The Art of Product Management in the Fog of AI - “before products launch, it’s critical to run the machine learning systems through a battery of tests to understand in the most likely use cases, how the LLM will respond."
‘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."
Enterprise AI is a feature, not an app
An enterprise AI strategy probably means adding AI to your existing apps and workflows, not just standing up a stand-alone AI app. We experience generative AI as chatbots in the consumer space - and they’re great! - but this doesn’t seem like the best approach for business applications. Think about search. We don’t even notice it now, but at work, search is built into existing apps, it’s not usually a stand-alone app that tightly integrates with and links into existing apps.
Tuning the Prompt for Solo D&D with ChatGPT
For about 7 months, I’ve been playing solo D&D with ChatGPT. I prompt ChatGPT to be the “ChatDM.” It sort of works, and at least, it’s fun enough to keep doing it and working on making it better. Here’s my most recent overview of what works and doesn’t work, based on a longer play session this week:
In addition to the obvious prompting to play as a DM, there are a few things you have to be specific about.
How to use AI to solo play Dungeons and Dragons - Lab Notebook - Playing a Goblin Ambush
Is ChatGPT good at being a Dungeons & Dragons Dungeon Master? I’ve been experimenting with this for a while now. I do this because (1) it’s fun, and, (2) it’s a good way to understand what generative AIs can actually do, how they do it, and how to work with them. They’re not as fantastic as everyone makes out, but they’re fun.
Here’s my tips and commentary on my experience doing this:
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.
How to make an Enterprise AI strategy
I don't think we really know what "enterprise AI" is yet, what apps will be helpful. So you need to just mess around and see what works. Come on a dog walk with me in Amsterdam and I'll tell you more.
Check out the experimenting we're doing with private AI in the VMware Tanzu Platform.
LogoffNo links or anything today, just the video above which I liked making. Will people actually watch six minute and 12 second video?
Commonplace book of links, quips, and two things I made
Here’s two things of mine to check out:
What we do at my workWe broadcast our updated Tanzu overview yesterday. I MC it and do a Q&A session at the end. I tried to get a lot of my views of the platform engineering, what we do, build vs. buy, and the usual stuff in through my questions and the intro and outo parts. It’ll give an idea of what people do with our stack, you know, when it comes to building, running, and managing their apps.