4,058 karma · joined February 16, 2014
Website: http://jonnor.com https://github.com/jonnor/
A realistic business plan would be to burn cash for many years (potentially more than a decade), and bank on being able to decrease costs and increase revenue over that time. Investors will be funding that journey.
So it is way too early to tell whether the business plan is unsustainable. For sure the unit economics are going to be different in 5 and 10 years.
Right now is very tough though- since it is basically all early adopter power user types, which spend a lot of compute. Later one probably can expect more casuals, maybe even a significant amount of "gym users" that pay but basically never uses the service. Though OpenAI is currently stronger for casuals, I suspect.
Over the next decade, hardware costs will go down a lot. But they have go find a way to stay alive (and competitive) until then.
Though the community has clearly centered on asyncio by now. So if I were to start a new backend today, it would reluctantly be asyncio. Unfortunately...
The same line of thought can be used for any (new) tool, say a calculator, a computer or the internet. Shouldn't we try to find responsible ways of adopting LLMs, that empower the majority?
BTW, have you tried out your challenges with a LLM? I expect them to be tricky to answer direct. But the systems are getting quite good at code synthesis which seems suitable. And I even see some MCP implementations for using constraint solvers as tools.
R1 managed to replicate a model on the level of one one they had access to. But as far as I know they did not improve on its predictive performance? They did improve in inference time, but that is another thing. The ability to replicate a model is well demonstrated and quite common practice for some years already, see teacher-student distillation.
B) Has learning though "self-play" (like with AlphaZero etc) been demonstrated working for improving LLMs? What is the latest key research on this?
So far in the industrial revolution we have been experiencing the first. Waves of automation that displaces workers in one role, and then new roles open up for humans (often involving the machines). I believe that for the foreseeable future human + AI tools (symbiosis) will be a much stronger than AI alone. Of course it will tend towards more and more AI per human over time. The same way modern manufacturing is "machine tending", where a few workers might supervise a factory that outputs what would have taken thousands of workers in the past. If the thing being produced is has unrealized demand, then we would expect that being able to do it more effectively would just mean more production, possibly to the extent that the same or even more humans are needed to produce it. So the real questions are - which things does humanity have a lot more demand for (2-1000x) - and can be made more effective with AI in the loop / on the team. And the flip side, which things are we near max demand for, and can also be made more effective with AI. Jobs in those areas are going to be decimated, move away as quickly as possible.
For sure it is not computers. Or software systems. We will for sure have way more of those. "Code" is more unclear, there will for sure be more of it - but for sure less human-hours per line of code. So the roles there will change quite a bit, though unclear exactly how. More focus on systems, business rules, specification, I suspect. Translations (between human languages) seems like a thing that is highly risky. It seems that it could go the way of the horse, automated translations being 99% of the volume eventually?