i don’t have a perfectly coiffed investment firm’s 300-slide deck for “agriculture” but if we’re talking drastic may i humbly submit that for your consideration

This is why AI bros can’t be taken seriously. Their slop generator above the foundation of human societies.

Or the internet. Or telephony. Or even fucking fax.

Even if it is transformational, who will realize the gains? AI service providers have no moat. We can all just run LLMs locally for a fraction of the cost.

They're essentially just throwing VC money at training to do free work for all of us. I have a similar attitude towards facebook today or bell labs a long time ago: they are doing all of this R&D work that will benefit everyone except themselves.

My god is that a dumb slide deck. With that many graph you can expect some of them to be duds but more than half of them in the first 20 pages are just meaningless.

Lot of numbers going up but no sign of any profits. Curious.

They said the same about social media. Don’t conflate value creation with value capture. It can often lag, which creates the appearance of a bubble. To me, engagement through the roof and costs rapidly declining is the definition of value rapidly scaling up (scaling in this context specifically meaning reach going up while costs decline). Value capture is lagging behind but that doesn’t necessarily mean it’s a bubble. I’m certainly open to the possibility it’s a bubble, but that’s not what my firsthand experience is telling me or any of the aggregate numbers.

captured plenty of value in the anthropic lawsuit

That’s a big deck what’s the point here? It’s not a bubble because it’s fast and drastic?

I’d argue that the introduction of the Internet and mobile phones were more drastically technological transformations.

We’re in the early innings of the AI transformation. You might be right but we’re talking about less than 5 years of AI, versus decades for what you cited

The transformation of the Internet happened in just a few years in the 90s, same for mobile phones.

If you’re claiming “decades” for the transformation of the internet, by the same measure one could argue that AI started in the 60s. If you’re saying “less than 5 years”, what exactly are you considering “AI” ?

that is covered by a bullet point in the linked slide deck, but it seems they can claim faster adoption, as people already have those things. a computer in 1990 was crazy expensive, then infrastructure for ISPs, etc. it seems supremely disingenuous.

Hilariously none of the replies evaluated the deck on the merits. What has HN even become.