@adamac@NikMilanovic@ThriveCapital Engineers. With domain-specific knowledge using agents to supercharge their workflows.
The real point is that the inefficient sectors are about to get efficient. You know, the ones whose assets are customers and revenue just waiting for thicc margins.
While recognizing that innovation culture is rare in established companies, your model assumes that the efficiencies & disruptions from the new AI economy come externally. Some portion will recognize the existential risk and go code red to incorporate, with far better domain expertise and urgency, to survive. This portion of the mix isn’t well represented.
That said, short the hell out of IGV.
@galenmaskin@tonjkb It’s a fact.
8 cameras, never texting or drinking or distracted. You should try it. Vehicle accidents and deaths would drop off a cliff if most cars were autonomous. People who love to drive should carry on for sure, but saying it’s a dark trend is ignoring the stats.
The Mythos Myth:
1. Super powerful AND likely good idea to “socialize” it with potential vulnerable parties to firm things up.
2. Claude is buckling under compute limitations. Super slow these days. The delay isn’t just about safety, it’s as much about not having compute to sell into the uptake.
3. Nothing like incessant doomsday talk by Dario but I’ll place a huge bet with him anytime that white collar jobs aren’t evaporating in 18 months. Capability does not equal diffusion.
@mustafasuleyman My friend, great to see you out front on the frontier.
My take is that the capabilities take years, maybe a decade or more to diffuse.
Come and visit in Chicago. AI is coming but not yet surfing the coming wave.
Cmon over and let’s explore this thesis in the rust belt. Look forward!