What is the target to write for is the key aspect here. Not sure there is enough on the phone for developers to create new experiences. I fear all of them are going to try to automate everything on the phone for the user. Not sure what value that provides. May be I am overly skeptical , let’s see
Maybe I'm a "simple" user but I honestly can't think of anything I'd need automated on my phone that I haven't already automated myself with shortcuts. It's first and foremost a communication device, and I don't need AI automation to reply to my messages or emails for me, nor do I necessarily want purchases/ordering things automated either.
The personal context/search stuff is nice, but that's first party now so yeah, not much room for new experiences.
Unlike CZ, who made Trump and his family hundreds of millions if not billions of dollars, SBF has absolutely nothing to offer Trump. He's broke and a complete outcast.
Ross Ulbricht became a cause celebre among libertarians, but SBF was always genuinely despised by pretty much everyone.
Don't be a clown. If SBF was out of jail he could raise a twenty billion dollar fund tomorrow.
His Anthropic investment alone would give him credibility. If it hadn't been liquidated for pennies FTX would have been one of the best performing funds of all time, even with the theft and mismanagement.
I highly doubt investors would be flocking to give their money to a convicted fraudster. And I would be surprised if he wasn’t still banned from starting a company by the SEC.
This is a good point. We should just let all the ponzi schemes that are currently underway ride. Maybe they made good investments that will return 100x. The only way to know is to not intervene.
IF he was pardoned, THEN he could easily raise money, because his old fund made EXTREMELY GOOD investment decisions. That's not a moral statement, that's a factual claim. "He should get out of jail because he is a good investor" is a strawman argument I did not make.
It wasn't a Ponzi scheme. You really need to read up before commenting. It was a wildly successful fund he used as a slush fund for other projects. There's no mechanism for FTX to collapse unless Anthropic among other projects collapses to zero.
Alameda was only profitable in the years when Bitcoin was going up. By 2022 their trading operations were deeply negative (hence the decision to steal customer funds).
As a tangent, I don’t understand where and why meta fits into the AI race. They did not get any mind share (consumers) from the llms so far, granted they started the open source side to this but the Chinese companies produce far better models and have essentially become the default for on device set up.
They have ai glasses and integration into instagram and facebook as the other avenues. I don’t see ai glasses as compelling yet, and don’t know how much more ad revenue or user engagement they can squeeze out with llms baked into the IG of FB flows. They are spending a lot and not seeing any returns. Am I wrong in being pessimistic about meta with AI?
You should probably be more pessimistic about Meta. Look at their last major venture, the Metaverse, which was basically embarassing. Their AI strategy is incoherent.
The chatbots(ChatGPT, Claude et al) showed Apple exactly what can be done, the user base is already well primed. So this is a product definition done for them to execute. If done well they will be able to provide a much stronger integration into the day to day use cases than the chatbots, and can siphon off user time from them. This time around the end to end is easier with Apple Intelligence and more importantly llms doing the work Apple is floundering at. So I am hopeful, but I still see the os/app level integration as not enough in terms of functionality to make it a hit. The primary use case for llms is still conversations and search. Apple should be focusing on that aspect primarily and also add the os/app level integration as a bonus - as something only they can do. If they just do the latter, it will not be as much of a success. Let’s see how they execute.
EDIT: To provide meaningful chat functionality they have to either eat up the cost or charge a subscription for it. This will be first time they charge for Siri - a product that doesn’t garner any positive reviews. This gets even more interesting to watch
> This will be first time they charge for Siri - a product that doesn’t garner any positive reviews.
It seems like revisionist history to say that; lots of people were sold on iPhones years ago because of Siri. They have one of the few business cases for voice assistants, which are notoriously difficult to actually monetize, that actually makes any sense, since "selling iPhones" is meaningful and "selling a subscription" would be nice on top of that.
Nobody has to condition me to see a useful robot as being worth 20K+. Being able to offload domestic labor would be a huge win. So would the more subtle benefits of living in a home that is always in pristine condition.
Once they're able to cook, they'll be in every middle-class household on earth.
That robot will of course be transmitting 24/7 video and audio to the mothership and be fully remotely controllable, and its corporate overlord will be able to override any programming you give it. Of course, "to enhance your customer experience".
No amount of money in the world would convince me to allow such a monster in my house.
And we are being conditioned to think chores like getting drinks and putting the dishes away are beneath us. It is up there with motion- or voice-activated room lights. Want a robot to bring you coffee in bed each morning? Unless you are in a wheelchair, put the coffee machine on a timer and walk to the kitchen you lazy piece of ...
Dont know how to make toast? Too lazy to clean your own sheets? Everyone wanting one of these robots should have to do a few weeks of army basic training before earning the right to be this lazy. (Actuallty, iirc, we didnt wash our own sheets. But we did make our own toast!)
I agree there's a path where this encourages people to be even more sedentary and lazy. On the other hand, if I cook every meal and clean up after, plus take care of home cleaning, I could easily spend 3 hours a day on a variety of home tasks. A robot could potentially prepare better quality meals from fresh ingredients and save me 3 hours a day. It could also fix holes in my clothes and do other tasks I'm just not motivated enough to do. So the way to think about it is like you just gained a huge amount of energy and free time to do things you weren't doing before.
So space data centers are absolutely possible then. I heard a lot of skepticism about the feasibility but it looks like Google and Anthropic looked at SpaceX and trusted them to deliver on the promise and even signed deals worth billions.
They have unused capacity in their Tennessee datacenter. We don't know everything but the backend of Grok probably runs in the TN datacenter. Grok is not as popular as hoped, so the TN datacenter has unused capacity.
There are other companies besides Google and Anthropic that are considering renting capacity in xaispacex's datacenters.
Global capacity for GPU hosting is tight at the moment. That TN DC is the only one not totally 110 percent already allocated for five years in the world .
Anthropic realized security and safety are their main value prop compared to the competition. Either mythos or anything else since seem purpose built to streamline the messaging. It’s good, am not complaining, but i wonder how much this is intended to showcase what Claude can do over using it as is
This is terrible but inevitable for privacy. Meta is going to exploit this and hoard all the data all the while claiming they conform to all the laws of the land. I just wish this doesn’t take off but they are targeting sub $500 and it’s bound to get all the instagram influencers and heavy users to buy.
I am not sure of that, may be in Europe, cannot see the U.S. banning. May be some states but highly skeptical there. Better chance of it flopping or doesn’t get to a good enough threshold to matter.
We are in the early stages of monetizing the AI stack/service and Anthropic is set to take it in. Not sure if it’s cost effective for them or not but they are clear winner here. They have created this awareness among executives about the value and need for AI and that is what matters, it will be budgeted accordingly. They are positioning it as a must have not just for productivity but also beyond that as a Swiss army tool , pretty smart
Well let’s brace for a bunch of tweets against morningstar from the man in charge. I don’t think it matters to the retail investors though, they would all pour money into it. At least that’s my guess
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