No, it comes from the idea that the intelligence each company offers at any time will be undistinguishable. Sure some models will temporarily pull ahead, but others will quickly catch up and the intelligence difference won’t matter enough too convince anyone to switch on its own.

Maybe. Its been pretty true so far though. A singularity is possible of course, but it's also possible that intelligence explosions dont happen, progress is relatively linear, and no one is able to pull ahead long term. If the true bottleneck is hardware it's difficult for me to see how intelligence doesnt become a commodity.

Every container gets its own database?

Yes? Well, every "app", as I quite explicity wrote. Look up the docker compose file or helm chart for basically any app. I'm running dozens of apps, each with their own postgres, redis and nginx containers alongside the main application server. That's what the stack is designed for.

The Compose file is written like that so you can quickly try the app without setting up extra dependencies. Usually not for production use.

Especially since in production you might want to scale the parts separately. I like to have a Postgres cluster to connect where backup is already handled, and the app then doesn’t have any persistent data, doesn’t need any network volume mounts.

It sounds like this isn't a cost problem but a supply problem. At one point a 20% reduction in inputs has to affect some output.

Guess they'll have to use a smaller font.

Why do you think the API being overpriced is unlikely? Seems pretty likely to me that sub sells at cost and api is the massive markup they force on enterprises.

People can choose not to consume things that are straight garbage.

They can, in theory. But when the signal to noise ratio gets too low, it becomes prohibitively difficult to filter out the garbage. Thus I don't think it's true that more people creating things is a pure benefit. It may not even prove to be a benefit at all, on net.

That's what critics are for. In our decentralized media environment it is not difficult to find critics for whatever youre interested in

Critics has the same issue, they will also be mostly AI generated. How do you find the good non-AI generated and unpaid critics in the future?

Same as it’s always been. Test the waters until you find someone with a consistent preference that lines up with your own. Personally I don’t really care if a critic is ai as long as its preferences are consistent and align with my own. If you dont find yourself relating to a critics take the great thing is that it’s easy to switch.

You can still code all you like, youre just not going to get paid for it.

Sure, but I've got other hobbies which better satisfy my itch for making things. Doesn't really solve my problem.

> Why are they shooting them selves in the feet?

1. They dont think anyone will stop buying their cars because of this

2. They want to make more money

3. (speculation) The drop in demand for their cars in china is leaving them fucked, they need revenue now

Unfortunately I think they're right on #1. In the grand scheme of things the lost sales because of this change are a drop in the bucket. HA and similar tools are not that popular, very few people who have their mind set on buying a VW will change their minds because of this alone.

What's worse is that other manufacturers are starting to do the same thing. They all see unofficial integrations as lost revenue (less of your data to sell because you don't use their app), and higher costs because the usage still comes on their cloud spend bill.

I was talking to my gadget-passionate (but not techie) best friend when the company making our cars made it more difficult to authenticate using the HA integration. He looked at me like I switched to an alien language. "Who cares? Don't you use the app?".

The consumer market is worthless though. Consumers will never pay, so the only revenue option is ads which barely, if even at all, pay for inference costs.

Ads implemented remotely competently would be worth a lot of money and more than pay for inference. Inference is cheap, especially outside token expensive ordeals like agentic coding.

Maybe. To really make money on ads they would need to embed them directly into the chat I think. Banner ads arent worth enough I think and google is able to make so much off them largely because people are already looking to click a link when they search something. People would just ignore them with genAI.

Maybe Im projecting my distaste for being psychologically manipulated, but I dont think users would continue using a genAI that embeds ads directly into the response when they can just switch to gemini where they only see banners.

I remember a ton of people talking about how FB ipo'd at way too high a valuation. Just checked and it opened at $38 and was $19 3 months later

I think this is usually the case for most IPOs, insiders cash out, index-funds buy in. Basically it is a one-time technique for investors to extract money from pensions.

If you try to configure the index-fund to avoid this problem it is not longer passively managed as each new stock needs to be evaluated in a (at least) semi-subjective manner.

My understanding is that Ben was making a fuss and got local media to report on the story before he released any videos.