Ben Thompson's podcast with Daniel Gross and Nat Friedman is SO good that I had to stop listening after 40 mins as I wanted to take notes.
Leaving my notes after the first 30-40 mins of conversation.
Leaving my notes after the first 30-40 mins of conversation.
Interesting implications for "Apple and the Local opportunity". Apple seems to be well placed to capitalize on some of these recent trends in AI.
"My guess is that the people who just discovered AI with ChatGPT, it won’t be as big a moment in the sense that it won’t be as big a leap."
"if the models cause us to downgrade the appearance of authoritativeness, then that might be an excellent thing for society. If our societal adaptation is, just because it sounds formal and authoritative, maybe we shouldn’t trust it, that would be probably great."
It's models upon models. It feels way harder to understand all the implications of all these.
Here's a bit on "Riffusion".
Here's a bit on "Riffusion".
"Maybe Google’s big, big plot to make search results increasingly bad is to confound these models that threaten their business model." 😂
It is not clear what really is a moat here. It remains an open question.
"Google basically helped train OpenAI’s model."
"One of my takes about how this AI stuff will impact companies that are doing stuff that is non-deterministic are going to have a huge benefit. So Meta ad serving is I think an obvious example."
GPU paradox...why is Nvidia writing down their existing inventory and future purchase orders amidst all this AI hype?
"Diffusion, no pun intended, takes a long time."
"Diffusion, no pun intended, takes a long time."
really terrific conversation! Highly likely AI is going to be a constant theme throughout this (and probably the next) decade, and it will be fun to follow along.
Link:
stratechery.com
Link:
stratechery.com
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