Who cleans up after the vibe-coding party?
ft.com
ft.com
Their assertion that cURL is used to fetch the web page you're reading seems...misplaced. Browsers almost certainly do not use libcurl to fetch web pages. Though I do agree that libcurl is ubiquitous.
Now for the whole economic chaos, unfortunately the whole society will, but not the big tech folks.
Now within last year it improved to point I can trust it produce decent quality that beats like 95% of human slop.
I wrote about this a few weeks ago in my blog. As an industry, we need to move past vibecoding and into rightcoding.
https://sgopalanbtg.substack.com/p/andrej-karpathy-didnt-mea...
And those prices are still subsidized. OpenAI, Anthropic, etc are nowhere close to generating profits.
1) They are investing Loony Toons levels of money and using Loony Toons financing a lot of the time for DC buildout. Those are actual physical buildings that once built out, exist and don’t need to be built again.
2) They are pointedly ignoring FPGA and ASIC. With the current model quality, would it really be so bad to burn Claude irrevocably on a chip and have a non-modifiable, cheap to mass produce, order of magnitude faster Claude-in-a-chip? This is what happened to Bitcoin ultimately, there are huge performance gains we know exist lying on the table just because they don’t exist for training. And even for training, TPUs make the first steps in that direction.
Yeah this is copium if I ever saw it.
Startups burning through VC money to build massive warehouses full of hardware those models need to run on currently seem to be quite power grid connector bottlenecked. A more efficient chip would help.
The buildings will last for years, decades even, but the GPUs need to be replaced every 2-3 years in perpetuity.
But it’s not like the models we have now would stop to exist if training stopped. Other than the occasional retraining to get the latest data in, if they stopped wanton experimentation with models, that admittedly is pushing the models forward, the training costs could plummet and inference would be the thing to optimize and scale.
Other features can easily be copied (eg Claude Code, ChatGPT, etc).
If AI services are a commodity then they can only compete on price.