WEBVTT - How To Argue With An AI Booster, Part One

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<v Speaker 1>Zone Media. Welcome to Better Offline. I'm your host ed

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<v Speaker 1>zitrun as Eva. Check out the episode notes for merchandise,

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<v Speaker 1>my newsletter, various links, things that I just write for myself.

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<v Speaker 1>I don't actually leave little notes, but maybe I should.

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<v Speaker 1>But as promised in my last monologue, we've got a

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<v Speaker 1>three part episode this week, and we're talking about AI boosters,

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<v Speaker 1>the people who insist despite very little proof and all

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<v Speaker 1>evidence of the contrary. The generative AI is the future,

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<v Speaker 1>open AI and anthropic of perfectly healthy companies. And what

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<v Speaker 1>we're witnessing isn't an inflation of a massive, dangerous bubble

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<v Speaker 1>that might eat our entire economy, but rather the emergence

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<v Speaker 1>of a brand new paradigm in tech that's just as

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<v Speaker 1>meaningful as the smartphone and cloud computing revolutions. I even

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<v Speaker 1>saying that out loud makes me feel a little crazy,

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<v Speaker 1>but yeah, that's what they believe. These people exist. They're

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<v Speaker 1>often wrong. In fact, they're mostly wrong, and they're also

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<v Speaker 1>really really annoying. And so as a public service, I'm

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<v Speaker 1>going to spend the next three episodes explaining how to

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<v Speaker 1>talk with them without losing your sanity, will to live,

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<v Speaker 1>or your ability to operate in society, and now what

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<v Speaker 1>makes me qualified to do this well? In the last

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<v Speaker 1>two years, I've written no less than half a million words,

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<v Speaker 1>with many of them dedicated to breaking both existent and

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<v Speaker 1>previous myths about the state of technology and the tech

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<v Speaker 1>industry itself. Now let's start with something every critic is experienced,

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<v Speaker 1>the massive double standard between those perceived as skeptics and

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<v Speaker 1>those who are optimistic or optimists. To be skeptical of

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<v Speaker 1>ais to commit yourself to a near constant amount of

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<v Speaker 1>demands to prove yourself and endless nags of But what

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<v Speaker 1>about with each one, no matter how small, presented as

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<v Speaker 1>a fact that defeats any points you may have had,

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<v Speaker 1>have or will have in the future. Conversely, being an

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<v Speaker 1>optimist allows you to take things like AI twenty twenty seven,

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<v Speaker 1>which I will fucking get to seriously, to the point

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<v Speaker 1>that you can write an entire feature length fan fiction

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<v Speaker 1>piece in the New York Times and nobody will bat

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<v Speaker 1>an eye lead. In any case, things are beginning to

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<v Speaker 1>fall UPALM two of the actual reporters, the real ones

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<v Speaker 1>at the New York Times rather than column nests, suit

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<v Speaker 1>kind of act like adult babies. Reported in late August

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<v Speaker 1>that Meta is yet again restructuring its AI department for

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<v Speaker 1>the fourth time, and that it's considering downsizing their overall

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<v Speaker 1>AI division, which sure doesn't seem like something you'd do

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<v Speaker 1>if you thought AI was the future. Meanwhile, the markets

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<v Speaker 1>are thoroughly spooked by an MIT study covered by Fortune

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<v Speaker 1>that found that ninety five percent of generative AI pilots

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<v Speaker 1>and companies are failing in providing no ROI. And though

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<v Speaker 1>MIT Nanda has now replaced the link to the study

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<v Speaker 1>with some sort of Google form to request access, you

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<v Speaker 1>can find the full pdf linked in the show notes.

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<v Speaker 1>By the way, this is the kind of thing that

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<v Speaker 1>is a PR firm wanting to try and set up interviews,

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<v Speaker 1>not for me, thank you, just like to read the

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<v Speaker 1>thing that you put out very rude. In any case,

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<v Speaker 1>the report is actually grimmer than Fortune made its sound,

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<v Speaker 1>saying that ninety five percent of organizations are getting zero

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<v Speaker 1>return on GENERATIVAI. The report says that adoption is high,

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<v Speaker 1>transformation is low, adding that few industries show the deep

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<v Speaker 1>structural shifts associated with past general purpose technologies, such as

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<v Speaker 1>new market leaders, disrupted business models, or measurable changes in

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<v Speaker 1>customer behavior, and saying that out loud. That is right,

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<v Speaker 1>what is being disrupted by AI? Search? Kind of that

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<v Speaker 1>just means that search sucks anyway. Yet the most damning

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<v Speaker 1>part was there was a part called the five myths

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<v Speaker 1>about AI in the Enterprise, which is probably the most

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<v Speaker 1>wilting takedown of this movement I've ever seen. And I'm

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<v Speaker 1>going to quote an adverbatum okay number one. And they

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<v Speaker 1>present these as the first statement is something that isn't

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<v Speaker 1>going to happen, or they're questioning AI will replace most

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<v Speaker 1>jobs in the next few years. What it actually says

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<v Speaker 1>is research found limited layoffs from JENAI, and only in

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<v Speaker 1>industries that are already affected significantly by AI. There is

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<v Speaker 1>no consensus among executives as the hiring levels over the

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<v Speaker 1>next three to five years. Another statement they challenge generative

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<v Speaker 1>AI is transforming business. No, no, No, adoption is high, but

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<v Speaker 1>transformation is rare. Only five percent of enterprises have AI

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<v Speaker 1>tools integrated into workflows at scale, and seven of nine

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<v Speaker 1>sectors show no real structural change. And I want to

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<v Speaker 1>thank them for putting this there. I made this exact

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<v Speaker 1>point in February in my newsletter. There's no AI revolution.

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<v Speaker 1>Links in the show notes as ever, enterprises are slow

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<v Speaker 1>in adopting new tech is another commonly held thing, and

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<v Speaker 1>they say enterprises are extremely eager to adopt AI, and

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<v Speaker 1>ninety percent of seriously explored buying an AI solution. Another

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<v Speaker 1>statement they challenge, the biggest thing holding back AI is

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<v Speaker 1>model quality, legal data, and risk. And then they say,

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<v Speaker 1>which is my favorite quot, what's really holding it back

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<v Speaker 1>is that most AI tools don't learn and don't integrate

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<v Speaker 1>well into workflows. I really do love that. I love

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<v Speaker 1>that so much because it's like the thing holding AI

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<v Speaker 1>back is that it sucks. And the final one, the

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<v Speaker 1>final challenge statement they make is the best enterprises are

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<v Speaker 1>building their own tools. Internal builds fail twice as often,

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<v Speaker 1>and that's twice as often in a thing where ninety

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<v Speaker 1>five percent anyway, These are brutal, dispassionate points that directly

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<v Speaker 1>deal with the most common boosterisms. Generative AI isn't transforming anything.

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<v Speaker 1>AI isn't replacing anyone. Enterprises are trying to adopt generative AI,

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<v Speaker 1>but it doesn't fucking work. And the thing holding back

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<v Speaker 1>AI is the fact it doesn't fucking work. This isn't

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<v Speaker 1>a case where the enterprise is suddenly going to save

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<v Speaker 1>these companies because the enterprise has already tried and it

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<v Speaker 1>is not working. And what's hilarious as well is so

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<v Speaker 1>many people say, well, there's just this enterprise opportunity they

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<v Speaker 1>haven't got into yet. Actually they have, They've got into

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<v Speaker 1>the enterprise. They're sticking their fingers and all the bits

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<v Speaker 1>of the sas and it isn't working. And the enterprise

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<v Speaker 1>loves money. The enterprise will do even if it's a

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<v Speaker 1>genuinely evil product. They will push it, Like look at Salesforce,

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<v Speaker 1>an entire company based on them. Anyway, an incorrect read

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<v Speaker 1>of the study that's been going around is that the

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<v Speaker 1>learning gap that makes these things less useful is because

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<v Speaker 1>of human issues like human error, when the study actually

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<v Speaker 1>says that the fundamental gap that defines the GENAI divide

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<v Speaker 1>is that users tools that don't adapt model quality fills

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<v Speaker 1>without context, and UX suffers when systems can't remember this

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<v Speaker 1>isn't something you as a person learn your way out of.

