points by atleastoptimal 2 days ago | 0 comments
Either you are getting the smartest engineers, or offer the most freedom to pursue interesting goals that aren't on the frontier. Amazon has neither so they naturally aren't going anywhere in that domain.
[–] daveguy 2 days ago
[–] nostromo 2 days ago
[–] whatever1 2 days ago
We all feel more productive. But did your rust rewrite or my fancy react dashboard produce more value?
[–] Hnrobert42 2 days ago
[–] zrobotics 2 days ago
Seriously asking, why would this look like a good business model to be in? If they don't need anyone besides a technical non-developer to create the product, why would this look like a good business? If it's B2B, then most of their customers will have that type of IT person on staff.
[–] fn-mote 2 days ago
[–] daveguy 2 days ago
[–] dalyons 2 days ago
[–] michaelchisari 2 days ago
For decades, velocity, time to market and features all drove the industry. But AI puts speed in everyone's hands.
But quality is still hard. Maybe harder than ever.
[–] mkotlikov 2 days ago
[–] marcus_holmes 2 days ago
Separate question: "now that AI is here and development isn't a moat any more, how does a business defend itself from competition?"
That second question is a direct result of AI. Five years ago the amount of cost and effort spent on software development was a moat. Now it's not. So that answers the first question completely, I think.
As for the second question - market sector knowledge, customer contacts and industry reputation, all the usual non-technical things that make a moat. Also, we may now be living in a world where software companies cannot expect to be monopolies in their markets any more. This company will have to compete with many similar competitors for market share, like in most other markets. I think this is a good thing. Less enshittification will ensue.
[–] whatever1 2 days ago
Value was destroyed.
The hope is that all these unemployed engineers can somehow generate value? Even if they do they need to generate enough value that would employ 4 engineers.
[–] hattmall 2 days ago
I can't think of any, I'm sure there are some, but I would really like to know. I just don't think for most business the software is so much of a moat unless it's very complex.
[–] bluefirebrand 2 days ago
[–] jnaina 2 days ago
[–] whatever1 2 days ago
[–] nfw2 2 days ago
[–] tehjoker 2 days ago
[–] leptons 2 days ago
[–] selcuka 2 days ago
What exactly will cause that? Hardware costs are (generally) going down, and open weight models are getting smarter. The subsidised subscription prices will go away, sure, but I don't see the average token getting more expensive.
[–] fn-mote 2 days ago
Watch what the open weight models can do. Once they can manage your codebase, you’re safe from gouging.
[–] jan_m_savage 2 days ago
I am often told humans make mistakes, too. But this is an elementary logical fallacy because the type, frequency and severity of the problems is never the same.
Also, humans are more likely to do as told, whereas AI often takes liberties (i compiled a book from a github repo and it did things on its own in the book though i had explicitly forbidden that).
[–] nradov 2 days ago
[–] lnxg33k1 2 days ago
[–] nradov 2 days ago
Maybe you could use an AI assistant to help you write better HN comments.
[–] steve_adams_86 1 day ago
And it's measurable. We don't just feel more productive; we get grants, we build systems, and we make plans we simply couldn't have before.
[–] vanuatu 2 days ago
i add more value to my company because it lets me ship much faster, debug issues faster, onboard new people faster
total enterprise ai spend is climbing https://ramp.com/data/ai-index#adoption#overall
i know multiple stealth startups with 9 figure revenues and profitable and growing
lab arr is climbing
given the recent crackdown on token spend and from speaking to execs they are very focused on the exact ROI they will get from AI
Note that business revenues in competitive markets may actually not change that much, because if everyone is using the same models there's no competitive advantage from using AI. but if one of them didn't use AI they would fall hopelessly behind
[–] deadbabe 2 days ago
[–] nfw2 2 days ago
[–] happymellon 2 days ago
[–] nfw2 1 day ago
ship fast go-to market features in the blink of an eye when it becomes necessary
Necessary go-to market features are useful
[–] nfw2 2 days ago
[–] archagon 1 day ago
[–] Art9681 2 days ago
But make no mistake. Being more productive does not equal higher profits because your customers think you've added value. Both value and productivity are highly subjective terms which is why it is measured differently depending on where you work.
