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d33dlast Monday at 4:58 PM1 replyview on HN

Yep.

Code acceleration is great, but.... something precedes that. Vision and strategy re. expansion of offerings and businesses. Once a firm reaches maturity in what it offers and is only touching the edges - this code acceleration is literally useless when you factor in all of the trade-offs.

This is a good thing - it means fat and slow incumbents are sitting ducks to be out-witted by creative and imaginative founders, which is healthy for a well-functioning economy.

Now the economics of existing frontier models are not sustainable - its looking like a mix of the airline (supersonic vs subsonic) and EV industry with China in the background providing decent offerings at much lower prices.


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oudlyslast Monday at 6:58 PM

I think its worse than that.

I admit that if a small team or an individual uses an LLM, it's likely they can create value faster.

I think as soon as you don't own the responsibility for the defects you generate with an LLM, their use starts to destroy value. Regardless of product maturity.

This is what I think the data says.

https://unessays.substack.com/p/talk-is-cheap

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