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<v Speaker 1>These products don't do what they're meant to do, and

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<v Speaker 1>people are realizing it when they try and use them. Nevertheless,

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<v Speaker 1>boosters will still find a way to twist this study

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<v Speaker 1>to mean something else. They'll claim that AI is still early,

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<v Speaker 1>that the opportunity is still there, that we didn't confirm

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<v Speaker 1>that the Internet and smartphones with productivity boosting, or that

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<v Speaker 1>we're in the early days of AI somehow three years

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<v Speaker 1>and hundreds of billions of dollars and thousands of articles

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<v Speaker 1>in Yeah, we're in the early days. We're in the

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<v Speaker 1>early days when all the money in all the land

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<v Speaker 1>has gone into this. And I'm tired. I'm tired of

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<v Speaker 1>having the same arguments with these people, and frankly, I'm

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<v Speaker 1>sure you are too. No matter how blindly obvious evidence

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<v Speaker 1>is to the contrary, they will find ways to ignore it.

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<v Speaker 1>They continually make these smug comments about people wishing things

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<v Speaker 1>would be bad or suggesting you are stupid, and yes,

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<v Speaker 1>that is their belief, by the way, for not believing

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<v Speaker 1>that generative AI is disruptive today. And in this three

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<v Speaker 1>part tern I'm going to give you the tools to

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<v Speaker 1>fight back against the AI boosters in your life. I'm

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<v Speaker 1>going to go into the generalities of the booster movement,

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<v Speaker 1>the way they argue, the tropes they cling to, and

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<v Speaker 1>the ways in which they use your own self doubt

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<v Speaker 1>against you. They're your buddy, your boss, a man in

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<v Speaker 1>a Ginghamshire Epic steakhouse who won't leave you the fuck alone.

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<v Speaker 1>A editor, a writer, a founderer, or just a common

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<v Speaker 1>or garden conn artist. Whoever the booster in your life is,

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<v Speaker 1>I want you to have the words to fight them with.

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<v Speaker 1>So an AI booster is not, in many cases, an

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<v Speaker 1>actual fan of artificial intelligence. People like Simon Willison or

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<v Speaker 1>Max Wolf who actually work with LMS on a daily

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<v Speaker 1>basis don't see the need to repeatedly harass everybody or

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<v Speaker 1>talk down to them about their unwillingness to pledge allegiance

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<v Speaker 1>to the graveyard smash of generative AI. In fact, the

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<v Speaker 1>closer I've found someone to actually building things with LLMS,

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<v Speaker 1>the less likely they are to emphatically argue that I'm

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<v Speaker 1>missing out on something by not doing so myself. No, no, no.

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<v Speaker 1>The AI booster is symbolically aligned with generative AI. They're

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<v Speaker 1>fans in the same way that somebody is a fan

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<v Speaker 1>of a sports team. Their houses in blazons with every

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<v Speaker 1>possible piece of tat and crap they can find. They're Sundays,

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<v Speaker 1>living and dying by the successes of the team. Except

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<v Speaker 1>even fans of the Dallas Cowboys of a tighter grasp

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<v Speaker 1>on reality, but not Micah Parsons anyway. Kevin Rus and

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<v Speaker 1>Casey Newton are two of the most notable boosters, and

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<v Speaker 1>as I'll get to later in this series, neither of

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<v Speaker 1>them have a consistent or comprehensive knowledge of AI, despite

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<v Speaker 1>being at The New York Times. Though Casey Newton is

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<v Speaker 1>a contractor, he is a contractor just for a podcast,

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<v Speaker 1>which I can't insult due to my own contractual relationships. Nevertheless,

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<v Speaker 1>they will insist that everybody is using AI for everything,

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<v Speaker 1>which is the title of an article they put out,

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<v Speaker 1>a statement that even a booster should realize is incorrect

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<v Speaker 1>based on the actual abilities of the models. But that's

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<v Speaker 1>because it isn't about what's happening. It's not about what's

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<v Speaker 1>actually happening. It's about allegiance. AI symbolizes something to the

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<v Speaker 1>AI booster, a way that they're better than other people.

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<v Speaker 1>That makes them superior because they're, unlike cynics and skeptics,

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<v Speaker 1>able to see the incredible potential in the future of AI,

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<v Speaker 1>but also how great it is today, though it never

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<v Speaker 1>seemed to be able to explain why it is other

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<v Speaker 1>than it replaced search for me and I use it

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<v Speaker 1>to draw connections between articles I write, which is something

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<v Speaker 1>I do for free without AI with my fucking brain.

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<v Speaker 1>Boosterism is a kind of religion interested in finding symbolic

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<v Speaker 1>proof that things are getting better in some indeterminate way,

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<v Speaker 1>and that anyone that chooses to believe otherwise is ignorant

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<v Speaker 1>or stupid or I actually don't know what it is

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<v Speaker 1>that they're meant to be missing. Let me give you

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<v Speaker 1>an example. Thomas Potastic. He wrote a piece called my

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<v Speaker 1>ais skeptic friends are all nuts, and it was catnip

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<v Speaker 1>for boosters. A software engineer using technical terms like interact

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<v Speaker 1>with GIT and MCP, vague chants, and of course an

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<v Speaker 1>extremely vague statement that says hallucinations aren't a problem, and

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<v Speaker 1>I quote now, I'm sure there are still environments where

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<v Speaker 1>hallucination matters. But hallucination is the first thing developers bring

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<v Speaker 1>up when somebody suggests using llms, despite it being more

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<v Speaker 1>or less a solved problem. Is it anyway? My favorite

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<v Speaker 1>favorite part though, let me quote this. A lot of

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<v Speaker 1>LLM skepticism probably isn't really about llms. It's projection. People

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<v Speaker 1>say llms can't code, when what they really mean is

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<v Speaker 1>llms can't write Rust which by the way, is a

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<v Speaker 1>coding language. Fair enough, but people select languages in part

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<v Speaker 1>based on how well lms work with them, So RUSS

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<v Speaker 1>people should get on that. What nobody projects more than

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<v Speaker 1>an AI booster. They thrive on the sense that they're

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<v Speaker 1>oppressed and villainized after years of seemingly every other, every

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<v Speaker 1>goddamn outlet on Earth claiming they're right, regardless of whether

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<v Speaker 1>there's any proof. They sneer and jeer and cry constantly

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<v Speaker 1>the people not showing adequate amounts of awe when an

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<v Speaker 1>AI lab says we did something in private, we can't

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<v Speaker 1>share it with you, but it's so cool, and constantly

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<v Speaker 1>act as if they're victims as they spread outright misinformation,

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<v Speaker 1>either through getting things wrong or never really caring enough

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<v Speaker 1>to check if they're right. Also, none of the booster

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<v Speaker 1>arguments actually survive a thorough response, as Nick Saresh proved

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<v Speaker 1>with his hilarious and brutal takedown of Potastics. Peachs Siesh

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<v Speaker 1>is a great guy. He's been on the show before,

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<v Speaker 1>and I've linked to his piece in the show notes,

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<v Speaker 1>and I'm going to bring him back on. He's written

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<v Speaker 1>for my newsletter as well. Absolute legend now there are

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<v Speaker 1>I believe some people who truly do love using llms,

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<v Speaker 1>yet they are not the ones defending them. But Tastic's

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<v Speaker 1>peace strips with condescension to the point that I feel

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<v Speaker 1>like he's trying to convince himself how good lms are.

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<v Speaker 1>Because boosters are eternal victims. He wrote them a piece

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<v Speaker 1>that they could send around to skeptics saying hh see

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<v Speaker 1>without being able to explain why it was such a

0:11:38.160 --> 0:11:41.520
<v Speaker 1>brutal takedown, mostly because they can't express why other than well,

0:11:42.120 --> 0:11:45.400
<v Speaker 1>this guy gets it. One cannot be a big, smart

0:11:45.400 --> 0:11:47.880
<v Speaker 1>genius that understands the glory and power of AI while

0:11:47.960 --> 0:11:51.080
<v Speaker 1>also acting like a scared little puppy every time somebody

0:11:51.120 --> 0:11:54.920
<v Speaker 1>tells them it sucks. You know what, This is a

0:11:54.960 --> 0:11:57.120
<v Speaker 1>great place to start. This is a great place to

0:11:57.200 --> 0:12:00.959
<v Speaker 1>get into how to deal with AI boosters because AI

0:12:01.080 --> 0:12:04.160
<v Speaker 1>boosters love being victims, and you should not play into it.

