Thread

1. 2ss · 1790639528 · focus · HN ↗

   2 things can be true:

   -LLMs profoundly change society -The LLM business is mangled in terms of ROIC vs CoC

   Such a business already exists - airlines.

   This nuance is what many here refuse/find difficult to understand.

   1. CoolestBeans · 1790641225 · focus · HN ↗

      Well said, the technology can be transformative while being structurally challenging to build a viable business around.

      1. runarberg · 1790642134 · focus · HN ↗

         But the technology also doesn’t have to be transformative either. I for one am not convinced.

         The two things being true may as well be: LLM will not be transformative and the LLM business is mangled in terms of ROIC vs CoC.

         In fact given the behavior of AI companies, I actually consider it more likely then not that the effects of the technology is severely over-hyped. I for one do not trust the words of the people who mangle their business in terms of ROIC and CoC. Why should I?

         1. goolz · 1790642757 · focus · HN ↗

            It is becoming increasingly hard not to see it as transformative. The man hours needed to do my work has been cut down by orders of magnitude. Wether this transformation is wholly a good thing is to be seen.

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