Comment by sublimefire
15 hours ago
It all sounds good and he is on the right track but the elephant is not that. The problem is that ordinary businesses do not see ROI from dumping cash on this direction. If someone wanted to have similar access to models as internal folks in these companies, then you’d need a bit of cash to run such swarms of agents, not to mention people who would know how to do it. Another thing is that you’d need your own frontier models deployed in the place where the inputs would not be exposed to a third party, as it is important to feed the internal private info to reason about. And if you are like me then it is a constraint of capital and people who want to invest in you that is also a factor, why would they invest in you when openai/anthropic will be able to copy your ideas in a few months?
A lot of SAAS is easy to duplicate but not a lot of it is. The barrier is market/mind share. Something like Slack is easy enough to duplicate that many companies did. But everyone still uses Slack because that's what everyone is familiar with.
the question is how much of this inability to realise roi is technology vs skill. i have plenty of clients who drop 10m on an enterprise transformation project but couldnt (currently) manage the power a 10m nvidia rack would give them, its only a matter of time before they can or their competitors can.
The economics part is the one I feel the biggest disconnect in the Tweet.
If teams had the same level of access as the "top 5000", you'd see different use cases proliferate. Same as we see an explosion in productivity when we advanced public education (more people can read, more people can contribute, more talent is discovered), same as we see an explosion in creativity when we advance distribution (from 3 broadcast channels to cable to streaming), same as we see gains in athletics with population size and diversity.