0:12:05.559 --> 0:12:07.800
<v Speaker 1>When you speak to an AI booster, you may get

0:12:07.840 --> 0:12:10.120
<v Speaker 1>the instinct to shake them vigorously or respond to their

0:12:10.120 --> 0:12:14.000
<v Speaker 1>posts by saying to do something with your something, or

0:12:14.000 --> 0:12:17.199
<v Speaker 1>that they're stupid. I understand the temptation, but you want

0:12:17.200 --> 0:12:19.400
<v Speaker 1>to keep a level head here. Keep your head on

0:12:19.440 --> 0:12:23.080
<v Speaker 1>the swivel. They thrive on this victimization. I'm sorry. If

0:12:23.080 --> 0:12:25.040
<v Speaker 1>you're an AI booster and this makes you feel bad,

0:12:25.080 --> 0:12:26.920
<v Speaker 1>Please reflect on your work and how many times you've

0:12:26.960 --> 0:12:29.280
<v Speaker 1>referred to somebody who didn't understand AI in a manner

0:12:29.360 --> 0:12:31.760
<v Speaker 1>that suggested that they were ignorant or tried to gaslight

0:12:31.800 --> 0:12:34.800
<v Speaker 1>them by saying AI was powerful while providing no actionable

0:12:34.800 --> 0:12:38.160
<v Speaker 1>ways of proving this or prove or just being able

0:12:38.200 --> 0:12:41.240
<v Speaker 1>to point in it being powerful. You cannot and should

0:12:41.280 --> 0:12:43.160
<v Speaker 1>not allow these people to act as if they're being

0:12:43.240 --> 0:12:46.720
<v Speaker 1>victimized or other Throughout this series, I'm going to address

0:12:46.760 --> 0:12:49.000
<v Speaker 1>a very specific thing. I'm going to use a term

0:12:49.240 --> 0:12:51.680
<v Speaker 1>boost the quip. This refers to the things that they

0:12:51.760 --> 0:12:54.800
<v Speaker 1>say and how often you hear them. These are lines

0:12:54.840 --> 0:12:56.920
<v Speaker 1>that you'll hear them say again and again and again

0:12:57.000 --> 0:13:00.600
<v Speaker 1>and again. They're common arguments, common cliches that demand response.

0:13:00.920 --> 0:13:03.640
<v Speaker 1>And let's start with our first booster quip. You are

0:13:03.760 --> 0:13:06.760
<v Speaker 1>just being a hater for attention. Contrarians just do it

0:13:06.800 --> 0:13:10.360
<v Speaker 1>for clicks and headlines. First and foremost, there are boosters

0:13:10.480 --> 0:13:13.199
<v Speaker 1>are pretty much every major think tank, government agency, and

0:13:13.240 --> 0:13:17.040
<v Speaker 1>media out there. It's extremely lucrative being an AI booster.

0:13:17.320 --> 0:13:20.360
<v Speaker 1>You're showered with panel invites access to executives, and you're

0:13:20.360 --> 0:13:22.360
<v Speaker 1>able to get headlines by saying how scared you are

0:13:22.360 --> 0:13:24.560
<v Speaker 1>of the computer. And it's really easy to do. So

0:13:24.920 --> 0:13:28.080
<v Speaker 1>being a booster is easy. And I must be clear

0:13:28.120 --> 0:13:31.760
<v Speaker 1>when I say booster, it doesn't always have to mean

0:13:31.920 --> 0:13:33.920
<v Speaker 1>over It could just mean the things you choose not

0:13:34.000 --> 0:13:36.360
<v Speaker 1>to do. It could mean the things you choose not

0:13:36.360 --> 0:13:38.360
<v Speaker 1>to criticize them for, or the things you just write

0:13:38.400 --> 0:13:40.880
<v Speaker 1>down that they say. But really we're talking about the

0:13:40.880 --> 0:13:43.560
<v Speaker 1>worst of them. But if you hear that sentence and

0:13:43.640 --> 0:13:46.520
<v Speaker 1>you don't think you're a booster, you can be a booster,

0:13:46.840 --> 0:13:49.400
<v Speaker 1>by the way, if you just choose not to criticize them.

0:13:49.400 --> 0:13:52.440
<v Speaker 1>But we're talking about the real assholes. Being a critic

0:13:52.559 --> 0:13:54.920
<v Speaker 1>requires you to constantly have to explain yourself in a

0:13:54.920 --> 0:13:57.480
<v Speaker 1>way that boosters never have to. Now, if a booster

0:13:57.600 --> 0:13:59.559
<v Speaker 1>says this to you, if they say you're just being

0:13:59.600 --> 0:14:02.200
<v Speaker 1>a hater for attention, you're just doing this for clicks,

0:14:02.559 --> 0:14:04.840
<v Speaker 1>ask them to explain first of all what they mean

0:14:04.880 --> 0:14:07.120
<v Speaker 1>by clicks or attention, and how they think you are

0:14:07.120 --> 0:14:10.600
<v Speaker 1>monetizing it, how this differs in its success from say,

0:14:10.760 --> 0:14:14.000
<v Speaker 1>anybody who interviews and quotes Sam Altman or Dario Wario,

0:14:14.080 --> 0:14:17.960
<v Speaker 1>Ama Day or whomever from Anthropic on Hard Fork. Ask

0:14:18.040 --> 0:14:20.600
<v Speaker 1>them what the difference is, and ask them why do

0:14:20.680 --> 0:14:23.360
<v Speaker 1>they believe your intentions as a critic are somehow malevolent

0:14:23.400 --> 0:14:25.640
<v Speaker 1>as opposed to those literally reporting what the rich and

0:14:25.680 --> 0:14:28.680
<v Speaker 1>powerful want them to. There's no answer here, because this

0:14:28.840 --> 0:14:32.480
<v Speaker 1>is not a coherent point of view. Boosters are more successful,

0:14:32.680 --> 0:14:35.360
<v Speaker 1>get more perks, and are in general treated better than

0:14:35.360 --> 0:14:39.120
<v Speaker 1>any critic and pretty much every major out there. Fundamentally,

0:14:39.160 --> 0:14:41.400
<v Speaker 1>these people exist in the land of the vague, and

0:14:41.440 --> 0:14:43.600
<v Speaker 1>they don't like it when you force them to get specific.

0:14:44.000 --> 0:14:46.440
<v Speaker 1>They will drag you toward what's just on the horizon,

0:14:46.480 --> 0:14:48.600
<v Speaker 1>but never quite define what the thing that dazzles you

0:14:48.720 --> 0:14:51.840
<v Speaker 1>so much will be or when it will arrive. Really,

0:14:51.880 --> 0:14:54.400
<v Speaker 1>their argument comes down to one thought. You must get

0:14:54.480 --> 0:14:56.400
<v Speaker 1>on board now because at some point it will be

0:14:56.480 --> 0:14:59.600
<v Speaker 1>so good you'll feel so stupid for not believing something

0:14:59.640 --> 0:15:02.520
<v Speaker 1>that it sucks wouldn't be really good. And if this

0:15:02.640 --> 0:15:04.640
<v Speaker 1>line sounds familiar, it's because you've heard it a million

0:15:04.640 --> 0:15:10.560
<v Speaker 1>times before, most notably with cryptocurrency, NFTs, Mataverse, Clubhouse, tons

0:15:10.600 --> 0:15:13.680
<v Speaker 1>of movements. Actually, they will make you define what would

0:15:13.720 --> 0:15:16.160
<v Speaker 1>impress you, which is not your job. In the same way,

0:15:16.200 --> 0:15:18.960
<v Speaker 1>finding the use case for them isn't your job. In fact,

0:15:19.160 --> 0:15:22.400
<v Speaker 1>you're the customer, you're the consumer. You are the person

0:15:22.520 --> 0:15:25.160
<v Speaker 1>AI needs to prove itself too, not the other way around.

0:15:25.880 --> 0:15:28.560
<v Speaker 1>But let's go to another booster quip. When they go,

0:15:29.760 --> 0:15:33.920
<v Speaker 1>you just don't get it, here's a great place to start. Say,

0:15:34.080 --> 0:15:36.920
<v Speaker 1>that's a really weird thing to say. It is peculiar

0:15:36.960 --> 0:15:40.240
<v Speaker 1>to suggest that somebody that doesn't get how to use

0:15:40.280 --> 0:15:44.360
<v Speaker 1>a product is weird, and that we as the consumer,

0:15:44.480 --> 0:15:48.920
<v Speaker 1>as the customer, must justify ourselves to our own purchases. No, no,

0:15:48.920 --> 0:15:51.560
<v Speaker 1>no no. If I don't get it, it's the booster's

0:15:51.600 --> 0:15:56.280
<v Speaker 1>job to tell me. Why make them justify their attitude.

