Guz

professional screenshot taker and annotator // mildly introverted

[Guz @exterim99]

China controls defence materials like tungsten and germanium.

Ashby's law of requisite variety: A system can only remain stable if its internal complexity (responses) ≥ external complexity (disturbances).

What is the likelihood the US responds to Chinese control with mining?

[Guz @exterim99]

Job switch momentum is up, ie. both job loss and gain are up. Number of jobs is very unlikely to reduce.

Inequality is a much more interesting topic instead of employment.

[Guz @exterim99]

data/ cloud as an org governance slow moving silo

[Guz @exterim99]

a-SaaS will become a v fast turnover category (goodbye annual plans)

b- it'll plug into this category I'm calling Scaffolders -- SaaS portfolios // task sequencers // credits (annual lock ins + usage)
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SaaS tool creators as an emergent social group +- small teams
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[Guz @exterim99]

depending on where you are in the table, this is how much AI impacts you.

(if your company has good moats, it is safe. Licenses, distribution, network etc.)

[Guz @exterim99]

following Pax Silica initiative and US-Japan bilateral relations seems like a good idea right now

[Guz @exterim99]

migrations, in-cloud optimization would still require IT work. So its likely some benefit immensely while others lose fully.

[Guz @exterim99]

Since I published this in Dec 2023, Indian BPO stocks have fallen around 10-20%. I think there is segmentation within the Indian IT stocks and I would look more into it going forward. I am not sure if it is going to be equally bad for everyone going on because

[Guz @exterim99]

Source: The future of cloud is industry-specific, KPMG

[Guz @exterim99]

This is indeed one of the most surprising switches from non-AI to AI. I expected huge JSONs to be a part of the training but it ended up being.....text files!

[Eli Mernit @mernit]

https://t.co/RyKb3xS5Xc

[Guz @exterim99]

@BoringBiz_ To make support smoother, Amazon set their OKR to Number of times the customer contacts Amazon, suprisingly leading to the idea - why can't customers process their own returns, make changes to orders -ie self serve support - support without any agent involved. This was 2005.

[Guz @exterim99]

To make support smoother, Amazon set their OKR to Number of times the customer contacts Amazon, suprisingly leading to the idea - why can't customers process their own returns, make changes to orders -ie self serve support - support without any agent involved. This was 2005.

[Boring_Business @BoringBiz_]

This 50 minute lecture from Jeff Bezos in 2005 at Stanford GSB will teach you more about innovation and product growth than most 2 year MBA programs

[Guz @exterim99]

When Barnes and Nobels came to town to take amazon's business, Jeff Bezos had an all hands - said: You need to be very afriad but not of barnes and nobels but of the customers
We can't really do much about the competitor, we can't control his strategy. We can control ours.

[Boring_Business @BoringBiz_]

This 50 minute lecture from Jeff Bezos in 2005 at Stanford GSB will teach you more about innovation and product growth than most 2 year MBA programs

[Guz @exterim99]

@pashmerepat I think both your post and the post by the a16z folks can be simultaneously right.

[Guz @exterim99]

@JonhernandezIA @AravSrinivas Companies that corner the device market decide the outcome for search tools here.

OpenAI is trying to be a device company. Perplexity is trying to get into partnerships.

Also Google is not just search. Location based search's raw data is with it.

[Guz @exterim99]

@gokulr I believe it is done for LP confidence, the math doesn't work out. Plus Indian SaaS founders always keep holding companies in the US for front office deals, so no point cheapening capital cost for VCs.

[Guz @exterim99]

@elkelk Which 25 people it gets served to changes everything no?

[Guz @exterim99]

Chat models should have an overthinking mode

[Guz @exterim99]

@forgebitz I worked for a company that had email as the primary key. When they expanded to multiple products they had to build a workaround to add a second purchase to the same user. Spent 3 months fixing and migrating it w/ the engineers. I think they didn't imagine the product would scale

[Guz @exterim99]

Troy sivan reminds me of sam altman and vice versa