Robbie Palmer

[Robbie Palmer @robjpalmer]

@natolambert @tdietterich Yeh I don't see how the LLM startups can monetize past consultancy since RLHF is so human centric & the parts on either side are solved by OSS
Weird mixture of demand with lack of moats but lack of financial incentive to provide
Which if it pans out that way does mean OSS wins?

[Robbie Palmer @robjpalmer]

@tdietterich @natolambert @natolambert the moats you identified were
1. Proprietary user behaviour data
2. Infrastructure and processes
3. Brand recognition / consumer inertia

My understanding is Thomas is saying maybe 1 & 2 don't matter so much (since 2 is there to utilise 1)

[Matt Turck @mattturck]

How it How it’s
started going
(2012) (2023)

[Robbie Palmer @robjpalmer]

This tweet hits hard. I hate how I know/use 17 of the 19 acronyms in this tweet 🙃
So much for accessibility and knowledge dissemination

[Matt Turck @mattturck]

It’s easy to succeed in data/AI. All you need is to put data into a DWH for OLAP using ETL, or ELT with DBT. Spot any issues on your DAG, run SQL for some BI, reverse ETL into SaaS or use a CDP, then leverage for ML/AI with CNNs, RNNs, RLs, GANs, and maybe LLMs or LDMs for GenAI.

[Robbie Palmer @robjpalmer]

@levelsio @marckohlbrugge @s4m4rn0ld Netflix pay salaries up to $500k & extortionate amounts for content e.g. £81m to Harry & Meghan
Indie devs don't have Netflix's overheads, or shareholders pushing for growth multiples etc
Not even remotely comparable