| I have to give them kudos. This whole thing is the greatest swindle of all time. AI has some use cases, but not at the price it’s currently priced at. I’ve been on AI since GPT-2 with a lot of heavy users. Every user has the same story, curiosity, surprise, hype, hate, realization. Enterprise is usually a bit behind and are right now at hype cycle, that’s where they sold all the deals and do the IPO. It’s really a VC masterclass. Don’t get me wrong there is are useful cases of AI, but not the way the want it to be. Quite similar to Blockchain. The idea of decentralized money has right to exist. 99% of other coins not. AI is a faster, but still less accurate search engine. AI is great in finding bugs, it’s great at ruber duck debugging. The reason I call it a swindle is, because along with the marketing it gives tons of people in the world the impression, they can now build their own startup, game, infra etc without the need to learn it themselves. This leads to millions of abandoned and low qualiy projects and products, because the vast majority has never built the mental modal necessary to solve the problem thoroughly. In the end they’ve wasted months and money (but burnt tokens). This is what I call a swindle. All early adaptors I know have not drastically winded down their usage, not because of money, but because there is no new case. If you want to explore a new project you can get onboarded quickly learn a lot and then switch to documentation and live testing. For me usage is the lowest it has been the last 2 years. I would not let AI touch my code. I have anxiety around it, because it will gripple back up. I will let it read my code and let me know what I did wrong so I’m sharpening myself. 100s of companies including open source solution can offer that for me. All my non-tech friends are now in hype cycle and share their hype and fore forseeable frustration with me. I have to say I’m in a way impressed in how AI has been rigorously vc-utilized (conciously or not-conciously) to generate these vast companies with the whole world watching. |
- it’s a swindle because ROI of tokens for coding models is not positive? As in it doesn’t bring enough value to charge like the $100/mo?
- enterprise customers are too dumb to see this
- IPO to max out the CEO profits for what is ultimately blockchain vaporware
Am I getting that right? Or am I putting words in your mouth?
> it gives tons of people in the world the impression, they can now build their own startup, game, infra etc without the need to learn it themselves.
I can’t speak for peoples beliefs and motivations, but this seems to be strawmanning, no? AI is a powerful tool to force multiply people. You can’t just prompt “build me an enterprise SaaS app worth $1B” or “build me GTA6 and don’t hallucinate” but is that your impression of what’s happening? Dario and Sam are saying “if you buy our coding agent subscription you can build a game with zero skill and one shot and then be rich”?
If you don’t find value in AI agents I can see reasons why that could easily be true today. Also if it just gives you the heebie-jeebies. But to say it’s a swindle on par with the blockchain I think that contradicts an enormous amount of signals and also the actual dialogue (not just headline sound bytes) around what these systems are capable of today and what we expect them to do say at the end of the year.