‘This shit’s so expensive’: a note on generative models and software margins - “The fundamental problem with generative models is that they are 10x too expensive to work with the industry’s default business models and structure. Either these companies who are going all-in on ‘AI”‘need to fundamentally change everything about how they work – laying off a bunch of people won’t make ML compute 10x cheaper so they’d need to change the org to survive on razor-thin margins – or they need to discover some undefined magical way of lowering compute costs 10x. So far they’re opting for magic."
Forrester: IT departments are blowing their cloud budgets | Computer Weekly - “Nearly three in four (72%) of the IT decision-makers polled reported that their company exceeded its set cloud budget in the most recent fiscal year. Among the areas experiencing an acceleration of cloud deployments are: applications/workloads in IT operations (54%); hybrid work (50%); software development platforms and tools (45%); and digital experiences (44%).” // vendor-sponsored // has ranking of causes.
Substack Is Setting Writers Up For A Twitter-Style Implosion – Home With The Armadillo - Seems weird. // “New reporting from The Wrap details how Substack’s decision to implement a new “follow” feature — part of its transition from newsletter publishing platform to social media site — has tanked subscription growth for lots of newsletter writers."
Kubernetes community capitalizes on open source and AI synergies - Among AI talk, 451’s Kubernetes TAM: $1.46bn in 2023, growing to $2.85bn in 2028.
Americans increasingly using ChatGPT, but few trust its 2024 election information, Pew Research Center - Techmeme summary: “A survey of 10,133 US adults: 43% of those aged 18-29 used ChatGPT in February 2024, up from 33% in July 2023, compared to 27% of 30-49 and 23% of all adults”
AI - two reports reveal a massive enterprise pause over security and ethics - “When we go into a CIO discussion, it’s ‘How can I use Gen-AI?’ And I’m like, ‘I don’t know. What do you want to do with it?’ And the answer is, ‘I don’t know, you figure it out!’"
Redis vs. the trillion-dollar cabals - Defending yourself against the three public clouds.
Skinny jeans hot for AW24? Two writers argue over the demonised drainpipes - Some real passion about skinny-jeans here: ’at least with skinny jeans there’s no chance of soaking up every puddle you slosh through on a rainy day, until the water reaches your knee and you develop a very real chance of developing trench foot. ’
Stop Chasing Unicorns - ‘When it comes to ways of working, what do the companies that beat you in deals do better product, design, and engineering-wise?" Silence. “Do they do better discovery and research, ship higher quality work, run more experiments, kill bad decisions faster, retain passionate team members, or have a more effective org design?'
The S&P 500 is largely a historical artifact - Index funds.