It could, by bringing better customer service. However, the decentralization aspect of the real thing is very intriguing for me. I wonder if there's a way to standardize this service offering while keeping decentralization in its core architecture. That'll be the best of both worlds really. Could probably revitalize this industry too.
The 'tokenmaxxing' trend is probably the more inane ideas emanating out of this whole AI wave. It goes in the opposite direction of efficiency and productivity maximization. Yet, it has wide acceptance.
I feel where it all loses its legs is the fact that most coding work is intermediate complexity. You won't need super intelligence to code/maintain your CRM or what have you. Specialized firms may pay the premiums Anthropic/OpenAI expect, the vast majority of enterprises won't need to, for the vast majority of their use-cases.
On prem GPU capacity - or decent enough devices for core engineering team - lends itself pretty nicely to local LLMs too. And you own the whole stack this way. Why pay premiums to Anthropic and fuel its trillion dollar valuation?
I think it's a huge bubble about to pop. I get that enterprises are like elephants, slow to move, locked into agreements.
But I think free is going to be infinitely better than paying Anthropic more money than you used to spend on your human payroll. The big pop is coming.
> For now, though, the focus appears to remain on encouraging companies themselves to hold off on layoffs.
I wonder how long that sustains. Is this going to create negative externalities that eventually cause the system to collectively bottom out? Or is this the more utilitarian alternative to UBI? You can debate both sides at this point.
Your opinion also holds weight. In fact, I've been in your camp throughout, only having changed my mind in the last few weeks. I've seen legitimate instances of Anthropic costs surprising medium to large enterprises, so that's a demand shock. On the supply side, I've seen some very intense benchmarking going on at r/LocalLlama (the #1 community for opensource LLM tinkering IMO). It just feels like we're in a powder keg right now.
Congrats to Karpathy. I wonder whether this is the right time to join Anthropic. Looks like it from the outside.
But - unpopular opinion - I believe Anthropic is one open-source model away (that can code well) from a massive revenue/stock crash. We're already seeing Claude's cost escalate to astronomical levels. Most coding work is medium difficulty in the grand scheme of things. So the future is an open source model small enough to fit in your local 16GB VRAM, giving you a Claude Code like experience for zero token cost. That's going to wipe out most of Anthropic's current revenue base. It does have several cool initiatives in the pipeline, but bad things happen once your bread and butter is threatened (just ask OpenAI).
Just setting up better SOPs around using AI for coding is going to help them a ton. They can chalk off the sunk cost to a "learning phase", with now being the time to use the lesson learnt to formulate some future-looking standard operating procedures. No need to suddenly go cold-turkey on AI. My 2 cents.
This is totally going to suck, but here's one option I was just suggested a few mins ago: https://www.reddit.com/r/LocalLLaMA/comments/1th1mqx/comment... For context, I was asking about running anything OpenClaw-friendly on my RTX4060 8GB VRAM. I know yours is a more involved use-case, but there's still some optionality here.
Specifically: to explore your opensource options with compute limitations, ask the community at r/LocalLLaMA on reddit. That's where the current SOTA opensource text-to-text models live.