transparent with gains and losses also

[agrammatis @agrammatis]

@WifeyAlpha It’s actually gone higher since this was tweeted

[agrammatis @agrammatis]

@WifeyAlpha The market has rallied 17% since its low and is only 10% off Wifey’s signal, yet he’s convinced this is a bear market 🥴

[agrammatis @agrammatis]

@90sfootball NBA live

[agrammatis @agrammatis]

@RealAlphaWifey @WifeyAlpha Why is it so obvious that @WifeyAlpha and @RealAlphaWifey are the same person? Great marketing trick though 👌🏻

[agrammatis @agrammatis]

@MFHoz I thought wave 3 started already. That’s what you said yesterday

[agrammatis @agrammatis]

@MFHoz Everything is a possibility in life

[agrammatis @agrammatis]

@MFHoz Spot on

[agrammatis @agrammatis]

@PeterDiamandis Home services

[VCs Congratulating Themselves 👏👏👏 @VCBrags]

Happy New year everyone 🥳🍾

Here are some predictions we have about venture capital & tech in 2022

TiMe FoR a THreD🧵👇

[agrammatis @agrammatis]

@MFHoz Super scientific as always

[agrammatis @agrammatis]

@MFHoz One day you’ll be right. Question is how many days you’ll have been wrong once that day arrives

[agrammatis @agrammatis]

@MFHoz I think your friends are probably not very good investors. The S&P is up 22% this year, better than most years. Bears definitely got decimated in 2021 :)