And one of the things mentioned is that like Cursor is the only company making money in tech. If everyone is attacking the coding space and not finding unique product market fit elsewhere.
We might be in a bubble.
CharlesW · 13h ago
> This seems like a bad sign.
Why?
> I listened to this podcast last night:
It's worth noting that Ed is a PR guy. He's not dumb, but be often adopts whatever (strongly, loosely-held) opinions will get him the most attention for his business and micro-media empire.
> We might be in a bubble.
Even pre-computing (think electric light and the telegraph), there's never been a notable new technology that didn't have a "bubble" phase as part of the normal technology adoption lifecycle. It's even codified into things like the Gartner Hype Cycle (https://en.wikipedia.org/wiki/Gartner_hype_cycle). The companies who don't find product/market fit will die, which is fine and normal.
techpineapple · 12h ago
The number of companies finding product-market fit in comparison to the amount of $ investment in AI is way outsized.
But also with Ed, he echoes my core belief about AI which is all the objective metrics (adoption, retention, revenue, profit) are completely disconnected from the hype. Will LLM's be a $50B industry solving a number of core use cases? Yes, will it be a trillion dollar industry solving all use cases(like the hype suggests and the amount of money being invested requires?)
I listened to this podcast last night: https://www.lastweekinaws.com/podcast/screaming-in-the-cloud...
And one of the things mentioned is that like Cursor is the only company making money in tech. If everyone is attacking the coding space and not finding unique product market fit elsewhere.
We might be in a bubble.
Why?
> I listened to this podcast last night:
It's worth noting that Ed is a PR guy. He's not dumb, but be often adopts whatever (strongly, loosely-held) opinions will get him the most attention for his business and micro-media empire.
> We might be in a bubble.
Even pre-computing (think electric light and the telegraph), there's never been a notable new technology that didn't have a "bubble" phase as part of the normal technology adoption lifecycle. It's even codified into things like the Gartner Hype Cycle (https://en.wikipedia.org/wiki/Gartner_hype_cycle). The companies who don't find product/market fit will die, which is fine and normal.
But also with Ed, he echoes my core belief about AI which is all the objective metrics (adoption, retention, revenue, profit) are completely disconnected from the hype. Will LLM's be a $50B industry solving a number of core use cases? Yes, will it be a trillion dollar industry solving all use cases(like the hype suggests and the amount of money being invested requires?)