3,147 karma · joined June 28, 2012
I imagine there's not many such analysts because the quality of writing is so high but... I wish there were more! :)
In North America, there was a period in the 80s and 90s where the Desktop PC was very much a shared device. You'd have it sitting somewhere like the living room or basement, maybe near the TV, you'd have a landline phone next to it, etc.
I think a lot of families had those, but it's very different from the idea of a "home office" where you have a separate/isolated work room.
This is a nice article going in the other chronological direction!
For the folks who are more savvy on the Docker / Linux front...
1. Did Anthropic have to write its own "control" for the mouse and keyboard? I've tried using `xdotool` and related things in the past and they were very unreliable.
2. I don't want to dismiss the power and innovation going into this model, but...
(a) Why didn't Adept or someone else focused on RPA build this?
(b) How much of this is standard image recognition and fine-tuning a vision model to a screen, versus something more fundamental?
Question: when do you expect to release your Python SDK?
Two examples...
1. Recently wanted to build a Chrome plugin and never built one before. Used o1-preview to build it all for me.
2. Wanted to build a visualization of the world with color-coded maps using D3. Again, hadn't used D3 much in the past... Claude basically wrote all the code for me and then I just had to make edits to fit my site/template.
I tried to use it a while back but found it a bit bureaucratic for a startup. Felt better-placed for large orgs with distinct product management teams.
We do a few things under the hood to make hallucinations significantly less likely. First, we make sure every single statement made by the LLM has a fact ID associated with it... Then we've fine-tuned "verification" LLMs that review all statements to make sure that assertions being made are backed up by facts, and that the facts are actually aligned with the assertion.
It's still possible for the LLM to hallucinate in this process, but the likelihood is much lower.
Most of my days are spent reading the news and working on LLMs, which has been a blast. As an example, here's a dashboard that tracks major supply and demand shocks to various commodities around the world: https://emergingtrajectories.com/c/commodities
1. Quality over quantity. "Talk to users" works best when you have a well-defined market or ICP. Talking to 10 users in your ultra-specific niche is way better than talking to 100 users across multiple niches.
2. Your script matters a lot. Asking leading questions will get you results you can't trust. I think The Mom Test (https://www.amazon.com/Mom-Test-customers-business-everyone/...) is a great intro on this topic.
3. Talk to enough users that you start being able to predict their answers. If you are running interviews and still getting new/surprising answers to your questions, then it means you either haven't spoken to enough people or have a poorly defined ICP... If you need #s, I generally find that after 10 interviews in a very focused ICP, you should start seeing patterns.
Finally, there is an exception to every rule. Your specific market might need more interviews, or you might have such a good insight that you skip formal interviewing all together.
... or alternatively, when agreeing to using such an app is such a huge privacy nightmare that it might just be safer (for the user) to ask the user to opt-in every week, especially if the company which runs the OS is known for promoting a privacy-friendly brand.
If you have resources I can read or learn from about all this, please share them. You've clearly got wisdom in this space!
Telephones, radio broadcasting, and the Internet are all examples of once-decentralized, democratizing forces that were eventually centralized from a corporate control perspective.
I don't know if this will change in the future; it'd require either a very active legal agenda or incredibly engaged citizens/consumers.
"The Master Switch"[1] is a great book on the above.
[1] https://www.amazon.com/Master-Switch-Rise-Information-Empire...
... and then you have situations where people ask complex questions with multiple logical steps, or knowledge gathering requirements, and using some sort of hierarchical RAG strategy works better.
I think a lot of solutions (including this post) abstract to building knowledge graphs of some sort... But knowledge graphs still require an ontology associated to the problem you're solving and will fail outside of those domains.
1. https://www.youtube.com/watch?v=LauNJNKECOM --> reviews GT, a library for generating beautiful tables (https://posit.co/blog/introducing-great-tables-for-python-v0...).
2. https://www.youtube.com/watch?v=gRS8uu3GGpk --> how to communicate ideas with diagrams. Goes into PyFlow, which I wasn't aware of before. Neat!
3. https://www.youtube.com/watch?v=zHm-f9E7aIY --> JupyRest, deploying web services via notebooks.
NYT says the $27.1B represents ~50% of investments in startups ($56B in total).
But the $27.1B includes $1B for CoreWeave, $1B for Scale AI, and $6B for xAI. Elon Musk's company is an outlier IMHO, and the other two might as well be public companies soon. Certainly late stage enough not to be bellwethers for early stage VC investing.
Remove the $8B above, and AI startups got about 34% of all startup funding. Is that a lot? I don't know, but all of a sudden it sounds more reasonable.
Case in point, my framework for mining companies is here: https://emergingtrajectories.com/a/pub/mining_company_risk_f... You can see the scores here: https://emergingtrajectories.com/c/copper_mining_companies
"Long term" -- we'll see, I expect to hold positions for 12-24 months.
For those interested, my work above is influenced by two important books: "You Can Be a Stock Market Genius Even if You're Not Too Smart" by Joel Greenblatt and "Superforecasting: The Art and Science of Prediction" by Philip Tetlock. The idea from Joel's writing is to look for less liquid or less popular asset classes (or ones that structurally can't be invested in by the pros who are smarter/better-resourced than you), and Tetlock really drills process and research for long-term forecasting.
It's also interesting to see what temperature value they use (1.0, 0.1 in some cases?)... I have a feeling using the actual raw probability estimates (if available) would provide a lot of information without having to rerun the LLM or sample quite as heavily.
2. Ask for feedback, and specifically, try to see if the problem you are solving is truly relevant to them. Most users have dozens of "problems" they have every day, and they choose NOT to solve most of those problems because they have better things to do. Are you sure you're not solving a problem so low on their list of priorities that they simply don't care?
3. Go to where your users are -- conferences, events, web forums, whatever. If you validated #1 and #2, then showing them or presenting to them will get them excited and will get you users.
I find reaching out to people to get feedback via LinkedIn (I do enterprise sales) is a great way to validate a problem, and only then worry about scaling or getting them to try.
Books that might be helpful: [1] "The Mom Test", for interviewing users, and [2] "Competing Against Luck", which introduces 'jobs to be done' and talks about how your biggest competition isn't another product, but users deciding to do NOTHING.