0:15:56.560 --> 0:15:59.680
<v Speaker 1>Just like any product, we buy software to serve a need.

0:16:00.080 --> 0:16:02.800
<v Speaker 1>This is meant to be artificial intelligence. Why is it

0:16:02.880 --> 0:16:05.040
<v Speaker 1>so fucking stupid that I have to work out why

0:16:05.080 --> 0:16:07.600
<v Speaker 1>it's useful? The answer is, of course, that it has

0:16:07.640 --> 0:16:10.600
<v Speaker 1>no intellect. It is not intelligent, and large language models

0:16:10.600 --> 0:16:13.000
<v Speaker 1>are being pushed up mounted by a cadre of people

0:16:13.000 --> 0:16:16.080
<v Speaker 1>who are either easily impressed or invested, either emotionally or

0:16:16.160 --> 0:16:19.200
<v Speaker 1>financially in its success. Due to the company. They keep

0:16:19.200 --> 0:16:21.760
<v Speaker 1>all their intentions for the world. And if a booster

0:16:21.840 --> 0:16:24.120
<v Speaker 1>suggests you just don't get it, ask them to explain

0:16:24.160 --> 0:16:27.880
<v Speaker 1>the following What am I missing, What specifically is it

0:16:27.960 --> 0:16:30.240
<v Speaker 1>that is so life changing about this product based on

0:16:30.280 --> 0:16:33.040
<v Speaker 1>your own experience, not on any anecdotes from other people,

0:16:33.240 --> 0:16:35.040
<v Speaker 1>because they will say, well, I heard of a guy

0:16:35.080 --> 0:16:37.040
<v Speaker 1>who are ten billion lines of coat, and then the

0:16:37.080 --> 0:16:40.880
<v Speaker 1>baby looked at me and I cried. They don't have

0:16:40.960 --> 0:16:44.520
<v Speaker 1>real things themselves, So cut off the exits brought up

0:16:44.560 --> 0:16:47.560
<v Speaker 1>the doors. And then also ask them what use cases

0:16:47.560 --> 0:16:51.680
<v Speaker 1>are truly transformative about AI. Don't let them say well,

0:16:51.680 --> 0:16:54.680
<v Speaker 1>I heard in an industry. Actually make them prove themselves.

0:16:55.120 --> 0:16:57.440
<v Speaker 1>The use cases will likely be the AI is replaced.

0:16:57.480 --> 0:17:00.480
<v Speaker 1>Search for them that they use it for brainstorming or journaling,

0:17:00.520 --> 0:17:02.680
<v Speaker 1>proof reading an article, or looking through a big pile

0:17:02.720 --> 0:17:05.159
<v Speaker 1>of their notes or some other corpus of information and

0:17:05.200 --> 0:17:09.119
<v Speaker 1>summarizing it or pulling out insights. Who gives a shit?

0:17:10.160 --> 0:17:12.920
<v Speaker 1>Sorry not to be too a cerbic, but really, who

0:17:12.960 --> 0:17:16.240
<v Speaker 1>fucking cares? That shit's so boring? Hundreds of billions of

0:17:16.280 --> 0:17:18.959
<v Speaker 1>dollars of wasted investment on this and this is what

0:17:19.000 --> 0:17:22.880
<v Speaker 1>We've got three years in fucking Humpty dumpty. Could never

0:17:22.920 --> 0:17:26.199
<v Speaker 1>have it this good anyway. Our next booster quip is

0:17:26.280 --> 0:17:29.800
<v Speaker 1>one of my faves. Ahem, AI is powerful and getting

0:17:29.840 --> 0:17:33.280
<v Speaker 1>exponentially more powerful. Now, if a booster ever refers to

0:17:33.320 --> 0:17:36.680
<v Speaker 1>AI being powerful and getting more powerful, ask them the following,

0:17:37.040 --> 0:17:40.400
<v Speaker 1>what does powerful mean? In the event that they mentioned benchmarks,

0:17:40.440 --> 0:17:43.360
<v Speaker 1>ask them how those benchmarks apply to real world scenarios.

0:17:43.680 --> 0:17:47.000
<v Speaker 1>If they bring up swe bench the standard benchmark for coding,

0:17:47.160 --> 0:17:48.960
<v Speaker 1>ask them if they can code, and if they cannot,

0:17:49.600 --> 0:17:52.960
<v Speaker 1>ask them for another example. I mean, they will tell

0:17:53.000 --> 0:17:55.119
<v Speaker 1>you that they've spoken with coders. I've talked with a

0:17:55.119 --> 0:17:57.120
<v Speaker 1>lot of coders. I have a great one with Colt

0:17:57.200 --> 0:18:01.880
<v Speaker 1>Vogie coming up, another software engineer talking about MS. It's

0:18:01.920 --> 0:18:04.959
<v Speaker 1>so funny. It's so funny when you actually lay this

0:18:05.000 --> 0:18:08.040
<v Speaker 1>stuff out, how weak their arguments are. But in the

0:18:08.160 --> 0:18:11.120
<v Speaker 1>event they mentioned reasoning, ask them to define them. Once

0:18:11.119 --> 0:18:14.000
<v Speaker 1>they've defined reasoning, ask them to explain in plain English,

0:18:14.000 --> 0:18:16.879
<v Speaker 1>what reasoning allows you to do on a use case level,

0:18:17.160 --> 0:18:19.679
<v Speaker 1>not just how it works. They will likely bring up

0:18:19.680 --> 0:18:22.000
<v Speaker 1>the gold medal performance the open AI's model got on

0:18:22.000 --> 0:18:25.399
<v Speaker 1>the meth OLYMPIAD. Ask them why open ai hasn't released

0:18:25.400 --> 0:18:28.160
<v Speaker 1>that model. Then ask them what the actual practical use

0:18:28.200 --> 0:18:30.840
<v Speaker 1>case is that this success has opened up. They will

0:18:30.840 --> 0:18:33.320
<v Speaker 1>say it's an innovation. You've got to be patient, and

0:18:33.359 --> 0:18:37.240
<v Speaker 1>then pairper spray them. No, don't, don't pepper spray anyone anyway.

0:18:38.119 --> 0:18:40.040
<v Speaker 1>You should also then ask them what use cases have

0:18:40.160 --> 0:18:42.920
<v Speaker 1>arrived as a result of models becoming more powerful. If

0:18:42.960 --> 0:18:45.360
<v Speaker 1>they say vague things like oh in coding and oh

0:18:45.480 --> 0:18:48.880
<v Speaker 1>in medicine, ask them to get specific, and then ask

0:18:48.880 --> 0:18:51.240
<v Speaker 1>them what new products have arrived as a result. If

0:18:51.240 --> 0:18:53.399
<v Speaker 1>they say coding LMS, they will likely add that this

0:18:53.480 --> 0:18:57.320
<v Speaker 1>is replacing coders. Ask them where that has happened and

0:18:57.400 --> 0:19:01.040
<v Speaker 1>ask them to show you proof. Blinks and it will

0:19:01.040 --> 0:19:03.879
<v Speaker 1>not be sufficient to say that a CEO mentioned that

0:19:03.960 --> 0:19:09.160
<v Speaker 1>they did something with AI and efficiency. Get numbers. They

0:19:09.240 --> 0:19:11.800
<v Speaker 1>just won't. They won't do this. They will turn into

0:19:11.840 --> 0:19:13.679
<v Speaker 1>a pillar of salt. And we got two more fucking

0:19:13.720 --> 0:19:16.000
<v Speaker 1>parts of this. I mean you're gonna have a ball

0:19:16.040 --> 0:19:18.800
<v Speaker 1>with this. Look. The core of the AI booster's argument

0:19:18.920 --> 0:19:20.840
<v Speaker 1>is that they need to make you feel bad. They

0:19:20.920 --> 0:19:23.440
<v Speaker 1>like the gaslight, and you should. You need to refuse

0:19:23.520 --> 0:19:25.439
<v Speaker 1>to let them. You need to push back heavily. If

0:19:25.520 --> 0:19:27.879
<v Speaker 1>there's ever a point where you feel like they are

0:19:27.880 --> 0:19:29.840
<v Speaker 1>trying to make you feel stupid, ask them why they're

0:19:29.840 --> 0:19:33.159
<v Speaker 1>doing so. And to be clear, anyone with a compelling

0:19:33.240 --> 0:19:35.399
<v Speaker 1>argument doesn't have to make you feel bad to convince you.

