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Yeah and the increase in operating expenses is going to make managers start asking hard questions - this is good. It means eventually there will be budgets put in place - this will force OAI and Anthropic to innovate harder. Then we will see how things pan out. Ultimately a firm is not going to pay rent to these firms if the benefits dont exceed the costs.


> Ultimately a firm is not going to pay rent to these firms if the benefits dont exceed the costs.

This is also true for the humans. They will need to provide more benefits than the coding agents cost.


Humans are needed to use agents and these agents are not showing to be fully autonomous and require constant human review. In fact all you are getting is a splurge of stuff, people not thinking deeper anymore and the creation of more bottle necks and exacerbating the ones that already exist in an org.

You sound like elon with the fsd will be here next year. Many cars have the self driving feature - most drivers don’t use it. Oh why is that I wonder.


Meaning that you believe they're not trying their "hardest" to innovate? They must be slacking then.


Budgets are already happening


Its quite possible the use of LLMs means that we are using less effort to produce the same output. This seems good.

But the less effort exertion also conditions you to be weaker, and less able to connect deeply with the brain to grind as hard as once did. This is bad.

Which effect dominates? Difficult to say.

Of course this is absolutely possible. Ultimately there was a time where physical exertion was a thing and nobody was over-weight. That isn't the case anymore is it.


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