good observation! however, I'd argue it's the distribution channel and installation friction did the job in the cases you mentioned.
given how easy it's to replace LLM API in claude code, and how easy it is to write a claude code clone with itself (Fable is pretty good!), the collapse is coming.
Ted Chiang is a great Sci-Fi author, but his remark `GPT-3 and similar models as a "blurry JPEG of the Web"` was misleading at the best.
I share the view with others the term `consciousness` is not well-define yet, therefore his assessment is pointless. Maybe the real question to ask, if consciousness is merely an illusion at the macro level, when the observers not looking at the tech/implementation level deep enough, just like the term "intelligence" itself, might be more precisely captured by drifting amongst high dimensional manifold pitches.
The idea of software developers' job is to translate specification into codes is dying. Now what I'm experimenting is to make my developers into competing project manager and developers are replaced by AI. I think the key advantages of developers, junior or senior, are the process + data oriented style of thinking, therefore way ahead of people from many other domain.
I told my developers: the day of making good money by sitting in front of computer and typing is long gone. Go to the clients' scenes and build the whole thing from scratch, with some assistant from sales and domain experts. Now you are the PM.
It's all about the right mind set at the very top level. At the beginning of the PC era, nobody would bet IBM to lose. Same in the dawn of internet, all money was on MS. so it happened to Nokia and Ericsson.
Google is a giant without a direction. The ads money is so good that it just doesn't have the gut to leave it on the table.
she's done pretty important work but since then obsessed with the vague term `spatial intelligence`. what does it mean? there isn't a clear definition in the piece. it seems very intuitive & fundamental but tbh not *rigorous*, nor insightful.