Manish

Passionate about technology and a wanderer. Any financial comments that I make is my personal opinion and not a financial advice. Do your diligence & research!

[Manish @rocksmani3]

This is complete cope.

Here's why he actually wrote this:

He's smart enough to understand that on the current path AIs end up subsuming all knowledge work and disintermediating every industry.

He's frontrunning that inevitability by pretending the 'human loop' will actually matter in a world of 500IQ digital super chads available for 3 cents an hour.

He's doing this to protect his own corporate interests, through positioning his company as stewards of corporate and social responsibility so that he has a say in the eventual regulatory landscape that will force companies to pay an automation tax to fund UBI.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Manish @rocksmani3]

@ryiacy They t not making a killing hence heavily unprofitable and will never be. Distribution and SOR is the moat - thats it.

[Manish @rocksmani3]

$PLTR So now all the top CEOs come out and say we need to prioritize ecosystems, platforms, and orchestration layers. Guess who has that already? Palantir.

Now the companies will focus on a “learning loop” where they can iterate on top of existing workflows. Guess who has that already. Palantir.

PTFB IYKYK 🔮🔥🚀

Any questions? Ask @chadwahl and @eliano at @PalantirTech! 🔮

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Manish @rocksmani3]

@theinformation Its going to @40-$30. Watch it coming!

[Manish @rocksmani3]

the model is the ecosystem - always has been, always will be!

everything else just helps the model get to an outcome faster/ cheaper tho nothing helps if the model itself is incapable

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Manish @rocksmani3]

The frontier model problem is a breadth versus depth problem. Consumer needs breadth, the wider your aperture, the more relevant your model. Breadth suffers from a false positive problem, it ranges between 10-30%, with clever prompting and checks you can hit the lower end of the range, but it tends to be free or subsidized. Consumers still seemm to be satisfied, and consumption growing!

However, Frontier Models harvest the usage data to inform future models.

On the other hand. The enterprise wants depth, their tolerance for error is low, this needs more context data, training and harnesses and guardrails is high. The frontier models aren't ready yet to provide that, hence the FDEs, and solutions consultants who build that capacity for every enterprise. But enterprise is the only route ATM to build a sustainable economic model.

The risk, consumer losses mount. Enterprise value accrues to solution providers. In the meanwhile, models are aggressively pursuing Enterprise profit pools, while solution providers are building orchestrators to arbitrage token pricing. So there's many a push and a pull in the equation.

If will be an epic battle, my instinct tells me, value could accrue to the application and proprietary data layers.

Will be fun to watch.

[Manish @rocksmani3]

@GaryMarcus I humbly disagree. What if critical infrastructure and companies using mythos/fable cud have been compromised. It would have a devastating impact, govt acted on time and it was the right thing to do!

[Manish @rocksmani3]

@chamath Game over for frontier models! Countries may move away and build/use opensource models going forward!

[Manish @rocksmani3]

@milesdeutscher It should never be. It poses a risk and government is absolutely right in acting on it