| > Ever since ChatGPT came out, the tech world has jumped on a new hype train—just like it did before with crypto, NFTs, and the metaverse. Personally, I eschewed all of those — except for LLMs. I'm convinced this one's for real. People though can use "hype" to mean a number of things. AGI by the end of the year? Hype. Decimation of white-collar jobs? Hype. Fundamentally new paradigm and tech the world will have to adapt to? Not hype at all. > Eventually, these companies tried something new: agents. Yeah, that one's still on the hype shelf for me. > This floods social media and websites with low-quality, copy-paste content. No! Welp, there goes social media. ;-) > ChatGPT has around 500 million weekly active users, but only around 20 million of them actually pay for a subscription. That means the vast majority of people think it’s not worth $20 a month. You could say the same for YouTube (and likely wildly surpass that scenario). When you offer a free version, don't be surprised if most users (meekly raises hand) save their pocket money for something else. These are early days and people are sussing out what the thing can do for them. > To me, Apple stands out. They aren’t trying to build a chatbot that knows everything. Instead, they’re focused on using AI as a tool to help people interact with their apps and data in smarter ways. That feels like Apple in gap-filling mode: trying to show the world they're doing something while smart people are trying to figure out what Apple really ought to be doing. They have their own chip dies — could perhaps do a dedicated LLM client architecture that allows it to run on-device? It makes you wonder what Jony Ives (and investors) could possibly be thinking when Apple could easily pivot and own the aiPhone market. Waiting for my own aiPhone someday — with encrypted history saved to my cloud account. Wondering what it will be like for future generations who will have had a personal confidant for decades — since they were teenagers… |