From one piece How is AI Different Than Other Technology Waves? (With Bret Taylor and Clay Bavor) [ACQ2] 12 beliefs · youtube.com
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korrents.com
A software engineer who is not using a tool like Cursor is working at half productivity or worse.Their words
it's like if you're a software engineer and you're not using something like cursor to do your job, you're probably being half as productive or even worse than you could be.
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Their words
When new technologies come out, this pendulum swings from best of platform towards best of breed. And the reason for that is incumbents typically aren't that great at these new technologies.
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korrents.com
The half-life of a technology company is short, and the few that last decades are the exception rather than the rule.Their words
I think it's important to zoom out. The halflife of technology companies is not that long. There are a few, but they're the exception.
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Their words
it has to be consolidated because to basically make the money back on the pre-training and post-training process you need relatively few players that are collecting taxes you know from all the players on top or you just can't make the the math work.
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Their words
And actually the reason I think it's exciting is if you look at like the database space right now there's not one database. If you want to do largecale data analytics you'll choose one thing. If you want to do a transactional data store you'll do another. I think we're moving to that area of models
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Their words
I mean I've heard from multiple investors that foundation models are the fastest deteriorating asset of all time. And so if step one of your business is to burn through tens of millions or hundreds of millions of dollars of capital before you find product market fit and that asset has value for like a a week, I'm not sure it's like a great business model.
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Their words
if it produces incorrect code our philosophy is don't fix the code fix the context that cursor had that produced the bad code
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Their words
I don't think all parts of the economy can absorb intelligence equally. So let's just say we develop fairly generalized super intelligence. I always use the analogy like you can invent a lot of drugs, but if clinical trials still take a long time, you're not necessarily going to get new therapies rapidly.
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I just think about like really simple things like access to mental health care, access to education, access to medical advice, access to legal advice. We're essentially taking expertise and making it a commodity. And I think that will is generally democratizing.
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if you tell what what jobs are most likely to be automated with the current generation of technology, you would probably put software engineering right at the top. The people building this technology or building the technology that is disrupting their own profession.
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If you look at the S&P 500 now and you look at the amount of value from companies created in that, one could argue that actually almost all of the exuberance and hype was totally warranted and it in fact did change commerce in fundamental ways.
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So when you make something like chat GPT, you can go from to zero to 100 million users faster than any technology in history because of the other technologies though. like you couldn't have gotten there if not for the build out of the internet, if not for the smartphone.