Simran Parmar

tweets on startups, strategy, leadership, teams, biases

[Simran Parmar @simran_parmar]

Digital advertising also seems fall in the same paradox? The better we want Meta and Google to perform, the more first-party customer data & conversion signals we feed them. Where should the boundaries be drawn b/w necessary learning & strategic info transfer?

[Satya Nadella @satyanadella]

https://t.co/xv6csf1SbV

[Simran Parmar @simran_parmar]

@satyanadella Interesting. Is digital advertising an earlier form of the same paradox? The better we want Meta and Google to perform, the more first-party customer data & conversion signals we feed them. Where should the boundaries be drawn b/w necessary learning & strategic info transfer?

[Simran Parmar @simran_parmar]

And many won’t be able to afford them. There could be a day in future when a software engineer will tell his junior colleague, “you know those were years in 2026, we used to use state of art Opus for every single coding task in just a $100 plan”

[Simran Parmar @simran_parmar]

Frontier models will have a unique place for example for those cutting edge in their fields. But most people will not need them. Majority will use cheaper options that will be good for their daily work. To justify the costs, frontier models will have to charge a lot more

[Simran Parmar @simran_parmar]

Many IT/ Saas/ Software companies will adopt AI but they’ll be mere bystanders (AI is new tech they had to implement) but they won’t be beneficiaries.

An indicator for bystander vs beneficiary: Is AI unlocking new TAM or increasing revenue growth?

[Simran Parmar @simran_parmar]

It has become much easier to build with AI but so much more difficult to improve what you have built

[Simran Parmar @simran_parmar]

Like all good things, measuring also comes with its set of boundary conditions.

#1 You can only improve what you measure
#2 When a measure becomes a target, it ceases to be a good measure (Goodhart's law)

1 is where you should start, 2 is where you should end.

[Simran Parmar @simran_parmar]

Focus is the rarest form of intelligence

- Warren Buffet

[Simran Parmar @simran_parmar]

Open vs Proprietary isn’t just a content licensing debate. It’s a philosophical fork in the road for the AI era.

Could we go back to knowledge as power only if kept secret?

[Simran Parmar @simran_parmar]

The future of knowledge may look a lot like its past. History repeats in strange ways.

For most of human history, knowledge was kept private & secret. Blacksmiths, goldsmiths, weavers, all passed skills within families or communities.

[Simran Parmar @simran_parmar]

Because your the AI that learns from you might execute better than you. Or your competitor might use AI to do the same.

Ironically, the AI tools that were based on open knowledge may cause less open specialized knowledge

[Simran Parmar @simran_parmar]

At its peak, TV used to be a single major gateway to entertainment & got disrupted with Laptops / smartphones.

Similarly at its peak, Google used to single major gateway to internet and is now getting disrupted with ChatGPT / Perplexities of the world.

[Simran Parmar @simran_parmar]

Recall the TV-Industrial complex by Seth Godin, there is a similar concept between content publishers & Search engines, let’s call it The Search-Publisher Complex.

Just like the former, the latter is collapsing in an ever changing world

[Simran Parmar @simran_parmar]

However this Search-Publisher complex is now breaking as zero click searches are rising & AI answers reduce the visits to publisher sites.

As a result publishers are no longer getting the same value in return of creating free content.