IPv6 adoption is actually limited by network effect and infrastructure transition costs, not lack of end-user benefits - unlike AI, which faces a value perception problem.
That value (of one company) is from speculative investment. I don't think it negates that the field has a perception problem.
After seeing something like blockchain run completely afoul/used for the wrong things and embraced by the public for it, I at least agree that AI has a value perception problem.
Exactly. It is possible for a metric like DAUs to come almost entirely from marketing saturation, heavy promotion, and hype, and not from actual utility to the user. I'm not sure that's the case in particular for ChatGPT but I wouldn't be surprised.
Huh? I’ve been programming for 20 years now and LLMs/GenAI have replaced search and StackOverflow for me - I’d say that means they are pretty good! They are not perfect, not even close, but they are excellent when used as an assistant and when you know the result you’re expecting and can spot its obvious errors.
Given everyone and their mother is putting AI in to their products it makes me wonder how that revenue breaks down between people incidentally paying for it versus deliberately paying for it versus being subsidized by VC. Obviously ultimately all this revenue is being collected at a massive loss but I wonder if that carries on down the value chain.
I don’t think I’m trying to make that argument but thanks for putting it in my mouth. I do pay (or via employment get paid access) for a lot of products that have AI features that I don’t care about so from personal experience I know that at least some of the value chain is incidental.
It’s like IPV6, if it really was a huge benefit to the end user, we’d have adopted it already.