Most businesses adapted to AI by shipping a lot more features in smaller increments of time. What they should have done is become much more ambitious and build moon shots in two quarters instead. You need to go big or go home if you're going all in on AI.
[–] onemoresoop 2 days ago
[–] adventured 2 days ago
It's 1987: The PC is underdelivering.
It's 2000: the Internet is underdelivering.
It's 2010: smartphones are underdelivering.
[–] afpx 2 days ago
Even quantized local models like Qwen3.8 are good enough to handle a lot of drudgery. For example, I hooked my wife's computer up to a local model, and now she finally has a clean desktop. She just drops spreadsheets or powerpoints or whatever on her desktop and automation takes care of everything.
The caveat is that I developed software for 30 years, so I understand most of what it produces and can guide it to make fewer mistakes and fix what it can't do. The biggest challenge has been keeping my requirements focused - it's very easy to gold plate everything and prematurely optimize.
The biggest question I ask myself is why am I even still doing this. The smart people are probably already trying to figure out how to pipe raw matter and energy to their homes to build replicators.
The future is already here, it's just not evenly distributed.
[–] adventured 2 days ago
You don't want to be in the CD selling or radio business with the Internet & digital & streaming & smartphones & iPods bearing down on you. Go for concerts. Notice that humans are spending more than ever on live concerts. Disney World and Disneyland still command extraordinary pricing power, despite everybody hiding inside on their phones.
LLM clones of eg Photoshop will end up being worthless, like ideas generally. The software will be worthless for the same reason ideas are: they're too easy. Users are hard, software will be (relatively) easy.
Is the value in McDonalds in the food? Everybody knows it's not. McD captured consumers, their heft is extraordinarily difficult to displace. Ie habits, brand awareness, location, etc.
[–] reeredfdfdf 2 days ago
I doubt that. If a clone out there offers all the Photoshop's features for free or much lower cost, without additional learning curve, then many professionals will switch to save money.
McDonalds would be gone too if somebody opened a restaurant chain serving similar food for free or 80% lower price. But that's impossible to do profitably, while freeware software has existed for a long, long time.
[–] eudamoniac 2 days ago
[–] adventured 2 days ago
The bottom 2/3 of the human market is entirely dead. Their jobs are gone (AI-shored) they just haven't all gotten the forced retirement or pink slips yet, while they click a few more prompts for a few more pay checks. The frontier pushing forward will knock out most of the remaining top 1/3 without breaking a sweat over the next few years. The really good developers will graduate into babysitting AI as managers.
It is legitimately sad, it's millions of high paying jobs just in the US alone. It's going to be brutal on the housing market. Automation came for another field.
[–] mkotlikov 2 days ago
[–] yeeeloit 2 days ago
[–] eudamoniac 2 days ago
[–] malfist 2 days ago
What the hell does this even mean? Literally half of the code in operation I the world is still COBOL. The fuck is this nonsense wiped out
[–] adventured 2 days ago
[–] imtringued 2 days ago
Also remember, the majority of all human software development has been wiped out 18 months ago but the dwindling will keep going by the quarter until the majority of all human software development has been wiped out.
[–] malfist 2 days ago
Unless you're making the claim that software engineers aren't involved or that only writing code is software development.
[–] asadotzler 2 days ago
[–] p-e-w 2 days ago
There’s no way this is even remotely true. JavaScript alone is probably 90+%, considering it’s on almost every website.
[–] jcranmer 2 days ago
Remember that all of the code in operation includes code like the microcontroller in your mouse, the hundreds of chips in your car doing things like keeping the engine running or "window goes up when I push the button," the DVD menu (which is actually Java code), not to mention all of the staid systems responsible for things like writing your paycheck every other week.
[–] f1yght 2 days ago
[–] lovich 2 days ago
And in before ‘JumpCrissCross chimes in about inference being profitable while ignoring all the investment costs needed to get inference to where it is.
