I feel like most successful businesses have such a moat of required capital to compete with them that even tho in theory poor decisions like this is supposed to give opportunities for entreprenuers to hit when the big dogs make a wrong move, it doesn't end up happening.
I feel like types doesn't really make a difference in this context. Types are good for enforcing standards between in a multi human situation, but AI doesn't really make the same mistakes that warrants it.
We treat actual biological animals a lot worse in some cases so until we bump up the number of neurons significantly higher above what the lowest tier is below us I don't think we should stop the experiments.
History doesn't have to repeat. There's barely anything else going on in terms of innovation, and AI is a real step function technology. We might be overspending but there's no way we're getting another AI winter like last time (remember last time investment in 90s AI had to compete for resources with the internet boom).
I agree the free money in like one month coded SaaS apps are in big trouble. But like there's no way I'm gonna have the vision to desire to play a game I made myself using AI for instance (just the fact that I prompted it into existence ruins some of the exploration of a game made by someone else). So at the low end of the extreme (easy to make SaaS apps with basic code and a db) AI is a thread, but at the other end of the extreme (requiring vision and where human attention is a bottleneck) there's definitely still tons of opportunity.
I'm not sure I buy the "everyone will be AI coding to replace things that cost money with their own apps" idea. I only have so much limited time in my day (and only so many tokens on my claude account per week). It's probably going to make more sense for me to buy a tool that's been given human attention over the span of weeks over something i prompt into existence in a few hours (especially if I need 10 such tools to accomplish something).
It's probably stuff like this along with investor pressure that will make AI companies slowly make their AIs more profit maximizing (and the long term reason ilya etc was so against even going down that path)
I think they just did that because of the energy around it for open source models. Their heart probably wasn't in it and the amount of people fine tuning given the prices were probably too low to continue putting in attention there.
There is none. It's just a way for coders to feel or be able to say they "work with AI" imo. Same with doing light wrapper coding to do agents stuff. The real AI work is on actual math and ML with the internet scale data, but only four big companies does that and this is the closest regular coders can get.