He is resigning from a job, what else should we think? If something really dangerous was happening he would be doing a whistleblower or at minimum talk to a lawyer. The thing is, the complete lack of transparency makes it hard to assess OpenAI and Anthropic. If they were quoted on the stock market, we could at least rely on some basic audits and reporting requirements.
$80 per month in a 5,000 people Enterprise is 400k per month which translates to ~5m per year. That is easily in the 8-16% of their total IT budget. I don’t know you, but companies don’t like to increase recurring cost. Is AI good? Yes. Is it clear how it generates enough ROI to justify a material IT cost increase? No. This is the problem now, not how much white collar workers use AI, but what is the productivity narrative of it. Because AI is so generic, there is no clear specialized use case, like when Salesforce invented the CRM for example.
What is rational about this exactly? They share no borders with the countries most immigrants come from, they are moving the problem to Spain, Italy, Greece.
Is 20b euro enough to be a real alternative? Just a question. The thing with managed services in customer infra is interesting… but I am afraid it is motivated by the fact that many customers are not interested in paying SAP Cloud over their currently working SAP on premise setup. Let’s also keep in mind this is the company that has rarely embraced open protocols, built lots of proprietary stuff (abap…) and rarely cares about good APIs. How they should build a proper PaaS, with what skills, culture, know how, should be the question.
His framing is that markets are collective consensus and if you claim to “know better”, you need to write a lot more than a generic post. It’s so simple, and it is a reminder that antirez’s reputation as a software developer does not automatically translate to economics expert.
I wonder if a managed K8S approach wouldn’t be better? Most Enterprises I know will anyway need to deploy legacy software, so the need for something like K8S never really goes away. The question is if EU Enterprises really need stuff like AWS Sagemaker rather than just spinning up Jupyter Hub on K8S…