[–] cosmicgadget 2 days ago
[–] gradus_ad 2 days ago
[–] cosmicgadget 2 days ago
[–] fn-mote 2 days ago
[–] gradus_ad 2 days ago
[–] zrobotics 2 days ago
I mean, if anything summarizes where we have gotten to as an industry this quote is sure it. From Uber using VC funds to subsidize growth to where the AI players are at...
[–] vanuatu 2 days ago
but profitability is a very narrow view on the labs, and investors are pricing in future free cash flow
you need to take into account the derivative, what is their growth? their opex and capex? their revenue growth? their moat? New product lines and applications?
Not saying that it's a homerun, but there is a case to be made for the labs being wildly profitable in 4-10 years
[–] adventured 2 days ago
They have been chasing extreme growth with cheap money. That enabled them to hyper scale at a pace the world has rarely seen before. They have made the correct choice so far.
The absolute dumbest thing they could have done up to this point is slow down to try to turn a profit. They have not needed to. Market capture is the sole thing they should be focused on. Here's a hint: how many users does GPT have now versus three years ago?
There appears to be very widespread confusion about what purpose turning a profit serves and how business operations actually work.
Go back in time and tell Uber in ~2013-2015 that it needs to immediately become profitable and not focus on capturing the market.
[–] leptons 2 days ago
Uber has to pay back all the billions of dollars it wasted trying to get people to use their platform, and now I can't afford most Uber or Lyft rides, it's way too expensive. So did market capture really work if they had to raise their prices so much as to make the service unworkable for most people? The only time I take uber is if my company pays for it, and that is getting less often.
AI is also going to have to become way too expensive so they can pay back the billions (trillions?) it is borrowing. And, when everyone is laid-off or fired because AI took their job, then who's going to be paying for AI? I guess the companies that lay off all the humans will, but when the wealthy business owners realize they've replaced everything with AI and nobody is buying what they are selling because there's no more jobs, then what?
Sounds like they should worry about profitability, and a lot of other things too.
[–] fn-mote 2 days ago
Hate to say it, but in this case you’re not the market so you are irrelevant.
Here’s data from Chicago, USA, showing Uber and Lyft dominate the market now, so yes, it worked.
https://toddwschneider.com/dashboards/chicago-taxi-ridehaili...
[–] leptons 2 days ago
[–] vanuatu 2 days ago
The price of a given point on the intelligence frontier is only going to get cheaper, likely 10-20x over the next few years.
[–] redwood 2 days ago
[–] gamblor956 2 days ago
[–] redwood 2 days ago
[–] cscheid 2 days ago
[–] gamblor956 2 days ago
Before someone else jumps in talking about "unit economics": unit economics only matters if you can sell the units long enough to make the initial (capitalized) investment (i.e., R&D) back. Models aren't commercially viable long enough for the unit economics to work.
[–] lovich 2 days ago
[–] BobbyTables2 2 days ago
This isn’t the “hallucinate everything” style of model like the earlier GPT models…
[–] asadotzler 2 days ago
[–] aplummer 2 days ago
[–] ozim 2 days ago
Downside is that OpenAI is already having ads on their chat interface, so I guess it will be crap any time soon.
[–] DennisP 2 days ago
My mother-in-law has a complicated set of medical conditions and sees half a dozen different doctors. Fable with max thinking came up with a bunch of interactions between drugs and conditions that her doctors hadn't considered. We've run its recommendations by one doctor so far and he agreed with everything.
My brother has one friend who used a frontier AI to diagnose his wife's uncommon cancer, and insisted on a test for that. It was correct and she's fine now since they caught it early. Brother has another friend whose wife had back pain after surgery; medical team didn't find what was wrong, he uploaded the scan, and the AI said "oh they left in a staple," which turned out to be correct.
I've started using it to work on a cookbook for the medically prescribed diet I'm on.
[–] happymellon 2 days ago
Sure it has replaced Google for a lot of people. But was that driven more by Google breaking search and actively ranking down good results and putting blocks in the way of seeing even the bad results?
Google had (have?) people using their service out of habit but built a hostile enough environment. We have this "contradiction" where non-tech folks are supposed to be difficult to move off "what they know" yet here we are where they are using ChatGPT to search and be a doctor.