0:19:35.720 --> 0:19:39.880
<v Speaker 1>The iPhone didn't need a spurious hype cycle of proof

0:19:40.080 --> 0:19:42.679
<v Speaker 1>of people saying you must look at this, it is

0:19:42.760 --> 0:19:46.679
<v Speaker 1>so important. When it didn't really work. It worked immediately.

0:19:47.160 --> 0:19:49.000
<v Speaker 1>Now I said in my news that it didn't need

0:19:49.040 --> 0:19:52.040
<v Speaker 1>a fucking marketing campaign. Yes there was marketing dollars behind

0:19:52.040 --> 0:19:55.680
<v Speaker 1>the iPhone. Eric newcomer, come at me with better WORKMATEE

0:19:55.720 --> 0:19:58.119
<v Speaker 1>respond to the rest of this, But we all kind

0:19:58.119 --> 0:19:59.479
<v Speaker 1>of got it with the iPhone. In fact, the moment

0:19:59.520 --> 0:20:02.600
<v Speaker 1>Steve job announced their piece of shit that he was,

0:20:02.400 --> 0:20:05.280
<v Speaker 1>he was. He said, here's the phone, here's an IPO,

0:20:05.680 --> 0:20:08.240
<v Speaker 1>here's here's ema. You could do all these on one device,

0:20:08.320 --> 0:20:12.120
<v Speaker 1>and everyone, oh, yeah, that is good. That is really

0:20:12.160 --> 0:20:15.359
<v Speaker 1>obvious that that was good. It was impressive because it

0:20:15.440 --> 0:20:19.880
<v Speaker 1>was impressive. And boosters will suggest you are intentional or

0:20:19.960 --> 0:20:21.879
<v Speaker 1>in not liking AI because you're a hater or a

0:20:21.880 --> 0:20:24.439
<v Speaker 1>cynic or a luddie. They'll suggest that you're ignorant for

0:20:24.480 --> 0:20:28.199
<v Speaker 1>not being amazed by chat GPT. Let me tell you something,

0:20:28.560 --> 0:20:30.679
<v Speaker 1>You don't have to be impressed by anything. By defam

0:20:30.960 --> 0:20:34.760
<v Speaker 1>and any product, especially software designed to make you feel

0:20:34.800 --> 0:20:38.320
<v Speaker 1>stupid for not getting it is poorly designed. Chat GPT

0:20:38.440 --> 0:20:42.280
<v Speaker 1>is the ultimate form of silicon value sociopathy. You must

0:20:42.280 --> 0:20:44.080
<v Speaker 1>do the work to find the use cases and thank

0:20:44.160 --> 0:20:47.160
<v Speaker 1>them for giving you the chance to do so. AI

0:20:47.280 --> 0:20:50.400
<v Speaker 1>is not even good reliable software. It resembles the death

0:20:50.400 --> 0:20:54.240
<v Speaker 1>of the art of technology. Inconsistent and unreliable by definition,

0:20:54.440 --> 0:20:57.800
<v Speaker 1>inefficient by design, financially ruin us, and adds to the

0:20:57.840 --> 0:20:59.960
<v Speaker 1>cognitive load of the user by requiring them to be

0:21:00.160 --> 0:21:02.520
<v Speaker 1>ever vigilant of the shit asked outputs that can come

0:21:02.560 --> 0:21:05.399
<v Speaker 1>out of them. So here's a really easy way to

0:21:05.480 --> 0:21:07.960
<v Speaker 1>deal with this. If a booster ever suggests you are

0:21:08.000 --> 0:21:10.879
<v Speaker 1>stupid or ignorant, ask them why it's necessary to demean

0:21:10.920 --> 0:21:13.320
<v Speaker 1>you to get their point across, even if you are

0:21:13.400 --> 0:21:15.919
<v Speaker 1>unable to argue on a technical level, make them explain

0:21:15.960 --> 0:21:19.040
<v Speaker 1>why the software itself can't convince you, and be vigilant.

0:21:19.080 --> 0:21:21.400
<v Speaker 1>Boosters seldom live in reality and will do everything they

0:21:21.400 --> 0:21:24.040
<v Speaker 1>can to pull you off course. And I should add

0:21:24.040 --> 0:21:27.080
<v Speaker 1>that there is a fair criticism here. I do insult people,

0:21:27.080 --> 0:21:29.600
<v Speaker 1>I do demean them. I call them babies, and I

0:21:29.760 --> 0:21:32.480
<v Speaker 1>do funny voices, and I do that because I don't

0:21:32.520 --> 0:21:35.880
<v Speaker 1>respect them. I'm not. I'm I am here to tell

0:21:35.880 --> 0:21:38.679
<v Speaker 1>you how I feel. I will convince you through the

0:21:39.040 --> 0:21:41.119
<v Speaker 1>large amounts of work I do in the research I have.

0:21:41.440 --> 0:21:44.359
<v Speaker 1>I don't if you disagree with me, you disagree with me, Eh,

0:21:44.359 --> 0:21:47.359
<v Speaker 1>it's fine. And yeah, these people do sound kind of silly.

0:21:47.440 --> 0:21:49.560
<v Speaker 1>I'll get you a Casey Newton thing in a couple

0:21:49.640 --> 0:21:52.359
<v Speaker 1>of episodes. I think that really it's impossible to call

0:21:52.400 --> 0:22:09.080
<v Speaker 1>them otherwise. Look, if you say that none of these

0:22:09.160 --> 0:22:11.399
<v Speaker 1>companies make money, they'll say it's in the early days.

0:22:11.760 --> 0:22:14.879
<v Speaker 1>If you say AI companies burn billions, they'll say the

0:22:14.880 --> 0:22:16.919
<v Speaker 1>cost of inference is coming down. If you say the

0:22:16.920 --> 0:22:20.080
<v Speaker 1>industry is massively overbuilding, they'll say that this is actually

0:22:20.119 --> 0:22:22.000
<v Speaker 1>just let the dot com boom and that the infrastructre

0:22:22.000 --> 0:22:23.920
<v Speaker 1>will be picked up at used in the future. If

0:22:23.920 --> 0:22:25.800
<v Speaker 1>you say there are no real use cases, they'll say

0:22:25.880 --> 0:22:30.040
<v Speaker 1>chat GBT as seven hundred billion weekly users. Every single time.

0:22:30.160 --> 0:22:33.640
<v Speaker 1>There's the same goddamn arguments, which is why from here

0:22:33.680 --> 0:22:35.719
<v Speaker 1>on out, I'm going to give you the responses to

0:22:35.760 --> 0:22:40.080
<v Speaker 1>all of them. And there's an article versus you could

0:22:40.080 --> 0:22:43.520
<v Speaker 1>print up and stuff it in them. No no, no, no,

0:22:43.520 --> 0:22:47.119
<v Speaker 1>no no violence. Everyone be nice, but you're going to

0:22:47.160 --> 0:22:49.040
<v Speaker 1>be able to use these arguments going forward. And let's

0:22:49.040 --> 0:22:54.760
<v Speaker 1>start with my favorite booster, quip AI will. Any time

0:22:55.000 --> 0:22:57.840
<v Speaker 1>an AI booster says AI will tell them to stop,

0:22:58.040 --> 0:23:00.679
<v Speaker 1>tell them to stop and explain what AI can do now.

0:23:01.040 --> 0:23:04.120
<v Speaker 1>And if they insist, ask them both when they expect

0:23:04.119 --> 0:23:06.560
<v Speaker 1>things to happen in the way they're talking about, and

0:23:06.600 --> 0:23:09.399
<v Speaker 1>if they say very soon, ask them to be more specific.

0:23:09.880 --> 0:23:11.400
<v Speaker 1>Get them to agree to a date and then call

0:23:11.440 --> 0:23:13.760
<v Speaker 1>them on that day or show up at their house. Hell,

0:23:13.760 --> 0:23:16.120
<v Speaker 1>you could be waiting inside when they get there, assuming

0:23:16.160 --> 0:23:19.119
<v Speaker 1>you have a key legally. Now here's another one, another

0:23:19.160 --> 0:23:21.680
<v Speaker 1>boost the whip. They will say agents will automate large

0:23:21.720 --> 0:23:24.240
<v Speaker 1>parts of our economy, and I will say, fucking stop.

0:23:25.920 --> 0:23:29.760
<v Speaker 1>There's that will bullshit again. There's that will will will will.

