When everyone is betting the house on AI, there are probably some good deals on the other side of the line. Plus, the real problem with liquidation preferences.
The company that sticks out to me in today’s environment with large companies making large bets AND major changes around LLMs is Apple. Apple has the large ecosystem to indirectly benefit from people using their App Store and devices - but only barely - not nearly as much as AWS, Azure, etc. They didn’t pivot from their VR headset plan. They went ahead with what they had planned. We have given companies a hard time for years now about not being agile enough - but I think we are seeing some companies be too agile and not nearly focused or patient enough.
lol - nope! I was actually congratulating Apple for sticking with VR and NOT just jumping on the bandwagon - moving resources around because LLMs are hot. However at this point, how could they not invest in them - or atleast say they are…
Agree - I think they will be like employees on slack you can chat with in group chats or DMs that can do various things.
The thing I want to see more of is the model knowing when to ask for clarification / input / logical next steps!
The company that sticks out to me in today’s environment with large companies making large bets AND major changes around LLMs is Apple. Apple has the large ecosystem to indirectly benefit from people using their App Store and devices - but only barely - not nearly as much as AWS, Azure, etc. They didn’t pivot from their VR headset plan. They went ahead with what they had planned. We have given companies a hard time for years now about not being agile enough - but I think we are seeing some companies be too agile and not nearly focused or patient enough.
I wonder how often liquidation preferences are disclosed to employees?
lol - nope! I was actually congratulating Apple for sticking with VR and NOT just jumping on the bandwagon - moving resources around because LLMs are hot. However at this point, how could they not invest in them - or atleast say they are…
Agree - I think they will be like employees on slack you can chat with in group chats or DMs that can do various things.
The thing I want to see more of is the model knowing when to ask for clarification / input / logical next steps!
Good edition.
I’m with you, shut up and drive is a straight banger