4 Comments

No. It's about to catch up to hardware advancement curves, improve less insanely fast within the confines of LLMs, and will have to wait until the next breakthrough (probably in one of the non-LLM subfields) to have another period of j-curving.

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Alex this is helpful reporting. It's exciting to imagine new breakthroughs in this space, and important for everyone who has a job, a business, or an investment portfolio to track them closely.

I'd love when you write about the pace of innovation, strategic bets, and economic and other resource decisions of the leaders of these firms to also hold them accountable to thinking beyond the AI arms race, their next big release, and what they'll say on the next earnings call (and what they'll pocket if it means the stock pops).

What's up with OpenAI's non-profit pledge? All these companies commitments' to climate neutrality and environmental stewardship? To employee experience, career development, and equity (not just a burn-out race to deliver the best agents and platforms that can do our work for us... after which the investors get their return and the inefficient workers have to "retrain" for... what)? And for all the ways AI might "democratize" creativity, what about all the SKILLED human creators whose contracts and compensation models never accounted for the unscrupulous giants vacuuming them up and regurgitated through an LLM agent?

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Can you imagine doing job cuts and improving efficiency to be able to afford huge BuyBacks, while you're claiming to invest in generative AI?

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Thanks for the article, forgive my ignorance but the ‘synthetic data’ point didn’t fill me with confidence. It will be good to see how these mammoth efforts play out.

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