0:23:30.600 --> 0:23:32.960
<v Speaker 1>Agents don't work. They don't work at all. The term

0:23:33.040 --> 0:23:36.679
<v Speaker 1>agent means, to quote Maxwolf, a workflow where the LLM

0:23:36.680 --> 0:23:38.680
<v Speaker 1>can make its own decisions, such as in the case

0:23:38.720 --> 0:23:41.239
<v Speaker 1>of web search, where the LLM is told you can

0:23:41.280 --> 0:23:43.520
<v Speaker 1>search the web if you need to, then can output.

0:23:43.560 --> 0:23:46.280
<v Speaker 1>I should search the web and search the web. Yet

0:23:46.359 --> 0:23:49.200
<v Speaker 1>agent has now become a mythical creature that means totally

0:23:49.200 --> 0:23:52.159
<v Speaker 1>autonomous AI that can do an entire job. If anyone

0:23:52.200 --> 0:23:55.000
<v Speaker 1>tells you agents are dot dot dot, you should ask

0:23:55.040 --> 0:23:56.960
<v Speaker 1>them to point to one. If they say coding, please

0:23:57.000 --> 0:23:59.680
<v Speaker 1>demand that they explain how autonomous these things are. If

0:23:59.680 --> 0:24:02.200
<v Speaker 1>they say they can reflect her entire code bases, ask

0:24:02.240 --> 0:24:04.200
<v Speaker 1>them what that means, and also laugh at them because

0:24:04.200 --> 0:24:07.520
<v Speaker 1>they will not know. Ask them to explain how self force.

0:24:07.600 --> 0:24:09.760
<v Speaker 1>His own research shows that agents only have a fifty

0:24:09.800 --> 0:24:13.119
<v Speaker 1>eight percent success rate on single step tasks that you

0:24:13.200 --> 0:24:15.639
<v Speaker 1>ask it to do one thing, and thirty five percent

0:24:15.680 --> 0:24:19.000
<v Speaker 1>on multi step tasks. And what's crazy as well? And

0:24:19.040 --> 0:24:20.919
<v Speaker 1>I won't have this in the episode now, it's just

0:24:20.960 --> 0:24:24.080
<v Speaker 1>gonna have to look it up. There is a story

0:24:24.080 --> 0:24:27.119
<v Speaker 1>that just came out about open Aiyes projections, they reduce

0:24:27.160 --> 0:24:28.960
<v Speaker 1>the amount of money they're making over the next few

0:24:29.040 --> 0:24:32.639
<v Speaker 1>years in agents down twenty six billion dollars less they

0:24:32.800 --> 0:24:35.880
<v Speaker 1>just remove that part. Do you think agents exist now?

0:24:36.520 --> 0:24:39.239
<v Speaker 1>Agents are not autonomous. They do not replace jobs. They

0:24:39.240 --> 0:24:41.880
<v Speaker 1>cannot replace code as they are not going to do so,

0:24:42.760 --> 0:24:46.440
<v Speaker 1>because probabilistic models are a horrible means of taking precise actions.

0:24:46.600 --> 0:24:49.159
<v Speaker 1>And almost anyone who brings up agents as a booster

0:24:49.440 --> 0:24:53.679
<v Speaker 1>is either misinformed or in the business of misinformation. Now

0:24:53.720 --> 0:24:56.440
<v Speaker 1>here's another booster grip for you. What I mean is

0:24:56.480 --> 0:24:58.960
<v Speaker 1>that AI is like the early days of the Internet

0:25:00.080 --> 0:25:03.800
<v Speaker 1>any cases. I think they're referring to AI as being

0:25:03.960 --> 0:25:07.120
<v Speaker 1>early as a reference to those early days, and they

0:25:07.160 --> 0:25:09.520
<v Speaker 1>never really refer to what that means, because the early

0:25:09.600 --> 0:25:11.719
<v Speaker 1>days of the Internet can refer to just about anything.

0:25:12.160 --> 0:25:14.600
<v Speaker 1>Are we talking about dial up DSL? Are we talking

0:25:14.600 --> 0:25:17.080
<v Speaker 1>about the pre platform days when people accessed it the

0:25:17.119 --> 0:25:19.800
<v Speaker 1>Internet via compy server? Al well, yes, yes, I remember

0:25:19.840 --> 0:25:21.720
<v Speaker 1>the article from Newsweek. I already explained it in my

0:25:21.760 --> 0:25:24.639
<v Speaker 1>newsletter reality Check. I'm going to quote myself about this

0:25:24.720 --> 0:25:27.200
<v Speaker 1>fucking article where the guy said the Internet wouldn't take off.

0:25:27.760 --> 0:25:30.000
<v Speaker 1>In any case, one guy said, saying that the Internet

0:25:30.040 --> 0:25:32.200
<v Speaker 1>won't be big doesn't mean a fucking thing about generat

0:25:32.200 --> 0:25:34.520
<v Speaker 1>iv AI, And you're a simpleton if you think it does.

0:25:35.040 --> 0:25:36.800
<v Speaker 1>One guy being wrong in some way is not a

0:25:36.800 --> 0:25:38.600
<v Speaker 1>response to by work, and I will crush you like

0:25:38.640 --> 0:25:41.840
<v Speaker 1>a bug. Again, I'm using ad hominin attacks. Who cares

0:25:42.119 --> 0:25:44.760
<v Speaker 1>these fucking people are rude as hell. Now, if your

0:25:44.840 --> 0:25:48.200
<v Speaker 1>argument is that the early Internet required expensive Sun microsystem

0:25:48.280 --> 0:25:51.159
<v Speaker 1>service to run, Jim Cavello of Goldman Sachs addressed that

0:25:51.440 --> 0:25:54.280
<v Speaker 1>in June twenty twenty four by saying that the costs

0:25:54.280 --> 0:25:57.320
<v Speaker 1>were that the cost piled in comparison, adding that we

0:25:57.359 --> 0:25:59.480
<v Speaker 1>also didn't need to expand our fucking power grid to

0:25:59.520 --> 0:26:04.119
<v Speaker 1>build the early web. Well, sir, there's another booster whip, sir. Actually,

0:26:04.200 --> 0:26:07.399
<v Speaker 1>people said smartphones wouldn't be big. This is a straight

0:26:07.480 --> 0:26:09.399
<v Speaker 1>up lie. By the way, I've heard this a good amount.

0:26:09.600 --> 0:26:12.960
<v Speaker 1>I've heard at least five people say, yeah, well, people

0:26:13.000 --> 0:26:16.199
<v Speaker 1>didn't didn't think the iPhone would be big. The iPhone

0:26:16.320 --> 0:26:20.440
<v Speaker 1>wasn't going to be big. Actually, huhh. This is a lie.

0:26:20.600 --> 0:26:23.320
<v Speaker 1>It's a lie. It's a lie. You're lying. Also, as

0:26:23.400 --> 0:26:25.800
<v Speaker 1>Jim Cavello from gobmin Sex noted, there were hundreds of

0:26:25.840 --> 0:26:28.720
<v Speaker 1>presentations in the early two thousands that included road maps

0:26:28.720 --> 0:26:31.840
<v Speaker 1>that accurately fit how smartphones rolled out, and that no

0:26:31.920 --> 0:26:35.720
<v Speaker 1>such roadmap exists for generative AI. The iPhone was also

0:26:35.760 --> 0:26:38.240
<v Speaker 1>an immediate success as a thing that people paid for

0:26:38.400 --> 0:26:40.639
<v Speaker 1>with Apple selling four million units in the space of

0:26:40.680 --> 0:26:43.480
<v Speaker 1>six months, and this was on an exclusive contract for

0:26:43.840 --> 0:26:46.920
<v Speaker 1>several years, I think with Singular Wireless now called AT

0:26:47.000 --> 0:26:49.280
<v Speaker 1>and T hell in two thousand and six. Since the

0:26:49.359 --> 0:26:52.360
<v Speaker 1>year before the iPhone launched, there were smartphones, and there

0:26:52.400 --> 0:26:56.080
<v Speaker 1>was an estimated seven point seven million worldwide smartphone shipments,

0:26:56.200 --> 0:26:59.560
<v Speaker 1>mostly from BlackBerry, Windows Mobile and Palm. Though, to be

0:26:59.600 --> 0:27:02.920
<v Speaker 1>generous to the GENERATIVEAI boosters, I'm going to disregard those

0:27:03.000 --> 0:27:06.159
<v Speaker 1>because they actually he'll prove my point more and I

0:27:06.240 --> 0:27:07.760
<v Speaker 1>just want to be clear that the early days of

0:27:07.760 --> 0:27:11.199
<v Speaker 1>the Internet are not a sensible comparison to GENERATIVEAI. The

0:27:11.280 --> 0:27:13.840
<v Speaker 1>original Attentional is all you Need paper, the one that

0:27:13.920 --> 0:27:16.520
<v Speaker 1>kicked off the transformer based large language model ERA, was

0:27:16.560 --> 0:27:20.200
<v Speaker 1>published in June twenty seventeen. Chat GPT launched in November

0:27:20.240 --> 0:27:24.439
<v Speaker 1>twenty twenty two. It's not early. We're not early anymore.

