Category: AI
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Née Vibe Reporting
You’ve seen the articles. Massive layoffs coupled with a company’s adoption of AI technology. They paint a bleak picture of the employment future for us humans. But they are lying. Lying with the truth, or at least with a combination of true facts. While it is true that many companies are both making large capital…
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Smart People Will Be Wrong
I think this will be one of the lasting lessons that I will remember from the current AI era. There are many really smart people who have conflicting ideas about how things will turn out and what choices we should make. Some of them will be wrong. You could argue that self-interest is motivating some…
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AI Skilling, Once a Sprint, is Now a Marathon
A winner-takes-all mentality marked the early days of ChatGPT. The major AI labs were all openly chasing Artificial General Intelligence. An AGI breakthrough would supposedly kick off an intelligence explosion. This in turn would trigger a chain reaction of recursive self-improvement; whoever got there first would be forever uncatchable. Generative AI research was positioned as…
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GPT Chat’s Path to Profit: Models, Competition, and Adversarial Uses
The models behind GPT chatbots will continue to improve, but they are good enough today. Everything we discussed in the previous sections (1, 2, 3, 4) is possible with the technology that exists today. Model capabilities and personality do play a role in retaining users on a given platform. Trying to win the fight for…
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GPT Chat’s Path to Profit: Jailbreaking the App Store
AI Agents are a broad and often confusing topic. As we continue thinking about monetizing consumer GPT chatbots, let’s focus on AI Agents’ ability to take actions. Many people have seen agents that operate like a human using a computer or a browser. These are a useful demonstration of what will be possible to automate,…
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GPT Chat’s Path to Profit: Modalities and Mobile
The conversational nature of GenAI chat lends itself to voice modalities much more naturally than web search engines do. Speaking a keyword query and having results URLs read back to you feels very stilted. Search is a discrete action and doesn’t carry state from one search to the next. A voice conversation with a search…
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GPT Chat’s Path to Profit: Advertising
Advertising is coming for GenAI consumer chatbots. In part 1, we looked at the parallels between web search and information retrieval with chatbots. Chatbots already have a rich collection of user data that can be leverages for ad targeting. Let’s take a look at how they can build an advertising platform to monetize usage. The…
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GPT Chat’s Path to Profit: Web Search
Consumer-facing GPT chatbots will inevitably start to monetize their products. Cost pressures from burning through cash and the high costs of inference may accelerate this change. But even without the cost pressure, it seems unlikely that tech companies will leave any potential profits on the table. The standard game plan for tech companies providing “free”…
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Learning isn’t Free
AI Agents are often characterized as smart workers who learn and improve with practice. This can be true, but it isn’t automatic, and the “learning” doesn’t happen in the way I see a lot of people assume it does. Let’s start with what makes an AI Agent: 🌍An understanding of the world (Large Language Model)…
