Michael Crowcroft
1.3K posts

Michael Crowcroft
@mdcrowcroft
https://t.co/rnkub2uVLB - $760 (Goal: $5k by EOY) https://t.co/bVNuvXtjY8 - $900 p/m (Goal: $10k p/m)
Katılım Ekim 2022
111 Takip Edilen207 Takipçiler

Maybe an absurd idea, but would it make sense for @laravel to have clean solution for ACP/A2A. I know the scope is really for text editors at the moment, but would love to let users BYO claude/Gemini etc. to my Laravel app. agentclientprotocol.com/get-started/in…
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@signulll CDOs come and go depending on the market cycle lol
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@edels0n The founders have sold everything that the company was and are just using it as a vessel for their next thing right? Surely keeping everything as a public company makes this way more difficult (and expensive) though...
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@simonw I suspect it's Bing and Brave indexes augmented by additional data from Reddit and other direct partner deals.
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@reidjjackson If they want to achieve Google Search levels of ubiquity the issue isn't reaching and persuading TBPN's audience. It's literally everyone else in the world that's the problem.
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@ryanflorence P1 moves down to P2 because of AI, the market is going to produce more software while spending less. That's salaries going down, and less headcount in orgs. Unsure how you come to your final conclusion?
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@paulg Another read is that differentiation is often greatly overstated, and rarely exists. Most companies are simply competing on distinctiveness. Lots of research on this from the Ehrenberg Bass Institute.
marketingscience.info/news-and-insig…
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First, the good part of the Anthropic ads: they are funny, and I laughed.
But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won’t do exactly this; we would obviously never run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that.
I guess it’s on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren’t real, but a Super Bowl ad is not where I would expect it.
More importantly, we believe everyone deserves to use AI and are committed to free access, because we believe access creates agency. More Texans use ChatGPT for free than total people use Claude in the US, so we have a differently-shaped problem than they do. (If you want to pay for ChatGPT Plus or Pro, we don't show you ads.)
Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions.
Maybe even more importantly: Anthropic wants to control what people do with AI—they block companies they don't like from using their coding product (including us), they want to write the rules themselves for what people can and can't use AI for, and now they also want to tell other companies what their business models can be.
We are committed to broad, democratic decision making in addition to access. We are also committed to building the most resilient ecosystem for advanced AI. We care a great deal about safe, broadly beneficial AGI, and we know the only way to get there is to work with the world to prepare.
One authoritarian company won't get us there on their own, to say nothing of the other obvious risks. It is a dark path.
As for our Super Bowl ad: it’s about builders, and how anyone can now build anything.
We are enjoying watching so many people switch to Codex. There have now been 500,000 app downloads since launch on Monday, and we think builders are really going to love what’s coming in the next few weeks. I believe Codex is going to win.
We will continue to work hard to make even more intelligence available for lower and lower prices to our users.
This time belongs to the builders, not the people who want to control them.
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@awilkinson @VijarKohli It’s not that Gemini is good is that Google Search is already LLM based. AI overviews and AI mode dwarf ChatGPT.
Google search will be the next Google search.
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@VijarKohli I'm not dismissing Google at all. I'm saying legacy google search is dead - LLMs.
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Every financial journalist seems to be shouting about how we’re in a datacenter bubble.
The bears say that OpenAI and Anthropic are burning money, and that AI isn’t adding real economic value.
It reminds of how people attacked Google in the early days because it didn’t have a business model (we all know how that turned out).
I would argue that:
1. Nobody is going back to traditional search.
We increasingly demand the intelligence, reasoning, and analysis that LLMs provide.
This requires inference compute (in addition to massive amounts of training), which requires datacenters.
Insatiable demand for compute is here to stay, and it’s going to keep compounding for decades.
2. OpenAI has captured consumer intent far beyond Google Search.
Monetization is only a matter of time (they are slowly rolling this out, but I expect it will quickly become one of the world's greatest businesses).
3. If you want to demonstrate economic value from AI, look no further than the world of programming.
Talented programmers were previously one of the world’s most finite and expensive resources.
Now, 100 of them live in my Mac’s terminal in Claude code.
Me and my companies are pouring tens of thousands of dollars into Claude credits each month because it’s finally delivering real, economic value—doing $200,000 of human work with $5,000 of AI tokens.
This is about to ripple through the entire economy, delivering GDP growth, massive amounts of innovation, and empowering everybody to build.
Ignore the noise. LFG.
(Keen to hear from the bears 🐻)
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@dvassallo The alleged failure has an echo of success that still rings louder than most.
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@coffeinatus @37signals I mean you’re always going to have a single source of failure with DNS. I actually don’t think the cloud exit was really about this at all…
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@37signals I have serious question - what is the point of "leaving the cloud" besides money you save, if there is still a single point of failure? Can you build at least your own status page that would be immune to this? Thanks 🙏
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@samlambert Hilarious that people rage about the removal of a free tier for one product, while there's also people raging about the addition of a free tier for Affinity by Canva. Some people just love having problems.
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@PovilasKorop The value of a channel to an advertiser doesn't grow with their reach linearly, it's exponential.
If I want to reach 100k people there are 1,000s of alternatives, if I want to reach 90% of the world I have two options.
That's why the platforms can skim so much off the top.
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We chose to stick with Vue for the Forge rewrite and it’s been fantastic for us. No complaints!
Luke Diebold@LukeDiebold
Vue is better than React. We act like there's a "right tool for the job" argument but it's a lie. Vue is the better choice.
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