0:27:24.560 --> 0:27:26.480
<v Speaker 1>We haven't been for a while. But nevertheless, if we're

0:27:26.520 --> 0:27:29.399
<v Speaker 1>saying early days here, we should actually define what that means.

0:27:29.600 --> 0:27:32.560
<v Speaker 1>As I mentioned previously, people paid for the iPhone immediately

0:27:32.560 --> 0:27:34.639
<v Speaker 1>despite it being a device that was completely and utterly

0:27:34.680 --> 0:27:38.000
<v Speaker 1>new on one specific carrier. While there was a small

0:27:38.040 --> 0:27:40.840
<v Speaker 1>group of consumers that might have used similar devices like

0:27:40.880 --> 0:27:44.800
<v Speaker 1>the compact ipack. It's kind of a cool device. The

0:27:44.840 --> 0:27:47.320
<v Speaker 1>iPhone was a completely new kind of computing sold it

0:27:47.359 --> 0:27:49.840
<v Speaker 1>at premium, requiring you to have a contract with that

0:27:49.920 --> 0:27:54.560
<v Speaker 1>specific carrier. Conversely, chat GPT's annualized revenue in December twenty

0:27:54.560 --> 0:27:56.920
<v Speaker 1>twenty three was one point six billion dollars, so about

0:27:56.920 --> 0:27:58.919
<v Speaker 1>one hundred and thirty three million in that month for

0:27:58.960 --> 0:28:01.159
<v Speaker 1>a product that had by that time raised over ten

0:28:01.200 --> 0:28:03.840
<v Speaker 1>billion dollars. And while we don't know what OpenAI lost

0:28:03.880 --> 0:28:06.440
<v Speaker 1>in twenty twenty three, reports suggested it burned over five

0:28:06.480 --> 0:28:09.560
<v Speaker 1>billion dollars in twenty twenty four. Big Tech is spent

0:28:09.600 --> 0:28:12.159
<v Speaker 1>over five hundred billion dollars in capital expenditures in the

0:28:12.240 --> 0:28:15.800
<v Speaker 1>last eighteen months, and all told, between investments of cloud

0:28:15.840 --> 0:28:19.320
<v Speaker 1>credits and infrastructure, will likely sink over six hundred billion

0:28:19.320 --> 0:28:21.840
<v Speaker 1>dollars by the year's end. The early days of the

0:28:21.840 --> 0:28:24.439
<v Speaker 1>Internet would define not by its lack of investment or attention,

0:28:24.520 --> 0:28:27.520
<v Speaker 1>but by its obscurity. Even in two thousand, around the

0:28:27.520 --> 0:28:29.639
<v Speaker 1>time of the dot com bubble, only fifty two percent

0:28:29.680 --> 0:28:31.760
<v Speaker 1>of US adults used the Internet, and it would take

0:28:31.800 --> 0:28:34.879
<v Speaker 1>another nineteen years for ninety percent of US adults to

0:28:34.920 --> 0:28:37.520
<v Speaker 1>do so. These early days were also defined by its

0:28:37.560 --> 0:28:41.000
<v Speaker 1>early functionality. The Internet would become so much more because

0:28:41.000 --> 0:28:43.440
<v Speaker 1>of the things that hyperconnectivity allowed us to do, and

0:28:43.480 --> 0:28:46.240
<v Speaker 1>both faster inte net connections and the ability to host

0:28:46.240 --> 0:28:49.920
<v Speaker 1>software and the cloud would change everything. We could define

0:28:49.960 --> 0:28:52.440
<v Speaker 1>what better would mean and make reasonable predictions about what

0:28:52.480 --> 0:28:55.960
<v Speaker 1>people could do on a better Internet. Yet, even in

0:28:56.000 --> 0:28:58.400
<v Speaker 1>those early days, it was obvious why you were using

0:28:58.400 --> 0:29:01.000
<v Speaker 1>the Internet and how it might grow from them. One

0:29:01.000 --> 0:29:03.080
<v Speaker 1>did not have to struggle to explain why buying a

0:29:03.080 --> 0:29:05.640
<v Speaker 1>book online might be useful or quicker than a shop,

0:29:05.920 --> 0:29:08.040
<v Speaker 1>or why a website might make a quicker reference than

0:29:08.120 --> 0:29:10.280
<v Speaker 1>having to go to a library, or why downloading a

0:29:10.320 --> 0:29:12.720
<v Speaker 1>game or a song might be a good idea. While

0:29:12.800 --> 0:29:15.880
<v Speaker 1>habits might have needed adjusting, it was blatantly obvious what

0:29:15.920 --> 0:29:19.560
<v Speaker 1>the value of the early Internet was. It's also unclear

0:29:19.600 --> 0:29:22.400
<v Speaker 1>when the early days of the Internet ended. Only forty

0:29:22.440 --> 0:29:24.880
<v Speaker 1>four percent of US adults had access to broadband internet

0:29:24.880 --> 0:29:27.960
<v Speaker 1>in two thousand and six. Were those the early days

0:29:27.960 --> 0:29:31.160
<v Speaker 1>of the Internet. The answer is no, and that this

0:29:31.200 --> 0:29:33.080
<v Speaker 1>point is brought up by people with a poor grasp

0:29:33.120 --> 0:29:35.960
<v Speaker 1>of history and a flimsy attachment to reality. The early

0:29:36.040 --> 0:29:38.360
<v Speaker 1>days of the Internet were very, very, very different to

0:29:38.440 --> 0:29:41.080
<v Speaker 1>any associated tech boom since, and we need to stop

0:29:41.120 --> 0:29:44.120
<v Speaker 1>making the comparison. The Internet also grew in a vastly

0:29:44.120 --> 0:29:48.080
<v Speaker 1>different information ecosystem. Generative AI has had the benefit of

0:29:48.120 --> 0:29:51.479
<v Speaker 1>mass media driven by the Internet, along with social media

0:29:51.600 --> 0:29:55.280
<v Speaker 1>and social pressure to adopt AI for multiple years. And

0:29:55.320 --> 0:29:59.320
<v Speaker 1>now our last boost to quip for the episode, actually

0:29:59.440 --> 0:30:01.200
<v Speaker 1>that I meant something else. What I mean is that

0:30:01.240 --> 0:30:03.680
<v Speaker 1>we're in the early days of AI. All of the

0:30:03.720 --> 0:30:07.640
<v Speaker 1>other things you said were very misleading. You misread my statements. Somehow,

0:30:08.080 --> 0:30:10.400
<v Speaker 1>we are not in the early days of generat if AI,

0:30:10.440 --> 0:30:13.920
<v Speaker 1>and anyone using this argument is either ignorant or intentionally deceptive.

0:30:14.560 --> 0:30:17.800
<v Speaker 1>According to Pew, as of mid twenty twenty five, thirty

0:30:17.800 --> 0:30:20.400
<v Speaker 1>four percent of US adults have used chat GPT, with

0:30:20.440 --> 0:30:22.640
<v Speaker 1>seventy nine percent saying they'd at least heard of it

0:30:23.280 --> 0:30:26.600
<v Speaker 1>and a little about it. Even Furthermore, chat GPT has

0:30:26.640 --> 0:30:28.840
<v Speaker 1>always had a free version. On top of that, A

0:30:28.880 --> 0:30:31.240
<v Speaker 1>study from May twenty twenty three found that over ten

0:30:31.760 --> 0:30:35.240
<v Speaker 1>nine hundred news headlines mentioned chat GPT between November twenty

0:30:35.240 --> 0:30:37.600
<v Speaker 1>twenty two and March twenty twenty three, and a brand

0:30:37.680 --> 0:30:39.760
<v Speaker 1>Watch report found that in the first five months of

0:30:39.800 --> 0:30:43.320
<v Speaker 1>its release, chat GPT received over nine point two million

0:30:43.720 --> 0:30:47.080
<v Speaker 1>mentions on social media. Nearly eighty percent of people have

0:30:47.120 --> 0:30:49.440
<v Speaker 1>heard of chat GPT, in over a quarter of Americans

