The Wisdom Wall

“to me, that seemed like what a big part of this deal was, uh, basically NVIDIA stepping in to be a, you know, a guarantor of, of the debt that, that opening AI would need to raise.”

“I think these other major cloud players, at least the ones who have the rival clouds, specifically Microsoft and Amazon realize that, uh, yeah, they probably need to align around basically anyone who's not Google, right? They don't, they don't necessarily care if it, I mean, they do care. Obviously they would hope that…”

“And so if you're just really tacking it onto your current products, that is not going to be what gets you to over the trillion dollar market cap pump or two trillion or three trillion, right? These companies that are out there right now that are sort of the sub one trillion dollar tech companies that are just trying to…”

“And so my headline idea was basically open AI needs to build Google cloud before Google can build chat GPT.”

“the constraints that were put in place by the US because of the, you know, everything going on with, with chip constraints, um, and, and sort of forcing AI, um, companies not to export to China, um, you know, led to sort of this, this very interesting cauldron, uh, that I think could only happen in, A place like China…”

“in the age of AI, it just seems like these announcements don't, don't roll with that cadence, right? Everyone sort of followed the Apple model of, of, you know, always doing these big yearly events and, and having something and holding something back for a little bit to be ready to tee it up at these. And it just feels…”

“The APIs, like, those are relatively, not necessarily easy, but they're easier to just swap in and out different, you know, different tools and technologies as they become more readily available. And then, yeah, the cost will get sort of driven down over time, you know, as that happens, as there's more competition in…”

“Most people, even though it's easy, most people won't have a use case for sort of coding unless you move coding into like the more nebulous, like, um, recipe idea, you know, sort of like, um, Apple shortcuts or something where it's like, it is coding, but it's not really the way you would think about coding, right?…”

“the inherent security risk of these things, it's not just that yet bots are chatting with one another and they're saying, you know, bad things that they, they're repeating things that they've seen, you know, in their datasets or whatnot. It's that they can take actions and do things that, you know, you know, leaking…”

“It's just a lot harder to sort of go back and try to, to shove this new technology into that old technology, even though on a surface level, they seem like they're similar. It seems like, you know, behind the scenes, they're not similar at all. And in fact, there's a lot of stuff that's like so simple that, um, Alexa…”

“in a way, AI is a new UI, right? Like, and It's weird to think about in, in that way. Um, but it, it really sort of, you need to, I think, think about it in that way. And so if you're trying to cram AI into sort of the older paradigms of, of UI and thinking like, oh, we need, you know, um, you know, this, this…”

“like, do you need all of the world's knowledge, you know, in every single model for every single use case? Of course not. Like that's going to be overkill, um, for almost everything that you're going to do.”