Nice - my AI startup school talk is now up! Chapters:
0:00 Imo fair to say that software is changing quite fundamentally again. LLMs are a new kind of computer, and you program them *in English*. Hence I think they are well deserving of a major version upgrade in terms of software.
6:06 LLMs have properties of utilities, of fabs, and of operating systems => New LLM OS, fabbed by labs, and distributed like utilities (for now). Many historical analogies apply - imo we are computing circa ~1960s.
14:39 LLM psychology: LLMs = "people spirits", stochastic simulations of people, where the simulator is an autoregressive Transformer. Since they are trained on human data, they have a kind of emergent psychology, and are simultaneously superhuman in some ways, but also fallible in many others. Given this, how do we productively work with them hand in hand?
Switching gears to opportunities...
18:16 LLMs are "people spirits" => can build partially autonomous products.
29:05 LLMs are programmed in English => make software highly accessible! (yes, vibe coding)
33:36 LLMs are new primary consumer/manipulator of digital information (adding to GUIs/humans and APIs/programs) => Build for agents!
Thank you again for the invite @ycombinator and congrats again on an awesome events! I'll post some links/references in the reply.
I feel more focused when I listen to music I'm VERY familiar with. The type doesn't matter. The only condition is that I know every melody shift or drum hit, second by second. It could be piano today, electronic tomorrow. My brain finds peace at known patterns. Weird.
Imagine technology has advanced so far that you can vibe code by thinking, lying on a bed. The computation and connection are so fast that your ideas appear before you as you think as a holographic vision.
The writer also missed out that not all people are technical and people pay for convenience. If you can make their life better or easier, they will pay.
https://t.co/DrT72vwDCR
I found a nice reading about AI bubble. However the writer missed out that some companies have really good business modals like Cursor. They basically do a bunch of API calls at its core.