← Back to context

Comment by roughly

5 hours ago

What's interesting about this is that I as a user would find this useful, but I think the AI industry as a whole would find it an absolute goddamn disaster. Opus 5 is a very good tool, but it is not a human-replacement-level intelligence, which means the entire revenue stream the industry's built on - labor replacement - is not met by this, and the only slightly charitable read of the industry's finances is that they're gonna bootstrap their way to creating the labor replacement hypothesis by getting people to spend money on Opus/etc, whereas if the actual product is a 1/20th the cost Opus-on-a-chip, the entire business and financing model that's tying up $N Trillion dollars of investment money goes out the window.

Great for us, looks like a recession as far as the Market is concerned.