Chamath Palihapitiya@chamathUnfortunate but accurate. The engineer’s role will be supervisory, at best, within 18months. Building tools for them will be roadkill for the model makers product roadmap.Opens with an observation
Chamath Palihapitiya@chamathThis is probably a good time to remind everyone that US AI companies try to honor copyright laws for pre-training our best models while the Chinese models do not. If there is a level playing field, American companies will most assuredly win the AI race.Opens with an observation
Chamath Palihapitiya@chamathOne thing that has surprised me is that shorts of @theallinpod are growing very quickly. And overall usage ramp shows this kind of content driving a huge portion of our growth. Bad news if your content format is 30-90mins. People love 1-2min.Opens with an observation
Chamath Palihapitiya@chamathDo you think vibing the UI of Google search would even scratch the surface of helping you understand the complexity that sits beneath it?? For what important app would vibe coding a simulation help? Just seems like yet another case of busy work masquerading as tokenmaxxing.Opens with a question
Chamath Palihapitiya@chamathLLMs have quickly become a consumer surplus. What does this mean? Tons of investment + scorched earth economics = consumers win no matter which company ultimately wins. It’s amazing to see how fast this has happened in a market this important.Opens with an observation