0:30:49.480 --> 0:30:52.240
<v Speaker 1>have used them. If we're defining the early days based

0:30:52.280 --> 0:30:55.600
<v Speaker 1>on consumer exposure, that ship has sailed. If we're defining

0:30:55.640 --> 0:30:58.080
<v Speaker 1>the early days by the passage of time, it's been

0:30:58.120 --> 0:31:00.320
<v Speaker 1>eight years since Attention Is All You Need and three

0:31:00.360 --> 0:31:03.840
<v Speaker 1>since CHADGBT came out. While three years might not seem

0:31:03.920 --> 0:31:06.400
<v Speaker 1>like a lot of time, the whole foundation of an

0:31:06.400 --> 0:31:09.800
<v Speaker 1>early day's argument is that in the early days, things

0:31:09.880 --> 0:31:14.200
<v Speaker 1>do not receive the venture funding, research, attention, infrastructural support,

0:31:14.280 --> 0:31:17.600
<v Speaker 1>or business interest necessary to make them big. In twenty

0:31:17.640 --> 0:31:20.600
<v Speaker 1>twenty four, nearly thirty three percent of all global venture

0:31:20.640 --> 0:31:23.800
<v Speaker 1>funding went to artificial intelligence, and according to the Information

0:31:24.120 --> 0:31:26.760
<v Speaker 1>AI startups have raised over forty billion dollars in twenty

0:31:26.760 --> 0:31:30.920
<v Speaker 1>twenty five alone, with Statista adding that AI absorbed seventy

0:31:30.960 --> 0:31:33.720
<v Speaker 1>one percent of VC funding in the first quarter of

0:31:33.760 --> 0:31:37.120
<v Speaker 1>twenty twenty five. These numbers also failed to account the

0:31:37.160 --> 0:31:41.000
<v Speaker 1>massive infrastructure costs that companies like open Ai and Anthropic

0:31:41.040 --> 0:31:43.920
<v Speaker 1>don't have to pay for the limitations of the early

0:31:44.160 --> 0:31:47.480
<v Speaker 1>Internet were twofold, the fiber optic cable boom that led

0:31:47.480 --> 0:31:51.120
<v Speaker 1>to the fiber optic bubble bursting when telecommunications companies massively

0:31:51.160 --> 0:31:54.400
<v Speaker 1>overinvested in infrastructure, which I will get too shortly. There was

0:31:54.440 --> 0:31:57.560
<v Speaker 1>also the lack of scalable cloud infrastructure to allow distinct

0:31:57.560 --> 0:32:00.000
<v Speaker 1>apps to be run online, a problem solved by Amazon

0:32:00.080 --> 0:32:04.440
<v Speaker 1>Web Services, among others. In Generative AI's case, Microsoft, Google

0:32:04.480 --> 0:32:07.080
<v Speaker 1>and Amazon have built the fiber optic cables for large

0:32:07.120 --> 0:32:10.960
<v Speaker 1>language models. Open AI and Anthropic have everything they need.

0:32:11.360 --> 0:32:14.240
<v Speaker 1>They have even if they say otherwise, plenty of compute,

0:32:14.480 --> 0:32:17.000
<v Speaker 1>access to the literal greatest minds in the field, the

0:32:17.080 --> 0:32:19.920
<v Speaker 1>constant attention of the media and global governments, and effectively

0:32:19.960 --> 0:32:23.200
<v Speaker 1>no regulations or restrictions stopping them from training their models

0:32:23.200 --> 0:32:26.080
<v Speaker 1>and the works of millions of people or destroying our environment.

0:32:26.480 --> 0:32:30.120
<v Speaker 1>They've already had this support too. Open ai was allowed

0:32:30.160 --> 0:32:33.040
<v Speaker 1>to burn half a billion dollars on a single training

0:32:33.120 --> 0:32:36.080
<v Speaker 1>run for GPT four point five and five, and they

0:32:36.080 --> 0:32:39.840
<v Speaker 1>did multiple runs. If anything, the massive amounts of capital

0:32:39.880 --> 0:32:42.320
<v Speaker 1>have allowed us to massively condense the time in which

0:32:42.320 --> 0:32:44.960
<v Speaker 1>a bubble goes from possible to bursting and washing out

0:32:44.960 --> 0:32:47.240
<v Speaker 1>a bunch of people. Because the tech industry is such

0:32:47.240 --> 0:32:49.800
<v Speaker 1>a powerful follow up work culture that only one or

0:32:49.840 --> 0:32:52.160
<v Speaker 1>two unique ideas can exist at one time, and I

0:32:52.200 --> 0:32:55.520
<v Speaker 1>think those ideas are currently open AI and anthropic. The

0:32:55.600 --> 0:32:59.520
<v Speaker 1>early Day's argument hinges on obscurity and limited resources, something

0:32:59.520 --> 0:33:02.800
<v Speaker 1>that general does not get to whine about. Companies that

0:33:02.840 --> 0:33:05.560
<v Speaker 1>make effectively no revenue can raise five hundred million dollars

0:33:05.640 --> 0:33:08.320
<v Speaker 1>to do the same AI coding bullshit that everybody else does.

0:33:09.040 --> 0:33:12.000
<v Speaker 1>In simpler terms, these companies are flush with cash, have

0:33:12.160 --> 0:33:15.200
<v Speaker 1>all the attention and investment they could possibly need. After all,

0:33:15.240 --> 0:33:18.120
<v Speaker 1>attention is all you need, and are still unable to

0:33:18.160 --> 0:33:21.680
<v Speaker 1>create a product with a defined, meaningful mass market use case,

0:33:21.880 --> 0:33:25.320
<v Speaker 1>let alone one that doesn't burn money. In fact, I

0:33:25.360 --> 0:33:28.680
<v Speaker 1>believe that, thanks to effectively infinite resources, we've speed run

0:33:28.720 --> 0:33:31.840
<v Speaker 1>the entire large language model era and we're nearing the end.

0:33:32.360 --> 0:33:35.440
<v Speaker 1>These companies got what they wanted, and I think I

0:33:35.520 --> 0:33:38.440
<v Speaker 1>want to die in Minecraft, obviously, but I must press on.

0:33:38.640 --> 0:33:41.320
<v Speaker 1>I must. Just saying all these things out loud, you

0:33:41.360 --> 0:33:44.440
<v Speaker 1>really get a sense for how illogical these people are

0:33:44.480 --> 0:33:46.680
<v Speaker 1>and how much bullshit is going around to try and

0:33:46.680 --> 0:33:50.120
<v Speaker 1>push back against skeptics. But it's not gonna work. It's

0:33:50.160 --> 0:33:52.440
<v Speaker 1>not gonna work. I hope you're not tired of me

0:33:52.480 --> 0:33:55.440
<v Speaker 1>talking about boost equips and doing silly voices. Is You've

0:33:55.480 --> 0:33:57.720
<v Speaker 1>got two more of these fucking episodes coming, and I

0:33:57.760 --> 0:34:01.840
<v Speaker 1>love recording them. I really do say recording. Jesus Christ,

0:34:02.200 --> 0:34:04.960
<v Speaker 1>my friends were in hell, but we're together in hell

0:34:05.000 --> 0:34:07.280
<v Speaker 1>and that's fun. And there's a lot more bullshit to

0:34:07.280 --> 0:34:18.640
<v Speaker 1>break down. Speak to you tomorrow. Thank you for listening

0:34:18.680 --> 0:34:21.319
<v Speaker 1>to Better Offline. The editor and composer of the Better

0:34:21.360 --> 0:34:24.359
<v Speaker 1>Offline theme song is Matasowski. You can check out more

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<v Speaker 1>of his music and audio projects at Matasowski dot com,

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<v Speaker 1>M A T t O. S O w Ski dot com.

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<v Speaker 1>You can email me at easy at Better offline dot com,

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<v Speaker 1>or visit Better offline dot com to find more podcast

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<v Speaker 1>links and of course, my newsletter. I also really recommend

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<v Speaker 1>you go to chat dot Where's youreed dot at to

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<v Speaker 1>visit the discord, and go to our slash Better Offline

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<v Speaker 1>to check out our reddit. Thank you so much for listening.

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<v Speaker 1>Better Offline is a production of cool Zone Media. For

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<v Speaker 1>more from cool Zone Media, visit our website Cool zonemedia

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<v Speaker 1>dot com, or check us out on the iHeartRadio app,

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<v Speaker 1>Apple podcast, or wherever you get your podcasts.