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Aren't we ignoring the elephant in the room ?

Garry Tan has been the primary crusader for AI driven decision making. I'm sure his position is more nuanced, but his twitter driven communication makes him appear like a caricature of a man in AI psychosis.

When the head of YC champions AI driven decision making, companies will inevitably be influenced into doing exactly that. It's unfortunate, because AI is generational technology and the hyperbole distracts from the real sea change occuring in labor markets everywhere.


Meta has 4 identical products, most of which have reached feature complete. They do few things, and make absurd amounts of money from it.

Google, MSFT and Apple do a lot more and most of their products have large feature backlogs.

Different scenarios


The only part of Google that makes money is their ads business. And Meta is beating them at it.


You are wrong. Google makes ~73% of its revenue from ads compared to 98% in Meta.


Makes money, implies profit and not revenue


We have revenue breakdown. Where is the profit breakdown?


Ha, probably nobody at Google even knows the exact cost of each of those business lines.


Yep - It's nearly impossible to assign profit to those things - we have X revenue from Android licenses, what's the cost of an android license? Is it all the R&D that goes to UI or hardware research? What's the cost of a Youtube Ad?


Google makes money on ads, because its products span the entire internet.

Youtube, Gmail, Search, Maps, Android, Devices, Photos and Drive are how they get the data to make money on ads. Cloud, Android & Youtube would be a 2 trillion dollar company even without Google. They don't make money on these, because they don't need to make money on it.


If AI winning means that data center companies win out, then the wins for Azure will more than make up for the death of Office.

I am surprised that Microsoft's own copilot product is so far behind though.


Aren't they providing a wrapper for the work of another company? IE msft isn't actually doing any foundational work thus they can't meaningfully move product capability, just wait for the model to improve and integrate it?


I can only describe it being overcome with a sense of love and harmony. I was giggling ear-to-ear the whole time I was there.

Great works of art are meant to be religious experiences. At Falling water, every part of the house & estate feels like it was meant to be there. The shapes and curves feel so right. The emphasis on integrating natural materials makes it feel one with nature. Frank Lloyd wright cared a lot about sight lines, which makes every space easy on the eyes.

I've had similar experiences in great Basilicas[0] such as Sagrada Familia[1]. Smaller objects have evoked similar feelings too. Be that cars (The Ferrari Roma[2] or Alfa 33 Stadale[3]) or intricate jewelery (Earrings [4] or watches [5]). Great beauty feels divine, and Fallingwater is one such example.

[0] Special shout-out to the new Romanesque basilica in DC - https://maps.app.goo.gl/8r59NzbgVnqKYAv2A

[1] https://thebarcelonafeeling.com/wp-content/uploads/2022/12/S...

[2] https://media.architecturaldigest.com/photos/5f96f18f0a2396c...

[3] https://upload.wikimedia.org/wikipedia/commons/d/d5/Alfa_Rom...

[4] https://www.metmuseum.org/art/collection/search/39320

[5] https://www.watchclub.com/upload/watches/gallery_big/watch-c...


> At Falling water, every part of the house & estate feels like it was meant to be there. The shapes and curves feel so right.

Even the little details, like the vents/intakes for the HVAC being built into the back of surfaces/built-ins, so they're invisible unless you peer over.


TBPN, OpenClaw and Astral - that's 3 high profile acquisitions in a month. I smell a PR push to be seen as the 'good guys'.

I don't buy it. The leaked emails and actions of OpenAI's leadership point to a cynical growth machine.

The winner of this AI cycle will fund the lobbies that decide the politics of the future. OpenAI gives me a 'must escape the permanent underclass' energy. Not the energy I want from possibly the most influential people of the near future.


They are busy funding age verification lobbying already

https://sfstandard.com/2026/04/01/openai-ai-kids-safety-coal...


They are probably preparing for an IPO


OpenClaw was not acquired. The creator of it was hired by OpenAI, but OpenClaw is still independent.


UV is arguably this decade's most important addition to the python ecosystem. They are a small, but they are important.


What core capabilities of a car need to be improved anyway ?


It's the reverse. Every Waymo on the road saves more lives. The average driver is a bufoon


> The narrative/life of the artist becomes a lot more important

We are 50 years into post-modernism. Can't imagine it can get any more important.

I predict emergent design will be the next big thing. Czinger[1] is a great example of what it may look like. Rick Ruben-esque world, where the creator is more a guide.

[1] Czinger uses stochastic optimization to converge to designs - https://www.czinger.com/iconic-design


Post-modernism says that the artist isn't important. Dead, in fact. Art is something that happens when we perceive it, not when the author creates it.


God, thank you.

Finally, someone pointing out all of this is just people announcing what has been in play for half a century.


Is that what putting a camera in the hands of everyone with a smartphone (basically everyone) did for photography?

Or making video editing + free, global publishing platform did for film? (see: doom scrolling).


Yep. Especially when one of the brands is Tesla.

Once Elon put himself at the epicenter of American political life, Tesla stopped being treated as a brand, and more a placeholder for Elon himself.

Waymo has excellent branding and first to market advantage in defining how self-driving is perceived by users. But, the alternative being Elon's Tesla further widens the perception gap.


I think the Tesla brand and the Elon brand have always been attached at the hip. This was fine when the Elon brand was "eccentric founder who likes memes, wants to reduce our dependence on fossil fuels, and plans to launch a Mars colony." It only became a marketing problem when he went down the right wing rabbit hole and started sieg heiling on stage.


He has proven to be untrustworthy much longer than his trip down the right wing rabbit hole. For me, it started when he through out the accusation of pedophilia against the cave diver trying to rescue students. And since then it's become clear that he will say whatever he wants without regard for reality in any meaninful way. Whether it was promising FSD over a decade ago, which he still hasn't delivered, lying about video game proficiency, or even his non-sensical statements about twitter technology after he acquired the company, it's clear that he's entered the realm where consequences don't really matter to him and he will say or do whatever he wants. There is no trust to be found there.


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