[–] lnkdinsuxs 1 day ago
- File taxes and find issues that "accredited", "certified" entities missed. In one instance, my federal refund increased by nearly $5k. At $20/mo, just the refund is two decades worth of value.
- Appeal health, home and car insurance claims successfully
- Find out details of interesting plants without forking out tens of dollars for an app that claims to do the same but fails to do so most of the time
- Summarize never ending email threads with 20 disinterested parties who would rather not be on the email but have to respond to show they are "engaged"
- Write a convincing email to my mother in law why I cannot meet her this weekend and hold her hand through the tough times she's having with her ethnic neighbor who annoys her with their "ethnic" music and "smell of fish" BBQ
- Locate the user manual for my microwave and what that rapid 3 beeps every 1s for 2 minutes that starts at 10AM since the last 2 days mean
[–] hdgvhicv 2 days ago
[–] gamblor956 2 days ago
[–] derwiki 2 days ago
[–] gamblor956 1 day ago
[–] jgalt212 2 days ago
[–] ButlerianJihad 2 days ago
Unless you're specifically meaning microwave ovens, which are of "limited utility" in a full-service kitchen. I'd have to agree there.
My previous microwave oven was so intensely powerful, that I needed to dial down the power to "7/10" so that it would not destroy my frozen meals. I could never run it at 10/10. My current appliance is very nice, and has an automatic button to run until doneness. Works every time now.
[–] ChrisRR 2 days ago
[–] lesuorac 2 days ago
[–] n4r9 1 day ago
[–] malfist 2 days ago
[–] jgalt212 1 day ago
[–] IshKebab 2 days ago
It's the same with AI. The technology is here now. My friends in financial advice and market research have not lost their jobs immediately, because of momentum.
[–] aplummer 2 days ago
[–] vuurmot 2 days ago
2. greatest hacking tool in history
3. greatest corporate espionage tool in history (stealing of Navier-Stokes solution)
4. greatest accountability transfer tool in history (whoops it was the AI that shot those missiles)
5. greatest capital raising tool in history (we use AI in our startup, and you should give us money)
6. greatest scamming tool in history (cloning people voices for scam calls, etc..)
Edit:Whoops, I didn't read "positively"
[–] redwood 2 days ago
[–] skeeter2020 2 days ago
[–] vuurmot 2 days ago
"democratization of information", maybe if you were too lazy to click on a google link
[–] keeda 2 days ago
Like, a normal person is not going to open up an arXiv preprint from Google search because for approximately the entire population, it's going to be way beyond the limits of their comprehension. They won't even glance at the link, if Google even serves it up as a result.
But, with a chatbot, they could actually ask questions and get answers in a format they can understand. They may get a very rough understanding of the topic, but I would bet it's 100 times better than the same reference explained by modern "science journalism," which insists on presenting the most clickbait-y interpretation they can find.
And this is not theoretical, I've seen my high-school level kids figure out undergrad (or higher) level concepts like locality sensitive hashing with the help of ChatGPT, and I know they understood it because they could sketch out working solutions using those concepts. They didn't get the Mathematical underpinnings, but they understood the high-level behavior and that was enough.
Everybody can now understand anything if they really want to. Nobody is doing it today because they don't know it's possible. But they can, and we should encourage them to do so.
[–] Fnoord 2 days ago
It is tools which are the commons (such as FOSS) and tools such as Wikipedia. But also open standards. LLMs cannibalize on these tools.
Furthermore, no customer wants an AI as customer bot. Especially elder people who are a bit computer illiterate can't find the real support (dark patterns). Can AI help a customer support representative? Oh, absolutely. AI can help a skilled person become better/quicker at certain tasks. But it cannot replace them, and it shouldn't either. If we do, we get all these 'fantastic' tools like *claw.
[–] E-Reverance 2 days ago
[–] shiandow 2 days ago
[–] rpdillon 2 days ago
Advances are still coming rapidly -- we have quite a bit of time before this settles.
[–] redwood 2 days ago
[–] gumby 2 days ago
[–] __MatrixMan__ 2 days ago